Blue Owl Capital Q2 2025: Record fundraising, 30% growth in management fees YoY.

Thursday, Jul 31, 2025 7:07 am ET1min read

• Blue Owl Capital reports Q2 2025 results, exceeding 30% growth in management fees YoY. • Raised record funds, with momentum across platforms and new strategic initiatives. • Strong results despite market disruption and volatility. • Increased global distribution, expanded offerings, and wider origination funnel. • Growth attributed to investments made over the past year.

Title: Blue Owl Capital Reports Strong Q2 2025 Results, Exceeding 30% Growth in Management Fees

Blue Owl Capital (NYSE: OWL) has reported its Q2 2025 financial results, showcasing robust performance across its platforms despite market volatility. The company achieved over 30% growth in management fees year-over-year (YoY), a significant milestone that underscores its resilience and strategic execution. This growth was driven by strong fundraising efforts, strategic investments, and an enhanced origination funnel.

The quarterly report highlights Blue Owl's ability to attract capital even during uncertain market conditions. The company raised record funds, demonstrating institutional investors' confidence in its differentiated investment strategies. This momentum is reflected in the company's expanded global distribution, broader product offerings, and a wider origination funnel, which are now yielding tangible results.

Blue Owl's co-CEOs emphasized the importance of these strategic investments, positioning the firm for continued growth. The company's quarterly dividend of $0.225 per Class A Share, payable on August 28, 2025, to shareholders of record as of August 14, 2025, signals management's commitment to shareholder returns and sustainable cash flow generation.

The market volatility backdrop makes these results particularly noteworthy. While many asset managers struggle during turbulent markets, Blue Owl's alternative investment focus across credit, GP stakes, and real estate provides relative stability and continues attracting significant capital. The record fundraising achievement confirms institutional investors' strong appetite for Blue Owl's strategies even during uncertain market conditions.

Blue Owl's direct lending business, representing 37% of assets under management, offers high fee rates and solid AUM growth. The recent Atalaya acquisition will further enhance the company's presence in alternative credit and asset-based finance. Additionally, Blue Owl is involved in a $15 billion AI data center expansion in partnership with Crusoe and Primary Digital Infrastructure, which is set to add six new buildings to the existing two under construction in Abilene, Texas.

Overall, Blue Owl Capital's Q2 2025 results demonstrate strong financial health and a robust growth trajectory. The company's strategic investments and ability to navigate market volatility position it well for future success.

References:
[1] https://ir.blueowl.com/overview/default.aspx?__hsfp=2324370431&__hssc=206289548.1.1753833600194&__hstc=206289548.4b44870ec4a577029c49e44b73bd3bee.1753833600191.1753833600192.1753833600193.1
[2] https://seekingalpha.com/news/4475378-blue-owl-capital-non-gaap-eps-of-0_44-beats-by-0_23-revenue-of-356_5m-misses-by-281_38m
[3] https://in.investing.com/news/analyst-ratings/raymond-james-initiates-blue-owl-capital-stock-with-market-perform-rating-93CH-4929884
[4] https://www.stocktitan.net/news/OWL/blue-owl-capital-inc-second-quarter-2025-vd9ch7bzybf6.html
[5] https://www.marketbeat.com/instant-alerts/filing-first-national-trust-co-increases-stake-in-blue-owl-capital-inc-nyseowl-2025-07-30/

Comments



Add a public comment...
No comments

No comments yet