Blue Owl Capital Rejects Acquisition Offer
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 14 2026
0mins
Should l Buy OWL?
Source: stocktwits
- Rejection of Acquisition Offer: Blue Owl Capital's Board unanimously recommends shareholders reject the unsolicited tender offer from Cox Capital and Saba Capital, which proposes to buy 8 million shares for approximately $30 million, representing a 33.2% discount to net asset value and significantly undervaluing OBDC II's long-term potential.
- Management Consultation: In reaching this decision, the Board consulted with management and financial and legal advisors, thoroughly reviewing the offer terms along with the fund's historical financial performance, asset portfolio, and future opportunities to ensure a well-informed decision.
- Future Distribution Risks: Blue Owl emphasized that accepting the offer would prevent OBDC II shareholders from receiving future distributions and hinder their ability to benefit from any appreciation in share value, underscoring the importance of rejecting the offer.
- Market Sentiment: Despite the attention drawn by Cox and Saba's offer, retail sentiment around Blue Owl remains neutral, with shares falling 41.5% so far in 2026, reflecting market concerns regarding the company's future prospects.
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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: 8.320
Low
18.00
Averages
21.13
High
28.00
Current: 8.320
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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