Blue Owl Capital (OWL) Surpasses $300B AUM With $0.24 Q4 2025 EPS

Blue Owl Capital Inc. (NYSE:OWL) is one of the cheap stocks that will go to the moon according to Reddit. On February 5, Blue Owl Capital reported Q4 2025 results, beating expectations with a reported EPS of $0.24. The firm reached a milestone by surpassing $300 billion in assets under management, driven by $56 billion in capital raised throughout the year. Fee-related earnings grew by 19% to $0.96 per share for the full year, and the company announced a fixed annual dividend of $0.92 for 2026.

The company’s investment strategies showed resilience and outperformance across multiple sectors. The net lease strategy generated gross returns of over 13%, while the Direct Lending portfolio saw low-to-mid-teen EBITDA growth among tech borrowers. Despite broader market concerns regarding private credit, Blue Owl reported a remarkably low annualized net realized loss rate of only 8 basis points.

Additionally, Blue Owl Capital Inc. (NYSE:OWL) is seeing early synergies from its recent acquisitions, notably within digital infrastructure and alternative credit, which contributed to $15.4 billion in equity raised through wealth-dedicated evergreen products. For 2026, Blue Owl expects modest margin expansion, targeting an FRE margin of ~58.5%.

Blue Owl Capital Inc. (NYSE:OWL) operates as an alternative asset manager in the US. It offers permanent capital base solutions that enable it to offer a holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners & tenants.