Blue Owl Capital

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. It offers platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded on August 20, 2020 and is headquartered in New York, NY.

Earnings data Q2 2021

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Blue Owl Capital excels in Q4 2022, poised for growth

Blue Owl Capital delivered robust Q4 2022 results, showcasing strong growth and successful fundraising halfway to their goal, with a focus on long-dated assets and substantial earnings growth.
Despite challenges like wealth flow slowdown and retail market turbulence, the company's strengths in software investments, real estate strategy, and credit quality position them well for future opportunities.
Opportunities lie in new product introductions, sustained growth expectations, and strategic expansions, indicating a positive outlook for Blue Owl's continued stability, profitability, and growth.
Maintaining performance momentum, capitalizing on strengths, addressing challenges, and leveraging opportunities will be key for Blue Owl to achieve its $1 billion DE target and drive success in 2023.

Blue Owl Capital excels in Q1 earnings amidst market challenges

Blue Owl Capital demonstrated strong financial performance with notable fee-related earnings and AUM growth.
Despite challenges like market volatility, the company's diversified business segments and solid fundraising efforts position it for future success.
Opportunities lie in expanding revenue streams through real estate and direct lending, supported by a positive market outlook.
Strategic management of challenges and proactive pursuit of opportunities can drive sustained growth and shareholder value.

Blue Owl Capital excels in Q2 earnings, eyes international growth

Blue Owl Capital delivered strong financial performance in Q2 2023, showcasing growth in AUM, distributable earnings, and fundraising capabilities.
The company's emphasis on higher fee rates, permanent capital model, and unified branding positions it well for future growth and market leadership.
While facing challenges in direct lending trends and international expansion, Blue Owl is focused on leveraging opportunities in fundraising, market penetration, and business expansion.
Navigating regulatory landscapes and strategic business expansions are key focus areas for Blue Owl to sustain its growth trajectory and capitalize on emerging market trends.

Blue Owl Capital reports robust Q3 earnings amidst growth strategies

Blue Owl Capital's Q3 performance reflects financial strength, growth in management fees, and strategic initiatives for expansion. While facing challenges of market volatility and potential European expansion risks, the company remains focused on dividend growth, product innovation, and fundraising efforts to drive future success.

Blue Owl Capital excels in Q4, targets $1 dividend goal

Blue Owl Capital's Q4 2023 earnings call highlighted robust financial performance, strategic partnerships, and a focus on delivering value to investors. The company aims to achieve a $1 per share dividend goal through targeted revenue growth, fundraising efforts, and product diversification.

Blue Owl Capital excels in Q1 earnings, eyes growth milestones

Blue Owl Capital delivered strong financial results in Q1 2024, with robust fee-related and distributable earnings, showcasing consistent growth. The company's strategic acquisitions and successful fundraising efforts highlight its commitment to expanding capabilities and driving shareholder value. Challenges lie in integration post-acquisitions and navigating market uncertainties, but opportunities for growth and achieving milestones are within reach.

Blue Owl Capital excels in Q2 2024, eyes growth opportunities

Blue Owl Capital demonstrated strong financial performance and operational resilience in Q2 2024, with robust fee-related earnings and fundraising progress.
Despite short-term margin pressures from acquisitions, the company remains confident in achieving long-term growth and shareholder value.
Strategic acquisitions, record deployment in credit, and active capital deployment in real estate underscore Blue Owl's commitment to growth and market leadership.

Blue Owl Capital excels in Q3, eyes growth amid challenges

Blue Owl Capital delivered strong financial performance in Q3 2024, with significant growth in management fees, fee-related earnings, and distributable earnings, supported by a unique business model and strategic initiatives.
The company's focus on organic growth, strategic M&A activities, and product innovation, along with record equity capital raised, underscores investor confidence and sets the stage for continued success.
While challenges like navigating a tepid M&A environment and clarifying guidance exist, Blue Owl's proactive approach, strong performance track record, and growth opportunities position them well for sustained growth and industry leadership.
With a commitment to leading key growth metrics and driving shareholder value, Blue Owl remains focused on capitalizing on opportunities, managing challenges effectively, and delivering sustainable performance for investors.

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Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. Blue Owl Capital was founded in 2009 and is headquartered in New York, NY.

Blue Owl Capital has quickly risen to become a major player in the financial industry, with a market cap of $22.4 billion and $157 billion in assets under management. Blue Owl's credit arm, Owl Rock, manages one of the largest publicly traded Business Development Companies, OBDC, and is led by a team of experienced professionals. The new BDC, OBDE, shares the same management team, portfolio holdings, distribution, credit rating and fees as the more established OBDC but trades at a relative discount.

Blue Owl: 2 BDCs For You And Me

Blue Owl Capital Inc. (OWL) Q4 2023 Earnings Call Transcript

NEW YORK , Feb. 9, 2024 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE:OWL) ("Blue Owl") today reported its financial results for the fourth quarter ended December 31, 2023. "Blue Owl reported another strong quarter and year of revenue and earnings growth, showcasing the stability, predictability, and resilience that we believe makes our business model distinct.

Blue Owl Capital Inc. Fourth Quarter 2023 Results

Blue Owl Capital (OWL) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Should You Buy Blue Owl Capital (OWL) Ahead of Earnings?

Partnership will target mid-sized private market managers NEW YORK and ABU DHABI, UAE, Feb. 7, 2024 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, and Lunate, a global alternative investment manager headquartered in Abu Dhabi, managing US$105 billion in assets, announced today a joint venture to provide growth capital to leading mid-sized private capital GPs. The joint venture will seek to acquire minority stakes in private market investment managers with fee-paying assets under management of less than $10 billion.

Blue Owl Capital to Partner with Lunate to Invest in Private Market Investment Managers

Blue Owl Capital Corp

Blue Owl Capital Corporation is as established BDC managed by Blue Owl Inc. A new BDC, Blue Owl Capital Corporation III, has been listed by the same manager. We examine the remarkable similarities and tell you why they should be on your radar.

Blue Owl I Vs. III: Why You Should Give A Hoot

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Blue Owl Credit Income Corp.'s (“OCIC” or “the company”) $750 million 6.65% senior unsecured notes due March 15, 2031. The rating Outlook is Stable. The proceeds will be used for general corporate purposes, including the repayment of debt. Key Credit Considerations The rating reflects the company's ties to the sizeable $79.5 billion Blue Owl direct lending platform, the derived benefits from OCIC's SEC exemptive relief to co-invest with.

KBRA Assigns Rating to Blue Owl Credit Income Corp.'s $750 Million 6.65% Senior Unsecured Notes due 2031

Announces Preliminary Q4 2023 Financial Results NEW YORK , Jan. 24, 2024 /PRNewswire/ -- Blue Owl Capital Corporation III (NYSE: OBDE or the "Company"), a leading business development company ("BDC") focused on lending to U.S. upper middle-market companies, has received approval from the New York Stock Exchange ("NYSE") and is expected to commence trading tomorrow, January 25, 2024, under the ticker symbol "OBDE." Preliminary Estimates of Fourth Quarter Results For the quarter ended December 31, 2023, the Company estimates a net investment income ("NII") per share range of $0.56 to $0.59, compared to $0.56 for the quarter ended September 30, 2023.

Blue Owl Capital Corporation III to Begin Trading on New York Stock Exchange

Quality trumps quantity when it comes to your portfolio and its income. Age-old investment theory focuses on the benefits of dividends. Financial freedom can be found when income exceeds expenses.

Earn Lifelong Income From A Magnificent Dividend: Blue Owl Capital

NEW YORK , Jan. 16, 2024 /PRNewswire/ -- Blue Owl Capital Corporation III ("OBDE" or the "Company"), a leading business development company ("BDC") focused on lending to U.S. upper middle-market companies, announced today that it intends to list the Company's shares of common stock on the New York Stock Exchange ("NYSE"). Subject to market conditions, the Company anticipates that its shares of common stock will commence trading on the NYSE on January 25, 2024 under the ticker symbol "OBDE".

Blue Owl Capital Corporation III Announces Intention to List on the New York Stock Exchange

NEW YORK , Jan. 12, 2024 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today announced it will release its financial results for the fourth quarter and fiscal year ended December 31, 2023 on Wednesday, February 21, 2024 after market close. OBDC invites all interested persons to its webcast / conference call on Thursday, February 22, 2024 at 10:00 a.m.

Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Fourth Quarter and Fiscal Year Ended December 31, 2023 Financial Results

NEW YORK , Jan. 11, 2024 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced it will release its financial results for the fourth quarter ended December 31, 2023 on Friday, February 9, 2024 before market open. Blue Owl invites all interested persons to its webcast / conference call at 8:30 a.m.

Blue Owl Capital Inc. to Announce Fourth Quarter 2023 Results

BOCA RATON, Fla. , Jan. 11, 2024 /PRNewswire/ -- Amergin Asset Management ("AAM") today announced that Amergin Aviation, a portfolio company of certain funds managed by AAM, has acquired the Valkyrie portfolio of five narrow body aircraft with leases attached.

Amergin Acquired Valkyrie Aircraft Portfolio

Blue Owl Capital has experienced a 40% CAGR in management fees since its IPO, thanks to successful fundraisings in private markets. The macro-level conditions support the future growth of Blue Owl's asset base, particularly in the private credit space, thereby rendering the future dividend prospects attractive. Both the underlying portfolio and external leverage load for OWL are well-structured and position the Company in a great spot to extract benefits from secular tailwinds in a profitable fashion.

Blue Owl Capital: Dividend Growth Focused Stock

Blue Owl Capital is a large BDC with a well-diversified portfolio and a track record of preserving and growing its NAV per share. OBDC benefits from an elevated interest rate environment and has raised its regular dividend by 13% over the past 12 months. At present, it offers a high dividend yield, a discount to NAV, and continued opportunities to grow, making it an attractive investment.

Blue Owl Capital: New Year's Resolution To Buy More Income

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Private credit and BDCs are expected to benefit from recent dynamics in the capital markets and conventional banking sector. Blue Owl Capital Corporation is a top BDC with a stable dividend yield of 9.5% and a strong layer of non-cyclicality. In this article, I highlight three reasons why OBDC is set to deliver stable streams of dividend income and why the growth prospects seem very solid here.

Blue Owl Capital: A Prudent Way To Ride The BDC Exposure And Access 9.5% Yield

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a BBB rating to Blue Owl Technology Income Corporation's (“OTIC” or “the company”) $75 million floating rate senior unsecured notes due January 15, 2027. The notes bear interest at a rate of SOFR +4.45%. The rating Outlook is Stable. The company changed its name from Owl Rock Technology Income Corporation effective July 6, 2023. Key Credit Considerations The rating reflects the company's ties to the sizeable $79.5 billion Blue Owl direct lending platform,.

KBRA Assigns Rating to Blue Owl Technology Income Corp.'s $75 Million Floating Rate Senior Unsecured Notes

Blue Owl Capital is the second-largest BDC in the industry, with a market cap of $5.8B. The company focuses on middle-market loans and employs a successful first lien strategy. Blue Owl returns a ton of cash to shareholders and the regular distribution may grow going forward.

Blue Owl Capital: This 11% Yielding Cash Cow Deserves A NAV Premium

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NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a BBB rating to Blue Owl Technology Income Corporation's (“OTIC” or “the company”) $100 million floating rate senior unsecured notes due January 15, 2029. The notes bear interest at a rate of SOFR +4.75%. The rating Outlook is Stable. The company changed its name from Owl Rock Technology Income Corporation effective July 6, 2023. Key Credit Considerations The rating reflects the company's ties to the sizeable $79.5 billion Blue Owl direct lending platform.

KBRA Assigns Rating to Blue Owl Technology Income Corp.'s $100 Million Floating Rate Senior Unsecured Notes

Ares Capital

Ares Capital and Blue Owl Capital are two of the largest BDCs with dividend yields of nearly 10%. OBDC has a higher NII coverage ratio than ARCC, giving it more scope to pay special dividends. OBDC's portfolio has a smaller percentage of underperforming investments compared to ARCC, indicating a somewhat lower risk of rising non-accruals.

Ares Capital Vs. Blue Owl Capital: One Has The Edge

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Blue Owl Credit Income Corp.'s (“OCIC” or “the company”) $550 million 7.750% senior unsecured notes due January 15, 2029. The rating Outlook is Stable. The proceeds will be used for general corporate purposes, including the repayment of debt. Key Credit Considerations The rating reflects the company's ties to the sizeable $79.5 billion Blue Owl direct lending platform, the derived benefits from OCIC's SEC exemptive relief to co-invest w.

KBRA Assigns Rating to Blue Owl Credit Income Corp.'s $550 Million Senior Unsecured Notes due 2029

Blue Owl Capital Corporation and Blackstone Secured Lending Fund are both blue-chip investment grade Business Development Companies. Both offer high yields that are well-covered by income. We compare them side-by-side and offer our take on which is the better buy right now.

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