Blue Owl Capital: A Bullish Outlook Supported by Strong Fundraising, Strategic Acquisitions, and Solid Financials.

Blue Owl Capital is an investment option with a medium- to long-term focus, offering quality proposals. The stock was listed in December 2020 and has shown a strong fundraising, strategic acquisitions, and solid financials, supporting a bullish outlook. It is a good option for investors seeking a stable and potentially high-return investment.

Blue Owl Capital (OWL) is an investment option that has garnered significant attention from investors seeking quality proposals with a medium- to long-term focus. Listed in December 2020, the stock has demonstrated robust performance, with shareholders experiencing a total return of +110% over less than five years, including a dividend yield of 4.4% [2]. This strong performance is underpinned by strategic acquisitions, solid financials, and a diversified revenue stream.

The company's strategic acquisitions have been a key driver of its growth. From 2024 to 2025, Blue Owl Capital executed four significant deals, including the purchase of a real estate credit platform, expansion into digital infrastructure, acquisition of an asset-backed finance team, and establishment of an insurance unit. These acquisitions were not merely about size but about gaining a leading position in high-demand sectors, such as AI-driven data centers and alternative credit [2].

The second quarter of 2025 marked the 17th consecutive increase in management fees and Fee Related Earnings (FRE), with a 32% year-on-year growth, underscoring the company's ability to maintain and enhance its fee structure [2]. The quarter also saw a record capital raise of $12 billion, further bolstering Blue Owl's financial position.

Blue Owl's strategic expansion into digital infrastructure and alternative credit sectors has provided stability and growth prospects. The company's target is to achieve a Free Cash Flow (FRE) of $3 billion and management fees of $5 billion, with geographic expansion into EMEA and APAC regions [2]. This diversification of revenues and geographic reach positions Blue Owl for significant upside potential over the next 2 to 3 years.

The stock follows a long-term sideways upward trend, making it more suitable for investors seeking positions rather than short-term trades. Despite its high volatility (beta of 1.7), the stock has given a buy signal at $15, and a potential target of $29, representing a 45% upside [2]. The stock also offers a good dividend yield of about 4.4%, which has been increasing from $0.09 per quarter in 2021 to $0.23 per quarter in 2025, reflecting the company's strong financial performance and management's commitment to shareholder satisfaction [2].

In conclusion, Blue Owl Capital presents a compelling investment opportunity for those seeking stable and potentially high-return investments. With its strategic acquisitions, strong financials, and diversified revenue streams, the company is well-positioned for long-term growth.

References:
[1] https://www.ainvest.com/news/blue-owl-capital-attractive-proposition-double-digit-yields-6-25-nav-discount-2508/
[2] https://seekingalpha.com/article/4814235-blue-owl-capital-strong-fundraising-strategic-acquisitions-and-solid-financials-support-a-bullish-outlook