Blue Owl shares rise 5.89% intraday after announcing 7.8% dividend yield and $307B AUM growth.

Blue Owl Capital (OWL) surged 5.89% intraday following the announcement of a $0.225/share quarterly dividend (annualized yield ~7.8%), which supports income-focused investors, and record fundraising that propelled assets under management (AUM) to $307 billion in Q4 2025. The firm attributed the AUM growth to strong performance across institutional and private wealth channels, signaling confidence in its business development company (BDC) and credit strategies. Despite ongoing lawsuits over alleged liquidity disclosure issues and Goldman Sachs lowering its price target, the immediate price rally reflects investor optimism around the dividend yield and the firm’s scale, which underscores its competitive positioning in the alternative asset management sector.