Blue Owl Capital publishes transcript of first-quarter 2026 earnings call

Blue Owl Capital

Blue Owl Capital

OWL

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  • Blue Owl Capital first-quarter 2026 earnings call drew Co-CEO Marc Lipschultz, CFO Alan Kirshenbaum, Head of Investor Relations Ann Dai.
  • Fee-related earnings came in at $0.25 per share, distributable earnings at $0.19 per share; dividend set at $0.23 per share, payable May 27 to holders of record May 13.
  • Fundraising totaled $11 billion in quarter, including $6.1 billion from institutional investors; management highlighted mix shift beyond direct lending, with direct lending at 37% of AUM versus 27% real assets and 22% GP Strategic Capital.
  • Management downplayed wealth-channel private credit pressure, citing net outflows of about $170 million from OCIC and OTIC; ORENT logged gross repurchases below $134 million versus $1.1 billion inflows.
  • CFO flagged $30 billion of AUM not yet paying fees, representing about $350 million of expected annual management fees once deployed; management reiterated 58.5% 2026 FRE margin target and commitment to $0.92 dividend for 2026.


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