Blue Owl Capital Inc (OWL)
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
QuarterlyIQ Insights · OWL
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks OWL against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 66% of the time over the next year (vs 56% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our strategies continue to generate excellent investment results, and we believe the nearly $50 billion we’ve raised over the last twelve months reflects ongoing investor support and conviction aroun…
Stated in 3 of 3 supplied quarters. Management reported: “Our strategies continue to generate excellent investment results, and we believe the nearly $50 billion we’ve raised over the last twelve months reflects ongoing investor support and conviction around our disciplined approach to investing,” said Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl.” “With $330 billion in assets under management as of September 30, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital.”
“Our strategies continue to generate excellent investment results, and we believe the nearly $50 billion we’ve raised over the last twelve months reflects ongoing investor support and conviction aroun…”
“We reached $319 billion of AUM, a five-fold increase since our listing five years ago, and we think our success to date has been a result of our focus on creating outstanding outcomes for the investo…”
““Blue Owl’s results for the first quarter of 2026 demonstrate the power of our three differentiated and scaled platforms, each of which has contributed to our continued expansion to $315 billion of A…”
During markets characterized by volatility and uncertainty, our focus on income-oriented returns with an emphasis on downside protection becomes even more top of mind for investors, and our scaled an…
Stated in 2 of 3 supplied quarters. Management reported: “During markets characterized by volatility and uncertainty, our focus on income-oriented returns with an emphasis on downside protection becomes even more top of mind for investors, and our scaled and partnership-driven approach to investing becomes increasingly valuable to our borrowers, tenants, and counterparties.”” ““Performance remains strong across Credit, Real Assets, and GP Strategic Capital, and we believe that the current market landscape tends to favor firms with patient capital and longer duration, such as Blue Owl.””
Dividend Blue Owl declared a quarterly dividend of $0.23 per Class A Share, payable on November 23, 2026, to shareholders of record at the close of business on November 10, 2026.
Stated in 3 of 3 supplied quarters. Management reported: “Dividend Blue Owl declared a quarterly dividend of $0.23 per Class A Share, payable on November 23, 2026, to shareholders of record at the close of business on November 10, 2026.” “Dividend Blue Owl declared a quarterly dividend of $0.23 per Class A Share, payable on August 27, 2026, to shareholders of record at the close of business on August 13, 2026.”
Build growth across the Credit, Real Assets, and GP Strategic Capital platforms and broaden the strategies, investors, and geographies served.
Expand AUM through fundraising and capital deployment across Blue Owl's Credit, Real Assets, and GP Strategic Capital platforms.
Over the trailing year it converted 2.05x of net income into operating cash flow. Historically, Financials names rated robust grew net income 62% of the time over the next year (vs 56% for the rest of the cohort, n=6873).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated volatile grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7346).
Not investment advice. As of 2026-11-05.
“During markets characterized by volatility and uncertainty, our focus on income-oriented returns with an emphasis on downside protection becomes even more top of mind for investors, and our scaled an…”
““Performance remains strong across Credit, Real Assets, and GP Strategic Capital, and we believe that the current market landscape tends to favor firms with patient capital and longer duration, such…”
“Dividend Blue Owl declared a quarterly dividend of $0.23 per Class A Share, payable on November 23, 2026, to shareholders of record at the close of business on November 10, 2026.”
“Dividend Blue Owl declared a quarterly dividend of $0.23 per Class A Share, payable on August 27, 2026, to shareholders of record at the close of business on August 13, 2026.”
“Dividend Blue Owl declared a quarterly dividend of $0.23 per Class A Share, payable on May 27, 2026, to shareholders of record at the close of business on May 13, 2026.”