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Blue Owl Capital's diversified portfolio and share buybacks offer support, but rate sensitivity and NAV pressure keep investors cautious for now.

Blue Owl is considering a public data center REIT seeded with about $6.5B of assets as AI infrastructure spending draws more IPO capital.

A sudden loan collapse exposes private credit's uncomfortable valuation problem

Blue Owl Capital stock has fallen sharply over the past year, yet current market multiples still point to an expensive profile rather than a clear bargain. For investors, the combination of weaker recent returns and a low value score raises questions about how much of Blue Owl Capital's growth story is already reflected in the share price. Over the past 1 year, Blue Owl Capital has declined 28.7%, which puts recent shareholder returns well behind many investors' expectations for an...

Blue Owl Capital recently outlined plans to launch a data center real estate investment trust (REIT) seeded with about US$6.5 billion of its own assets, alongside reporting higher adjusted second-quarter 2026 EPS, fresh dividends, share repurchases, and additional debt financing through Blue Owl Technology Finance. Together, the planned data center REIT and expanded funding capacity highlight how Blue Owl is reshaping its balance sheet to support a larger digital infrastructure and...

Price targets for Blue Owl Capital now cluster in a wide band between about US$10 and US$17, as updated models adjust fair value estimates such as the move from roughly US$12.38 to about US$12.74. Recent analyst research links these shifts to Q2 results, revised fundraising expectations, and changing sentiment toward private credit and alternative asset managers. As you read on, you will see how to track this evolving narrative and what to watch as new information comes through. Analyst Price...

Blue Owl Capital (OWL) has drawn fresh attention after announcing plans for a publicly traded data center REIT, seeded with about US$6.5b of assets, alongside second quarter adjusted EPS of US$0.34 and continued share repurchases. At a share price of US$11.75, Blue Owl Capital has seen short term share price momentum cool slightly over the past week. However, the 90 day share price return of 19.9% sits against a year to date share price decline of 23.3% and a 1 year total shareholder return...

Financial stocks were lower in late Friday afternoon trading, with the NYSE Financial Index decreasi

The alternative asset manager expects to seed the REIT with about $6.5 billion of its own data center assets.

Blue Owl Capital Corporation (OBDC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Blue Owl Capital led a $2.4 billion senior secured financing for IREN, split evenly between a term loan and secured notes, both carrying 9% interest and maturing two and a…

Blackstone and Cliffwater have seen redemption requests of about 10% and 16%, respectively, at their private credit funds.

The 30-month financing will fund air-cooled NVIDIA Blackwell Ultra infrastructure at IREN’s Mackenzie campus, with capital drawn as equipment is delivered and commissioned.

SEI Investments stock touches a new 52-week high as revenues, client assets, and LSV flows strengthen, with technology and outsourcing growth supporting its outlook.

Blue Owl Capital Inc (NYSE:OWL) recently announced a total dividend of $0.31 per share, with the ex-dividend date set for 2026-09-30. This payment includes a $0.31 per share cash dividend, payable on 2026-10-15. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

Investing.com -- Blue Owl Capital Inc. funds arranged a $2.4 billion debt financing for Iren Ltd., a cloud computing provider that plans to use the money to purchase Nvidia Corp. Blackwell Ultra GPUs for a data center campus in Canada.

Blue Owl Technology Finance Corp. (NYSE:OTF) priced $400 million of bonds Monday, double the $200 million it initially sought, in a tap of the 6.500% notes due 2029 it first sold in June, according to a prospectus supplement filed Monday.Blackstone...

Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger

Data-center guarantees could matter if AI economics weaken.

Blue Owl Capital (OWL) recently priced a $750 million offering of 6.750% senior notes due 2036 through its subsidiary Blue Owl Finance LLC. The company plans to use the proceeds to repay revolving credit facility borrowings. See our latest analysis for Blue Owl Capital. Against this backdrop, Blue Owl Capital has seen strong short term momentum, with a 1 month share price return of 31.62% and a 3 month share price return of 26.10%. However, the share price return year to date has declined...

Financial stocks were edging up in late Tuesday afternoon trading, with the NYSE Financial Index add

Private-credit managers report the metric differently, with some using aggressive math to project strength.

Blue Owl Capital (NYSE:OBDC) reported second-quarter 2026 adjusted net investment income of $0.34 per share, up from $0.31 in the prior quarter, as a large investment realization and higher specialty-finance dividend income lifted results. Net asset value per share declined to $14.26 from $14.41 in

Investors still should wait for confirmation that selling has truly exhausted itself and that buyers are beginning to take control.

Is Blue Owl Capital the canary in the coal mine or a one-off situation that investors in other BDCs can ignore?

Blue Owl Capital (NYSE:OWL) reported second-quarter 2026 fee-related earnings of $0.25 per share and distributable earnings of $0.22 per share, with distributable earnings rising 9% from the prior-year quarter. The alternative asset manager declared a quarterly dividend of $0.23 per share, payable A

Ares Capital and Blue Owl Capital reported resilient second-quarter results this week, while Ares Management posted record fundraising, highlighting continued institutional demand for private credit despite rising defaults, ‌retail redemptions and liquidity concerns. Ares Management, one of the industry's largest players, raised a record $36 billion ‌in the second quarter, including $23.7 billion for its credit strategies. Assets under management rose 17% from a year earlier to $671.3 billion.

Blue Owl Capital Inc (OWL) reports strong diversification and a $380 million future fee pipeline, while navigating a tepid M&A environment and wealth channel challenges.

Blue Owl Capital Inc. has reported past second-quarter 2026 results, with revenue rising to US$753.05 million from US$703.11 million a year earlier, while net income decreased to US$11.39 million from US$17.43 million, and the firm affirmed a quarterly dividend of US$0.23 per Class A share. Behind the headline figures, the company’s slower private credit fundraising, withdrawal limits on certain funds, and role in funding large AI-related data center projects highlight both funding pressures...

Financial stocks were higher in late Thursday afternoon trading, with the NYSE Financial Index risin