Blue OWL Capital Inc.: Q2 FY2026 earnings call

What management said about Q2 FY2026, from the documents filed with the SEC on 30 July 2026: press release. Guidance figures: 1 kept. The quarter’s numbers.

Key takeaways

AUM rose to $319 billion: Assets under management were $319 billion at June 30, 2026, up from $315 billion at March 31, 2026 as reported in the first-quarter release. Source
Five-fold rise since listing: Management described AUM as a five-fold increase since the company listed five years ago. Source
Growth credited to investment performance: Management attributed the quarter's ongoing growth to investment performance generated across strategies. Source
Three multi-strategy platforms: The company said it invests across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Source
Quarterly dividend declared at $0.23: The company declared a quarterly dividend of $0.23 per Class A Share. Source
Positioned as scaled capital provider: Co-CEOs said the results highlight the company's positioning as a key provider of scaled capital solutions. Source
Headcount down from 1,390: The first-quarter release cited over 1,390 experienced professionals globally.

“The results we reported this morning continue to demonstrate the resilience of our business and highlight our positioning as a key provider of scaled capital solutions in this evolving market landscape.”
Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl

Guidance

Area	Period	Figure	Against last quarter
Dividend Source	quarterly; payable August 27, 2026; record date August 13, 2026	$0.23 per Class A Share	Kept

Results and growth drivers

AUM rose to $319 billion: Assets under management were $319 billion at June 30, 2026, up from $315 billion at March 31, 2026 as reported in the first-quarter release. Source
Five-fold rise since listing: Management described AUM as a five-fold increase since the company listed five years ago. Source
Growth credited to investment performance: Management attributed the quarter's ongoing growth to investment performance generated across strategies. Source

Platforms and geographic spread

Three multi-strategy platforms: The company said it invests across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Source
Diversification across platforms and geographies: Management cited diversification of the business across platforms and geographies as a driver of growth. Source
Platforms anchored by permanent capital: The company describes its platforms as anchored by a permanent capital base. Source

“we think our success to date has been a result of our focus on creating outstanding outcomes for the investors in our strategies”
Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl

Investors and products

Institutional, individual and insurance clients: The company says it offers alternative investments to institutional investors, individual investors and insurance companies. Source
Stated aim: performance and preservation: Management states the offerings aim to deliver performance, risk-adjusted returns and capital preservation. Source
Private capital for business growth: The company says it provides businesses with private capital solutions to drive long-term growth. Source

Dividend and capital returns

Quarterly dividend declared at $0.23: The company declared a quarterly dividend of $0.23 per Class A Share. Source
Dividend unchanged from first quarter: The first-quarter release declared the same $0.23 per Class A Share, payable May 27, 2026.
August payment and record dates: The dividend is payable August 27, 2026, to holders of record at the close of business on August 13, 2026. Source

Strategy and positioning

Positioned as scaled capital provider: Co-CEOs said the results highlight the company's positioning as a key provider of scaled capital solutions. Source
Resilience cited by co-CEOs: Co-CEOs said the reported results continue to demonstrate the resilience of the business. Source
Growth credited to focus on outcomes: Management said success to date results from focus on creating outcomes for investors in its strategies. Source

People and leadership

Over 1,380 professionals: The company said it has over 1,380 experienced professionals globally. Source
Headcount down from 1,390: The first-quarter release cited over 1,390 experienced professionals globally.
Co-CEOs named as speakers: Doug Ostrover and Marc Lipschultz, Co-CEOs, are named as the speakers on the results. Source

Figures management reported

Figure	Reported
Assets under management Source	$319 billion at June 30, 2026

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. Second Quarter 2026 Results

NEW YORK (July 30, 2026) - Blue Owl Capital Inc. (NYSE:OWL) (“Blue Owl”) today reported its financial results for the second quarter ended June 30, 2026.

“Blue Owl’s ongoing growth in the second quarter reflects the strong investment performance we continue to generate across strategies and the diversification of our business across platforms and geographies. We reached $319 billion of AUM, a five-fold increase since our listing five years ago, and we think our success to date has been a result of our focus on creating outstanding outcomes for the investors in our strategies,” said Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl. “The results we reported this morning continue to demonstrate the resilience of our business and highlight our positioning as a key provider of scaled capital solutions in this evolving market landscape.”

Blue Owl issued its full detailed presentation of its second quarter ended June 30, 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 August 27, 2026, to shareholders of record at the close of business on August 13, 2026.

Quarterly Investor Call Details:

Blue Owl will host its second quarter 2026 investor call via public webcast on July 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 $319 billion in assets under management as of June 30, 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 1,380 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