Blue Owl Capital Shares Plummet to 12-Month Low

Analysts Cut Price Targets as Investors Flee the Alternative Asset Manager

Apr. 2, 2026 at 2:34pm

Shares of Blue Owl Capital (NYSE: OWL) hit a new 52-week low on Thursday, trading as low as $8.05 per share. The alternative asset manager's stock has been under pressure as Wall Street analysts have slashed their price targets amid concerns over the company's growth prospects.

Why it matters

Blue Owl Capital's struggles reflect broader challenges facing the alternative investment industry, which has seen increased competition and pressure on fees. The company's declining share price could make it more difficult to raise new capital and execute on its growth strategy.

The details

Several research firms have recently downgraded their ratings and price targets on Blue Owl Capital. The Goldman Sachs Group dropped its price objective from $16.25 to $14.00, while UBS Group cut its target from $16.50 to $12.00. Oppenheimer also lowered its price target from $24.00 to $17.00. The analysts cited concerns over the company's growth outlook and competitive landscape.

  • Blue Owl Capital's shares hit a new 52-week low of $8.05 on Thursday, April 2, 2026.
  • The company reported its latest quarterly earnings on Thursday, February 5, 2026.

The players

Blue Owl Capital Inc.

A global alternative asset manager that focuses on private credit, direct lending, and equity-related strategies for institutional investors.

The Goldman Sachs Group

A multinational investment bank and financial services company that recently lowered its price target on Blue Owl Capital.

UBS Group

A Swiss multinational investment bank and financial services company that also cut its price target on Blue Owl Capital.

Oppenheimer

A global investment bank and financial services firm that reduced its price target on Blue Owl Capital.

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What they’re saying

“We must lower our price target on Blue Owl Capital as the company faces increased competition and pressure on fees in the alternative investment space.”

— Analyst

“Blue Owl Capital's growth outlook has become more challenging, leading us to cut our price target and rating on the stock.”

— Analyst

What’s next

Investors will be closely watching Blue Owl Capital's next earnings report for any signs of a turnaround or further deterioration in the company's financial performance.

The takeaway

Blue Owl Capital's plummeting share price reflects the broader challenges facing the alternative investment industry, as firms grapple with increased competition, pressure on fees, and a more uncertain economic environment.