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Blue Owl Capital
Blue Owl Capital (OWL) investor relations material
Blue Owl Capital Bank of America Financial Services Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America Financial Services Conference 2026 summary10 Feb, 2026
Macro and industry outlook
Anticipates a robust M&A market in 2026, supporting strong deployment and inflows, with private credit expected to benefit from elevated activity.
Tight credit spreads and active banks are noted, but alternative managers continue to deliver 200-300 basis points over syndicated markets.
Digital infrastructure backlog is at record levels, and real asset investment opportunities are strong.
Strategic priorities and execution
No major acquisitions planned for 2026; focus shifts to execution and margin improvement following a period of integration.
Margins are expected to improve gradually, with FRE per share growth modestly better than 2025 and acceleration targeted for 2027.
Fundraising remains a key focus, with targets to complete GP Stakes and real estate flagship funds, and new digital infrastructure fundraising in the second half.
Recent acquisitions have been quickly integrated into the wealth channel, driving strong capital formation.
Deployment and product outlook
Deployment in private credit is closely tied to M&A cycles, with elevated activity expected if M&A increases.
Digital infrastructure investments are structured as long-term leases with top-tier tech companies, offering attractive risk-adjusted returns.
No current private credit lending to data centers; exposure is through real asset leases with investment-grade tenants.
Asset-backed finance (ABF) business, bolstered by the Atalaya acquisition, is off to a strong start with significant capital raised and high returns.
Digital infra arbitrage sustainability
Private credit quality vs. market narrative
Wealth channel product evolution drivers
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Next Blue Owl Capital earnings date
Q1 202630 Apr, 2026
Blue Owl Capital
Next Blue Owl Capital earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Blue Owl Capital Inc is an alternative asset management firm providing capital solutions to asset managers and private businesses. It specializes in direct lending, GP capital solutions, and real estate investments. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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