Blue Owl Capital (OWL) jumps 7.5% as investors look past redemption fears toward fundraising momentum and upcoming results

Blue Owl Capital Inc. (OWL) is up 7.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a rebound after a sharp, news-driven selloff earlier in April tied to private-credit redemption headlines, with investors rotating back into the name on signs the firm’s fundraising engine is still active. The move may also reflect incremental confidence from a large passive holder disclosure and positioning ahead of Blue Owl’s upcoming earnings release.

Details:

Blue Owl disclosed earlier this month that it would limit quarterly redemptions on two funds to the standard 5% cap after elevated withdrawal requests, which helped set up an “oversold bounce” dynamic in the stock.

A Schedule 13G/A filed for Capital World Investors showed beneficial ownership of roughly 56.9 million shares, or about 8.5% of Blue Owl’s common stock (as of March 31, 2026; signed April 2, 2026).

Blue Owl announced a $2.9 billion final close for its Asset Special Opportunities Fund (ASOF IX), highlighting continued capital raising within its alternative credit platform.

The company said it will report first-quarter 2026 results on April 30, 2026 (before market open) and host a webcast/conference call at 10:00 a.m. ET, which can also pull forward trading interest.

Sources:

Blue Owl Capital (press release, investor relations), SEC EDGAR, The Motley Fool

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.

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$OWL Hedge Fund Activity

We have seen 320 institutional investors add shares of $OWL stock to their portfolio, and 230 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.

$OWL Analyst Ratings

Wall Street analysts have issued reports on $OWL in the last several months. We have seen 2 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
Barclays issued a "Overweight" rating on 10/31/2025

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 $13.25.

Here are some recent targets:

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
Bill Katz from TD Cowen set a target price of $14.0 on 03/23/2026
Brian McKenna from Citizens set a target price of $23.0 on 03/17/2026

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.