Blue Owl Capital Inc.

17 hours ago · seekingalpha.com

Blue Owl Capital remains a Buy, with improved sentiment, stable credit quality, and supportive valuations despite macro and rate headwinds. Redemption pressures are fading, with OCIC loan repayments covering requests by ~3x and evergreen inflows rebounding, reducing forced asset sale risks. Credit FRE management fees face a temporary drag, but committed, undeployed capital and diversification support a visible path to fee growth and dividend coverage.

3 days ago · seekingalpha.com

OWL is heavily undervalued after a roughly 61.5% crash since its all-time-high. I see OWL as uniquely positioned to capitalize on the ongoing AI narrative, which the market continues to underappreciate. OWL's Digital Infrastructure is already adding to the growth with 6% share in AUM. And the management sees great pipeline on that front.

8 days ago · seekingalpha.com

Blue Owl Capital Inc. (OWL) Presents at Barclays 24th Annual Global Financial Services Conference Transcript

13 days ago · seekingalpha.com

Blue Owl Capital Corporation remains undervalued, trading at a significant discount to NAV and peers despite recent recovery. OBDC offers a robust 10.87% yield, improved dividend coverage, and a strengthened balance sheet with lower leverage and ample liquidity. A 96% floating-rate credit portfolio positions the company for earnings resilience should the Federal Reserve maintain or raise interest rates.

14 days ago · zacks.com

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18 days ago · invezz.com

Blue Owl stock has staged a strong comeback in recent months, climbing from a low of $7.60 in April to around $11.85 currently. The rally could have further room to run after the stock formed a golden cross and a bullish flag pattern, while fading jitters across the AI sector could provide an additional tailwind.

21 days ago · seekingalpha.com

Blue Owl Capital Corp. remains a 'Strong Buy' due to its resilient, diversified, and predominantly senior-secured $15 billion portfolio. OBDC's adjusted NII per share of $0.34 covers its 11% yield, with a 110% coverage ratio and $0.29 per share in spillover income. The portfolio's low nonaccrual rate, improving risk ratings, and conservative 1.11x leverage underpin its robust credit profile.

1 month ago · seekingalpha.com

Blue Owl remains a Strong Buy, supported by robust growth, high margins, and an attractive 14x distributable earnings multiple. Fears over OWL's private credit exposure have proven overblown, with the credit portfolio showing just a 12 basis point average annual loss rate. OWL's diversified platform, $30B+ in dry powder, and high-margin fee streams underpin a compelling total return profile of 20%+ annually.

1 month ago · seekingalpha.com

Blue Owl Capital Inc. remains a Strong Buy, with recent returns far surpassing the S&P 500 and further upside anticipated. Blue Owl Capital's fee-based asset management model, especially in data centers and real assets, drives stable growth and shields against investment vehicle volatility. Despite concerns over circular financing and AI exposure, Blue Owl Capital's real asset AUM surged to $89.4 billion, and distributable earnings rose 9.9% year-over-year.

1 month ago · seekingalpha.com

Blue Owl remains a compelling deep value opportunity, with fundamentals improving and a strong rebound from prior market pessimism. OWL's real assets segment is driving growth, with 44% revenue growth over twelve months and expectations for continued outperformance. Distributable earnings are approaching full dividend coverage, with management guiding to beat consensus and cover the dividend by year-end.