Blue Owl Capital (OWL) Surpasses $300B AUM With $0.24 Q4 2025 EPS

Blue Owl Capital Inc. (NYSE:OWL) is one of the cheap stocks that will go to the moon according to Reddit. On February 5, Blue Owl Capital reported Q4 2025 results, beating expectations with a reported EPS of $0.24. The firm reached a milestone by surpassing $300 billion in assets under management, driven by $56 billion in capital raised throughout the year. Fee-related earnings grew by 19% to $0.96 per share for the full year, and the company announced a fixed annual dividend of $0.92 for 2026.

The company’s investment strategies showed resilience and outperformance across multiple sectors. The net lease strategy generated gross returns of over 13%, while the Direct Lending portfolio saw low-to-mid-teen EBITDA growth among tech borrowers. Despite broader market concerns regarding private credit, Blue Owl reported a remarkably low annualized net realized loss rate of only 8 basis points.

Blue Owl Capital (OWL) Surpasses $300B AUM With $0.24 Q4 2025 EPS

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Additionally, Blue Owl Capital Inc. (NYSE:OWL) is seeing early synergies from its recent acquisitions, notably within digital infrastructure and alternative credit, which contributed to $15.4 billion in equity raised through wealth-dedicated evergreen products. For 2026, Blue Owl expects modest margin expansion, targeting an FRE margin of ~58.5%.

Blue Owl Capital Inc. (NYSE:OWL) operates as an alternative asset manager in the US. It offers permanent capital base solutions that enable it to offer a holistic framework of capital solutions to middle market companies, large alternative asset managers, and corporate real estate owners & tenants.

While we acknowledge the potential of OWL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than OWL and that has 100x upside potential, check out our report about this cheapest AI stock.

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