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Blue Owl Capital (OWL)
NYSE:OWL
Earnings Data
Report Date
Feb 18, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.23Last Year’s EPS
0.21Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Blue Owl Capital showcased strong growth and strategic positioning across its investment platforms, particularly in digital infrastructure and direct lending. Despite some fee rate step-downs and sensitivity to rate cuts, the firm's record capital commitments and fundraising achievements highlight a positive trajectory.Company Guidance
Record Capital Commitments
Blue Owl Capital secured over $14 billion in new capital commitments during the quarter, with a record last 12-month capital raise of $57 billion, representing 24% of their assets under management a year ago.
Strong Fundraising Performance
The firm raised nearly $40 billion over the last 12 months, an increase of over 60% from the previous year, with $23 billion coming from institutional clients, reflecting over 100% growth year-over-year.
Digital Infrastructure Expansion
Significant investments in data centers, with over $50 billion in capital announced across two transactions, including partnerships with Meta and Oracle, positioning Blue Owl as a leader in cloud and AI innovation financing.
Robust Direct Lending Growth
Direct lending strategy gross returns were approximately 3% in the third quarter and 13% over the last 12 months, with weighted average LTVs remaining in the high 30s.
OWL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OWL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $16.56 | $15.86 | -4.23% |
Jul 31, 2025 | $19.29 | $19.13 | -0.83% |
May 01, 2025 | $18.12 | $17.51 | -3.37% |
Feb 06, 2025 | $24.21 | $24.04 | -0.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Blue Owl Capital (OWL) report earnings?
Blue Owl Capital (OWL) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).
What is Blue Owl Capital (OWL) earnings time?
Blue Owl Capital (OWL) earnings time is at Feb 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OWL EPS forecast?
OWL EPS forecast for the fiscal quarter 2025 (Q4) is 0.23.