BLUE OWL CAPITAL INC.
OWL · Investment Advice · 6.88B shares · +337%/yr ↑ dilution · EDGAR filings ↗
Reference price $15.06 · est. market cap ~$103.5B — last insider purchase, 2025-12-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B72Blue Owl Capital — fast-growing alternative-asset manager (private credit-led).
Strengths
- Revenue +25% (90th pct); strong FCF (88th); recurring, permanent-capital fee base
Risks
- Reported net margin/ROE depressed by Up-C structure and amortization
- Leverage (D/E 1.5, 89th); credit-cycle sensitivity
Notable findings
- Chronic dilutionShare count +337%/yr over 4y (dilution, book value/share -100%)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
2.7%
Return on equity
3.6%
Return on assets
0.6%
Revenue growth (QoQ)
-0.2%
Net-income growth
-28.1%
Debt / equity
1.5×
Free cash flow
$1.2B
Tangible book value
-$6.3B
Cash & investments
$195M
Stock comp / revenue
23.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Dyal Capital SLP LP | Other | 1.1M | — |
| 2026-05-07 | Ugwonali Dana Weeks | Grant | 20K | — |
| 2026-05-07 | Rees Michael Douglass | Grant | 1.1M | — |
| 2026-05-07 | Packer Craig | Grant | 730K | — |
| 2026-05-07 | Bash-Polley Stacy Ellen | Grant | 20K | — |
| 2026-05-07 | Zahr Marc | Grant | 789K | — |
| 2026-05-07 | Holz Claudia A | Grant | 20K | — |
| 2026-05-07 | Ostrover Douglas I | Grant | 789K | — |
| 2026-05-07 | LIPSCHULTZ MARC S | Grant | 789K | — |
| 2026-03-17 | Rees Michael Douglass | Other | 30.0M | — |
| 2026-03-02 | Dyal Capital SLP LP | Other | 150K | — |
| 2026-02-15 | Brouse Jennifer | Tax withheld | 7.0K | $12.30 |
| 2026-02-15 | Reddy Neena | Tax withheld | 21K | $12.30 |
| 2026-02-15 | Polland Andrew Robert | Tax withheld | 39K | $12.30 |
| 2026-02-12 | Rees Michael Douglass | Grant | 306K | — |
| 2026-02-12 | LIPSCHULTZ MARC S | Grant | 879K | — |
| 2026-02-12 | Packer Craig | Grant | 813K | — |
| 2026-02-12 | Ostrover Douglas I | Grant | 879K | — |
| 2026-02-12 | Zahr Marc | Grant | 879K | — |
| 2025-12-10 | Zahr Marc | Other | 41.0M | — |
| 2025-12-09 | Brouse Jennifer | Grant | 147K | — |
| 2025-12-09 | Brouse Jennifer | Grant | 30K | — |
| 2025-12-09 | Polland Andrew Robert | Grant | 193K | — |
| 2025-12-09 | Reddy Neena | Grant | 146K | — |
| 2025-12-02 | Packer Craig | Buy | 27K | $15.06 |
| 2025-12-02 | LIPSCHULTZ MARC S | Buy | 70K | $15.06 |
| 2025-12-02 | Packer Craig | Buy | 83K | $15.06 |
| 2025-12-02 | LIPSCHULTZ MARC S | Buy | 70K | $15.06 |
| 2025-12-02 | Ostrover Douglas I | Buy | 139K | $15.06 |
| 2025-12-01 | Dyal Capital SLP LP | Other | 250K | — |
| 2025-12-01 | Kirshenbaum Alan | Buy | 34K | $14.87 |
| 2025-12-01 | Ostrover Douglas I | Buy | 19K | $15.06 |
| 2025-12-01 | LIPSCHULTZ MARC S | Buy | 9.3K | $15.06 |
| 2025-12-01 | LIPSCHULTZ MARC S | Buy | 9.3K | $15.06 |
| 2025-12-01 | Packer Craig | Buy | 11K | $15.06 |
| 2025-12-01 | Packer Craig | Buy | 3.7K | $15.06 |
| 2025-11-06 | Ostrover Douglas I | Grant | 471K | — |
| 2025-11-06 | LIPSCHULTZ MARC S | Grant | 471K | — |
| 2025-11-06 | Zahr Marc | Grant | 471K | — |
| 2025-11-06 | Packer Craig | Grant | 435K | — |
| 2025-11-06 | Rees Michael Douglass | Grant | 570K | — |
| 2025-09-12 | Rees Michael Douglass | Gift | 1.5M | — |
| 2025-09-12 | Packer Craig | Gift | 100K | — |
| 2025-09-12 | Owl Rock Capital Feeder LLC | Other | 120K | — |
| 2025-09-12 | Dyal Capital SLP LP | Other | 1.8M | — |
| 2025-09-12 | Kirshenbaum Alan | Gift | 20K | — |
| 2025-09-02 | Owl Rock Capital Feeder LLC | Other | 500K | — |
| 2025-09-02 | Dyal Capital SLP LP | Other | 950K | — |
| 2025-08-07 | LIPSCHULTZ MARC S | Grant | 369K | — |
| 2025-08-07 | Packer Craig | Grant | 341K | — |
| 2025-08-07 | Rees Michael Douglass | Grant | 474K | — |
| 2025-08-07 | Ostrover Douglas I | Grant | 369K | — |
| 2025-08-07 | Zahr Marc | Grant | 369K | — |
| 2025-06-02 | Owl Rock Capital Feeder LLC | Other | 300K | — |
| 2025-06-02 | Dyal Capital SLP LP | Other | 300K | — |
| 2025-05-14 | Rees Michael Douglass | Conversion | 20.0M | — |
| 2025-05-14 | Rees Michael Douglass | Conversion | 20.0M | — |
| 2025-05-14 | Rees Michael Douglass | Sell | 20.0M | — |
| 2025-05-14 | Owl Rock Capital Feeder LLC | Other | 20.0M | — |
| 2025-05-08 | Holz Claudia A | Grant | 11K | — |
| 2025-05-08 | LIPSCHULTZ MARC S | Grant | 377K | — |
| 2025-05-08 | Zahr Marc | Grant | 377K | — |
| 2025-05-08 | Packer Craig | Grant | 348K | — |
| 2025-05-08 | Rees Michael Douglass | Grant | 504K | — |
| 2025-05-08 | Ostrover Douglas I | Grant | 377K | — |
| 2025-05-08 | Ugwonali Dana Weeks | Grant | 11K | — |
| 2025-05-08 | Bash-Polley Stacy Ellen | Grant | 11K | — |
| 2025-03-05 | Kirshenbaum Alan | Other | 140K | — |
| 2025-03-03 | Dyal Capital SLP LP | Other | 888K | — |
| 2025-03-03 | Owl Rock Capital Feeder LLC | Other | 908K | — |
| 2025-02-15 | Ward Sean Jason | Tax withheld | 85K | $23.94 |
| 2025-02-15 | Polland Andrew Robert | Tax withheld | 25K | $23.94 |
| 2025-02-15 | Reddy Neena | Tax withheld | 15K | $23.94 |
| 2025-02-13 | LIPSCHULTZ MARC S | Grant | 375K | — |
| 2025-02-13 | Zahr Marc | Grant | 375K | — |
| 2025-02-13 | Ostrover Douglas I | Grant | 375K | — |
| 2025-02-13 | Packer Craig | Grant | 169K | — |
| 2025-02-13 | Rees Michael Douglass | Grant | 26K | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (1)
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-04 | Shareholder vote | filing ↗ |
| 2026-04-30 | ResultsOtherExhibits | filing ↗ |
| 2026-02-05 | ResultsOtherExhibits | filing ↗ |
| 2025-12-04 | Other | filing ↗ |
| 2025-12-02 | Other | filing ↗ |
| 2025-10-30 | ResultsOtherExhibits | filing ↗ |
| 2025-08-08 | Material agreementDebt obligationExhibits | filing ↗ |
| 2025-07-31 | ResultsOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-04 | 2026-06-04 | 0001823945-26-000030 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001823945-26-000026 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001823945-26-000022 ↗ |
| 10-K | 2026-02-19 | 2025-12-31 | 0001823945-26-000009 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0001823945-26-000004 ↗ |
| 8-K | 2025-12-04 | 2025-12-03 | 0001193125-25-307277 ↗ |
| 8-K | 2025-12-02 | 2025-12-02 | 0001193125-25-305470 ↗ |
| 10-Q | 2025-11-03 | 2025-09-30 | 0001823945-25-000063 ↗ |
| 8-K | 2025-10-30 | 2025-10-30 | 0001823945-25-000059 ↗ |
| 8-K | 2025-08-08 | 2025-08-08 | 0001193125-25-177104 ↗ |
| 10-Q | 2025-08-01 | 2025-06-30 | 0001823945-25-000048 ↗ |
| 8-K | 2025-07-31 | 2025-07-31 | 0001823945-25-000044 ↗ |