Every 8-K that Blue Owl Capital Inc. (OWL) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow OWL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OWL filings page.
Blue Owl Capital Inc. (OWL), through its indirect subsidiary Blue Owl Finance LLC, completed an offering of $750,000,000 aggregate principal amount of 6.750% Senior Notes due 2036. The notes were issued under an existing indenture and are registered under an automatically effective Form S-3ASR shelf registration.
The notes are unsecured and unsubordinated obligations of the issuer and are fully and unconditionally guaranteed, on a joint and several basis, by multiple direct and indirect subsidiaries of Blue Owl Capital Inc. The guarantees are also unsecured and unsubordinated. The notes bear interest at 6.750% per annum from August 18, 2026, payable semi-annually on February 18 and August 18 of each year, starting February 18, 2027, and mature on August 18, 2036, unless earlier redeemed or repurchased.
The issuer may redeem some or all of the notes at a make-whole redemption price, with a par redemption price of 100% plus accrued interest applying to redemptions on or after May 18, 2036. Upon a change of control repurchase event, holders can require repurchase at 101% of principal plus accrued interest. The indenture includes covenants limiting certain secured indebtedness and fundamental transactions, and provides customary events of default with acceleration rights for the trustee or holders of at least 25% in aggregate principal amount of the notes, and automatic acceleration upon specified bankruptcy or insolvency events.
Blue Owl Capital Inc., through its indirect subsidiary Blue Owl Finance LLC, has priced a debt offering of $750,000,000 aggregate principal amount of 6.750% Senior Notes due 2036. The notes are senior unsecured obligations and will be fully and unconditionally guaranteed on a joint and several basis by Blue Owl and multiple affiliated entities.
The offering is subject to customary closing conditions. Blue Owl intends to use the net proceeds to repay a portion of outstanding borrowings under its revolving credit facility. The notes are being issued under an effective shelf registration statement, with BofA Securities, Goldman Sachs & Co. and Morgan Stanley & Co. acting as joint book-running managers. Blue Owl reports $319 billion in assets under management as of June 30, 2026 and employs over 1,380 professionals globally.
Blue Owl Capital Inc. reported second-quarter 2026 results for the quarter ended June 30, 2026. GAAP revenues were $753,052 thousand, up 7% year over year, driven mainly by management and other fees. GAAP net income attributable to Class A Shares was $11.4 million, down from $17.4 million, with a GAAP margin of 9.4%.
On a non-GAAP basis, Fee-Related Earnings were $392.2 million and Distributable Earnings were $351.2 million, both up 9% versus 2Q'25; last-twelve-month FRE and DE rose 15% and 14% to $1,578.6 million and $1,367.3 million. Assets under management reached $319.0 billion, up 12% year over year, with Fee-Paying AUM of $190.6 billion and permanent capital of $225.0 billion. AUM not yet paying fees totaled $31.1 billion, associated with expected annual FRE management fees of approximately $380 million once deployed.
The board announced an annual dividend of $0.92 per Class A Share for 2026; for the quarter, a cash dividend of $0.23 per Class A Share is payable on August 27, 2026 to holders of record on August 13, 2026. The company highlighted $1.3 billion of available liquidity and debt outstanding of $3.855 billion with an average cost of debt of 3.8% and investment-grade credit ratings from Fitch, Moody’s and S&P.
Blue Owl Capital Inc. held its annual meeting of stockholders on June 4, 2026, with 6,074,716,356 of 6,273,755,530 eligible votes represented. The capital structure included 675,802,413 Class A shares, 578,948,693 Class C shares, and 304,299,203 Class D shares, with Class D carrying 5,019,004,424 votes, or 80% of total votes.
Stockholders elected Class II directors Claudia Holz, Marc S. Lipschultz, and Michael D. Rees to three-year terms expiring at the 2029 annual meeting. Each director received approximately 5.76–5.80 billion votes in favor, with relatively small opposition and abstentions plus broker non-votes.
Stockholders also ratified KPMG LLP as independent registered public accounting firm for the 2026 fiscal year, with 6,073,218,752 votes for, 980,718 against, and 516,886 abstentions.
Blue Owl Capital Inc. reported strong first-quarter 2026 results and declared a cash dividend. GAAP revenues were $753.8 million, up 10% year over year, with GAAP net income attributable to the company of $15.5 million, or $0.02 per basic and diluted Class A Share.
On a non-GAAP basis, Fee-Related Earnings reached $393.6 million, or $0.25 per Adjusted Share, and Distributable Earnings were $292.5 million, or $0.19 per Adjusted Share. Assets under management rose to $314.9 billion, a 15% increase since March 31, 2025, supported by $11.0 billion of new capital commitments in the quarter.
The company highlighted $188.4 billion of fee-paying AUM and $224.8 billion of permanent capital, both higher than a year earlier. It declared a quarterly dividend of $0.23 per Class A Share, implying an annual dividend of $0.92 for 2026, payable May 27, 2026 to shareholders of record on May 13, 2026.
Blue Owl Capital Inc. reported its financial results for the quarter ended December 31, 2025 and furnished a press release and earnings presentation summarizing its performance. The materials include both GAAP and non-GAAP metrics, with reconciliations provided in the presentation.
The company also announced a cash dividend of $0.225 per Class A Share, payable on March 2, 2026 to shareholders of record as of the close of business on February 20, 2026. Blue Owl highlights its website and social media channels as additional sources of potentially material company information.
Blue Owl Capital Inc. reports strong fundraising momentum in its evergreen, non-traded products. The company’s new digital infrastructure-focused evergreen vehicle held its first close of approximately $1.7 billion on December 1, 2025 and began operations.
Across all evergreen non-traded products, estimated aggregate capital closed from October 1, 2025 through December 1, 2025 is $4.3 billion, with $1.7 billion from the Credit platform and $2.6 billion from the Real Assets platform. This compares to $3.4 billion raised in the third quarter of 2025 from similarly structured products, indicating higher fundraising activity in the most recent period.
Blue Owl Capital Inc. reports that during November through early December, over $200 million of common stock across Blue Owl (OWL), Blue Owl Capital Corporation (OBDC) and Blue Owl Technology Finance Corp. (OTF) was bought by executives and employees or repurchased under existing programs. For Blue Owl, about $70 million of Class A shares were purchased, including over $15 million by executives and employees and over $50 million via its repurchase plan. For OBDC and OTF together, more than $135 million of stock was purchased, including over $20 million by executives and employees and about $115 million under their plans. The company notes these purchases, alongside management’s existing ownership and repurchase authorizations of up to $150 million for OWL, $200 million for OBDC and $200 million for OTF, demonstrate continued alignment with clients and stakeholders.
Blue Owl Capital Inc. reported financial results for the quarter ended September 30, 2025 and furnished an earnings press release (Exhibit 99.1) and presentation (Exhibit 99.2).
The company also announced a cash dividend of $0.225 per Class A Share, payable on November 24, 2025 to shareholders of record as of the close of business on November 10, 2025.
The earnings materials include references to non-GAAP measures, with reconciliations to the most comparable GAAP metrics provided in the presentation. Management scheduled a conference call on October 30, 2025 to discuss quarterly results.
Blue Owl Finance LLC and several guarantors entered into a Third Amendment to their Amended and Restated Credit Agreement. The amendment increases the revolving credit commitment to $2,425,000,000 (with a conditional increase to $3,000,000,000) and extends the facility maturity to August 8, 2030. Certain dollar baskets and thresholds under the Credit Agreement were also increased, while other terms remain substantially the same. Obligations under the facility are limited to the Borrower and the listed guarantors; Blue Owl Capital Inc. is not a party to the Amended Credit Agreement. The Third Amendment is filed as Exhibit 10.1.