Barclays Reiterates Equal Weight Rating on Blue Owl Capital

Analysts lower price target on asset management firm's stock

Published on Mar. 5, 2026

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Barclays has reiterated its equal weight rating on shares of Blue Owl Capital (NYSE: OWL), but lowered its price target on the stock from $15 to $11. Other analysts have also issued reports on the company, with some reducing their price targets as well.

Why it matters

Blue Owl Capital is a major alternative asset management firm focused on private credit, direct lending, and equity strategies. The company's stock performance and analyst ratings are closely watched by investors in the financial services industry.

The details

In a research note, Barclays analysts cited concerns about Blue Owl Capital's growth prospects and valuation as reasons for the lower price target. The brokerage firm maintained its equal weight rating, which suggests the stock is expected to perform in line with the broader market. Other analysts have also cut their price targets on Blue Owl Capital, with Piper Sandler reducing its target from $21 to $15 and UBS Group lowering its target from $16.50 to $12.

  • Barclays released its research note on Monday, March 5, 2026.
  • Blue Owl Capital reported its latest quarterly earnings on Thursday, February 5, 2026.

The players

Blue Owl Capital

A global alternative asset management firm focused on private credit, direct lending, and equity-related strategies.

Barclays

A multinational investment bank and financial services company that provides research coverage on Blue Owl Capital.

Piper Sandler

An investment bank that has also issued research reports on Blue Owl Capital.

UBS Group

A global financial services firm that has lowered its price target on Blue Owl Capital.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

The takeaway

The mixed analyst views on Blue Owl Capital highlight the uncertainty surrounding the alternative asset manager's growth prospects and valuation. Investors will be closely watching the company's future financial performance and strategic initiatives to gauge its long-term outlook.