The Surge of Withdrawals for Nontraded BDCs Has Ended, While Private Credit Continues to Attract Cash.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 31 2026
0mins
Should l Buy OWL?
Source: Barron's
Private Credit Sector Challenges: The private credit industry has faced significant setbacks due to the failures of some borrowers, leading to negative perceptions in the market.
Investor Sentiment Shifts: Recent securities filings indicate that investors may be starting to regain confidence, suggesting a potential stabilization in the private credit market.
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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: 9.460
Low
18.00
Averages
21.13
High
28.00
Current: 9.460
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.
JPMorgan Restricts Private Credit Lending, According to Reports; KKR and Blackstone Stocks Increase.
- Tightened Lending: JPMorgan Chase has reduced lending to private credit funds, indicating a more cautious approach in the current financial climate.
- Loan Valuation Adjustments: The bank has also marked down the value of certain loans in its portfolios, reflecting challenges faced by the private credit industry.
See More
Movers of the Day: Oracle, Diamondback Energy, Nike, Blue Owl, AeroVironment, and Others
Market Uncertainty: Stock futures are experiencing volatility as investors await further developments.
Geopolitical Tensions: Ongoing conflict in the Middle East is contributing to market instability.
Inflation Report Anticipation: Wall Street is closely monitoring an upcoming U.S. consumer inflation report for economic insights.
Investor Sentiment: The combination of geopolitical issues and economic data is creating a cautious atmosphere among investors.
See More
Blackstone and Blue Owl Capital Acquire Minority Stake in Atlas Holdings
- Strategic Partnership: Blackstone and Blue Owl Capital have teamed up to acquire a minority stake in Atlas Holdings, indicating a collaborative intent in complex investment areas, which may pave the way for future investment opportunities despite undisclosed financial terms.
- Investment Background: Founded in 2002 and headquartered in Greenwich, Connecticut, Atlas Holdings operates 30 industrial, manufacturing, and distribution businesses, and Blackstone's investment is expected to enhance Atlas's capabilities in transforming complex industrial operations, thereby strengthening its market competitiveness.
- Resource Integration: Ward Young, Chief Investment Officer of Blackstone GP Stakes, stated that this investment will deepen the relationship with Atlas and leverage Blackstone's resources to support Atlas and its portfolio companies, highlighting Blackstone's commitment to its partners.
- Talent Attraction: Atlas co-founder Andrew Bursky noted that the transaction will bolster its ability to attract and retain top talent, with strategic support from Blackstone and Blue Owl Capital providing significant resources and platforms to aid Atlas and its portfolio companies in their long-term development.
See More
BLACKSTONE AND BLUE OWL REVEAL STRATEGIC MINORITY STAKE IN ATLAS HOLDINGS
Investment Announcement: Blackstone and Blue Owl have announced a strategic investment in Atlas Holdings, focusing on enhancing their portfolio in the industrial sector.
Strategic Goals: The partnership aims to leverage Atlas Holdings' expertise in operational improvements and value creation within its investments.
Market Impact: This investment is expected to strengthen Blackstone and Blue Owl's positions in the market, particularly in sectors where Atlas Holdings has a strong presence.
Future Prospects: The collaboration is anticipated to drive growth and innovation, benefiting all parties involved and potentially leading to new opportunities in the investment landscape.
See More
Market Update: Oil Price Drop and Tech Stock Upgrades
- Oil Price Fluctuations: U.S. benchmark WTI crude prices have fallen below $90 a barrel, despite being up over 50% year-to-date, indicating market optimism regarding improved U.S.-Iran relations, yet geopolitical risks continue to loom over oil prices.
- Tech Stock Rating Changes: Intuit was upgraded to buy from hold by Rothschild & Co Redburn, with its stock rising over 30% since late February, although it remains down 28.5% for the year, reflecting a recovery in market confidence in its software products.
- Cybersecurity Stock Bounce: Morgan Stanley upgraded CrowdStrike from hold to buy, with its stock up over 20% from last month's low, highlighting the positive impact of AI technology on the cybersecurity sector and indicating optimistic market expectations for future growth.
- Hewlett Packard Enterprise's Positive Outlook: Despite memory cost pressures, the company raised its full-year earnings outlook, with reported quarterly revenues slightly below expectations but gross margins and adjusted EPS exceeding forecasts, demonstrating strong demand in the data center buildout.
See More
Blue Owl Capital's Redemption Limits Raise Concerns in Private Credit Market
- Redemption Limits Impact: Blue Owl Capital shocked the market by limiting redemptions from its private debt fund in February 2025, raising concerns about its liquidity and investment strategy, which could undermine investor confidence and trigger broader market volatility.
- Investment Return Risks: The firm sold $1.4 billion in investments and returned capital to investors, indicating it may have divested its best assets, leaving behind undesirable loans, which exacerbates potential risks in the private credit market.
- Market Bubble Warning: Blue Owl's predicament serves as a 'canary in the coal mine' for the private credit sector, suggesting that the entire industry could face bubble-bursting risks, particularly in an environment of easy credit access.
- Long-Term Investment Strategy: Despite market uncertainties, experts advise investors to stick to long-term strategies and maintain a diversified ETF portfolio to navigate market fluctuations and achieve stable returns.
See More
JPMorgan Restricts Private Credit Lending, According to Reports; KKR and Blackstone Stocks Increase.
- Tightened Lending: JPMorgan Chase has reduced lending to private credit funds, indicating a more cautious approach in the current financial climate.
- Loan Valuation Adjustments: The bank has also marked down the value of certain loans in its portfolios, reflecting challenges faced by the private credit industry.
See More
Movers of the Day: Oracle, Diamondback Energy, Nike, Blue Owl, AeroVironment, and Others
Market Uncertainty: Stock futures are experiencing volatility as investors await further developments.
Geopolitical Tensions: Ongoing conflict in the Middle East is contributing to market instability.
Inflation Report Anticipation: Wall Street is closely monitoring an upcoming U.S. consumer inflation report for economic insights.
Investor Sentiment: The combination of geopolitical issues and economic data is creating a cautious atmosphere among investors.
See More
Blackstone and Blue Owl Capital Acquire Minority Stake in Atlas Holdings
- Strategic Partnership: Blackstone and Blue Owl Capital have teamed up to acquire a minority stake in Atlas Holdings, indicating a collaborative intent in complex investment areas, which may pave the way for future investment opportunities despite undisclosed financial terms.
- Investment Background: Founded in 2002 and headquartered in Greenwich, Connecticut, Atlas Holdings operates 30 industrial, manufacturing, and distribution businesses, and Blackstone's investment is expected to enhance Atlas's capabilities in transforming complex industrial operations, thereby strengthening its market competitiveness.
- Resource Integration: Ward Young, Chief Investment Officer of Blackstone GP Stakes, stated that this investment will deepen the relationship with Atlas and leverage Blackstone's resources to support Atlas and its portfolio companies, highlighting Blackstone's commitment to its partners.
- Talent Attraction: Atlas co-founder Andrew Bursky noted that the transaction will bolster its ability to attract and retain top talent, with strategic support from Blackstone and Blue Owl Capital providing significant resources and platforms to aid Atlas and its portfolio companies in their long-term development.
See More
BLACKSTONE AND BLUE OWL REVEAL STRATEGIC MINORITY STAKE IN ATLAS HOLDINGS
Investment Announcement: Blackstone and Blue Owl have announced a strategic investment in Atlas Holdings, focusing on enhancing their portfolio in the industrial sector.
Strategic Goals: The partnership aims to leverage Atlas Holdings' expertise in operational improvements and value creation within its investments.
Market Impact: This investment is expected to strengthen Blackstone and Blue Owl's positions in the market, particularly in sectors where Atlas Holdings has a strong presence.
Future Prospects: The collaboration is anticipated to drive growth and innovation, benefiting all parties involved and potentially leading to new opportunities in the investment landscape.
See More
Market Update: Oil Price Drop and Tech Stock Upgrades
- Oil Price Fluctuations: U.S. benchmark WTI crude prices have fallen below $90 a barrel, despite being up over 50% year-to-date, indicating market optimism regarding improved U.S.-Iran relations, yet geopolitical risks continue to loom over oil prices.
- Tech Stock Rating Changes: Intuit was upgraded to buy from hold by Rothschild & Co Redburn, with its stock rising over 30% since late February, although it remains down 28.5% for the year, reflecting a recovery in market confidence in its software products.
- Cybersecurity Stock Bounce: Morgan Stanley upgraded CrowdStrike from hold to buy, with its stock up over 20% from last month's low, highlighting the positive impact of AI technology on the cybersecurity sector and indicating optimistic market expectations for future growth.
- Hewlett Packard Enterprise's Positive Outlook: Despite memory cost pressures, the company raised its full-year earnings outlook, with reported quarterly revenues slightly below expectations but gross margins and adjusted EPS exceeding forecasts, demonstrating strong demand in the data center buildout.
See More
Blue Owl Capital's Redemption Limits Raise Concerns in Private Credit Market
- Redemption Limits Impact: Blue Owl Capital shocked the market by limiting redemptions from its private debt fund in February 2025, raising concerns about its liquidity and investment strategy, which could undermine investor confidence and trigger broader market volatility.
- Investment Return Risks: The firm sold $1.4 billion in investments and returned capital to investors, indicating it may have divested its best assets, leaving behind undesirable loans, which exacerbates potential risks in the private credit market.
- Market Bubble Warning: Blue Owl's predicament serves as a 'canary in the coal mine' for the private credit sector, suggesting that the entire industry could face bubble-bursting risks, particularly in an environment of easy credit access.
- Long-Term Investment Strategy: Despite market uncertainties, experts advise investors to stick to long-term strategies and maintain a diversified ETF portfolio to navigate market fluctuations and achieve stable returns.
See More
