Blue Owl Capital Inc. Fourth Quarter 2025 Results
Rhea-AI Summary
Blue Owl Capital (NYSE:OWL) reported fourth-quarter results for the period ended December 31, 2025, highlighting record fundraising and a dividend declaration. New capital commitments were $17 billion in Q4 and $56 billion for 2025, and the firm crossed $300 billion of AUM.
Blue Owl declared a quarterly dividend of $0.225 per Class A share, payable March 2, 2026 (record date Feb 20, 2026). An investor webcast and replay are available; registration details are on the company website.
Positive
- New capital commitments of $17 billion in Q4 2025
- Total 2025 commitments reached $56 billion
- Assets under management crossed $300 billion milestone
Negative
- None.
News Market Reaction
On the day this news was published, OWL declined 3.57%, reflecting a moderate negative market reaction. Argus tracked a trough of -13.9% from its starting point during tracking. Our momentum scanner triggered 8 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $696M from the company's valuation, bringing the market cap to $18.81B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Pre-news data show OWL under its 200-day MA with high relative volume, while key asset-management peers show mixed single-day moves and no names in the momentum scanner, supporting a stock-specific rather than sector-wide setup.
Previous Earnings Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 07 | Earnings scheduling | Neutral | -2.9% | OBDC scheduled Q4 and full-year 2025 results release and earnings call. |
| Jan 07 | Earnings scheduling | Neutral | -2.9% | OTF set Q4 and full-year 2025 release date and conference call details. |
| Nov 05 | Quarterly results | Positive | -4.7% | OTF reported Q3 2025 with solid NII, low non-accruals, and dividends. |
| Oct 30 | Quarterly results | Positive | -4.2% | OWL’s Q3 2025 results highlighted record fundraising and a stable dividend. |
| Oct 01 | Earnings scheduling | Neutral | -4.7% | OBDC announced timing and access details for Q3 2025 results and call. |
Earnings-related headlines for Blue Owl entities have repeatedly been followed by negative next-day moves, even when fundamentals like fundraising and dividends were highlighted as strong.
Over the last few quarters, Blue Owl and its affiliated vehicles have issued several earnings-related releases, often describing solid credit performance, fundraising strength, and consistent dividends. Despite this, the stock’s typical 24-hour reaction to these headlines has been negative, with average moves around the mid-single-digit downside. Today’s Q4 2025 update continues themes of strong capital raising and a stable dividend, arriving against a backdrop of prior earnings news that the market treated cautiously.
Historical Comparison
In the past year, Blue Owl-related earnings headlines averaged a -3.87% next-day move despite generally highlighting solid fundamentals, suggesting the market has often reacted cautiously to this news type.
Earnings news has progressed from scheduling Q3 2025 calls to detailed Q3 results with record fundraising and dividends, and now to Q4 2025 and full-year updates emphasizing sustained capital formation and scale across the platform.
Market Pulse Summary
This announcement highlights record 2025 fundraising, with $17 billion of new commitments in Q4 and $56 billion for the year, and notes Blue Owl crossed $300 billion in AUM while maintaining a $0.225 dividend. Past earnings-related headlines for Blue Owl entities were often followed by negative short-term moves, despite solid fundamentals. Investors may focus on ongoing capital formation, dividend continuity, and how future earnings updates compare with this growth trajectory.
AI-generated analysis. Not financial advice.
"Blue Owl's results for the full year of 2025 highlight record fundraising in our institutional and private wealth channels, reflecting robust investor interest in our strategies and Blue Owl's continued global expansion. New capital commitments reached
Blue Owl issued its full detailed presentation of its fourth quarter ended December 31, 2025 results, which can be viewed through the Shareholders section of Blue Owl's website at https://ir.blueowl.com/Investors/events-and-presentations.
Dividend
Blue Owl declared a quarterly dividend of
Quarterly Investor Call Details:
Blue Owl will host its fourth quarter 2025 investor call via public webcast on February 5, 2026 at 10:00 a.m. ET. To register, please visit the Shareholders section of Blue Owl's website at https://ir.blueowl.com/overview.
The conference call may be accessed by dialing +1 (888) 330-2454 (
All callers will need to enter the Conference ID followed by the # sign and reference "Blue Owl Capital" once connected with the operator. All callers are asked to dial in 10-15 minutes prior to the call so that name and company information can be collected.
About Blue Owl
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over
Together with approximately 1,365 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com or LinkedIn: www.linkedin.com/company/blue-owl-capital
Forward-Looking Statements
Certain statements made in this release are "forward looking statements" within the meaning of the "safe harbor" provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this press release, the words "estimates," "projected," "expects," "anticipates," "forecasts," "plans," "intends," "believes," "seeks," "may," "will," "would," "should," "future," "propose," "target," "goal," "objective," "outlook" and variations of these words or similar expressions (or the negative versions of such words or expressions) are intended to identify forward-looking statements. Any such forward-looking statements are made pursuant to the safe harbor provisions available under applicable securities laws and speak only as of the date made. Blue Owl assumes no obligation to update or revise any such forward-looking statements except as required by law.
These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside Blue Owl's control, that could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements.
Important factors, among others, that may affect actual results or outcomes include the inability to recognize the anticipated benefits of acquisitions; costs related to acquisitions; the inability to maintain the listing of Blue Owl's shares on the New York Stock Exchange; Blue Owl's ability to manage growth; Blue Owl's ability to execute its business plan and meet its projections; potential litigation involving Blue Owl; changes in applicable laws or regulations; and the possibility that Blue Owl may be adversely affected by other economic, business, geopolitical and competitive factors.
Investor Contact
Ann Dai
Head of Investor Relations
blueowlir@blueowl.com
Media Contact
Nick Theccanat
Managing Director, Communications & Public Affairs
Nick.Theccanat@blueowl.com
View original content:https://www.prnewswire.com/news-releases/blue-owl-capital-inc-fourth-quarter-2025-results-302679512.html
SOURCE Blue Owl Capital
FAQ
What did Blue Owl (OWL) report for new capital commitments in Q4 2025?
Has Blue Owl (OWL) reached any AUM milestones as of December 31, 2025?
What dividend did Blue Owl (OWL) declare for the quarter and when is it payable?
When and how can investors access Blue Owl's Q4 2025 investor call and presentation?
What does Blue Owl (OWL) say about fundraising performance for full-year 2025?
