Ackman Aims to Launch New Fund Offering: Includes a Share in His Company
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 25 2025
0mins
Should l Buy OWL?
Source: Barron's
- Billionaire Investor's New Fund: Bill Ackman plans to launch a new equity-oriented closed-end fund in early 2026.
- Unique Buyer Inducement: The fund will offer buyers a stake in Ackman's investment management company as an incentive.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy OWL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on OWL
Wall Street analysts forecast OWL stock price to rise
15 Analyst Rating
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 10.680
Low
18.00
Averages
21.13
High
28.00
Current: 10.680
Low
18.00
Averages
21.13
High
28.00
About OWL
Blue Owl Capital Inc. is an alternative asset management company. The Company deploys private capital across Credit, GP Strategic Capital and Real Estate platforms on behalf of institutional and private wealth clients. Its product platforms include Credit, GP Strategic Capital and Real Estate. Its credit products offer private financing solutions primarily to upper-middle-market companies. Its credit products are offered through a mix of business development companies, long-dated private funds, managed accounts and collateralized loan obligations. It is focused on acquiring equity stakes in or providing debt financing to private capital firms. Its Real Estate products are focused on acquiring triple net lease real estate occupied by investment-grade or creditworthy tenants. Its Real Estate products are offered through Permanent Capital vehicles, including its real estate investment trusts, and long-dated private funds. It offers asset management services to the insurance industry.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Blackstone Shares Slide Due to Client Withdrawals
- Client Withdrawal Pressure: Blackstone allowed investors to withdraw $3.7 billion from its $82 billion private credit fund BCRED in Q1, resulting in net outflows of $1.7 billion, pushing the stock down to a two-year low.
- Surge in Redemption Requests: Redemption requests reached 7.9%, exceeding the typical 5% quarterly limit, prompting Blackstone to temporarily raise the cap to meet all withdrawal requests, while the firm and its employees injected $400 million to assist with redemptions.
- Growing Industry Concerns: The collapse of UK mortgage lender Market Financial Solutions has heightened fears of hidden risks in private credit, with research firm RA Stanger forecasting a 40% year-over-year drop in BDC fundraising by 2026, mirroring the sharp slowdown seen in wealthy investors' real estate funds in 2023.
- Technical Analysis: Blackstone's stock is currently positioned below all key moving averages, trading 13.1% below its 20-day SMA and 23.3% below its 50-day SMA, indicating ongoing weakness, with a 30.60% decline over the past 12 months reflecting broader market challenges and negative investor sentiment.
See More
JPMorgan CEO Warns of Deteriorating Credit Cycle Risks
- Credit Cycle Warning: JPMorgan CEO Jamie Dimon cautioned at the Global Leveraged Finance Conference that the next credit cycle will be worse than normal due to widespread complacency among lenders, particularly as government debt reaches unprecedented levels, potentially leading to inflated asset prices and low credit spreads.
- Inflation Risk Factors: Dimon noted that the Iran conflict could trigger inflation, although he expressed cautious optimism that it might serve as a catalyst for lasting peace in the Middle East, asserting that higher gas prices won't significantly impact inflation unless the situation persists.
- Market Risk Pricing Changes: According to Kalshi, the odds of a recession in 2026 have risen from 21% in February to 25%, while the likelihood of US unemployment exceeding 5% has increased from 33% to 37%, indicating growing market concerns about economic prospects.
- Private Credit Market Vulnerability: Noted investor Steve Eisman warned that the $1.8 trillion private credit market could severely harm the US economy, particularly as over 20% of private credit is tied to software buyout loans made at pre-AI valuations, which may default if those companies are replaced by AI.
See More
Blackstone's BCRED Private Credit Fund Experiences Unprecedented Redemptions, Heightening Concerns.
- Blackstone's Private Credit Fund: The flagship private credit fund of Blackstone experienced significant redemptions in the first quarter, indicating challenges within the private credit sector.
- Impact on Stock Performance: Following the news of redemptions, Blackstone's stock saw a decline during early trading on Tuesday.
See More
Insider at Blue Owl Capital (OWL.US) Plans to Sell $9.56 Million in Common Stock via Form 144
Share Sale Announcement: Blue Owl Capital plans to sell 906.21K shares of its common stock on March 2, with a total market value of approximately $9.56 million.
Reduction in Holdings: Blue Owl Exchange LP has decreased its shareholding in Blue Owl Capital by 710.59K shares since December 2, 2025, with a total value of around $10.68 million.
See More
Form 144: Blue Owl Capital (OWL.US) 10% Stakeholder Plans to Sell $62.31 Million in Common Shares
Stock Sale Announcement: Blue Owl Capital (OWL.US) plans to sell 5.83 million shares of its common stock on March 2.
Market Value: The total market value of the shares being sold is approximately $62.31 million.
See More
Nvidia Reports Strong Earnings but Stock Declines
- Strong Earnings Report: Nvidia achieved $68.1 billion in revenue for fiscal Q4, a 73% year-over-year increase, with EPS rising 82%, yet the stock declined, indicating market skepticism about AI's future.
- Valuation Comparison: Eisman highlighted Nvidia's forward P/E ratio of approximately 25x despite a projected 67% EPS growth this fiscal year, compared to the S&P 500's 21.6x, reflecting doubts about AI's sustainability.
- Capital Expenditure Projections: Four hyperscalers forecast a combined AI capex of $650 billion by 2026, up from $450 billion last year, which Eisman sees as both a significant tailwind for Nvidia and a potential risk if returns do not materialize.
- Software Industry Risks: Eisman expressed concerns about AI's impact on software companies, suggesting that AI spending could replace existing products, jeopardizing private credit loans tied to software buyouts, with over 20% of the $1.8 trillion private credit market exposed to such loans, posing substantial risks.
See More
Blackstone Shares Slide Due to Client Withdrawals
- Client Withdrawal Pressure: Blackstone allowed investors to withdraw $3.7 billion from its $82 billion private credit fund BCRED in Q1, resulting in net outflows of $1.7 billion, pushing the stock down to a two-year low.
- Surge in Redemption Requests: Redemption requests reached 7.9%, exceeding the typical 5% quarterly limit, prompting Blackstone to temporarily raise the cap to meet all withdrawal requests, while the firm and its employees injected $400 million to assist with redemptions.
- Growing Industry Concerns: The collapse of UK mortgage lender Market Financial Solutions has heightened fears of hidden risks in private credit, with research firm RA Stanger forecasting a 40% year-over-year drop in BDC fundraising by 2026, mirroring the sharp slowdown seen in wealthy investors' real estate funds in 2023.
- Technical Analysis: Blackstone's stock is currently positioned below all key moving averages, trading 13.1% below its 20-day SMA and 23.3% below its 50-day SMA, indicating ongoing weakness, with a 30.60% decline over the past 12 months reflecting broader market challenges and negative investor sentiment.
See More
JPMorgan CEO Warns of Deteriorating Credit Cycle Risks
- Credit Cycle Warning: JPMorgan CEO Jamie Dimon cautioned at the Global Leveraged Finance Conference that the next credit cycle will be worse than normal due to widespread complacency among lenders, particularly as government debt reaches unprecedented levels, potentially leading to inflated asset prices and low credit spreads.
- Inflation Risk Factors: Dimon noted that the Iran conflict could trigger inflation, although he expressed cautious optimism that it might serve as a catalyst for lasting peace in the Middle East, asserting that higher gas prices won't significantly impact inflation unless the situation persists.
- Market Risk Pricing Changes: According to Kalshi, the odds of a recession in 2026 have risen from 21% in February to 25%, while the likelihood of US unemployment exceeding 5% has increased from 33% to 37%, indicating growing market concerns about economic prospects.
- Private Credit Market Vulnerability: Noted investor Steve Eisman warned that the $1.8 trillion private credit market could severely harm the US economy, particularly as over 20% of private credit is tied to software buyout loans made at pre-AI valuations, which may default if those companies are replaced by AI.
See More
Blackstone's BCRED Private Credit Fund Experiences Unprecedented Redemptions, Heightening Concerns.
- Blackstone's Private Credit Fund: The flagship private credit fund of Blackstone experienced significant redemptions in the first quarter, indicating challenges within the private credit sector.
- Impact on Stock Performance: Following the news of redemptions, Blackstone's stock saw a decline during early trading on Tuesday.
See More
Insider at Blue Owl Capital (OWL.US) Plans to Sell $9.56 Million in Common Stock via Form 144
Share Sale Announcement: Blue Owl Capital plans to sell 906.21K shares of its common stock on March 2, with a total market value of approximately $9.56 million.
Reduction in Holdings: Blue Owl Exchange LP has decreased its shareholding in Blue Owl Capital by 710.59K shares since December 2, 2025, with a total value of around $10.68 million.
See More
Form 144: Blue Owl Capital (OWL.US) 10% Stakeholder Plans to Sell $62.31 Million in Common Shares
Stock Sale Announcement: Blue Owl Capital (OWL.US) plans to sell 5.83 million shares of its common stock on March 2.
Market Value: The total market value of the shares being sold is approximately $62.31 million.
See More
Nvidia Reports Strong Earnings but Stock Declines
- Strong Earnings Report: Nvidia achieved $68.1 billion in revenue for fiscal Q4, a 73% year-over-year increase, with EPS rising 82%, yet the stock declined, indicating market skepticism about AI's future.
- Valuation Comparison: Eisman highlighted Nvidia's forward P/E ratio of approximately 25x despite a projected 67% EPS growth this fiscal year, compared to the S&P 500's 21.6x, reflecting doubts about AI's sustainability.
- Capital Expenditure Projections: Four hyperscalers forecast a combined AI capex of $650 billion by 2026, up from $450 billion last year, which Eisman sees as both a significant tailwind for Nvidia and a potential risk if returns do not materialize.
- Software Industry Risks: Eisman expressed concerns about AI's impact on software companies, suggesting that AI spending could replace existing products, jeopardizing private credit loans tied to software buyouts, with over 20% of the $1.8 trillion private credit market exposed to such loans, posing substantial risks.
See More
