Stock Price & Analysis

Based on recent analyst coverage, Blue Owl Capital (OWL) shows strong positive momentum. Barclays recently initiated coverage with an Overweight rating and $29 price target, while JMP Securities raised their target to $32, maintaining an Outperform rating due to compelling growth prospects.

The stock currently has a Strong Buy consensus from analysts with an average price target of $27.27, representing potential upside from current levels. The company's recent Q4 results showed continued growth with firmwide assets under management increasing 7% sequentially to $251B. Additionally, bullish options activity was recently detected with elevated call volume and implied volatility.

Based on the provided data, here's a concise analysis of Blue Owl Capital (OWL) stock price prediction for 2025:

The stock is expected to reach $29-32 by end of 2025, driven by strong fundamentals and strategic growth initiatives. This projection is supported by recent analyst upgrades, including JMP Securities raising their price target to $32, representing a potential upside of approximately 45% from current levels.

The bullish outlook is backed by Blue Owl's robust performance metrics, including a 20% dividend growth target and projected $450 million in incremental management fees for 2025. Management has demonstrated strong execution with 15 consecutive quarters of fee growth and recently achieved a $0.25 trillion AUM milestone.

The company's strategic acquisitions, particularly in digital infrastructure, and expansion into new product offerings position it well for sustained growth throughout 2025. The firm's fee-related earnings are expected to grow at mid-20% with stable margins of 57-58%.

The S1 support level for OWL Stock is $19.62 ,The R1 resistant level for OWL Stock is $22.76.

As of the end of day on 2025-03-06, the price of OWL Stock was $19.95.

The target price for OWL Stock according to analyst rating is 27.18, with the highest price target at 32.00 and the lowest at 23.00. Analysts have a Moderate Buy rating on OWL Stock overall.

The market cap of OWL is $29.8B.

Based on recent analyst coverage and market data, Blue Owl Capital (OWL) appears fairly valued at current levels. Here's a detailed analysis:

Recent Analyst Actions Barclays initiated coverage with an Overweight rating and $29 price target, citing OWL is well positioned in credit and wealth management spaces, with recent M&A putting them in strong positions for continued future growth.

Valuation & Financial Metrics

Growth & Performance The company has demonstrated strong fundamentals:

• Record fundraising of $27.5B in equity (75% YoY increase)
• Fee-related earnings grew 26% YoY
• Announced 25% dividend increase to $0.90/share for 2025
• Reached $0.25 trillion AUM milestone

Business Segments & Strategy Key strategic developments:

• Digital infrastructure expansion through IPI acquisition (+$14B AUM)
• Strong private wealth channel growth ($13.5B, +50% YoY)
• Record $52B in gross loan deployments in 2024
• $300M in management fees tied to AUM not yet earning fees

Analyst Consensus Current analyst sentiment is positive:

• Strong Buy consensus rating
• Average price target of $26.81 (as of latest reports)
• Multiple firms maintain Buy ratings including JMP Securities ($32 PT) and Deutsche Bank ($24 PT)

Conclusion At current levels, OWL appears fairly valued considering:

1. Strong execution and growth metrics
2. Clear path for continued AUM and fee growth
3. Strategic acquisitions expanding capabilities
4. Positive analyst sentiment and reasonable valuation multiples

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. The Company has three major product platforms: Credit, GP Strategic Capital and Real Estate. Its Credit products offer private financing solutions to middle-market companies seeking capital solutions. Its Credit products are generally offered through a mix of business development companies, long-dated private funds, managed accounts and collateralized loan obligations. It primarily 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 primarily through Permanent Capital vehicles, including its real estate investment trusts (REIT), and long-dated private funds.

Based on the provided data, Blue Owl Capital (OWL) is projected to reach $32 by 2030, driven by strong growth in alternative asset management and strategic acquisitions. The company's recent M&A activities and positioning in credit and wealth management spaces support this bullish outlook. Multiple analysts maintain positive ratings with current price targets ranging from $24 to $32, indicating strong growth potential.

OWL has a total of 685 employees.