OWL Blue Owl Capital Inc - Ordinary Shares - Class A

$OWL kudos to the astute buyers not buying the private credit apocalypse story and bought/hold cost basis shares in the $8's with a dividend YOC somewhere around 11%. total return on those shares should be glorious...

$OWL We bulls prolly assume it will sell off again. But what if it doesn't? One day this POS will be $20. I don't want to be the dork that sold too much too soon at $11.

$OWL Oppenheimer analyst Chris Kotowski maintained an Outperform rating and raised the price target from $15 to $17 on Aug. 27, 2026. This analyst has an accuracy rate of 80%.

$OWL My highlights from the call: Dividend coverage: "This is important to note as we have crossed the threshold to now over-earning our dividend, and we expect to continue this through the year 2027 and forward" Backlog: "We've raised a lot of capital in 2026, and just the annualization of that will drive some growth. We touched on the $36 billion of AUM not yet earning fees. That's a backlog of $400 million in management fees." Margin: "One, on FRE margins. Year to date, we are at 58.6%" Margin outlook: "We would expect a modest spike in 4Q in margins again this year. We would expect modest margin expansion in 2027 as well. What is underpinning all that? I commented on the prepared remarks about management fee growth in 2027 being higher than 2026" ==> $OWL Owl definetly a high growing, high margin, high quality asset manager with a great management. Growing margins, growing aum, secure dividend ... No valid reason for the low valuation, should be 15$+

$OWL love this play. Being paid c. 10% dividend yield by the tier-1 alt manager while waiting for all the media garbage on private credit to end.

$OWL Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $0.24 up 9.09% YoY • Reported revenue of $752.6M up 9.55% YoY

$OWL strong Q3 Results are out EPS FRE Beat 0,24 USD (Cons 0,225 - 0,23 USD) Dividend Coverage now 95.8% (next short thesis gone) AUM 329,9 bn USD (+10.9bn USD = +3,4% Q2->Q3)

Somehow $OWL is #4 trending on Stocktwits right now. Definitely merits a close look after that excellent earnings report.

$OWL Another solid quarter. Shares should be back above $12, imo. $BX $ARES $APO $KKR too. Equal Weight S&P 500 is outperforming today with Google dragging the Nasdaq. Expecting the alts space to rally through end of year following midterms.

$OWL what are these strange green numbers next to the OWL ticker? Never seem em before?

$OWL up on strong earnings report for $BX ? If $OWL also has a good earnings report things are looking up…

$OWL Lots of misleading news about the 5% gating. Redemption requests have been declining since Q1. Q1 was the peak redemption scare. We're about to rally hard to datacenter sentiment reversal. 12+ after ER. The amount of coordinated FUD and shorting is impessive. ngl. The group of people who lost all their money on those puts last ER, they are angry.

$OWL Quick note, OTIC is a Blue Owl-managed fund, not $OWL itself. It said it had $1.2B of available liquidity at Aug 31, nearly 9x its Q3 tender. The last split it gave, at June 30, was $108.6M of cash and $780.7M of room on its credit lines.

$OWL Not fee paying AUM - dry powder - Q3: 36,3bn USD (+ 5.2bn USD Q2 was 31.1bn USD) When invested at current margin $OWL dividend may be 0.11 USD/year per share higher in future. Time for a rerating of $OWL .

$OWL a bit perplexed that short int. actually increased last 30 days leading up to the solid print. might we see some feverish covering and a run up in SP the next few days/wks?

$OWL | Blue Owl Capital Q3 2026 Earnings - Fee-Related Earnings Rev: $752.6M (est $703.9M) - Distributable Earnings/Adj Share: 24c (est 22c) - AUM: $329.9B (est $327.42B)

$OWL and $OTF under $9 simply too low They're selling the nasdaq and fleeing to safety and dividend yields. OWL and OTF actually defensive plays at these lvls

$OWL can you explain why if the chart says OBDC, you are posting on OWL when OBDC has its own ticker.

$OWL AUM rose to 329,916 million dollars in Q3, from 319,013 million at the start of the quarter. Fee-paying AUM barely moved, 190,590 million dollars to 192,156 million, and Credit fee-paying AUM slipped, 97,169 million dollars to 97,045 million, after 1,659 million dollars of distributions and 1,072 million dollars of redemptions. Over nine months Credit fee-paying AUM fell 2,441 million dollars while Credit AUM grew 5,023 million dollars.

$OWL Did Blue Owl's 14% jump in fee-related earnings come from lumpy transaction fees rather than its core management fees? 🏢 Blue Owl, a private-credit and real-assets manager with $330 billion in assets, lifted Q3 2026 distributable earnings 13% to $385.5M ($0.24 a share), against a market value of about $6.66B at $9.67 at 16:00 ET on October 28, 2026 📈 Fee-related earnings rose 14% to $427.5M from $376.2M: transaction and other fees jumped 136% to $71.1M from $30.1M (+$41.0M) and management fees grew 5% to $690.0M (+$30.8M), while FRE expenses rose $15.3M and fee offsets $6.3M 🏆 In return, Blue Owl called Q3 a record institutional capital raising quarter, with $8.3B of institutional equity raised, and the company expects $36.3B of AUM not yet paying fees to bring about $402M of annual management fees once deployed, near 15% of the last twelve months' $2,705.7M 📅 Next: October 29, 2026 call: watch whether transaction fees repeat Source: Blue Owl 8-K and Q3 2026 deck, Oct 29