BLUE OWL CAPITAL INC. — Form 8-K
Filed July 30, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Blue Owl Capital reported Q2 2026 results with $319.0 billion in AUM (up 12% YoY from $284.1B), $7.8 billion in new capital commitments raised in the quarter ($50.5B LTM), and quarterly distributable earnings of $351.2 million ($0.22 per adjusted share). Declared quarterly dividend of $0.23 per Class A Share. Fee-Related Earnings increased 9% YoY to $392.2 million ($0.25 per share). FPAUM grew to $190.6B (+7% YoY), with permanent capital at $225.0B (+10% YoY). All three platforms grew: Credit $158.1B (+9%), Real Assets $89.4B (+25%), GP Strategic Capital $71.5B (+7%).
Why this rating
Strong organic growth and fundraising in competitive market. Relative to $12.5B market cap, $319B AUM and 12% annual growth show successful scaling. However, earnings per adjusted share modest ($0.25 FRE, $0.22 DE), margins stable but unexceptional. No material M&A, governance change, or reshaping event—routine quarterly operational success.
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