RT Bloomberg Live (@BloombergLive).@BlueOwlCapital's AUM grew to over $300B in the 4Q earnings showed recently. We have CEO Marc Lipschultz at #BloombergInvest addressing everything from the reaction in the stock $OWL, to his outlook for private credit with @BloombergTV’s @mattmiller1973 on March 4th.Live 3/4 at 11:35 AM ET!https://t.co/M67O8zRwc7 ...

Core Insights - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee, encouraging new memberships and the release of Top Picks for 2026 [1] - A common mistake among retirees is the false sense of security when investing in double-digit income yields, which may lead to unsustainable passive income beliefs [1] Company Overview - Samuel Smith, the lead analyst of High Yield Investor, has a diverse background in dividend stock research and holds degrees in Civil Engineering & Mathematics and a Master's in Engineering with a focus on applied mathematics and machine learning [1] - The High Yield Investor team, including Jussi Askola and Paul R. Drake, aims to balance safety, growth, yield, and value in their investment strategies [1] Service Features - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts, educational content, and an active chat room for investors [1]

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].

Core Insights - Blue Owl experienced significant growth in 2025, raising a record $56 billion in capital and crossing $300 billion in assets under management (AUM) [1][4] - The firm declared a fourth-quarter dividend of $0.225 per share and set an annual fixed dividend of $0.92 for 2026 [2][4] - Strong investment performance was highlighted, with net lease returns exceeding 13% and alternative credit gross returns at 16.6% [3][7] Fundraising and Financial Performance - In 2025, Blue Owl raised over $17 billion in the fourth quarter alone, with total equity fundraising reaching $42 billion, a more than 50% year-over-year increase [4][5] - The firm reported fourth-quarter fee-related earnings (FRE) of $0.27 per share and distributable earnings (DE) of $0.24 per share, with full-year FRE at $0.96 and DE at $0.84 [2][4] Investment Strategies and Returns - The net lease strategy generated gross returns of over 13%, while the ORENT product delivered approximately 11% net returns, significantly outperforming the FTSE REIT Index [3][7] - The average deal size for Blue Owl in 2025 was nearly $2 billion, reflecting a 23% increase from the previous year [9] Credit Quality and Portfolio Management - The firm maintained a low non-accrual rate of approximately 0.1% in its publicly traded BDC, with a portfolio composition of 94% sponsor-backed [13] - Management emphasized the health of its tech lending portfolio, reporting no signs of deterioration and strong revenue growth among borrowers [11][12] Dividends and Future Outlook - Blue Owl aims for modest dividend growth while reducing its payout ratio from around 107%-108% in 2025 to approximately 85% over the next few years [16] - The company enters 2026 with a favorable outlook, citing healthy portfolios and top-tier performance across its products [16]

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 ...

Core Viewpoint - An aggressive sell-off in the stock market is driven by investor fears that AI will disrupt the software industry, affecting major money management firms on Wall Street [1] Company Insights - Blue Owl reported $300 billion in assets under management (AUM) for the first time, but its stock fell about 4% following quarterly results, leading to a total stock loss of 27% over the past month [3] - Blue Owl's exposure to software loans constitutes 8% of its total assets, with approximately half of its AUM in its private credit platform [4] - Co-CEO Marc Lipschultz emphasized that significant losses would require a drastic 70% devaluation of software companies, which is not supported by current market fundamentals [5] Industry Context - Ares Management, a competitor, reported that its investment exposure to the software industry is less than 9% of its total private credit assets, with AUM exceeding $600 billion, of which over $400 billion is in its credit platform [6] - UBS strategists highlighted that private credit loans face the highest default-rate risk compared to other credit market segments in scenarios of aggressive disruption [5]

Core Viewpoint - An aggressive sell-off in the stock market is driven by investor fears that AI will disrupt the software industry, impacting major money management firms on Wall Street [1] Company Insights - Blue Owl reported $300 billion in assets under management (AUM) for the first time, but its stock fell about 4% following quarterly results, leading to nearly 30% losses over the past month [3] - Blue Owl's exposure to software loans constitutes 8% of its total private credit exposure, with about half of its AUM in its private credit platform [4] - Ares Management disclosed that its investment exposure to the software industry is less than 9% of its total private credit AUM, which crossed $600 billion in the fourth quarter, with over $400 billion in its credit platform [6] Market Dynamics - Concerns about the software industry are linked to the potential for significant losses, with estimates suggesting that a 70% value destruction in software companies would be necessary for current market losses to be justified [5] - UBS strategists indicated that private credit loans face the highest default-rate risk compared to other credit market segments in scenarios of aggressive disruption [5]

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 ...