Blue OWL Capital Inc.: Q1 FY2026 earnings call

What management said about Q1 FY2026, from the documents filed with the SEC on 30 April 2026: press release. Guidance figures: 1 raised. The quarter’s numbers.

Key takeaways

Assets under management reached $315 billion: The release says the three platforms contributed to continued expansion to $315 billion of assets under management. Source
Growth came from fundraising and deployment: Co-CEOs attributed growth to fundraising and ongoing capital deployment. Source
Assets under management rose from $307 billion: Assets under management were over $307 billion at December 31, 2025, compared with $315 billion at March 31, 2026.
Performance across all three platforms: Management said performance remains across Credit, Real Assets and GP Strategic Capital. Source
Patient capital seen as favored: Management said it believes the current market landscape tends to favor firms with patient capital and longer duration, naming Blue Owl. Source
Professionals globally rose to over 1,390: The release reports over 1,390 experienced professionals globally, against approximately 1,365 in the prior release. Source

“Blue Owl’s results for the first quarter of 2026 demonstrate the power of our three differentiated and scaled platforms,”
Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl

Guidance

Area	Period	Figure	Against last quarter
Quarterly dividend per Class A Share Source	Payable May 27, 2026; record date May 13, 2026	$0.23	Raised from $0.225

Results and growth drivers

Assets under management reached $315 billion: The release says the three platforms contributed to continued expansion to $315 billion of assets under management. Source
Growth came from fundraising and deployment: Co-CEOs attributed growth to fundraising and ongoing capital deployment. Source
Stability from durable capital base: Co-CEOs said the results reflect stability stemming from the company's durable capital base. Source

Assets under management trend

Assets under management rose from $307 billion: Assets under management were over $307 billion at December 31, 2025, compared with $315 billion at March 31, 2026.
AUM passed $300 billion in the fourth quarter: The prior release said assets under management crossed $300 billion during the fourth quarter, which it called a milestone for the firm.
Blue Owl described as leading asset manager: The release describes Blue Owl as a leading asset manager that is redefining alternatives. Source

“Our financial results reflect stability, stemming from our durable capital base, and growth, driven by fundraising and ongoing capital deployment,”
Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl

Platforms and performance

Performance across all three platforms: Management said performance remains across Credit, Real Assets and GP Strategic Capital. Source
Patient capital seen as favored: Management said it believes the current market landscape tends to favor firms with patient capital and longer duration, naming Blue Owl. Source
Three multi-strategy platforms named: The company says it invests across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Source

Capital base and fundraising

Permanent capital base anchors solutions: The company says its permanent capital base anchors private capital solutions aimed at long-term growth for businesses. Source
Fourth-quarter and 2025 commitments reported: The prior release reported $17 billion of new capital commitments in the fourth quarter and $56 billion in 2025. The current release gives no commitments figure.
Record fundraising highlighted for 2025: The prior release said full-year 2025 results highlighted record fundraising in institutional and private wealth channels.

“Performance remains strong across Credit, Real Assets, and GP Strategic Capital, and we believe that the current market landscape tends to favor firms with patient capital and longer duration, such as Blue Owl.”
Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl

Scale, professionals and investors

Professionals globally rose to over 1,390: The release reports over 1,390 experienced professionals globally, against approximately 1,365 in the prior release. Source
Institutional, individual and insurance investors served: The company says it offers institutional investors, individual investors and insurance companies differentiated alternative investment strategies. Source
Vision and discipline cited as approach: The release describes the firm as bringing vision and discipline, with the stated aim to create the exceptional. Source

Presentation and disclosure

Full detailed presentation issued: The company issued a full detailed presentation of its first quarter results. Source
Presentation on Shareholders section: The presentation can be viewed through the Shareholders section of the company's website. Source
Investor relations contact named: The release lists Ann Dai, Head of Investor Relations, as the investor contact. Source

Coming up, as management said on 30 April 2026

Callers asked to dial in early: Callers are asked to dial in 10 to 15 minutes before the call so that name and company information can be collected. Source

Figures management reported

Figure	Reported
Assets under management Source	$315 billion as of March 31, 2026
Professionals globally Source	over 1,390

Other quarters

Summarised with AI from the documents the company filed with the SEC. Every point is checked against the filing before it is shown: management’s own words word for word, figures against the line or table row they come from. A point that fails the check is left out. Source opens the filing at that line.

As filed with the SEC

Open the filing on EDGAR

Blue Owl Capital Inc. First Quarter 2026 Results

NEW YORK (April 30, 2026) - Blue Owl Capital Inc. (NYSE:OWL) (“Blue Owl”) today reported its financial results for the first quarter ended March 31, 2026.

“Blue Owl’s results for the first quarter of 2026 demonstrate the power of our three differentiated and scaled platforms, each of which has contributed to our continued expansion to $315 billion of AUM. Our financial results reflect stability, stemming from our durable capital base, and growth, driven by fundraising and ongoing capital deployment,” said Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl. “Performance remains strong across Credit, Real Assets, and GP Strategic Capital, and we believe that the current market landscape tends to favor firms with patient capital and longer duration, such as Blue Owl.”

Blue Owl issued its full detailed presentation of its first quarter ended March 31, 2026 results, which can be viewed through the Shareholders section of Blue Owl's website at https://ir.blueowl.com/Investors/events-and-presentations.

Dividend

Blue Owl declared a quarterly dividend of $0.23 per Class A Share, payable on May 27, 2026, to shareholders of record at the close of business on May 13, 2026.

Quarterly Investor Call Details:

Blue Owl will host its first quarter 2026 investor call via public webcast on April 30, 2026 at 10:00 a.m. ET. To register, please visit the Shareholders section of Blue Owl's website at https://ir.blueowl.com/overview.

The conference call may be accessed by dialing +1 (888) 330-2454 (U.S. callers) or +1 (240) 789-2714 (non-U.S. callers); conference ID 4153114. For those unable to listen to the live broadcast, there will be a webcast replay available on the Shareholders section of Blue Owl’s website.

All callers will need to enter the Conference ID followed by the # sign and reference "Blue Owl Capital" once connected with the operator. All callers are asked to dial in 10-15 minutes prior to the call so that name and company information can be collected.

About Blue Owl

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With $315 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with over 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com or LinkedIn:

https://www.linkedin.com/company/blue-owl-capital.

Forward-Looking Statements

Certain statements made in this release are “forward looking statements” within the meaning of the “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995. When used in this press release, the words “estimates,” “projected,” “expects,” “anticipates,” “forecasts,” “plans,” “intends,” “believes,” “seeks,” “may,” “will,” “would,” “should,” “future,” “propose,” “target,” “goal,” “objective,” “outlook” and variations of these words or similar expressions (or the negative versions of such words or expressions) are intended to identify forward-looking statements. Any such forward-looking statements are made pursuant to the safe harbor provisions available under applicable securities laws and speak only as of the date made. Blue Owl assumes no obligation to update or revise any such forward-looking statements except as required by law.

These forward-looking statements are not guarantees of future performance, conditions or results, and involve a number of known and unknown risks, uncertainties, assumptions and other important factors, many of which are outside Blue Owl’s control, that could cause actual results or outcomes to differ materially from those discussed in the forward-looking statements.

Important factors, among others, that may affect actual results or outcomes include the inability to recognize the anticipated benefits of acquisitions; costs related to acquisitions; the inability to maintain the listing of Blue Owl’s shares on the New York Stock Exchange; Blue Owl’s ability to manage growth; Blue Owl’s ability to execute its business plan and meet its projections; potential litigation involving Blue Owl; changes in applicable laws or regulations; and the possibility that Blue Owl may be adversely affected by other economic, business, geopolitical and competitive factors.

Contacts
Ann Dai
Head of Investor Relations blueowlir@blueowl.com
media@blueowl.com