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Blue Owl Capital trades at a discount despite strong fee growth and stable dividends.

Analyst Insights
15 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Blue Owl Capital, an alternative asset manager, is rated Buy and currently trades at a significant discount despite strong growth in fee-related earnings and assets under management. The company benefits from recurring management fees, especially from permanent capital, which support predictable earnings and a well-covered dividend. Its real assets segment, including data center projects with partners like Meta, drives growth and offsets risks from its Credit Platform. However, redemptions in the Credit Platform and concerns about private credit contagion remain key risks to future growth and valuation.

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