Blue Owl Capital Earns 'Moderate Buy' Rating from Analysts

Brokerages give mixed reviews on the alternative asset manager's outlook

Apr. 9, 2026 at 8:50am

Got story updates? Submit your updates here. ›

An extreme close-up of gears, levers, and other industrial banking equipment, conveying the heavy, physical nature of financial infrastructure without depicting any specific logos or branding.Amid volatility in the alternative asset management sector, Blue Owl Capital's stock performance reflects broader industry challenges around liquidity, credit quality, and maintaining investor confidence.NYC Today

Blue Owl Capital Inc. (NYSE:OWL) has received an average rating of 'Moderate Buy' from the 17 analysts covering the company, according to Marketbeat. The ratings range from one 'sell' to one 'strong buy', with the majority being 'hold' or 'buy' recommendations.

Why it matters

Blue Owl's mixed analyst coverage reflects the broader uncertainty around the alternative asset management sector, as investors weigh factors like liquidity concerns, credit market volatility, and the firm's ability to maintain performance amid industry headwinds.

The details

The average 12-month price target among analysts covering Blue Owl is $16.03. Several firms have recently adjusted their ratings and targets, with Goldman Sachs lowering its target from $14 to $9 and moving to a 'neutral' stance, while Barclays cut its target from $11 to $9 and maintained an 'equal weight' rating. Piper Sandler kept an 'overweight' rating despite lowering its target to $12.50, signaling potential upside if market conditions stabilize.

  • Blue Owl reported Q4 2025 earnings on February 5, 2026.
  • The company announced a quarterly dividend of $0.225 per share on February 20, 2026.

The players

Blue Owl Capital Inc.

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

Bank of America Securities

A major investment bank that published a 'buy' rating on Blue Owl, signaling institutional support for the stock.

Piper Sandler

An investment firm that maintained an 'overweight' rating on Blue Owl despite lowering its price target.

Barclays

A global financial services provider that cut its price target on Blue Owl and set an 'equal weight' rating.

Goldman Sachs

A leading investment bank that trimmed its price target on Blue Owl and moved to a 'neutral' stance.

Got photos? Submit your photos here. ›

What’s next

Investors will be closely watching Blue Owl's upcoming quarterly results and any updates on asset flows, credit quality, and the firm's ability to navigate the current market environment.

The takeaway

Blue Owl's mixed analyst coverage reflects the broader uncertainty around alternative asset managers, as the industry grapples with liquidity concerns, credit market volatility, and the challenge of maintaining performance. The stock's near-term trading range may remain constrained until these issues are further clarified.