Blue Owl Capital Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy OWL?
Source: seekingalpha
- Earnings Beat: Blue Owl Capital reported a Q4 non-GAAP EPS of $0.24, beating expectations by $0.02, which underscores the company's ongoing profitability and strengthens investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $755.5 million, reflecting a 19.7% year-over-year increase and surpassing estimates by $54.87 million, indicating robust market performance and effective business expansion strategies.
- AUM Increase: As of December 31, 2024, Blue Owl's assets under management (AUM) reached $307.4 billion, a 22% increase year-over-year, primarily driven by capital raised across its business and the impact of the IPI acquisition.
- Positive Market Reaction: Following the earnings report, Blue Owl's shares rose by 2%, reflecting investor optimism regarding the company's growth potential and enhancing market recognition of its investment value.
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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: 12.490
Low
18.00
Averages
21.13
High
28.00
Current: 12.490
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.
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