OWL — Blue Owl Capital Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Blue Owl Capital Inc

Blue Owl Capital Inc. operates as an alternative asset manager in the United States. It offers permanent capital base solutions that enables it to offer holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners and tenants. The company also provides private financing solutions, such as direct lending products comprising diversified, technology, first lien, and opportunis… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$9.93
Market Cap$15.57B
Float640.5M
Shares Outstanding675.8M
P/E (Forward)9.98
P/E (TTM)83.21
Price/Sales (TTM)5.29
vs. Analyst Target+30.2% to analyst PT
Profit Margin2.96%
Operating Margin (TTM)28.18%
Revenue (TTM)$2.94B
Earnings Growth (YoY)636.60%
Dividend Rate0.9%
Analyst Target Price$12.93 (15 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $250M -$77.8M $9.1M -$58.1M
2021 $824M -$376M -$673M -$1.73B
2022 $1.37B -$9.3M $475M $270M
2023 $1.73B $54.3M $861M $633M
2024 $2.30B $110M $1.28B $866M
2025 $2.87B $78.8M $1.59B $941M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $703M $17.4M
Sep 2025 $728M $6.3M
Dec 2025 $756M $47.7M
Mar 2026 $754M $15.5M

Ownership & Float

Insider Ownership0.1%
Institutional Ownership104.8%
Short Float18.8%
% of All Funds Holding6.35%
Number of Funds Holding522

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$9.47Near-term / short-term trend
Weekly40-Week SMA$13.44Medium-term trend
Weekly80-Week SMA$17.11Cyclical trend (business cycle)
Weekly200-Week SMA$15.41Secular trend (multi-year)
Monthly10-Month SMA$13.42Near-term monthly trend
Monthly20-Month SMA$17.34Medium-term monthly trend
Monthly40-Month SMA$16.11Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$10.10 resistance 2.14x 1 months ago
$13.50 resistance 2.90x 2 months ago
$15.00 resistance 1.10x 3 months ago
$18.10 resistance 1.29x 7 months ago
$20.10 resistance 1.72x 12 months ago

Historical Earnings Reactions (22 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.86% 0.25% 54.55% 5.20% -2.38%
1 Day 1.29% 1.12% 63.64% 7.65% -5.36%
1 Week 2.41% 2.24% 68.18% 19.52% -8.32%
2 Weeks 1.24% -1.01% 45.45% 38.45% -12.11%
1 Month -0.72% -1.26% 42.86% 30.59% -23.42%

Next earnings: July 30, 2026 (61 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

Insufficient historical data for monthly seasonality analysis (requires 7+ years of data).

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.03% 53.0% 253
Tuesday 0.08% 49.6% 284
Wednesday 0.27% 53.0% 281
Thursday -0.17% 46.4% 274
Friday 0.01% 50.4% 274

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 104.8%

Insider Transactions — Smart Summary

Total insider ownership: 0.1%

Founder-led management: Doug Ostrover (Co-Founder, Chairman & Co-CEO), Marc Lipschultz (Co-Founder, Co-CEO & Director), Michael Rees (Co-Founder, Co-President & Director), Craig Packer (Head of Credit, Co-Founder, Co-President, Senior MD & Director)

12-Month Insider Activity Summary

Total Filings4
Net Value+$7.1M
Net Shares Change474,670
% of Float0.1%
C-Suite Filings4
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
LIPSCHULTZ MARC S Co-Chief Executive Officer +$2.4M 1 2 buy
Ostrover Douglas I Co-Chief Executive Officer +$2.4M 1 1 buy
Packer Craig Co-President +$1.9M 1 1 buy
Kirshenbaum Alan Chief Financial Officer +$500,807.58 1 1 buy

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-12-03 – 2025-12-03 4 4 +$7.1M 4 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-12-03 LIPSCHULTZ MARC S Co-Chief Executive Officer +$2.4M Transaction at $15.06, now -34.1%
2025-12-03 Packer Craig Co-President +$1.9M Transaction at $15.06, now -34.1%
2025-12-03 Ostrover Douglas I Co-Chief Executive Officer +$2.4M Transaction at $15.06, now -34.1%
2025-12-03 Kirshenbaum Alan Chief Financial Officer +$500,807.58 Transaction at $14.87, now -33.2%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Blue Owl Capital Inc (OWL) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for OWL on Trend Edge →