Blue Owl Capital (OWL) is up 4.8% today. Here is some analysis on what might have caused this price movement. ([prnewswire.com](https://www.prnewswire.com/news-releases/blue-owl-capital-inc-second-quarter-2026-results-302838675.html))
Analysis: The most likely driver is investor optimism after Blue Owl’s July 30, 2026 second-quarter results, which highlighted continued asset growth and an unchanged quarterly dividend. Because no separate company announcement tied specifically to today’s move was easy to verify, this could also reflect a continued rebound as investors digest those results and the firm’s recent efforts to stabilize sentiment around its credit platform. ([prnewswire.com](https://www.prnewswire.com/news-releases/blue-owl-capital-inc-second-quarter-2026-results-302838675.html))
Details:
Sources:
Blue Owl Capital, SEC, Yahoo Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$OWL Hedge Fund Activity
We have seen 382 institutional investors add shares of $OWL stock to their portfolio, and 275 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 60,569,475 shares (-92.6%) from their portfolio in Q1 2026, for an estimated $552,999,306
- CAPITAL RESEARCH GLOBAL INVESTORS added 53,776,129 shares (+1250.7%) to their portfolio in Q1 2026, for an estimated $490,976,057
- CAPITAL WORLD INVESTORS removed 33,488,989 shares (-37.1%) from their portfolio in Q1 2026, for an estimated $305,754,469
- BOSTON PARTNERS removed 14,123,877 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $128,950,997
- CAPTION MANAGEMENT, LLC added 13,720,332 shares (+981.7%) to their portfolio in Q1 2026, for an estimated $125,266,631
- LIND VALUE II APS added 13,201,073 shares (+641.9%) to their portfolio in Q1 2026, for an estimated $120,525,796
- AQR CAPITAL MANAGEMENT LLC added 8,438,012 shares (+714.6%) to their portfolio in Q1 2026, for an estimated $77,039,049
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 13F endpoint.
$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 10 analysts offer price targets for $OWL in the last 6 months, with a median target of $10.5.
Here are some recent targets:
- Brian McKenna from Citizens set a target price of $17.0 on 07/09/2026
- Benjamin Budish from Barclays set a target price of $9.0 on 07/09/2026
- Bill Katz from TD Cowen set a target price of $14.0 on 05/18/2026
- Kenneth Worthington from JP Morgan set a target price of $10.0 on 05/01/2026
- Michael Brown from UBS set a target price of $9.5 on 05/01/2026
- Chris Kotowski from Oppenheimer set a target price of $16.0 on 04/13/2026
- Alexander Blostein from Goldman Sachs set a target price of $9.0 on 04/07/2026
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.