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Blue Owl Capital Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 03 Dec 2025.
Blue Owl Capital Inc.: what insiders have been doing
Blue Owl Capital Inc., classified in the Finance & Banking sector, is a listed company based in 399 Park Avenue, United States. Its insiders report their share dealings to SEC (Form 4). Over the twelve months to 18 October 2026, 37 filings were filed, from 11 insiders.
The flow runs one way only: 4 insiders bought (4 purchases totalling €939k) and nobody sold on the market. A purchase on the market is a deliberate choice to commit personal money, which is why it draws more attention than a grant. Kirshenbaum Alan filed the largest purchase, €432k, on 3 December 2025. On the buying side, the filings list 3 chief executives and 1 finance chief among the declarants.
The data flag 4 purchases as part of a group of insiders buying within 30 days of each other. Such overlaps are known as a cluster signal: distinct people reaching the same decision at about the same time. The most recent open-market purchase was published on 3 December 2025, 319 days ago. Filings reach the SEC (Form 4) feed a median of 1 day after the trade. US insiders must file a Form 4 within two business days of a trade.
With 37 filings in twelve months, the company is more active than the median of 22 filings across the 5,458 companies we follow on the same exchange. Looking back to 2021, when coverage begins, insiders filed 6 purchases and 47 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 567.8 m USD and net income of 78.8 m USD, with a dividend of 0.85 USD per share.
Elsewhere in the same sector, our signals recently picked up insider purchases at First Guaranty Bancshares, Inc. and BCB Bancorp Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
273
Thresholds
n/a
Buy Volume
€1M
6 ops. · all time
Sell Volume
€338M
47 ops. · all time
Who traded when
BuySaleAlan Kirshenbaum1 buy
Craig Packer1 buy
Douglas I. Ostrover1 buy
Marc S. Lipschultz1 buy
Since the insiders bought
- -43.6%Entry US$16.06 · Close 16 Oct 2026 US$9.06
- -43.6%Entry US$16.06 · Close 16 Oct 2026 US$9.06
- -43.6%Entry US$16.06 · Close 16 Oct 2026 US$9.06
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Blue Owl Capital Inc. Buy (bullish), based on 18 analysts. Average price target: US$12.50.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 14,494 of 24,158 companies
45.5
score / 100
Value45
Quality46
FCF yld8.6%
Earn yld0.6%
EV/EBITDA19.8x
ROE5.7%
Gross mgn54%
Net mgn2.7%
Debt/EBITDA4.3x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$8.85
Analyst consensus
18 analystsBuy
US$9.00Target US$12.50(+41%)US$20.00
Income statement
RevenueUS$2.9B
Gross profitUS$1.6B54% margin
EBITDAUS$894.1M31% margin
Net incomeUS$78.8M2.7% margin
Valuation
PER (trailing)73.8x
PER (forward)9.0x
P/Book3.0x
Beta1.33
Balance sheet & cash
Market capUS$13.9B
Total debtUS$3.9B
Free Cash FlowUS$1.2B
Debt / Equity77%
Profitability & ownership
ROE5.7%
ROA4.5%
% insiders0.1%
% institutions96.5%
Last declaration on 14 September 2026
Declarations273 total
1,010,000 sharesClass D SharesSEC:0001193125-26-389332:0
10,000 sharesClass D SharesSEC:0001193125-26-389329:0
350,000 sharesClass D SharesSEC:0001193125-26-389330:0
1,000,000 sharesClass D SharesSEC:0001193125-26-389334:0
300,000 sharesClass D SharesSEC:0001193125-26-389328:0
500,000 sharesClass D SharesSEC:0001193125-26-378865:0
1,007,678 shares0Class C SharesSEC:0001193125-26-340358:0
681,229 shares0Class C SharesSEC:0001193125-26-340361:0
736,464 shares0Class C SharesSEC:0001193125-26-340357:0
736,464 shares0Class C SharesSEC:0001193125-26-340366:0
1,150,000 sharesClass D SharesSEC:0001193125-26-251991:0
30,000,000 sharesClass D SharesSEC:0001193125-26-116062:0
150,000 sharesClass D SharesSEC:0001193125-26-086185:0
7,008 shares@ US$12.30100.0% of flowClass A SharesSEC:0001193125-26-057519:0
20,779 shares@ US$12.3038.7% of flowClass A SharesSEC:0001193125-26-057514:0
38,979 shares@ US$12.3034.9% of flowClass A SharesSEC:0001193125-26-057512:0
878,709 shares0Class C SharesSEC:0001193125-26-051565:0
813,484 shares0Class C SharesSEC:0001193125-26-051543:0
878,709 shares0Class C SharesSEC:0001193125-26-051540:0
305,791 shares0Class C SharesSEC:0001193125-26-051516:0
145,768 shares0Class A SharesSEC:0001193125-25-314946:0
25 of 273 declarations
About Blue Owl Capital Inc.
Blue Owl Capital Inc. (NYSE: OWL) is a leading U.S.-based alternative asset manager focused on private capital solutions, private credit, and real assets-related investment strategies. Headquartered in New York, United States, the firm serves institutional investors, private wealth channels, and insurance companies. Blue Owl has positioned itself as a permanent-capital platform, which is an important differentiator in the private markets because it allows the company to match long-duration capital with long-term financing needs for borrowers while seeking attractive risk-adjusted returns for investors.
The company’s development reflects a combination of organic expansion and strategic specialization across private markets. Blue Owl has built its business around several complementary platforms, including credit, strategic capital, and real estate/infrastructure investments. This structure gives the firm a broad set of capabilities: direct lending to sponsor-backed middle-market companies, asset-based finance, secondaries and continuation-style equity solutions, and real-asset strategies tied to infrastructure and digital infrastructure. The result is a diversified alternative investment platform that can address both corporate financing needs and investor demand for private market exposure through a public listing.
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Blue Owl’s core offerings include direct lending, asset-backed credit, strategic equity and secondaries, and real estate/infrastructure investments. The firm has also highlighted areas such as data centers and digital infrastructure, which remain structurally supported by secular demand trends. In competitive terms, Blue Owl benefits from scale, sector specialization, a permanent-capital orientation, and the ability to source differentiated opportunities in markets where banks are less active. That combination helps the company compete with other large alternative asset managers while also giving it a distinct identity in private credit and real assets.
Geographically, Blue Owl operates primarily from the United States, but it engages with global sponsors and institutional investors. Its investment footprint is still heavily anchored in the U.S. market, which remains the center of gravity for its lending and real-asset activity. Recent company highlights include the final close of its inaugural strategic equity secondaries strategy at more than $3 billion, the final close of a $2.9 billion asset special opportunities fund, and multiple 2025 PERE and Infrastructure Investor awards recognizing its strength in real estate and digital infrastructure. More recently, Blue Owl also expanded its Insurance Solutions platform, underlining management’s intent to broaden distribution and deepen relationships with long-duration capital providers. For investors, Blue Owl stands out as a NYSE-listed U.S. alternative asset manager with exposure to the ongoing structural growth of private credit, secondaries, and specialized financing solutions.
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