Blue Owl Capital Inc. (OWL) Q3 2026 Earnings Call Transcript

Blue Owl Capital Inc. ( OWL ) Q3 2026 Earnings Call October 29, 2026 10:00 AM EDT Company Participants Ann Dai - MD & Head of Investor Relations Marc S. Lipschultz - Co-Founder, Co-CEO & Director Alan Kirshenbaum - Chief Financial Officer Conference Call Participants William Katz - TD Cowen, Research Division Steven Chubak - Wolfe Research, LLC Devin Ryan - Citizens JMP Securities, LLC, Research Division Glenn Schorr - Evercore ISI Institutional Equities, Research Division Craig Siegenthaler - BofA Securities, Research Division Brennan Hawken - BMO Capital Markets Equity Research Patrick Davitt - Autonomous Research US LP Crispin Love - Piper Sandler & Co., Research Division Alexander Blostein - Goldman Sachs Group, Inc., Research Division Michael Brown - UBS Investment Bank, Research Division Christoph Kotowski - Oppenheimer & Co. Inc., Research Division Wilma Jackson Burdis - Raymond James & Associates, Inc., Research Division Daniel F.

Seeking Alpha • 38 minutes ago

Blue Owl Capital Inc. Third Quarter 2026 Results

NEW YORK, Oct. 29, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today reported its financial results for the third quarter ended September 30, 2026. "Blue Owl demonstrated durability, resilience and an acceleration of growth during the third quarter.

PRNewsWire • 14 hours ago

Blue Owl Capital Inc. (OWL) Q3 Earnings and Revenues Beat Estimates

Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.22 per share a year ago.

Zacks Investment Research • 11 hours ago

Here's What Key Metrics Tell Us About Blue Owl Capital (OWL) Q3 Earnings

While the top- and bottom-line numbers for Blue Owl Capital (OWL) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • 10 hours ago

Wall Street's AI bet: Own the infrastructure, collect the rent

Wall Street's top alternative asset managers are betting on the AI boom by owning the infrastructure behind it and locking ​in rent through long-term leases.

Reuters • 8 hours ago

Blue Owl Is No SWAN (Not A Sucker Yield Either)

Blue Owl Capital receives a speculative Strong Buy rating, targeting 25%+ annualized returns, driven by diversified fee income and aggressive AUM growth. OWL's dividend yield is high but payout ratio exceeds 100%, raising a 20% risk of a cut; management aims to gradually reduce payout to 85%. Key growth engines include direct lending, net lease, digital infrastructure, and alternative credit, with digital infrastructure highlighted as a long-term opportunity.

Seeking Alpha • Oct 25, 2026

Why I'm Capping My BDC Exposure At 15%

BDCs trade at a steep discount, but the risks the bears talk about most may not be the ones that matter. One overlooked risk, hidden in loans made years ago, is already hurting several well-known names. Some of the most popular BDCs may be more exposed than their results suggest, and the moment of truth is getting closer.

Seeking Alpha • Oct 24, 2026

A Historic Opportunity To Buy The Dip In Alternative Asset Managers

Leading alternative asset managers have tumbled nearly 50% from their highs. AI and infrastructure investments could fuel enormous growth. Historically low valuations could offer exceptional long-term returns.

Seeking Alpha • Oct 23, 2026

Blue Owl Capital Inc. (OWL) Reports Next Week: What Awaits?

Blue Owl Capital (OWL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Oct 22, 2026

2 BDCs For Bargain Hunters

Business development companies are an overlooked corner of private credit and a chance for individual investors. Market fear has pushed some high-yield BDCs well below their net asset value, despite solid fundamentals. I highlight two discounted BDCs with strong balance sheets, healthy loan books, and well-covered dividends.

Seeking Alpha • Oct 22, 2026