Blue Owl Capital stock: Piper Sandler cuts target to USD 12.00, keeps Overweight rating

Published on 10/22/2026 at 20:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Results are due October 29, 2026 before the open, with consensus revenue of USD 697.60 million. Blue Owl Capital stock costs EUR 9.02 on October 22, 2026.

Target and reporting date

Piper Sandler lowered its Blue Owl Capital target from USD 13.00 to USD 12.00 on October 19, 2026.
Blue Owl Capital is scheduled to report third-quarter 2026 results on October 29, 2026, with consensus revenue of USD 697.60 million.
Blue Owl Capital stock costs EUR 9.02 at Lang & Schwarz on October 22, 2026 at 8:02 p.m. CEST.

OWL, US69121K1043, Illustration mit AI erstellt.

Blue Owl Capital (ISIN US69121K1043) is heading toward its third-quarter report after Piper Sandler lowered its price target from USD 13.00 to USD 12.00 on October 19, 2026, while maintaining an Overweight rating, according to MarketBeat. On the NYSE, Blue Owl Capital stock was trading at USD 9.54 on October 22, 2026 at 2:05 p.m. EDT, putting the new target 25.79 percent above that price. Blue Owl Capital was trading at EUR 9.02 at Lang & Schwarz on October 22, 2026 at 8:02 p.m. CEST.

Target cut before results

The Piper Sandler decision leaves the USD 12.00 target 7.69 percent below the previous USD 13.00 objective. The firm kept its Overweight rating, making the target reduction a valuation adjustment rather than a change in the published rating.

TD Cowen had raised its target from USD 15.00 to USD 16.00 on October 12, 2026, according to MarketBeat. The two recent target actions point to a wide range of views, with the latest Piper Sandler target below TD Cowen's figure.

October 29 carries the next test

Blue Owl Capital is scheduled to release third-quarter 2026 results on October 29, 2026 before the US market opens, with a conference call at 10:00 a.m. ET, according to PR Newswire. MarketBeat lists consensus earnings of USD 0.23 per share and revenue of USD 697.60 million for the quarter, versus USD 0.22 per share and USD 687.00 million in the year-earlier period, a 1.54 percent revenue comparison.

Blue Owl reported USD 753.05 million in revenue and USD 11.39 million in net income attributable to common shareholders for the second quarter of 2026. The company also reported USD 461.25 million in operating cash flow for that period. Its investor-relations page said assets under management totaled USD 319.0 billion as of June 30, 2026, with more than 1,380 employees globally.

Valuation remains the market frame

Blue Owl Capital had a market capitalization of USD 14.9 billion and a price-to-earnings ratio of 80.35 on October 22, 2026. Its 52-week range was USD 7.95 to USD 17.30, placing the NYSE price of USD 9.54 above the low and below the high. The stock operates across Credit, Real Assets, and GP Strategic Capital, according to the company.

Stock position after the target cut

The latest target change puts analyst attention on the gap between current valuation and expected earnings growth. The October 29 report will provide the next quantified test through revenue, earnings per share and management commentary.

Blue Owl Capital stock costs EUR 9.02 at Lang & Schwarz on October 22, 2026 at 8:02 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Blue Owl Capital stock.