{ "ok": true, "cik": "1823945", "ticker": "OWL", "name": "BLUE OWL CAPITAL INC.", "filings": [ { "form": "8-K", "filed": "2026-08-18", "items": [ "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" ], "url": "https://www.sec.gov/Archives/edgar/data/1823945/000119312526355671/0001193125-26-355671-index.htm" }, { "form": "8-K", "filed": "2026-08-12", "items": [ "8.01 Other Events", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/1823945/000119312526345635/0001193125-26-345635-index.htm" }, { "form": "10-Q", "filed": "2026-07-31", "items": [], "url": "https://www.sec.gov/Archives/edgar/data/1823945/000182394526000040/0001823945-26-000040-index.htm" }, { "form": "8-K", "filed": "2026-07-30", "items": [ "2.02 Results of Operations and Financial Condition", "8.01 Other Events", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/1823945/000182394526000036/0001823945-26-000036-index.htm" }, { "form": "8-K", "filed": "2026-06-04", "items": [ "5.07 Submission of Matters to a Vote of Security Holders" ], "url": "https://www.sec.gov/Archives/edgar/data/1823945/000182394526000030/0001823945-26-000030-index.htm" }, { "form": "10-Q", "filed": "2026-05-01", "items": [], "url": "https://www.sec.gov/Archives/edgar/data/1823945/000182394526000026/0001823945-26-000026-index.htm" } ], "events12m": 9, "healthWatch": { "window": "last 12 months", "since": "2025-09-26", "signals": [], "note": "Events the company itself filed with the SEC, most serious first. Shown beside the figures; they do not change the range or its receipt." }, "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001823945.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1823945" }, "license": "Figures as filed with the SEC. Card text CC BY 4.0, POPS4.", "notAdvice": "Reporting, not investment advice. No price targets and no trading recommendations.", "edgar": "🫧 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.", "auditor": { "changes": [], "nonReliance": [], "restatedSince": null }, "metrics": { "fiscalYearEnd": "2025-12-31", "revenue": 2870178000, "revenueGrowth1y": 0.2503895789323729, "revenueGrowthPerYear": 0.3661911927444643, "yearsOfData": 5, "operatingMargin": null, "operatingMarginPrior": null, "netMargin": 0.10643486222805694, "operatingCashFlow": 1256032000, "capitalSpending": 57748000, "freeCashFlow": 1198284000, "researchAndDevelopment": null, "researchShareOfRevenue": null, "cash": 194512000, "longTermDebt": 3324426000, "longTermDebtChange": 0.2843079533443358, "revenueHistory": [ { "fiscalYearEnd": "2021-12-31", "revenue": 823878000 }, { "fiscalYearEnd": "2022-12-31", "revenue": 1369722000 }, { "fiscalYearEnd": "2023-12-31", "revenue": 1731608000 }, { "fiscalYearEnd": "2024-12-31", "revenue": 2295427000 }, { "fiscalYearEnd": "2025-12-31", "revenue": 2870178000 } ], "totalEquity": 2205362000, "totalAssets": 12467684000, "equityRatio": 0.17688626051157536, "returnOnEquity": 0.13852011597189032, "dividendsPaid": 546657000, "payoutRatio": 1.7894607626511112, "dividendPerShare": 0.855, "dividendYearsRising": 5, "dividendCut": false, "priceBased": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown.", "earningsPerShare": 0.12, "sharesOutstanding": 661885114, "bookValuePerShare": 3.3319407754500427, "revenuePerShare": 4.336368864159105, "range80": { "low": 3005066164.558861, "high": 4188180619.480195, "baseline": 3630835911.514185, "n": 4599, "band": "b1", "bandLabel": "$1B–10B", "method": "v4.1", "credibility": 0.5, "growthYears": 4, "ownVolatility": 0.13330775944117965, "classVolatility": 0.07701947805587882, "volatility": 0.10886450001544906 }, "ifPaceHeld": { "low": 3005066164.558861, "high": 4188180619.480195 } }, "edgarette": "🔖 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%.", "peers": { "sic": 6282, "sicDescription": "Investment Advice", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "6282", "growth": [ 0.0749, 39 ], "opMargin": [ 0.2083, 22 ], "equityRatio": [ 0.2782, 29 ], "returnOnEquity": [ 0.1455, 26 ], "payoutRatio": [ 0.5476, 27 ] }, "summary": "Blue Owl Capital (OWL) grew revenue 25.0% in FY2025 to $2.9 billion, equity 17.7% of assets, and dividend per share up 5 years running. Every figure is from the company’s own annual report filed with the SEC.", "chart": "
BLUE OWL CAPITAL INC. against its own record and its peers
Revenue, on the yearPeer median 7.5%25.0%Equity of assetsPeer median 27.8%17.7%Return on equityPeer median 14.5%13.9%Payout of profitPeer median 54.8%178.9%Gold tick: the median of 26–29 peers with $50M+ revenue in investment advice
", "chartHorizon": "
Handed back now, or kept to compound · of each dollar of profit
120.0% paid outMore was paid out than was earned in the year.Handed back per share$0.855up 5 years runningGrowth its own profit can fund0.0%managed 25.0% last year

Gold paid out, navy kept. Kept share × return on equity = the growth it can fund itself. Facts from the filings, not a recommendation.

", "backtest": { "tests": 3, "hits": 2, "rate": 0.6666666666666666, "method": "v4", "byYear": { "2023": [ 0, 1 ], "2024": [ 1, 1 ], "2025": [ 1, 1 ] }, "note": "hindsight: the same credibility-weighted range on the company's own past years. Years 2018-2023 were used to fit or tune the method, so only 2025 outcomes are fully out of sample." }, "registry": { "logged": "2026-09-26T19:21:27.138Z", "hash": "4579b0a85485d285", "status": "open" }, "caution": "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.", "schema": "pops4.edgarette.card/1", "card": { "summary": "Blue Owl Capital (OWL) grew revenue 25.0% in FY2025 to $2.9 billion, equity 17.7% of assets, and dividend per share up 5 years running. Every figure is from the company’s own annual report filed with the SEC.", "exposure": { "fiscalYearEnd": "2025-12-31", "revenue": 2870178000, "totalDebt": 3324426000, "cash": 194512000 }, "experience": { "revenueGrowth1y": 0.2503895789323729, "revenueGrowthPerYear": 0.3661911927444643, "operatingMargin": null, "operatingMarginPrior": null, "netMargin": 0.10643486222805694, "freeCashFlow": 1198284000 }, "soundness": { "equityRatio": 0.17688626051157536, "returnOnEquity": 0.13852011597189032, "payoutRatio": 1.7894607626511112, "dividendPerShare": 0.855, "dividendYearsRising": 5, "dividendCut": false, "note": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown." }, "peers": { "sic": 6282, "sicDescription": "Investment Advice", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "6282", "growth": [ 0.0749, 39 ], "opMargin": [ 0.2083, 22 ], "equityRatio": [ 0.2782, 29 ], "returnOnEquity": [ 0.1455, 26 ], "payoutRatio": [ 0.5476, 27 ] }, "credibility": { "auditedYears": 5, "weight": "reasonable", "standard": "ASOP No. 25", "nonReliance": null, "auditorChange": null }, "healthWatch": { "window": "last 12 months", "since": "2025-09-26", "signals": [], "note": "Events the company itself filed with the SEC, most serious first. Shown beside the figures; they do not change the range or its receipt." }, "range": { "low": 3005066164.558861, "high": 4188180619.480195, "baseline": 3630835911.514185, "coverage": 0.8, "method": "v4.1", "basis": "next fiscal year revenue: baseline = revenue x (1 + mean of one-year and three-year pace); width = the company's own volatility of yearly growth, credibility-weighted against its size class (Buhlmann), scaled to the 80% target on 2023 and tested on 2024", "calibratedOn": { "companyYears": 4599, "sizeBand": "$1B–10B", "fitYears": [ 2018, 2022 ], "tuneYear": 2023, "testYear": 2024, "coverageOnTestYear": 0.8341 }, "credibility": { "weightOnOwnRecord": 0.5, "growthYears": 4, "ownVolatility": 0.13330775944117965, "classVolatility": 0.07701947805587882, "pricedVolatility": 0.10886450001544906, "k": 3 }, "stress": { "low": 2661959613.491398, "high": 4728559120.249976, "basis": "the same range with widths set to hold 80% across 2018-2023, pandemic years included" }, "kind": "a statistical range, not company guidance; no view on the share price", "track": { "backtest": { "tests": 3, "hits": 2, "rate": 0.6666666666666666, "method": "v4", "byYear": { "2023": [ 0, 1 ], "2024": [ 1, 1 ], "2025": [ 1, 1 ] }, "note": "hindsight: the same credibility-weighted range on the company's own past years. Years 2018-2023 were used to fit or tune the method, so only 2025 outcomes are fully out of sample." }, "registry": { "logged": "2026-09-26T19:21:27.138Z", "hash": "4579b0a85485d285", "status": "open" }, "scorecard": "https://www.pops4.com/boards/scorecard" } }, "caution": "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.", "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001823945.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1823945" }, "speedCash": { "fiscalYear": 2025, "cashConversion": 0.4376, "growth3y": 0.2797, "volatility": 0.1333, "paysDividend": true, "raisedDividend": true, "equityRatio": 0.1769, "quadrant": { "code": "fj", "label": "Fast and jumpy", "plain": "growing faster than its size class, with revenue that swings more" }, "compass": { "code": "later", "inside": "Turns 43.8% of revenue into operating cash; revenue growing 28.0% a year over three years; pays and raised its dividend.", "outside": "Among $1B-10B companies: 92nd percentile for cash, 92nd for growth.", "emoji": "🌱", "label": "Cash cow later", "plain": "growing fast, and already turning revenue into cash" }, "band": "$1B-10B", "cashPctInClass": 92, "growthPctInClass": 92, "source": "SEC XBRL frames, the company’s own audited figures; quadrant split at the median of its size class" }, "harbor": { "signs": [], "rule": "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.", "level": 0, "name": "New ship", "plain": "no warning signs" }, "cashFlow": { "fiscalYearEnd": "2025-12-31", "operating": 1256032000, "investing": -270571000, "financing": -943038000, "capitalSpending": 57748000, "free": 1198284000, "trend": [ { "fiscalYearEnd": "2021-12-31", "operating": 281658000, "free": 276397000 }, { "fiscalYearEnd": "2022-12-31", "operating": 728447000, "free": 662908000 }, { "fiscalYearEnd": "2023-12-31", "operating": 949145000, "free": 881240000 }, { "fiscalYearEnd": "2024-12-31", "operating": 999555000, "free": 935368000 }, { "fiscalYearEnd": "2025-12-31", "operating": 1256032000, "free": 1198284000 } ], "note": "Annual, as filed in 10-K cash flow statements; negative investing/financing = cash going out (capital spending, buybacks, dividends, debt repaid)." }, "investments": { "fiscalYearEnd": "2025-12-31", "cash": 194512000, "shortTerm": null, "longTerm": null, "equityHoldings": null, "totalAssets": 12467684000, "ladder": null, "currentRatio": null, "unrealizedGain": null, "unrealizedLoss": null, "note": "Balance-sheet cash and investment securities at fiscal year end, as filed; short-term = due or saleable within a year. Insurers and banks hold most of their book here." } }, "definitions": { "operatingMargin": "Operating income divided by revenue.", "netMargin": "Net income divided by revenue.", "freeCashFlow": "Cash from operations minus spending on property and equipment.", "researchShareOfRevenue": "Research and development expense for the year as a share of revenue, both as filed.", "equityRatio": "Shareholders equity as a share of total assets, both as filed. Higher means less of the company is owed to someone else.", "returnOnEquity": "Net income for the year against shareholders equity at year end.", "payoutRatio": "Dividends paid as a share of net income, in the year the cash went out.", "dividendYearsRising": "Consecutive years, counted back from the last on record, in which dividend per share rose. A fall ends the run and is reported as dividendCut.", "revenueGrowthPerYear": "Compound annual growth between the first and latest fiscal years shown.", "credibility": "How much weight a record deserves, in the actuarial sense (ASOP No. 25): more audited years, more weight.", "peers": "Medians of SEC filers with $50M+ revenue in the same industry code (SIC), narrowest group with at least 8 filers, calendar-year figures from SEC XBRL frames.", "backtest": "The same range method applied to the company's own past years, scored against what it actually reported next. Hindsight, and labelled so.", "healthWatch": "Distress-type events the company filed in the last 12 months (late-filing notices; 8-K items 1.03, 3.01, 2.04, 4.02, 4.01, 2.05, 2.06, 1.05, 5.02), each with its count and newest filing. Display only: they do not change the range or its receipt." }, "speedCash": { "fiscalYear": 2025, "cashConversion": 0.4376, "growth3y": 0.2797, "volatility": 0.1333, "paysDividend": true, "raisedDividend": true, "equityRatio": 0.1769, "quadrant": { "code": "fj", "label": "Fast and jumpy", "plain": "growing faster than its size class, with revenue that swings more" }, "compass": { "code": "later", "inside": "Turns 43.8% of revenue into operating cash; revenue growing 28.0% a year over three years; pays and raised its dividend.", "outside": "Among $1B-10B companies: 92nd percentile for cash, 92nd for growth.", "emoji": "🌱", "label": "Cash cow later", "plain": "growing fast, and already turning revenue into cash" }, "band": "$1B-10B", "cashPctInClass": 92, "growthPctInClass": 92, "source": "SEC XBRL frames, the company’s own audited figures; quadrant split at the median of its size class" }, "harbor": { "signs": [], "rule": "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.", "level": 0, "name": "New ship", "plain": "no warning signs" }, "cashFlow": { "fiscalYearEnd": "2025-12-31", "operating": 1256032000, "investing": -270571000, "financing": -943038000, "capitalSpending": 57748000, "free": 1198284000, "trend": [ { "fiscalYearEnd": "2021-12-31", "operating": 281658000, "free": 276397000 }, { "fiscalYearEnd": "2022-12-31", "operating": 728447000, "free": 662908000 }, { "fiscalYearEnd": "2023-12-31", "operating": 949145000, "free": 881240000 }, { "fiscalYearEnd": "2024-12-31", "operating": 999555000, "free": 935368000 }, { "fiscalYearEnd": "2025-12-31", "operating": 1256032000, "free": 1198284000 } ], "note": "Annual, as filed in 10-K cash flow statements; negative investing/financing = cash going out (capital spending, buybacks, dividends, debt repaid)." }, "investments": { "fiscalYearEnd": "2025-12-31", "cash": 194512000, "shortTerm": null, "longTerm": null, "equityHoldings": null, "totalAssets": 12467684000, "ladder": null, "currentRatio": null, "unrealizedGain": null, "unrealizedLoss": null, "note": "Balance-sheet cash and investment securities at fiscal year end, as filed; short-term = due or saleable within a year. Insurers and banks hold most of their book here." } }