Blue Owl Capital

OWL · NYSE

$9.20+$0.24 (+2.68%)TodayMarket closed · Oct 20, 7:43 PM ET

Prev close $8.96

OWL analyst rating

BuyConsensus of 13 analysts over the last 12 months. 54% rate it a buy.

Strong buy1
Buy6
Hold6
Underperform0
Sell0

12-month price target · 17 analysts

Average $13.30 (+44.5% upside)

Low: $9.60
Now: $9.20
High: $21.00

Upgrades and downgrades

The latest rating actions, newest first

OWL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Piper Sandler	Oct 19, 2026	Maintains	Overweight	$13.00 → $12.00	37%
TD Cowen	Oct 12, 2026	Maintains	Buy	$15.00 → $16.00	53%
Wells Fargo	Oct 2, 2026	Initiates	Equal-Weight	$10.00	63%
Oppenheimer	Aug 27, 2026	Maintains	Outperform	$15.00 → $17.00	67%
Goldman Sachs	Aug 3, 2026	Maintains	Neutral	$9.50 → $10.50	61%
BMO Capital	Aug 3, 2026	Maintains	Outperform	$11.00 → $12.00	56%
Barclays	Jul 31, 2026	Maintains	Equal-Weight	$9.00 → $10.00	57%
Oppenheimer	Jul 17, 2026	Maintains	Outperform	$16.00 → $15.00	67%
BMO Capital	Jul 13, 2026	Maintains	Outperform	$12.00 → $11.00	56%
Citizens	Jul 9, 2026	Maintains	Market Outperform	$21.00 → $17.00	33%

The case for and against

Updated Aug 25, 2026

Bull case

Blue Owl Capital is a unique and promising company in the alternative asset management industry, with a solid track record and a strong global presence. Its three core business segments, global private equity, private credit, and real estate/real assets, serve a diverse client base of institutional investors and high-net-worth individuals. The company's focus on partnerships, reliable cash flows, and community engagement, particularly in the fast-growing data center market, sets it apart from its peers and positions it well for future growth. The company also has a proven ability to navigate economic downturns and generate attractive returns for investors, making it a compelling investment opportunity.

Bear case

Blue Owl Capital is a large alternative-asset manager with a strong focus on private equity, private credit, and real estate/real assets, serving primarily institutional investors and high-net-worth individuals. However, the recent bad press and negative sentiment surrounding the company's credit business, as well as the potential impact on their near-term retail/wealth management fundraising and market sentiment, lead to a negative outlook on the stock. Additionally, the assumption of a slow down in net flows for credit business for the first two quarters of 2026, combined with a reduction in their target multiple from 150% to 120% of the S&P, support this negative outlook.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.