NYSE$OWL
Blue Owl Capital Inc · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Blue Owl reported Q4 2025 with record fundraising and AUM above $307B.
Blue Owl crossed $300 billion of AUM in Q4 with $17 billion of new capital commitments in the quarter and $56 billion for 2025. The firm declared a $0.225 quarterly dividend per Class A share and highlighted strong institutional and private wealth fundraising.
- Q4 capital commitments $17B; FY25 $56B.
- AUM exceeded $307B at Dec. 31, 2025.
- Quarterly dividend $0.225 per Class A share.
- Credit, real assets, and GP strategic capital platforms expanded.
Headline financials
Revenue & EPS history
Blue Owl Capital · Revenue · Quarterly
$756M
Forward guidance
The filing outlines Blue Owl Capital's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.
Tailwinds
- Blue Owl Capital cites execution on growth initiatives and balance-sheet flexibility.
- Management emphasizes capital returns and operational priorities in the filing.
Headwinds
- Macro, pricing, and competitive pressure may affect margins.
- One-time items and segment mix can affect quarter-to-quarter comparability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2025
+0.6%
Avg return
Earnings day
+1.5%
Avg return
5 days after
-0.7%
Avg return
30 days after
38%
8 / 21 earnings
Positive
+17.6%
Q3 2022
Best reaction
-14.7%
Q2 2024
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +10.7% | +21.1% | +15.8% | |
| Q4 2025 | -3.6% | +7.5% | -18.0% | |
| Q3 2025 | -4.2% | -5.4% | -9.4% | |
| Q1 2025 | -3.3% | -3.7% | +0.8% | |
| Q4 2024 | -0.7% | -5.6% | -22.2% | |
| Q3 2024 | -7.1% | -7.7% | +2.7% | |
| Q2 2024 | -14.7% | -14.1% | -7.5% | |
| Q1 2024 | -3.8% | -2.8% | -3.5% | |
| Q4 2023 | +7.9% | +10.0% | +7.4% | |
| Q3 2023 | +5.7% | +3.4% | +8.4% | |
| Q2 2023 | +0.1% | -0.4% | -3.0% | |
| Q1 2023 | -3.3% | -4.8% | -2.7% | |
| Q4 2022 | +4.1% | +5.5% | -21.1% | |
| Q3 2022 | +17.6% | +20.1% | +15.9% | |
| Q2 2022 | +7.3% | +8.4% | -5.8% | |
| Q1 2022 | -2.2% | -12.3% | -0.8% | |
| Q4 2021 | -7.2% | -7.3% | -3.2% | |
| Q3 2021 | -6.7% | -7.1% | -11.1% | |
| Q2 2021 | -0.5% | +3.9% | +24.4% | |
| Q1 2021 | +15.9% | +24.8% | +21.5% | |
| Q4 2020 | -0.2% | -1.8% | -2.7% | |
| Q2 2020 | — | — | — | |
| Q1 2020 | — | — | — |
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