Blue Owl Board Encourages Shareholders to Decline Minority Proposal from Cox and Saba
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Source: stocktwits
Board's Recommendation: Blue Owl Capital Corporation II's Board of Directors has unanimously recommended that shareholders reject an unsolicited minority tender offer from Cox Capital Partners and Sabra Capital Management for up to 8 million shares at approximately $30 million, citing a significant discount to the company's estimated long-term asset value.
Valuation Concerns: The Board believes the tender offer undervalues the company's assets and ongoing access to liquidity, representing a discount of about 33.2% to the net asset value, which is below their assessment of the potential long-term value of the shares.
Consultation Process: In reaching its conclusion, the Board consulted with management and its financial and legal advisors, reviewing the terms and conditions of the offer and considering the fund's historical financial performance and future opportunities.
Market Reaction: Retail sentiment around Blue Owl has been low, with shares falling 41.5% so far in 2026, reflecting a negative market response to the tender offer and overall company performance.
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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: 9.720
Low
18.00
Averages
21.13
High
28.00
Current: 9.720
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, Real Assets and GP Strategic Capital platforms on behalf of institutional and private wealth clients. Its product platforms include Credit, Real Assets and GP Strategic Capital. Its credit products offer direct lending, alternative credit, investment grade credit, liquid credit, and other. Its Real Estate products are net lease, real estate credit, and digital infrastructure. Its Real Estate products are offered through permanent capital vehicles, including its non-traded real estate investment trusts, and long-dated private funds. Its GP Strategic Capital includes GP minority stakes, GP debt financing, and professional sport minority stakes. The GP debt financing focuses on originating and making collateralized, long-term debt investments, preferred equity investments and structured investments in private capital managers.
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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- Global Expansion: This new office marks Blue Owl's seventh in the EMEA region and its twenty-third globally, demonstrating the company's ongoing expansion in international markets and its focus on emerging markets.
- Strategic Market Positioning: The Abu Dhabi office will comprise members from the Institutional Capital and GP Stakes teams, emphasizing close client relationships to better understand their objectives and build lasting partnerships, reflecting the company's strategic focus on the Middle East market.
- Strengthening Investor Relations: Managing Director Haitham Abdulkarim noted that Abu Dhabi, as a leading financial center in the region, supports long-term partnerships and institutional growth, indicating the company's confidence and commitment in the rapidly growing alternative investment sector.
See More
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- Global Presence Enhanced: This new office marks Blue Owl's seventh in the EMEA region and its twenty-third globally, signifying the firm's ongoing expansion in the global asset management space and enhancing its competitiveness in international markets.
- Asset Management Strength: As of March 31, 2026, Blue Owl manages $315 billion in assets, and with a strong capital base and multi-strategy investment platforms, the firm is dedicated to providing high-quality private capital solutions that drive long-term growth and achieve risk-adjusted returns.
See More
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- Technology Financing Company Performance: Following Blue Owl Technology's listing on the NYSE on June 13, 2025, its stock price has declined by over 30%, reflecting a lack of market confidence in its investment portfolio, potentially leading to investor attrition and increased capital costs.
- Potential Securities Claims Investigation: Girard Sharp, LLP is investigating whether there were undisclosed issues with the investment portfolios of Blue Owl Capital and Blue Owl Technology, which could result in losses for investors and further damage the companies' reputations and market trust.
- Legal Support and Consultation: Girard Sharp offers free consultations for former investors of Blue Owl Capital III and Blue Owl Technology II, aiming to assist affected investors in understanding their claims rights, thereby enhancing accessibility and transparency of legal support.
See More
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- Notable Attractiveness: Philippe Stiernon, founder of ROAM Capital, highlighted that Mexico, alongside the Middle East, is one of the most attractive fundraising markets, with powerful demographic and structural tailwinds prompting major alternative asset managers to prioritize this region.
- Diverse Investors: While it's unclear which external managers are securing the most stable funding commitments, early entrants creating vehicles for Afores include Blackstone and BlackRock, underscoring the competitive landscape in this burgeoning market.
See More
Investigation into Blue Owl Capital Post-Merger Stock Decline
- Stock Price Decline: Since Blue Owl Capital issued shares to former Blue Owl Capital III shareholders on January 13, 2025, its stock price has dropped over 21%, indicating a weakening investor confidence that could impact the company's financing capabilities and market reputation.
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- Legal Investigation Initiated: Girard Sharp, LLP is investigating potential undisclosed issues within the investment portfolios of Blue Owl Capital and Blue Owl Technology, which could reveal legal liabilities and impact the companies' future compliance and investor trust.
- Investor Consultation Opportunity: Former investors of Blue Owl Capital III and Blue Owl Technology II are encouraged to contact Girard Sharp for a free consultation, providing them not only with a chance to seek compensation but also potentially prompting the companies to enhance transparency and investor relations.
See More
