Raymond James has upgraded Blue Owl Capital Inc (OWL) to a Strong Buy from Market Perform, reflecting a more optimistic outlook on the company's prospects. This decision, made on December 9, 2025, comes as Blue Owl Capital, an alternative asset management firm based in New York City, continues to deploy private capital across its Credit, GP Strategic Capital, and Real Estate platforms.
Currently trading at $15.97, Blue Owl boasts a market capitalization of $21.9 billion and a P/E ratio of 421.54. The firm employs approximately 1,100 full-time employees and has seen its earnings per share (EPS) reach $0.08 in the trailing twelve months. The company is set to announce its upcoming earnings on February 4, 2026, with estimates of $0.23 EPS and $722.0 million in revenue.
The upgrade underscores improved analyst sentiment, which may signal enhanced fundamentals or better-than-expected business performance. Analyst ratings serve as professional opinions based on extensive research and financial models, providing insights into a company's potential trajectory. However, it's important to remember that these assessments are based on assumptions that may not always materialize.
As of December 1, 2025, the analyst consensus for Blue Owl Capital includes 4 Strong Buy ratings, 12 Buys, and 4 Holds, with no Sell or Strong Sell ratings. This diverse range of opinions highlights the various perspectives analysts have on the company. Recent ratings changes include JP Morgan maintaining a Neutral stance and Barclays and Evercore ISI Group maintaining Overweight and Outperform ratings, respectively.
Investors should consider multiple factors, including company fundamentals and market trends, when making decisions. Analyst views should be one of many inputs in the investment process, rather than the sole basis for any choices made.