Blue Owl's revenue base is almost entirely non-interest income, which reached $792.9M of $806.5M total revenue in 2026Q3, suggesting the franchise is driven by fee streams rather than spread lending.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 29, 2026 | $0.24+6.6% vs $0.23 | $807M+15.5% vs $698M |
Q3 2026 Jul 30, 2026 | $0.22+1.6% vs $0.22 | $753M+8.6% vs $693M |
Q2 2026 Apr 30, 2026 | $0.19+0.0% vs $0.19 | $700M+1.8% vs $687M |
Q1 2026 Feb 5, 2026 | $0.24+9.1% vs $0.22 | $701M-1.4% vs $712M |
While the top- and bottom-line numbers for Blue Owl Capital (OWL) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Blue Owl Capital Inc. (OWL) came out with quarterly earnings of $0.24 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.22 per share a year ago.
NEW YORK, Oct. 29, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today reported its financial results for the third quarter ended September 30, 2026. "Blue Owl demonstrated durability, resilience and an acceleration of growth during the third quarter.
Blue Owl Capital receives a speculative Strong Buy rating, targeting 25%+ annualized returns, driven by diversified fee income and aggressive AUM growth. OWL's dividend yield is high but payout ratio exceeds 100%, raising a 20% risk of a cut; management aims to gradually reduce payout to 85%. Key growth engines include direct lending, net lease, digital infrastructure, and alternative credit, with digital infrastructure highlighted as a long-term opportunity.
Benchmark OWL against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Blue Owl Capital Inc. (OWL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $9.82 | $15.35B | 72.58 | 24.52% | 3.28% | 1.65% | 8.37% | |
| $116.75 | $67.24B | -76.64 | 22.37% | -3.02% | -2.3% | 1.83% | |
| $133.98 | $44B | 70.43 | 96.21% | 7.93% | 5.07% | 6.03% | |
| $96.48 | $86.63B | 28.94 | -11.99% | 17.55% | 3.96% | 0.83% | |
| $39.70 | $14.29B | 49.15 | 40.31% | 8.41% | 3.84% | 3.43% | |
| $119.50 | $94.14B | 26.88 | 21.87% | 22.58% | 16.4% | 6.44% |
Blue Owl Capital Inc. (OWL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Blue Owl Capital Inc. (OWL) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 29, 2026·SEC
Oct 15, 2026·SEC
Jul 30, 2026·SEC
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Blue Owl Capital Inc. (OWL) stock FAQ — growth, dividends, profitability & financials explained
Blue Owl Capital Inc. (OWL) grew revenue by 11.4% over the trailing twelve months, compared with the twelve months before.
Yes. Blue Owl Capital Inc. (OWL) earned $94.6M in net income over the trailing twelve months (a 3.3% net margin).
Yes. Blue Owl Capital Inc. (OWL) pays a dividend that yields 8.37% at the current price, a high yield.
Blue Owl Capital Inc. (OWL) had a return on equity (ROE) of 1.7% over the trailing twelve months. That is below the market's typical 10-15%.
Blue Owl Capital Inc. (OWL) has a net interest margin (NIM) of -1.0%. NIM has been under pressure due to interest rate environment.
Blue Owl Capital Inc. (OWL) has an efficiency ratio of 35.6%. This is excellent, indicating strong cost control.
