Blue Owl Capital Inc Stock Price, News & Analysis

Blue Owl Capital (NYSE: OWL) has announced a multi-year brand ambassador agreement with professional golfer Xander Schauffele, currently ranked third in OWGR. Schauffele, who won both the PGA Championship and The Open Championship in 2024, will display the Blue Owl logo on his left sleeve during all PGA Tour and major tournaments.

The partnership highlights shared attributes between Blue Owl and Schauffele, including meticulous approach, performance under pressure, and ability to build long-term relationships. Schauffele's impressive career includes 15 top-10 finishes in 30 major starts, victories in prestigious tournaments, and an Olympic gold medal at Tokyo 2020.

This collaboration follows Blue Owl's expansion of its tennis sponsorship program to all Grand Slam tournaments in 2025. The company, managing over $250 billion in assets as of December 31, 2024, operates across three platforms: Credit, GP Strategic Capital, and Real Assets.

Blue Owl Capital (NYSE: OWL) has appointed Rosamond Price as Managing Director and Head of Private Wealth EMEA, based in London. Price brings over 20 years of experience in developing distribution networks and building partnerships across Europe and the Middle East's wealth channel.

Price, who previously served as EMEA Region Head for Brookfield Oaktree Wealth Solutions, will report to Sean Connor, President & CEO of Global Private Wealth. Her prior experience includes roles at Brookfield as Senior Vice President of Wealth & Family Office, and 14 years at PIMCO as Executive Vice President.

The appointment aligns with Blue Owl's global growth strategy, complementing recent senior hires across North America, Australia, Hong Kong, LatAm, and Japan. The firm currently employs over 140 dedicated professionals serving more than 125,000 clients globally in private markets solutions.

Wingspire Equipment Finance has expanded its partnership with a global IT managed service provider (MSP) through a $30 million capital lease. This latest transaction brings the total funding to over $100 million in their seven-year relationship.

The MSP, which services hundreds of international clients across financial, healthcare, government, and retail sectors, will use the funding to secure critical software investments for Q1 2025. The transaction was executed within two weeks, demonstrating Wingspire's ability to provide swift financing solutions.

Jason Alves, Senior VP of Private Equity at Wingspire Equipment Finance, emphasized their commitment to supporting the MSP's long-term growth and technology evolution. The company specializes in providing capital solutions for digital transformation initiatives, including software, IT infrastructure, and modernization projects.

Blue Owl Capital (NYSE: OWL) has announced its participation in the upcoming 2025 RBC Capital Markets Financial Institutions Conference. Doug Ostrover, co-CEO of the company, is scheduled to deliver a presentation on Wednesday, March 5, 2025, at 12:20 pm ET.

Interested parties can access a live webcast of the presentation through the Shareholders section of Blue Owl's website (www.blueowl.com). For those unable to attend the live session, a replay option will be made available.

Blue Owl Capital (OBDC) reported its Q4 and full-year 2024 results, achieving a Q4 net investment income of $0.47 per share and NAV of $15.26. The company declared total Q4 dividends of $0.42 per share, representing an 11.0% annualized dividend yield. New investment commitments for Q4 totaled $1.7 billion, with $1.6 billion in sales and repayments.

OBDC completed its merger with OBDE on January 13, 2025, becoming the second-largest externally-managed, publicly traded BDC with over $18 billion in total assets. The company plans to implement a $750 million ATM program. As of December 31, 2024, OBDC had investments in 227 portfolio companies across 30 industries, with a total portfolio value of $13.2 billion.

For the full year 2024, investment income increased to $1.60 billion from $1.58 billion in 2023, while total expenses rose to $844.1 million from $815.7 million. The company maintained strong liquidity with $505.7 million in cash and restricted cash, and $7.6 billion in total principal value of debt outstanding.

Pagaya Technologies (NASDAQ: PGY) has announced a new forward flow agreement with Blue Owl Capital managed funds to purchase up to $2.4 billion in consumer loans through the Pagaya network over a 24-month period.

This agreement represents a strategic expansion of Pagaya's funding program, complementing its existing ABS program which has raised more than $26 billion since inception. The forward flow program enables Pagaya to fund loan originations in a capital-efficient manner, supporting its growing presence in the U.S. lending ecosystem.

Blue Owl Capital (NYSE:OWL) announced its Q4 2024 results, highlighting a record-breaking year with assets under management (AUM) exceeding $250 billion. The company's success is attributed to product innovation and strategic M&A activities, leading to business diversification in the alternatives market.

The company declared a quarterly dividend of $0.18 per Class A Share, payable on February 28, 2025, to shareholders of record as of February 19, 2025. Co-CEOs Doug Ostrover and Marc Lipschultz emphasized the company's expansion in scale and solutions, focusing on income generation and downside protection for investors. Blue Owl plans to present a detailed 5-year growth plan at their upcoming Investor Day.

Wingspire Equipment Finance has provided over $20 million in financing to a global plastic manufacturing company through an Equipment Finance Agreement (EFA). The funding enables the acquisition of injection molding machines to enhance production capabilities and meet growing customer demand.

The manufacturer, backed by a private equity sponsor, specializes in plastic manufacturing solutions for the medical, consumer packaging, and consumer goods industries. The company leverages state-of-the-art automation, advanced molding processes, and Industry 4.0 integration.

The financing was executed within a 30-day window during the company's recapitalization phase, providing both immediate funding and a structured CapEx Line to support ongoing growth and manufacturing capabilities. This enables the manufacturer to scale operations, fulfill contractual commitments, and expand market share.

Newmark Group (NMRK) has arranged a significant $2.3 billion construction financing for a major data center project in Abilene, Texas. The facility, a 206 megawatt (MW) Build-to-Suit development, is being developed on behalf of Blue Owl Capital, Crusoe Energy Systems, and Primary Digital Infrastructure.

The project, which broke ground in 2024, is leased to a leading technology company and will feature 300 MW of on-site self-generation capacity. JP Morgan provided the loan, which was secured by Newmark's debt and structured finance team. Initial capacity is expected to be delivered in early 2025.

According to Newmark Research, the data center industry is experiencing rapid growth driven by hyperscalers, AI and HPC users, and large enterprises, with construction pipelines reaching new records last year.