Class Action Initiated: Blue Owl Capital is facing a class action lawsuit for making false and misleading statements between February 6 and November 16, 2025, with investors needing to act by February 2, 2026, indicating significant legal risks for the company.
Liquidity Crisis Concerns: The lawsuit alleges that the company failed to disclose asset pressures and liquidity constraints due to BDC redemptions, which could undermine investor confidence and exacerbate stock price volatility.
Performance Decline Impact: Blue Owl's Q3 2025 results missed expectations, with performance revenue declining 33% year-over-year, leading to a 4.2% drop in shares, reflecting market concerns about the company's future prospects.
Merger Proposal Termination: The termination of the merger proposal with OBDC II on November 19, 2025, due to unfavorable market conditions further intensifies investor doubts regarding the company's stability.
OWL
$15.705+Infinity%1D
Analyst Views on OWL
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 22.00 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 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 22.00 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.
10 Buy
2 Hold
0 Sell
Strong Buy
Current: 15.650
Low
18.00
Averages
22.00
High
28.00
Current: 15.650
Low
18.00
Averages
22.00
High
28.00
UBS
Michael Brown
Neutral
initiated
$18
2025-12-11
New
Reason
UBS
Michael Brown
Price Target
$18
2025-12-11
New
initiated
Neutral
Reason
UBS analyst Michael Brown assumed coverage of Blue Owl Capital with a Neutral rating and $18 price target, noting strong sector fundamentals across 20 U.S. asset managers and brokers despite more mixed views on valuations and consensus expectations.The outlook favors undervalued growth, disciplined capital allocation, and firms positioned for margin expansion, while secular tailwinds support wealth brokers and independent investment banks whose robust earnings growth appears partly priced in, the analyst tells investors in a research note.
BofA
Buy
downgrade
$27 -> $23
2025-12-10
New
Reason
BofA
Price Target
$27 -> $23
2025-12-10
New
downgrade
Buy
Reason
BofA lowered the firm's price target on Blue Owl Capital to $23 from $27 and keeps a Buy rating on the shares. Looking ahead to 2026, the firm now favors the alternative asset managers to online brokers due to what it sees as a better valuation and positioning setup combined with a stronger macro backdrop, the analyst tells investors in a note on the brokers, asset managers and exchanges group.
Raymond James
Market Perform -> Strong Buy
upgrade
$20
2025-12-10
New
Reason
Raymond James
Price Target
$20
2025-12-10
New
upgrade
Market Perform -> Strong Buy
Reason
Raymond James double upgraded Blue Owl Capital to Strong Buy from Market Perform with a $20 price target. The stock's current valuation reflects the elevated risk of one or more of its non-traded business development companies hitting 5% redemption caps in Q4, the analyst tells investors in a research note. However, the firm thinks redemption risk is manageable as Blue Owl "appears likely to honor all requests, which would remove an overhang on the stock." Raymond James says the company's fundraising has remained strong amid the volatility.
Citizens JMP
Outperform
initiated
$17
2025-12-08
Reason
Citizens JMP
Price Target
$17
2025-12-08
initiated
Outperform
Reason
Citizens JMP initiated coverage of Blue Owl Technology Finance with an Outperform rating and $17 price target. The firm expanded its coverage of business development companies. It thinks the recent underperformance across the industry is largely unwarranted. The selloffs have created "another compelling longer-term buying opportunity in these stocks," the analyst tells investors in a research note.
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.
