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Blue Owl Capital (OWL)
NYSE:OWL
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.21Last Year’s EPS
0.19Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 9.06%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted Blue Owl Capital's record fundraising, robust FRE and DE growth, successful mergers, and a diversified investor base, which paints a positive picture of the company's performance and resilience. However, challenges in the syndicated market and transaction fee volatility, along with global expansion risks, present areas to monitor. Overall, the highlights significantly outweigh the lowlights, suggesting a strong performance and strategic positioning.Company Guidance
During Blue Owl Capital's Q1 2025 earnings call, significant guidance was provided, highlighting several key metrics and strategic directions for the company. Blue Owl reported fee-related earnings (FRE) of $0.23 per share and distributable earnings (DE) of $0.21 per share for Q4 2024, with full-year 2024 FRE and DE at $0.86 and $0.77 per share, respectively. The company declared an annual fixed dividend of $0.9 for 2025, marking a 25% increase from the prior year. Blue Owl achieved a record equity raise of $27.5 billion in 2024, up 75% from 2023, and deployed $52 billion in credit, driving a 26% FRE growth. Management fees grew at an annual rate of over 35% since going public, supported by a robust business model where approximately 90% of management fees are derived from permanent capital. Looking forward, Blue Owl anticipates continued fee growth from over $23 billion in assets under management (AUM) set to begin generating management fees, driving an incremental $290 million in revenue. Additionally, the successful merger of OTF and OTF2 is expected to contribute approximately $135 million in annual management fees. The company also highlighted a strong performance in direct lending with a gross origination of $13 billion, and an impressive 13 basis point average annual realized loss rate, showcasing its rigorous underwriting standards.Record Fundraising and Capital Deployment
Blue Owl Capital reported a record equity raise of $27.5 billion in 2024, which is about 75% higher than 2023. Including debt, they raised over $47 billion, also a record for the company.
Strong Fee Related Earnings (FRE) and Distributable Earnings (DE) Growth
The company reported a 26% FRE growth for the year, with management fees growing at over a 35% annual growth rate since listing as a public company.
Successful Mergers and New Product Launches
The merger of OTF and OTF2 was completed, making OTF the largest technology-focused BDC in the public market. Additionally, a new alternative credit product focused on the wealth market is expected to close its private phase fundraise in the summer.
Diversified and Global Investor Base
Over the past 12 months, Blue Owl Capital raised nearly $30 billion of equity, an increase of over 75% from the prior year, with a significant portion coming from new investors and international markets.
Prominent Performance in Real Assets
The Digital Infrastructure Fund 3 reached its hard cap of $7 billion, nearly double the size of the prior fund, demonstrating strong demand in the real assets segment.
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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
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OWL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 01, 2025 | $18.32 | $17.71 | -3.33% |
Feb 06, 2025 | $24.48 | $24.31 | -0.69% |
Oct 31, 2024 | $22.49 | $21.77 | -3.20% |
Aug 01, 2024 | $18.38 | $16.56 | -9.90% |
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.
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FAQ
When does Blue Owl Capital (OWL) report earnings?
Blue Owl Capital (OWL) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Blue Owl Capital (OWL) earnings time?
Blue Owl Capital (OWL) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 0.21.
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