BMO Capital Cuts Blue Owl Capital (OWL) Price Target to $11
Key Points
- BMO Capital reduced its price target on Blue Owl Capital from $12.0 to $11.0 on October 27, 2026, while maintaining an Outperform rating.
- BMO Capital's $11 price target implies 18.22% upside from Blue Owl Capital Inc.'s ($OWL) current $9.30 share price.
- The stock recently traded around $9.29, which is about 15.5% below the new analyst target and 25.5% lower than the average target price of $12.47.
- Blue Owl Capital has a market cap of approximately $6.39 billion and a dividend yield of 9.74%.
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On October 27, 2026, BMO Capital lowered its price target on Blue Owl Capital Inc. (NYSE: OWL) from $12.0 to $11.0 while maintaining an Outperform rating. This change reflects the firm's ongoing assessment of the company’s performance and market conditions.
The new target is set against the backdrop of Blue Owl's recent stock price, which was around $9.29 as of the same date. This positioning places the stock about 15.5% below the new analyst target and 25.5% lower than the average target price of $12.47. The shares are currently trading below both their 50-day and 200-day moving averages, which may indicate some challenges in price momentum.
BMO Capital vs. the S&P 500
Hypothetical returns from BMO Capital's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in Blue Owl Capital
ICONIQ Capital, LLC holds 34,353,844 shares of Blue Owl Capital, valued at about $319.7 million. Lind Value II ApS increased its stake by 1,461,665 shares, bringing its total to 16,719,128 shares worth approximately $155.6 million. Caption Management, LLC raised its holdings by 878,331 shares, now totaling 15,995,905 shares valued at about $148.8 million.
Blue Owl Capital Inc. Stock Down 0.6%
The stock recently traded around $9.29, which is below both its 50-day moving average of $10.21 and its 200-day moving average of $10.43. It is also 45.9% below its 52-week high of $17.17, but 16.9% above its 52-week low of $7.95. The current price suggests that investors are cautious, as it remains significantly below the new analyst target.
$OWL price target
Blue Owl Capital Inc. daily closes and this analyst's $11 target. Not advice.
Recent Earnings
Blue Owl Capital reported a trailing twelve-month revenue of approximately $2.99 billion, with a net margin of 2.7% and a return on equity of 5.7%. The company's next earnings report is scheduled for October 29, 2026.
Dividend
Blue Owl Capital offers an annual dividend rate of $0.91 per share, which translates to a dividend yield of 9.74%. This high yield suggests that the company is committed to returning value to shareholders, though the payout ratio is notably high at 754.2%.
Insider Buying and Selling at Blue Owl Capital Inc.
Several insiders have recently purchased shares of Blue Owl Capital. Chief Financial Officer Alan Kirshenbaum bought 33,670 shares at an average price of $14.87 on December 1, 2025. CEO Marc S Lipschultz and Douglas I. Ostrover each acquired 158,000 shares at $15.06 on December 2, 2025. President Craig W Packer also purchased 125,000 shares at the same price on that date.
Analysts Set New Price Targets
On October 27, 2026, BMO Capital maintained its Outperform rating for Blue Owl Capital but lowered its price target from $12.0 to $11.0. Earlier, on October 19, 2026, Piper Sandler also maintained an Overweight rating with a target of $12.0. The consensus from 18 analysts suggests a buy recommendation with an average price target of $12.47.
About Blue Owl Capital
Blue Owl Capital Inc. operates as an alternative asset manager in the United States. The firm provides capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners. This recent price target adjustment by BMO Capital indicates its assessment of the current market dynamics affecting Blue Owl's growth potential.
Bottom Line
Investors should keep an eye on Blue Owl Capital's upcoming earnings report on October 29, 2026, and watch for any further updates from analysts regarding price targets. BMO Capital's adjustment reflects their view on the stock's future performance amidst current market conditions.
Source: BMO Capital's rating change on $OWL (Oct 27, 2026). Written by software, not financial advice. How we make alerts