Blue Owl Capital $OWL Read from its own SEC filings · nothing written, nothing inferred
🫧 Edgar looked up BLUE OWL CAPITAL INC. ($OWL). Last filing: 8-K (1.01 Entry into a Material Definitive Agreement), 2026-08-18. 9 event filings (8-K) in the past twelve months.
🔖 Exposure: revenue $2.9B (FY2025), total debt $3.3B. Experience: revenue up 25.0% on the year, up 36.6% a year over 4 years. Soundness: equity 17.7% of assets, return on equity 13.9%, payout 178.9% of profit, dividend per share up 5 years running. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $3.0B and $4.2B next year (method v4.1: its own 4-year record of growth weighed at 50% against $1B–10B filers; on a year the method never saw, 83.4% landed inside). In a shock year the stress range is $2.7B to $4.7B. A statistical range, not company guidance. Against peers (22 filers, $50M+ revenue, investment advice): growth 25.0% against 7.5%.
Gold paid out, navy kept. Kept share × return on equity = the growth it can fund itself. Facts from the filings, not a recommendation.
Speed and cash · fiscal 2025
Both views must agree for a label · a description, not advice.
| Cash flow (op · inv · fin · free) | $1.3B · −$271M · −$943M · $1.2B |
| Investment book (cash · short · long) | $195M · — · — |
| Revenue swing · equity of assets | 13.3% · 17.7% |
Blue Owl Capital is growing faster than its size class, with revenue that swings more. Its own audited SEC figures.
The figures, as filed
| Fiscal year end | 2025-12-31 |
| Revenue | $2.9B |
| Revenue, on the year | 25.0% |
| Revenue, a year over the record | 36.6% |
| Operating margin | — |
| Operating margin, prior year | — |
| Net margin | 10.6% |
| Research and development | not filed separately |
| Total debt | $3.3B |
| Equity of assets | 17.7% |
| Return on equity | 13.9% |
| Payout of profit | 178.9% |
| Dividend per share | $0.855 · up 5 years running |
| Earnings per share | $0.12 |
| Book value per share | $3.33 |
| Revenue per share | $4.34 |
| Shares outstanding | 661,885,114 |
| Audited years read | 5 |
Peers: the median of 22 filers with $50M+ revenue in investment advice.
Health HarborBlue Owl Capital sails as: New ship
Health watch · 12 monthsquiet · none of the watched events filed
Sailing speed follows growth: 28.0% a year crosses the harbor in 30 seconds.
No warning signs on the measures below.
Boat condition = number of warning signs: a serious warning filing in 12 months; liabilities over assets; slow and jumpy; negative operating cash; an 80% revenue range of ±25% or wider. A picture of the signs, not a rating and not investment advice.
- 8-K · 2026-08-18 · 1.01 Entry into a Material Definitive Agreement; 2.03 Creation of a Direct Financial Obligation; 8.01 Other Events; 9.01 Financial Statements and Exhibits
- 8-K · 2026-08-12 · 8.01 Other Events; 9.01 Financial Statements and Exhibits
- 10-Q · 2026-07-31
- 8-K · 2026-07-30 · 2.02 Results of Operations and Financial Condition; 8.01 Other Events; 9.01 Financial Statements and Exhibits
- 8-K · 2026-06-04 · 5.07 Submission of Matters to a Vote of Security Holders
- 10-Q · 2026-05-01
Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price. Reporting, not investment advice. No price targets and no trading recommendations. Figures from the SEC’s own data · every filing · this page as JSON · ask about another company