Blue OWL Capital Inc.: Q3 FY2026 earnings call

What management said about Q3 FY2026, from the documents filed with the SEC on 29 October 2026: press release. The quarter’s numbers.

Key takeaways

Assets under management reached $330 billion: Assets under management were $330 billion at September 30, 2026, up from $319 billion at June 30, 2026 as reported in the prior release. Source
Record quarter for institutional fundraising: Management described the quarter as a record for institutional capital raising. Source
Income-oriented returns gain investor focus: Management said its focus on income-oriented returns, with protection emphasized, becomes more important to investors during volatile and uncertain markets. Source
Quarterly dividend of $0.23 declared: The company declared a quarterly dividend of $0.23 per Class A share, the same amount as in the prior release. Source

“Blue Owl demonstrated durability, resilience and an acceleration of growth during the third quarter.”
Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl

Results and growth drivers

Assets under management reached $330 billion: Assets under management were $330 billion at September 30, 2026, up from $319 billion at June 30, 2026 as reported in the prior release. Source
Investment results described as continuing: Management said its strategies continue to generate investment results. The release gives no return or performance figures. Source

Segments, platforms and regions

Three platforms named: The company named three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. The same platform list appeared in the prior release. Source
Growth spread across strategies and geographies: Management said growth came from an increasingly broad set of strategies, investors and geographies. Source
Detailed presentation issued separately: The company issued a full detailed presentation for the quarter on its website. The release itself contains no segment or regional figures. Source

“our scaled and partnership-driven approach to investing becomes increasingly valuable to our borrowers, tenants, and counterparties.”
Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl

Client demand and investor focus

Record quarter for institutional fundraising: Management described the quarter as a record for institutional capital raising. Source
Income-oriented returns gain investor focus: Management said its focus on income-oriented returns, with protection emphasized, becomes more important to investors during volatile and uncertain markets. Source
Scaled, partnership-driven approach valued: Management said its scaled, partnership-driven approach is increasingly valuable to borrowers, tenants and counterparties. Source

Dividend and shareholder returns

Quarterly dividend of $0.23 declared: The company declared a quarterly dividend of $0.23 per Class A share, the same amount as in the prior release. Source
Payment set for November 23: The dividend is payable on November 23, 2026, to holders of record at the close of business on November 10, 2026. Source
Prior dividend dates were August: The prior release set payment for August 27, 2026, with a record date of August 13, 2026.

People and leadership

About 1,430 professionals globally: The company reported approximately 1,430 experienced professionals globally, up from over 1,380 in the prior release. Source
Co-CEOs named as speakers: The release is attributed to Doug Ostrover and Marc Lipschultz, Co-CEOs. Source
Investor relations contact named: Ann Dai is listed as Head of Investor Relations for investor inquiries. Source

Investor call and disclosure

Results dated October 29, 2026: The company released third quarter 2026 results on October 29, 2026, for the quarter ended September 30, 2026. Source
Replay offered after live call: A webcast replay will be available on the Shareholders section of the company's website after the live broadcast. Source
Registration through company website: Investors can register for the call through the Shareholders section of the company website. Source

Figures management reported

Figure	Reported
Assets under management Source	$330 billion at September 30, 2026
Capital raised, last twelve months Source	nearly $50 billion

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. Third Quarter 2026 Results

NEW YORK (October 29, 2026) - Blue Owl Capital Inc. (NYSE:OWL) (“Blue Owl”) today reported its financial results for the third quarter ended September 30, 2026.

“Blue Owl demonstrated durability, resilience and an acceleration of growth during the third quarter. Our strategies continue to generate excellent investment results, and we believe the nearly $50 billion we’ve raised over the last twelve months reflects ongoing investor support and conviction around our disciplined approach to investing,” said Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl. “We had a record institutional capital raising quarter with growth coming from an increasingly broad set of strategies, investors, and geographies. During markets characterized by volatility and uncertainty, our focus on income-oriented returns with an emphasis on downside protection becomes even more top of mind for investors, and our scaled and partnership-driven approach to investing becomes increasingly valuable to our borrowers, tenants, and counterparties.”

Blue Owl issued its full detailed presentation of its third quarter ended September 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 November 23, 2026, to shareholders of record at the close of business on November 10, 2026.

Quarterly Investor Call Details:

Blue Owl will host its third quarter 2026 investor call via public webcast on October 29, 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 (833) 461-5787 (U.S. callers), +1 (585) 542-9983 (USA East, International Toll), or +1 (626) 884-3620 (USA West, International Toll); conference ID 805 666 601. 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 $330 billion in assets under management as of September 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 approximately 1,430 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