Blue Owl Posts Q3 Results With $330B AUM, Holds $0.23 Dividend
OWL sits 23% above its 52-week low of $7.95.
Summary
Blue Owl reported third-quarter 2026 results, with assets under management reaching $330 billion as of September 30, up from $319 billion at the Q2 10-Q. Management called it a record institutional capital-raising quarter and said the firm has raised nearly $50 billion over the last twelve months. The quarter showed EPS of 3c and revenue of $806.5M, with fee-related earnings of $427.5M, or 27c per adjusted share, and distributable earnings of $385.5M, or 24c per adjusted share. The board declared a $0.23 per Class A share quarterly dividend, payable November 23 to holders of record November 10. The firm also detailed a $750 million 10-year unsecured debt issuance due 2036 at a 6.750% coupon and a $725 million increase in revolving credit facility capacity to $3.225 billion, maturing 2031. Context matters here: Q2 disclosures showed elevated redemption requests at some non-traded BDCs and new derivative suits alleging excessive advisory fees at two BDCs, and Reuters reported Q3 withdrawal requests at the flagship private credit funds eased to $4.2 billion from $4.7 billion. The investor call is today at 10:00 a.m. ET, where fee-related earnings and redemption trends should get the most attention.
Updated with an SEC 8-K filing · What changed
Updates
· SEC 8-K — Blue Owl's 8-K details a $750 million 10-year unsecured debt issuance due 2036 at a 6.750% coupon and a $725 million increase in revolving credit facility capacity to $3.225 billion, maturing 2031.
At the time of this announcement, OWL was trading at $9.79 on NYSE in the Finance sector, with a market capitalization of approximately $15.1B. The 52-week trading range was $7.95 to $17.17. This news item was assessed with neutral market sentiment and an importance score of 7 out of 10. Source: PR Newswire.