Blue Owl Capital Inc. experienced a price decline of 5.05%, crossing below its 5-day SMA. This movement occurs amid broader market strength, with the Nasdaq-100 up 0.67% and the S&P 500 up 0.28%.
The decline is attributed to ongoing legal challenges, including a class action lawsuit alleging misleading statements regarding liquidity issues and asset pressures. Investors are concerned about the company's financial health, particularly following revelations about restricted redemptions in its early private credit fund, which have led to significant losses for investors.
These developments have raised serious questions about Blue Owl's governance and transparency, potentially impacting investor confidence and future performance as the company navigates these legal challenges.
Wall Street analysts forecast OWL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OWL is 21.13 USD with a low forecast of 18.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
Wall Street analysts forecast OWL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for OWL is 21.13 USD with a low forecast of 18.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 13.990
Low
18.00
Averages
21.13
High
28.00
Current: 13.990
Low
18.00
Averages
21.13
High
28.00
JPMorgan
Neutral
downgrade
$20 -> $19
2026-01-27
New
Reason
JPMorgan
Price Target
$20 -> $19
AI Analysis
2026-01-27
New
downgrade
Neutral
Reason
JPMorgan lowered the firm's price target on Blue Owl Capital to $19 from $20 and keeps a Neutral rating on the shares. The analyst updated the company's model.
Citizens
Brian McKenna
Outperform
downgrade
$28 -> $26
2026-01-27
New
Reason
Citizens
Brian McKenna
Price Target
$28 -> $26
2026-01-27
New
downgrade
Outperform
Reason
Citizens analyst Brian McKenna lowered the firm's price target on Blue Owl Capital to $26 from $28 and keeps an Outperform rating on the shares. The private capital industry is adjusting to a new operating backdrop marked by lower interest rates, creating mixed impacts across products but underscoring the importance of understanding underlying earnings drivers, the analyst tells investors in a research note. Scale and diversification should support resilient growth into 2026, making manager selection increasingly critical despite expectations for continued industry expansion, the firm says.
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UBS
Neutral
maintain
$16.50
2026-01-26
New
Reason
UBS
Price Target
$16.50
2026-01-26
New
maintain
Neutral
Reason
Heightened near-term concerns are likely to drive broad underperformance across alternative asset managers, with Blue Owl Capital facing more pronounced pressure due to its heavier exposure to direct lending, UBS tells investors in a research note. The firm has a Neutral rating and $16.50 price target on the shares.
Evercore ISI
Outperform
downgrade
$19 -> $17
2026-01-22
Reason
Evercore ISI
Price Target
$19 -> $17
2026-01-22
downgrade
Outperform
Reason
Evercore ISI lowered the firm's price target on Blue Owl Capital to $17 from $19 and keeps an Outperform rating on the shares. 2026 is off to a better start for alternative asset managers, with stocks up about 3% year-to-date as the sector navigates a tricky landscape, the analyst tells investors in a preview for the group. Realizations are expected to be weaker in Q4, but there's optimism for strong monetizations in 2026 due to a favorable capital markets environment, the analyst added.
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.
