Stocks · 5 months ago
Blue Owl Private Credit Shock: $1.4B Loan Sale in Focus
Blue Owl Private Credit halts redemptions and sells loans for $1.4B – what the liquidity shock means for investors.
Blue Owl Capital Inc. OWL
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$8.52
-0.28
(-2.94%)
Price Chart
About Blue Owl Capital Inc.
Blue Owl Capital Inc. operates as an alternative asset manager in the United States. It offers permanent capital base solutions that enables it to offer holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company also provides private financing solutions, such as direct lending products comprising diversified, technology, first lien, and opportunistic lending to middle-market companies; alternative credit; investment grade credit; liquid credit; and other credit solutions. In addition, the company offers GP strategic capital products, which offers…
- Employees
- 1,390
Analyst Consensus
Consensus Rating
BUY
Analysts
15
covering this stock
Mean Target
$12.93
+51.8% vs current
Current Price
$8.52
-2.94% today
12-Month Price Target Range
LOW TARGET
$9.00
HIGH TARGET
$21.00
Range based on 15 Wall Street analysts covering OWL.
Recent Analyst Actions — 7 unique firms, latest first
- Jul 17, 2026 Maintain Oppenheimer Outperform ($16 → $15)
- Jul 13, 2026 Maintain BMO Capital Outperform ($12 → $11)
- Jul 9, 2026 Maintain Citizens Market Outperform ($21 → $17)
- Jul 9, 2026 Maintain Barclays Equal-Weight ($10 → $9)
- May 18, 2026 Reiterate TD Cowen Buy PT $14
- May 1, 2026 Maintain UBS Neutral (+$9 → $10)
- May 1, 2026 Maintain JP Morgan Neutral ($10 → $10)
Recent Quarters
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $753.8M | +10.3% | $15.5M | $0.02 | — | 50.1% | 14.5% |
| Q4 2025 Dec 2025 | $755.6M | — | $47.7M | — | — | 58.5% | 22.1% |
| Q3 2025 Sep 2025 | $728.0M | — | $6.3M | $0.01 | -75.0% | 53.1% | 15.5% |
| Q2 2025 Jun 2025 | $703.1M | — | $17.4M | $0.02 | — | 53.6% | 14.1% |
| Q1 2025 Mar 2025 | $683.5M | — | $7.4M | $0.00 | — | 52.3% | 11.3% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Latest OWL Coverage
Stocks · 5 months ago
Blue Owl Private Credit Shock: OBDC II Gate and $1.4B Deal
Activity