Blue Owl Capital Q4 new capital hits $17 bln

Overview

• Asset manager's Q4 2025 results show $17 bln in new capital commitments

• Company's AUM surpassed $300 bln, marking a significant milestone

• Declared quarterly dividend of $0.225 per Class A Share

Outlook

• Blue Owl did not provide specific guidance for future quarters or the full year

Result Drivers

• RECORD FUNDRAISING - Co reported record fundraising in institutional and private wealth channels, reflecting strong investor interest

• AUM MILESTONE - Co surpassed $300 bln in AUM, marking a significant milestone

• GLOBAL EXPANSION - Co's continued global expansion contributed to strong Q4 results

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the investment management & fund operators peer group is "buy"

• Wall Street's median 12-month price target for Blue Owl Capital Inc is $20.50, about 70% above its February 4 closing price of $12.06

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn4KFFsWa

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