To celebrate High Yield Investor turning five, we’re offering a 30-day money-back guarantee . Now is the perfect time to join. We are releasing our Top Picks for 2026 , and with the guarantee, you have everything to gain and nothing to lose.Arguably, the biggest mistake retirees often make in investing is having a false sense of security, in particular when investing in double-digit income yields, because it leads them to believe that they are generating more sustainable passiveSamuel Smith has a diverse ba ...

With all the interest and hype around the massive requirement for data centers (DCs), many investors are looking for ways to quickly profit from the phenomenon. Risk is, however, emerging in the ecosystem as companies like Blue Owl Capital (I'm an optimist. I look forward to a brighter future. As the world evolves so must our investment style. Opportunities are everywhere but having the right mindset, being humble and having a can do, never stop learning attitude is critical to success. We can beat the mark ...

Company Overview - Blue Owl Capital Inc (NYSE:OWL) is a global alternative asset manager with $307.4 billion in assets under management as of December 2025. The company operates in three segments: Private Credit, GP Strategic Capital, and Real Estate [4]. Recent Performance and Analyst Ratings - On February 6, following the announcement of quarterly results, Piper Sandler analyst Crispin Love reduced the price target for Blue Owl Capital Inc. from $21 to $15 while maintaining an Outperform rating. Despite weaker share price performance across the alternative asset management sector, OWL was noted as a relative outperformer [1]. - Earlier, on January 20, Piper Sandler reaffirmed its Buy rating on Blue Owl Capital Inc. with a $21 price target. However, on January 26, UBS analysts warned about the company's lending activities, suggesting that these could pressure the company's finances [2]. Credit Rating Upgrade - On January 22, Moody's Ratings upgraded Blue Owl Capital's long-term issuer and unsecured ratings from Baa3 to Baa2. Moody's expects the company to reduce its gross debt-to-equity ratio, which was 1.27x as of September 30, 2025, potentially increasing the asset coverage ratio from 19% to 20% [3]. Revenue Growth and Margin Projections - Piper Sandler anticipates that revenue growth estimates for Blue Owl Capital will fall below targets set during the investor day. However, the company's projections still indicate improved margins due to better cost management [1].

Co-CEO Marc Lipschultz said Blue Owl experienced “significant growth” in 2025 with record fundraising across a more diversified set of strategies and geographies. The firm raised $56 billion of capital in 2025 , including over $17 billion during the fourth quarter , and crossed $300 billion of AUM during the quarter.Blue Owl declared a fourth-quarter dividend of $0.225 per share , payable March 2 to shareholders of record as of Feb. 20. The firm also announced an annual fixed dividend of $0.92 for 2026 , or ...

Blue Owl Capital's (NYSE:OWL) co-CEO Marc Lipschultz stated that the firm doesn't see any "red flags" in relation to software AI disruption.  • Blue Owl Capital stock is trading near recent lows. Where are OWL shares going?"Tech lending has worked, continues to work and to get very direct, no, we don't have any red flags. In fact, we don't have yellow flags. We have largely green flags. The tech portfolio continues to be the most pristine amongst all of our subsectors," Lipschultz said during a fourth quart ...

An aggressive stock market sell-off focused on investors' fears that AI will disrupt the software industry has spread to some of Wall Street's biggest money management firms. And their executives have seen enough. "For those on the call that are thinking Fortune 500 companies are going to take all their software and just rip it out and just say, 'I'll just ask ChatGPT,' that's simply not the way it works. Don't take my word for it again. We're not technologists. Take Jensen Huang's words for it," Blue Owl ...

An aggressive stock market sell-off focused on investors' fears that AI will disrupt the software industry has spread to some of Wall Street's biggest money management firms. And their executives have seen enough. "For those who have got to pause and think, there's not just a matter of technology, there's the adoption of behavior. And for those on the call that are thinking Fortune 500 companies are going to take all their software and just rip it out and just say, 'I'll just ask ChatGPT,' that's simply n ...

Blue Owl Capital (NYSE:OWL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlan Kirshenbaum - CFOAlex Bernstein - Equity Research AssociateAnn Dai - Head of Investor RelationsBenjamin Budish - DirectorBrian McKenna - Director of Equity ResearchCraig Siegenthaler - Managing DirectorCrispin Love - DirectorGlenn Schorr - Senior Managing DirectorMarc Lipschultz - Co-CEOMike Brown - Managing DirectorPatrick Davitt - PartnerWilma Burdis - DirectorConference Call ParticipantsBill Katz - Se ...

Blue Owl Capital (NYSE:OWL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsAlan Kirshenbaum - CFOAlex Bernstein - Equity Research AssociateAnn Dai - Head of Investor RelationsBenjamin Budish - DirectorBrian McKenna - Director of Equity ResearchCraig Siegenthaler - Managing DirectorCrispin Love - DirectorGlenn Schorr - Senior Managing DirectorMarc Lipschultz - Co-CEOMike Brown - Managing DirectorPatrick Davitt - PartnerWilma Burdis - DirectorConference Call ParticipantsBill Katz - Se ...

Blue Owl Capital (NYSE:OWL) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker11Good morning, and welcome to Blue Owl Capital's fourth quarter and full year 2025 earnings call. During the presentation, your lines will remain on listen only. After the presentation, there will be a question and answer session. To ask a question, please press star one on your telephone keypad. I'd like to advise all participants that this conference call is being recorded. I will now turn the call over to Ann Dai, Hea ...