your badges 52W Range $8–$17 12% of range Analyst Rating BUY 20 analysts Price Target $13 +39% upside P/E 75.7 ROE 3.7% Net Profit Margin 14.1%

OWL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $9.08
P/E (TTM) 75.7
EPS (TTM) $0.12
Revenue (TTM) $572M
ROE (TTM) 3.7%
52W Range $8–$17

OWL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$568M
2019-12-31 → 2025-12-31
EPS$0.10
2022-12-31 → 2025-12-31
Free Cash Flow$1.20B
2021-12-31 → 2025-12-31
Net margin14.1%
2021-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend OWL 5Y avg Peer Median Verdict
P/E (TTM) 75.75Y avg ≈-28.8 ≈-28.8 22.8 Overvalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio693.4%
Annualized Payout≈$0.92Paid quarterly
Growth Streak≈3Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 13, 2026$0.23USD≈7.2%
May 13, 2026$0.23USD≈9.3%
Feb 20, 2026$0.23USD≈8.3%
Nov 10, 2025$0.23USD≈5.7%
Aug 14, 2025$0.23USD≈4.1%
May 14, 2025$0.23USD≈3.8%
Feb 19, 2025$0.18USD≈3.0%
Nov 8, 2024$0.18USD≈3.0%
Aug 21, 2024$0.18USD≈3.7%
May 20, 2024$0.18USD≈3.2%
Feb 22, 2024$0.14USD≈3.1%
Nov 17, 2023$0.14USD≈4.0%
Aug 18, 2023$0.14USD≈4.8%
May 18, 2023$0.14USD≈5.0%
Feb 23, 2023$0.13USD≈3.6%
Nov 18, 2022$0.12USD≈3.6%
Aug 19, 2022$0.11USD≈3.7%
May 19, 2022$0.10USD≈2.9%
Feb 25, 2022$0.10USD≈1.9%
Nov 19, 2021$0.09USD≈0.84%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise -0.09%
Next Report Oct 29, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 30, 2026 $0.22 $0.22 0.46%
March 31, 2026 $0.19 $0.18 3.8%
Dec. 31, 2025 $0.24 $0.23 6.1%
Sept. 30, 2025 $0.22 $0.22 -1.9%
June 30, 2025 $0.21 $0.21 0.57%
March 31, 2025 $0.17 $0.19 -9.5%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 12
Metric Trend 202520242023202220212020
Revenue $568M$528M$387M$234M$824M$250M
SG&A Expense $748M$413M$243M$221M$140M$68M
Operating Expenses $2.41B$1.69B$1.41B$1.37B$1.75B$309M
Interest Expense ··$76M$60M$28M$24M
Other Non-op $-108M$-138M$-71M$-47M$-940M$-24M
Pretax Income $348M$469M$246M$-50M$-1.87B$-83M
Income Tax $42M$49M$26M$-9M$-65M$-102.0K
Net Income $79M$110M$54M$-9M$-376M$-78M
EPS (Basic) $0.12$0.20$0.12$-0.02··
EPS (Diluted) $0.10$0.20$0.10$-0.02··
Shares (Basic) 654,785,946549,005,214463,233,832433,431,256··
Shares (Diluted) 661,885,114558,426,153478,008,915433,431,256··
Balance Sheet 20
Metric Trend 202520242023202220212020
Cash & Equivalents $195M$152M$104M$68M$43M$12M
Prepaid Expense ·····$349.4K
Current Assets ·····$1M
PP&E (Net) $219M$188M$135M$71M$8M$3M
Accum. Depreciation $55M$32M$15M$5M$2M$2M
Goodwill $5.62B$4.70B$4.22B$4.21B$4.13B$0
Intangibles $2.89B$2.90B$2.11B$2.41B$2.61B$0
Total Assets $12.47B$10.99B$8.82B$8.89B$8.27B$122M
Accrued Liabilities ·····$49.0K
Short-term Debt ·····$57.2K
Current Liabilities ·····$142.1K
Deferred Tax $40M$37M$34M$42M$49M$0
Total Liabilities $6.41B$5.19B$3.54B$3.34B$2.42B$623M
Long-term Debt $3.32B$2.59B$1.68B$1.62B$1.17B$356M
Total Debt ·····$57.2K
Paid-in Capital $3.81B$3.27B$2.41B$2.29B$2.16B$10M
Retained Earnings $-1.61B$-1.14B$-883M$-689M$-498M$-5M
AOCI $2M$0····
Stockholders' Equity $2.21B$2.13B$1.53B$1.60B$1.66B$5M
Liabilities + Equity $12.47B$10.99B$8.82B$8.89B$8.27B$122M
Cash Flow 14
Metric Trend 202520242023202220212020
Stock-based Comp $674M$313M$313M$421M$1.21B$0
Deferred Tax $21M$27M$4M$-24M$-66M$-475.0K
Amort. of Intangibles $359M$258M$300M$257M$114M$0
Operating Cash Flow $1.26B$1000M$949M$728M$282M$5M
CapEx $58M$64M$68M$66M$5M$652.0K
Investing Cash Flow $-271M$-638M$-118M$-485M$-1.60B$-652.0K
Stock Repurchased $54M$0$0$79M$0$0
Net Stock Activity $-54M$0$0$-79M··
Dividends Paid $547M$368M$248M$183M$47M$0
Financing Cash Flow $-943M$-313M$-795M$-218M$1.35B$-295.0K
Net Change in Cash $42M$48M$36M$26M$31M$4M
Taxes Paid $17M$22M$14M$5M$4M$142.0K
Free Cash Flow $1.20B$935M$881M$663M$276M·
Levered FCF ··$813M$618M$250M·
Profitability 4
Metric Trend 202520242023202220212020
Net Margin 13.9%20.8%3.1%-0.68%-45.7%·
Pretax Margin 61.3%88.9%14.2%-3.6%-226.7%·
ROA 0.67%1.1%0.61%-0.11%-9.0%·
ROE 3.6%6.0%3.5%-0.57%-45.1%·
Liquidity & Solvency 3
Metric Trend 202520242023202220212020
Current Ratio ·····9.0
Quick Ratio ·····6.5
Debt / Equity ·····0.0
Efficiency 1
Metric Trend 202520242023202220212020
Asset Turnover 0.00.10.20.20.2·
Per Share 4
Metric Trend 202520242023202220212020
Revenue / Share $0.86$0.95$3.62$3.16··
Cash Flow / Share $1.90$1.79$1.99$1.68··
Dividend Paid / Share $0.85$0.68$0.55$0.43$0.13$0.00
EPS (TTM) $0.10$0.20$0.10$-0.02··
Growth Rates 5
Metric Trend 202520242023202220212020
Revenue YoY 7.6%36.3%65.5%-71.6%229.8%·
Revenue CAGR 3Y 34.4%-13.8%15.7%···
Revenue CAGR 5Y 17.8%·····
EPS YoY -50.0%100.0%····
Net Income YoY -28.1%101.6%····
Valuation (TTM) 6
Metric Trend 202520242023202220212020
Revenue TTM $568M$528M$387M$234M$824M$250M
Net Income TTM $79M$110M$54M$-9M$-376M$-78M
P/E 149.4116.3149.0-530.0··
Earnings Yield 0.67%0.86%0.67%-0.19%··
Payout Ratio 693.4%336.1%456.1%-1965.2%-12.5%·
Annual Payout $547M$368M$248M$183M$47M$0

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $568M $528M $387M $234M $824M
Net Income $79M $110M $54M $-9M $-376M
Diluted EPS $0.10 $0.20 $0.10 $-0.02 ·

Institutional owners (13F) 652 filers · $7.5B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 652
Value held $7.5B
New positions 124
Exited positions 88
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
124 (-82 vs prior Q) 88 (-38 vs prior Q) 255 (-7 vs prior Q) 181 (+75 vs prior Q) -57.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $1,025,016,488 68,608,868 13.74% Shares
FMR LLC $592,410,388 67,704,044 7.94% Shares
Capital World Investors $471,341,640 53,867,616 6.32% Shares
Capital Research Global Investors $377,971,020 43,196,688 5.07% Shares
ICONIQ Capital, LLC $300,596,135 34,353,844 4.03% Shares
BlackRock, Inc. $276,519,753 31,602,257 3.71% Shares
VANGUARD CAPITAL MANAGEMENT LLC $253,356,311 28,955,007 3.40% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $241,752,088 27,628,810 3.24% Shares
Caption Management, LLC $209,256,250 23,915,000 2.80% Put option
BANK OF AMERICA CORP /DE/ $197,724,331 22,597,066 2.65% Shares
CIBC Private Wealth Group LLC $165,985,485 9,804,222 2.22% Shares
Lind Value II ApS $146,292,370 16,719,128 1.96% Shares
Caption Management, LLC $139,964,169 15,995,905 1.88% Shares
MORGAN STANLEY $126,303,941 14,434,733 1.69% Shares
HighTower Advisors, LLC $111,313,059 12,721,492 1.49% Shares
STATE STREET CORP $106,723,531 12,196,975 1.43% Shares
AQR CAPITAL MANAGEMENT LLC $97,371,515 11,256,822 1.31% Shares
GEODE CAPITAL MANAGEMENT, LLC $96,997,873 11,082,480 1.30% Shares
UBS Group AG $81,866,943 9,356,222 1.10% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $75,359,375 8,612,500 1.01% Call option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $73,458,875 8,395,300 0.98% Put option
SUSQUEHANNA INTERNATIONAL GROUP, LLP $66,321,159 7,579,561 0.89% Shares
OCO Capital Partners, L.P. $64,531,250 7,375,000 0.86% Shares
GOLDMAN SACHS GROUP INC $59,210,689 6,766,936 0.79% Shares
NORGES BANK $57,784,650 6,603,960 0.77% Shares
Cresset Asset Management, LLC $56,070,212 6,408,024 0.75% Shares
Bank of New York Mellon Corp $54,882,968 6,272,339 0.74% Shares
Capital International Investors $42,285,661 4,832,647 0.57% Shares
BECK MACK & OLIVER LLC $42,178,719 4,820,425 0.57% Shares
WELLS FARGO & COMPANY/MN $40,936,658 4,678,475 0.55% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $39,403,149 4,503,217 0.53% Shares
Estuary Capital Management LP $38,807,431 4,435,135 0.52% Shares
JPMORGAN CHASE & CO $38,003,756 4,430,702 0.51% Shares
JANE STREET GROUP, LLC $37,993,375 4,342,100 0.51% Put option
RENAISSANCE TECHNOLOGIES LLC $37,828,875 4,323,300 0.51% Shares
VANGUARD FIDUCIARY TRUST CO $35,563,649 4,064,417 0.48% Shares
CITADEL ADVISORS LLC $34,772,728 3,974,026 0.47% Shares
NORTHERN TRUST CORP $32,924,352 3,762,783 0.44% Shares
CITADEL ADVISORS LLC $31,663,625 3,618,700 0.42% Call option
State of New Jersey Common Pension Fund A $31,112,988 3,555,770 0.42% Shares
National Philanthropic Trust $30,205,000 3,452,000 0.40% Shares
JANE STREET GROUP, LLC $29,420,641 3,362,359 0.39% Shares
MILLENNIUM MANAGEMENT LLC $29,128,505 3,328,972 0.39% Shares
JANE STREET GROUP, LLC $25,740,750 2,941,800 0.34% Call option
TUDOR INVESTMENT CORP ET AL $23,819,784 2,722,261 0.32% Shares
BNP PARIBAS FINANCIAL MARKETS $23,800,000 27,200 0.32% Put option
RAYMOND JAMES FINANCIAL INC $23,300,391 2,662,902 0.31% Shares
AMERIPRISE FINANCIAL INC $22,762,015 2,811,680 0.31% Shares
Brown University $22,485,890 2,569,816 0.30% Shares
DANSKE BANK A/S $22,108,074 2,526,637 0.30% Shares

Show all 652 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
NBSH Acquisition, LLC, NBSH Blue Investments II, LLC Dec. 16, 2021 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 26 insiders · 9 officers · 9 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Marc S Lipschultz Co-Chief Executive Officer Sept. 11, 2026 G 56,695,038 4 0 $2,379,480
Alan Kirshenbaum Chief Financial Officer Sept. 11, 2026 G 27,696 1 0 $500,673
Marc Zahr Co-President Sept. 14, 2026 S 6,543,145 0 0 $0
Michael Douglas Rees Co-President Sept. 11, 2026 G 10,909,723 0 0 $0
Andrew Robert Polland Chief Operating Officer Feb. 15, 2026 F 502,724 0 0 $0
Neena Reddy General Counsel and Secretary Feb. 15, 2026 F 616,183 0 0 $0
Sean Jason Ward Senior Managing Director Feb. 15, 2025 F 471,791 0 0 $0
Andrew Charles Laurino Senior Managing Director May 6, 2024 C 0 0 0 $0
Junot Foradada Chief Accounting Officer Oct. 22, 2021 A 50,000 0 0 $0
Stacy Ellen Bash-Polley Director May 7, 2026 A 69,909 0 0 $0
Dana Weeks Ugwonali Director May 7, 2026 A 69,909 0 0 $0
Claudia A Holz Director May 7, 2026 A 69,909 0 0 $0
Jennifer Brouse Director Feb. 15, 2026 F 176,302 0 0 $0
NBSH Acquisition, LLC Director June 15, 2021 J 0 0 0 $0
Dyal Capital SLP LP 10% owner Sept. 11, 2026 J 131,414,357 0 0 $0
Craig Packer · Aug. 6, 2026 A 6,416,974 4 0 $1,882,500
Douglas I Ostrover · Aug. 6, 2026 A 7,655,333 2 0 $2,379,480
Michael Vorhaus · May 19, 2021 M 25,000 0 0 $0
Roma Khanna · May 19, 2021 M 25,000 0 0 $0
Michael Rubenstein · May 19, 2021 M 25,000 0 0 $0
Vijay Sondhi · May 19, 2021 M 25,000 0 0 $0
ALTIMAR SPONSOR, LLC · May 19, 2021 A 4,385,625 0 0 $0
Payne Brown · May 19, 2021 M 25,000 0 0 $0
Richard M Jelinek · May 19, 2021 M 25,000 0 0 $0
John Y Kim · May 19, 2021 M 25,000 0 0 $0
Kevin L Beebe · May 19, 2021 M 25,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 37 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
LBO · EA Series Trust 5.00% 34,262 NS July 31, 2026 N-PORT
PSP · Invesco Exchange-Traded Fund Trust 3.79% 903,225 SH Oct. 2, 2026 Daily
TBG · EA Series Trust 2.55% 644,950 NS July 31, 2026 N-PORT
KBWD · Invesco Exchange-Traded Fund Trust … 1.63% 659,259 SH Oct. 2, 2026 Daily
FFLC · FIDELITY COVINGTON TRUST 0.66% 773,988 NS July 31, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.17% 109,721 NS July 31, 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0.15% 8,516,893 SH Aug. 19, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.14% 281,029 NS July 31, 2026 N-PORT
IYF · iShares Trust 0.11% 441,786 SH Sept. 11, 2026 Daily
IYG · iShares Trust 0.09% 195,438 SH Sept. 11, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 0.07% 166,089 NS July 31, 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0.07% 14,733,524 SH Aug. 19, 2026 Daily
IWS · iShares Trust 0.07% 977,740 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.07% 141,410 NS July 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.06% 185,993 SH Oct. 2, 2026 Daily
WSML · iShares Trust 0.06% 39,336 SH Sept. 11, 2026 Daily
VXF · VANGUARD INDEX FUNDS 0.06% 7,368,068 SH Aug. 19, 2026 Daily
VFH · VANGUARD WORLD FUND 0.06% 1,030,953 SH Aug. 19, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 50,530 SH Oct. 2, 2026 Daily
DIVB · iShares Trust 0.06% 108,004 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.05% 2,701,488 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.03% 29,752 SH Oct. 2, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.03% 826,000 Oct. 2, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.02% 2,638,875 SH Aug. 19, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 397,640 SH Aug. 19, 2026 Daily
IWD · iShares Trust 0.02% 1,460,788 SH Sept. 11, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.01% 20,393,792 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 106,922 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 55,211 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 148,792 SH Aug. 19, 2026 Daily
IWB · iShares Trust 0.01% 455,182 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 890,771 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 185,099 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.01% 26,400 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 542,961 SH Aug. 19, 2026 Daily
ISCB · iShares Trust · 29,265 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 143,413 SH Sept. 11, 2026 Daily

OWL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 20 analysts BUY
Median target $11.50 +26.7%
5 25.0% Strong Buy
8 40.0% Buy
7 35.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

18 analysts · 2026-10-03

Mean target $12.58 +38.6%

← Below all targets Current price $9.08
Low$9.50 Mean$12.58 High$20.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
OWL · 149.4 7.6% 13.9% 3.6% ·
TROW $22.38B 11.1 3.1% 28.5% 19.7% ·
PS · · · · · ·
TPG · · · · · ·
BEN $12.05B 25.4 3.5% 6.0% 4.3% ·
CG · · · · · ·
IVZ $11.66B -16.4 5.1% -2.7% -1.3% ·
ARCC · 10.9 · · · ·
SEIC $10.03B 14.6 8.1% 31.1% 29.9% 35.2%
AMG · 12.7 1.6% 34.5% 21.8% ·
GLXY · · 41.8% -0.40% -11.6% ·

Latest News Recent headlines mentioning this company

23
Stock Market Today, April 30: Blue Owl Capital Surges As Q1 Results Beat Expectations Nasdaq · 5 months ago Why Blue Owl Capital Stock Soared More Than 8% Higher Today Nasdaq · 5 months, 2 weeks ago

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 31, 2026