Blue Owl Capital (OWL) Stock Price Faces Significant Upside as Analyst Rating Jumps

The Latest Rating Shift

Blue Owl Capital caught the attention of major investment firms when Raymond James elevated its stance on the firm, moving from a Market Perform rating to a Strong Buy classification on December 10, 2025. This upgrade signals growing confidence in the company’s trajectory and prospects.

Where Could OWL Price Head?

Based on analyst projections compiled as of December 5, 2025, Blue Owl Capital’s average price target stands at $22.24 per share. The street’s outlook ranges from a conservative $18.18 to an optimistic $29.40. Given the most recent closing price of $16.67, the consensus suggests the stock could appreciate by approximately 33.41% upside from current levels. This meaningful gap between current valuation and target prices reflects analyst optimism about the company’s near-term performance.

Financial Projections Point to Growth

Projected annual revenue for Blue Owl Capital is estimated at 2,785MM, representing a 1.42% increase from prior periods. On the earnings front, the company’s projected non-GAAP EPS is projected at 1.05, providing context for valuation discussions.

Institutional Players Adjusting Positions

The institutional landscape reveals important trends. A total of 847 funds and institutions maintain positions in OWL, though this represents a slight contraction of 28 owners (down 3.20%) during the last quarter. The average portfolio weight across all institutional holders has climbed to 0.35%, up 13.63%. Over the three-month period, total institutional share count grew 2.32% to reach 786,675K shares.

Notable Holders and Their Moves

Capital World Investors remains the largest shareholder with 85,217K shares (12.82% ownership), up from 84,073K previously—a 1.34% increase. However, the firm trimmed its overall portfolio allocation to OWL by 16.05% last quarter.

Capital International Investors holds 62,726K shares representing 9.44% ownership, up from 60,584K shares (+3.41%). This major holder also reduced its portfolio weight in the stock by 14.47% during the same period.

ICONIQ Capital maintains a stable 33,500K share position (5.04% ownership) with no recent changes. American Funds Fundamental Investors added positions, reporting 30,940K shares (4.65% ownership), up substantially from 25,682K shares—a 16.99% jump—while increasing its portfolio allocation by 1.92%. American Balanced Fund holds 30,252K shares (4.55% ownership) with no quarterly changes.

Market Sentiment Considerations

The put/call ratio for OWL stands at 1.62, suggesting a more bearish bias among options traders despite the positive fundamental backdrop from the rating upgrade. This divergence between bullish analyst sentiment and cautious options positioning presents an interesting dynamic worth monitoring.