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Raymond James reiterates Strong Buy rating on Blue Owl Capital stock
| USA | economy

Raymond James reiterates Strong Buy rating on Blue Owl Capital stock

#Raymond James #Blue Owl Capital #Strong Buy rating #Private Credit #Alternative Investments #Asset Management #Stock Market Analysis

📌 Key Takeaways

  • Raymond James has officially maintained its 'Strong Buy' rating for Blue Owl Capital, reflecting high investment confidence.
  • The rating is supported by Blue Owl's stable, fee-related earnings model and its significant permanent capital base.
  • Analysts emphasize the firm's competitive edge in the private credit and alternative asset management sectors.
  • The endorsement highlights the company's ability to provide consistent shareholder returns through high-quality asset management.

📖 Full Retelling

Investment firm Raymond James reaffirmed its 'Strong Buy' rating on Blue Owl Capital Inc. (NYSE: OWL) in a research report released to investors on Monday, signaling continued confidence in the asset manager's growth trajectory within the private credit and alternative investment space. The decision to maintain the high-conviction rating follows an analysis of the firm's robust fundraising capabilities and its strategic positioning in an environment where institutional investors are increasingly pivoting toward private market yields. Analysts at the firm view Blue Owl as a premier player capable of capturing significant market share despite broader macroeconomic shifts and interest rate volatility. Following the reiteration, market observers noted that Raymond James’ optimistic outlook is primary driven by Blue Owl’s predictable fee-related earnings and its defensive asset portfolio. The investment bank highlighted that the company’s permanent capital base provides a unique level of stability compared to traditional private equity firms, which often rely on more cyclical exit events for revenue. This structural advantage allows the firm to generate consistent dividends for shareholders, making it an attractive prospect for both institutional and retail portfolios seeking exposure to the ballooning private debt market. Blue Owl Capital has been aggressively expanding its footprint through both organic growth and strategic acquisitions, recently diversifying into real estate and software lending. Industry experts suggest that the endorsement from Raymond James will likely bolster investor sentiment as the firm prepares for its next phase of capital deployment. As the alternative investment industry matures, the focus remains on firms that can demonstrate scalability and disciplined risk management, two areas where Blue Owl has consistently outperformed its peer group according to the latest financial data and market valuations.

🏷️ Themes

Finance, Stock Market, Asset Management

📚 Related People & Topics

Blue Owl Capital

American alternative asset management firm

Blue Owl Capital Inc. is an American alternative investment asset management company that is listed on the New York Stock Exchange under the ticker symbol: "OWL". Headquartered in New York City, it has additional offices around the world, including London, Dubai, and Hong Kong.

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Alternative investment

Alternative investment

Investments other than stocks, bonds and cash

An alternative investment, also known as an alternative asset or alternative investment fund (AIF), is an investment in any asset class excluding capital stocks, bonds, and cash. The term is a relatively loose one and includes tangible assets such as precious metals, collectibles (art, wine, antique...

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Private credit

Non-publicly traded asset

Private credit is an asset defined by non-bank lending where the debt is not issued or traded on the public markets. "Private credit" can also be referred to as "direct lending" or "private lending". It is a subset of "alternative credit".

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Raymond James Financial

Raymond James Financial

American multinational independent investment bank and financial services company

Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition...

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Raymond James reiterates Strong Buy rating on Blue Owl Capital stock Analyst Ratings Published 02/09/2026, 08:49 AM Raymond James reiterates Strong Buy rating on Blue Owl Capital stock 0 OWL -2.78% Investing.com - Raymond James has reiterated a Strong Buy rating and $20.00 price target on Blue Owl Capital (NYSE:OWL) , calling the stock a "compelling buying opportunity" at its current valuation of 12.9x 2026 consensus EPS. This assessment aligns with InvestingPro data showing the company is currently undervalued based on its Fair Value analysis, despite trading at a high P/E ratio of 125.2. The firm noted that private credit manager stocks fell dramatically last week, with Blue Owl down approximately 8% following media articles about potential pressures on software companies due to artificial intelligence. Despite this decline, Raymond James believes the risk to Blue Owl is low. InvestingPro data reveals the stock has experienced a significant 44.42% price decline over the past year, with a 6.71% drop in the past week alone. Blue Owl’s common stock dividend of approximately $0.225 per quarter (or $0.90 annually) provides an attractive annual dividend yield of around 7.2%, according to the research note. InvestingPro confirms this yield at 7.19% and highlights that Blue Owl has raised its dividend for 5 consecutive years with 25% dividend growth in the last twelve months. The company’s exposure to software/technology represents only about 8% of total assets under management, with an average loan-to-value ratio on software loans of approximately 30%. The company reported achievin...

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