Barclays Downgrades Blue Owl Capital to Equal Weight

Investment firm lowers price target on shares of alternative asset manager

Mar. 2, 2026 at 3:47pm

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Barclays has downgraded shares of Blue Owl Capital (NYSE:OWL) to an "equal weight" rating and lowered its price target on the stock from $15.00 to $11.00. The investment firm cited concerns about the alternative asset manager's recent performance and outlook.

Why it matters

Blue Owl Capital is a major player in the private credit and direct lending space, so Barclays' downgrade could signal broader challenges in those markets. The firm's reduced price target also suggests Wall Street is less bullish on Blue Owl's growth prospects compared to previous expectations.

The details

In its research report, Barclays said it is maintaining an "equal weight" rating on Blue Owl Capital and lowering its price target from $15.00 to $11.00 per share. The analysts cited factors like weaker-than-expected financial results and a less favorable outlook for the company.

  • Barclays issued its downgrade and price target cut on Monday, March 2, 2026.

The players

Blue Owl Capital

An alternative asset management firm that focuses on private credit, direct lending, and equity-related strategies.

Barclays

A major global investment bank that provides financial services to institutional and individual clients.

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What’s next

Investors will be closely watching Blue Owl Capital's next earnings report and any further commentary from the company on its business trends and growth prospects.

The takeaway

Barclays' downgrade of Blue Owl Capital reflects broader uncertainty in the private credit and direct lending markets, which could impact other firms operating in those spaces. Investors will need to closely monitor the company's financial performance and outlook going forward.