{"id":2698,"date":"2026-03-23T16:43:19","date_gmt":"2026-03-23T16:43:19","guid":{"rendered":"https:\/\/retrotradingreport.com\/index.php\/2026\/03\/23\/why-blue-owl-capital-stock-is-gaining-today\/"},"modified":"2026-03-23T16:43:19","modified_gmt":"2026-03-23T16:43:19","slug":"why-blue-owl-capital-stock-is-gaining-today","status":"publish","type":"post","link":"https:\/\/retrotradingreport.com\/index.php\/2026\/03\/23\/why-blue-owl-capital-stock-is-gaining-today\/","title":{"rendered":"Why Blue Owl Capital stock is gaining today?"},"content":{"rendered":"
<\/div>\n

Shares of Blue Owl Capital moved higher, supported by a reaffirmed bullish stance from analysts at TD Cowen, who pointed to strong institutional demand for alternative assets despite near-term headwinds.<\/p>\n

The brokerage reiterated its \u201cbuy\u201d rating on the stock, even as it lowered its 12-month price target to $14 from $16, implying roughly 54% upside from Friday\u2019s close. <\/p>\n

The call helped lift sentiment around the asset manager, which has faced recent pressure amid concerns over redemptions and private credit market risks.<\/p>\n

Institutional demand supports long-term outlook<\/h2>\n

TD Cowen\u2019s constructive view is anchored in continued demand for alternative investments from institutional clients, which remains a key driver for Blue Owl\u2019s long-term growth.<\/p>\n

Blue Owl co-CEO Doug Ostrover recently highlighted positive trends across the firm\u2019s real assets platform, including data centers, reinforcing confidence in its broader business model.<\/p>\n

Analysts also pointed to the company\u2019s attractive dividend profile as a supportive factor. <\/p>\n

With a yield of 9.9%, the stock continues to appeal to income-focused investors, even amid volatility.<\/p>\n

Additionally, TD Cowen noted that applying a 20-times multiple to the remaining parts of the business suggests a valuation of around $15 per share, further underpinning the upside case.<\/p>\n

\u201cInvestors are effectively pricing in (at a minimum) complete extinction of OWL\u2019s ~$35B (in NAV) evergreen complex \u2026 expect short-term price chop,\u201d analyst Bill Katz said Monday in the note.<\/p>\n

Near-term pressures remain elevated<\/h2>\n

Despite the positive long-term outlook, analysts cautioned that the stock could experience choppy performance in the near term, particularly through Labor Day, due to elevated redemption activity.<\/p>\n

\u201cReflecting elevated redemption cycle and impact on earnings,\u201d analysts led by Bill Katz wrote, highlighting the potential drag on performance.<\/p>\n

Blue Owl\u2019s recent actions have contributed to investor concerns. <\/p>\n

The firm sold $1.4 billion of loan assets across three private debt funds and permanently restricted withdrawals from one retail-focused vehicle. <\/p>\n

Blue Owl Capital Corporation II, which paused quarterly redemptions, accounted for the largest portion of the sale.<\/p>\n

These developments have fueled broader jitters around risks in the nearly $2 trillion private credit market, raising questions about liquidity and investor behavior.<\/p>\n

As a result, TD Cowen expects both new and existing investors to remain cautious in the near term.<\/p>\n

\u201cTactically, we expect OCIC\/OTIC redemptions to remain elevated, while headline noise in Private Credit could delay 401(k) entry,\u201d Katz wrote, referring to Blue Owl Credit Income Corp. and Blue Owl Technology Income Corp..<\/p>\n

Liquidity strength and analyst support offer cushion<\/h2>\n

Even as redemption pressures persist, TD Cowen emphasized that Blue Owl\u2019s funds maintain sufficient liquidity, reducing the risk of forced asset sales.<\/p>\n

\u201cAmple liquidity, even under extreme scenarios, suggesting OWL will not be a \u2018forced seller\u2019 of assets,\u201d Katz said.<\/p>\n

The firm\u2019s outlook also aligns with broader market sentiment. <\/p>\n

According to LSEG data, around three-quarters of the 16 analysts covering Blue Owl have a buy or strong buy rating on the stock.<\/p>\n

Blue Owl shares have declined nearly 13% over the past month, largely since the firm restricted withdrawals from one of its retail-focused debt funds. <\/p>\n

However, the latest analyst backing appears to have helped stabilize sentiment, supporting the stock\u2019s recent gains.<\/p>\n<\/p>\n

The post Why Blue Owl Capital stock is gaining today?<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Shares of Blue Owl Capital moved higher, supported by a reaffirmed bullish stance from analysts at TD Cowen, who pointed to strong institutional demand for alternative assets despite near-term headwinds.The brokerage reiterated its \u201cbuy\u201d rating on the stock, even as it lowered its 12-month price target to $14 from $16, implying roughly 54% upside from…<\/p>\n","protected":false},"author":1,"featured_media":2699,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-2698","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2698","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/comments?post=2698"}],"version-history":[{"count":0,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/posts\/2698\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media\/2699"}],"wp:attachment":[{"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/media?parent=2698"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/categories?post=2698"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/retrotradingreport.com\/index.php\/wp-json\/wp\/v2\/tags?post=2698"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}