Blue Owl (OWL) jumps 14.2% after Q1 results show higher fee earnings and AUM growth

Blue Owl Capital Inc. (OWL) is up 14.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Blue Owl’s first-quarter 2026 earnings release, which showed stronger fee-related and distributable earnings alongside continued AUM growth. After a period of skepticism toward alternative asset managers (especially private credit), investors likely viewed the quarter’s fundraising, recurring-fee metrics, and dividend as a confidence boost.

Details:

Blue Owl reported Q1 2026 Fee-Related Earnings of $393.6 million (about $0.25 per adjusted share) and Distributable Earnings of $292.5 million (about $0.19 per adjusted share).

Assets under management were $314.9 billion as of March 31, 2026, up 15% year over year, with fee-paying AUM of $188.4 billion and permanent capital of $224.8 billion.

The firm raised $11.0 billion of new capital commitments during the quarter, supporting expectations for future management-fee growth.

Blue Owl declared a quarterly dividend of $0.23 per Class A share, payable May 27, 2026 (record date May 13, 2026), and disclosed Q1 share repurchases of 1.7 million shares for $25.0 million.

Sources:

Blue Owl Capital Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$OWL Insider Trading Activity

$OWL insiders have traded $OWL stock on the open market 11 times in the past 6 months. Of those trades, 11 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $OWL stock by insiders over the last 6 months:

DOUGLAS I OSTROVER (Co-Chief Executive Officer) has made 2 purchases buying 158,000 shares for an estimated $2,379,469 and 0 sales.
MARC S LIPSCHULTZ (Co-Chief Executive Officer) has made 4 purchases buying 158,000 shares for an estimated $2,379,469 and 0 sales.
CRAIG PACKER (Co-President) has made 4 purchases buying 125,000 shares for an estimated $1,882,491 and 0 sales.
ALAN KIRSHENBAUM (Chief Financial Officer) purchased 33,670 shares for an estimated $500,807

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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$OWL Hedge Fund Activity

We have seen 338 institutional investors add shares of $OWL stock to their portfolio, and 243 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 21,653,236 shares (+34.8%) to their portfolio in Q4 2025, for an estimated $323,499,345
BLACKROCK, INC. removed 12,480,533 shares (-26.7%) from their portfolio in Q4 2025, for an estimated $186,459,163
JPMORGAN CHASE & CO removed 9,013,972 shares (-77.9%) from their portfolio in Q4 2025, for an estimated $134,668,741
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 7,615,956 shares (+inf%) to their portfolio in Q4 2025, for an estimated $113,782,382
CAPITAL WORLD INVESTORS added 5,029,134 shares (+5.9%) to their portfolio in Q4 2025, for an estimated $75,135,261
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 4,891,516 shares (-75.2%) from their portfolio in Q4 2025, for an estimated $73,079,249
BANK OF AMERICA CORP /DE/ removed 4,639,623 shares (-20.6%) from their portfolio in Q4 2025, for an estimated $69,315,967

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$OWL Analyst Ratings

Wall Street analysts have issued reports on $OWL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Raymond James issued a "Strong Buy" rating on 02/19/2026

To track analyst ratings and price targets for $OWL, check out Quiver Quantitative's $OWL forecast page.

$OWL Price Targets

Multiple analysts have issued price targets for $OWL recently. We have seen 12 analysts offer price targets for $OWL in the last 6 months, with a median target of $12.25.

Here are some recent targets:

Kenneth Worthington from JP Morgan set a target price of $10.5 on 04/29/2026
Brian McKenna from Citizens set a target price of $21.0 on 04/22/2026
Chris Kotowski from Oppenheimer set a target price of $16.0 on 04/13/2026
Benjamin Budish from Barclays set a target price of $9.0 on 04/08/2026
Alexander Blostein from Goldman Sachs set a target price of $9.0 on 04/07/2026
Crispin Love from Piper Sandler set a target price of $12.5 on 04/07/2026
Brennan Hawken from BMO Capital set a target price of $11.0 on 03/24/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.