Blue Owl Digital Infrastructure Fund III seeks to support the global capital demands of hyperscalers, fueled by ongoing investments in data centers and artificial intelligence. NEW YORK, May 15, 2025 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, announced today the final close of its most recent digital infrastructure fund, Blue Owl Digital Infrastructure Fund III ("ODI III") with $7 billion of total capital commitments. ODI III exceeded the original ta ...

Core Insights - Blue Owl Capital Corp. (NYSE: OBDC) demonstrated resilience in the first quarter earnings, showcasing robust net investment income despite a challenging and volatile market [1] - The company successfully grew its portfolio value, indicating strong performance in a difficult economic environment [1] Financial Performance - The first quarter earnings report highlighted the company's ability to maintain strong net investment income [1] - The growth in portfolio value reflects the company's strategic positioning and adaptability in the current market conditions [1]

After the merger with Blue Owl Capital Corporation III (OBDE), Blue Owl Capital Corporation (NYSE: OBDC ) became the second-largest business development company in the world after Ares Capital ( ARCC ) in terms of assets and market capitalization. As of the dayHey there! My focus here is to provide you with insightful rating analysis on the world's leading financial firms to help you navigate and comprehend the latest investment opportunities while identifying potential pitfalls. My favorite picks are those ...

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Blue Owl Capital Corporation (NYSE: OBDC ) is the second-largest publicly traded BDC, with first quarter results coming out soon. Amid recent market volatility, investments known for their dividends and income are a strategy for strong total returns in a potentialI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own inv ...

Blue Owl Capital Corporation (NYSE: OBDC ) is a much more interesting pick to me than many investors claim. It's a relatively large player with an interesting portfolio structure, a focus on middle-market businesses which tend to be more resilient, and manageable non-accruals.Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through d ...

Financial Performance - Net income attributable to Blue Owl Capital Inc. for Q1 2025 was $7.43 million, a decrease of 70.5% from $25.09 million in Q1 2024[23]. - Total revenues for the three months ended March 31, 2025, increased to $683.5 million, up $170.1 million or 33.1% from $513.3 million in the same period of 2024[80]. - Consolidated net income attributable to Blue Owl Capital Inc. was $7.4 million, a decrease of $17.7 million or 70.5% from $25.1 million in the same quarter of 2024[80]. - Total stockholders' equity attributable to Blue Owl Capital Inc. increased to $2.3 billion, compared to $2.1 billion at the end of 2024[170]. - The company reported comprehensive income of $29,240,000 for the three months ended March 31, 2025, down from $86,922,000 in the same period of 2024, a decrease of 66.38%[179]. Revenue and Earnings - Fee-related earnings increased to $345.39 million in Q1 2025, up 19.2% from $289.70 million in Q1 2024[23]. - Distributable Earnings (DE) for Q1 2025 reached $262,516,000, compared to $240,099,000 in Q1 2024, marking an increase of about 9.3%[93]. - Total FRE revenues for Q1 2025 were $620,192,000, a significant rise from $486,548,000 in Q1 2024, representing a growth of approximately 27.5%[94]. - Management fees increased by $156.3 million, driven by growth in Credit products ($83.6 million) and Real Assets products ($68.1 million), including $52.2 million from the IPI Acquisition[81]. - Management fees, net, increased to $604.2 million, up 34.9% from $447.9 million year-over-year[173]. Assets and Capital Management - Assets under management (AUM) reached $273.3 billion as of March 31, 2025, with fee-paying AUM (FPAUM) at $174.6 billion[26][27]. - The company raised $10.7 billion in capital during Q1 2025, contributing to a total of $48.6 billion raised over the last twelve months[30]. - The company has $23.4 billion in AUM not yet paying fees, which could generate an additional $289 million in annualized management fees once deployed[27][41]. - The total assets as of March 31, 2025, were $12.3 billion, an increase from $11.0 billion at the end of 2024[170]. - The total net debt commitments increased by $1.4 billion, primarily in direct lending, reflecting the company's strategic leverage management[53]. Expenses and Costs - Total expenses rose to $606.2 million, an increase of $248.5 million or 69.5% compared to $357.7 million in the prior year[80]. - Compensation and benefits expenses increased by $101.1 million, primarily due to higher employee compensation and increased headcount[87]. - The increase in FRE general, administrative, and other expenses was attributed to higher operating expenses due to continued growth[97]. - Compensation and benefits expenses increased to $325.9 million, up 45.0% from $224.8 million year-over-year[173]. Acquisitions and Strategic Initiatives - The IPI Acquisition completed on January 3, 2025, added $14.2 billion to AUM and enhanced Blue Owl's digital infrastructure strategy[24][49]. - The company plans to pursue strategic acquisitions to accelerate growth and broaden product offerings, focusing on enhancing existing capabilities[37]. - The company completed a merger on January 13, 2025, which is expected to enhance its market position, although the financial impact is presented on a quarter lag[58]. - The total consideration for the IPI Acquisition amounted to $1,305.7 million, which includes $922.2 million in equity consideration and $243.4 million in cash consideration[216]. Cash Flow and Liquidity - Net cash provided by operating activities decreased by $29.7 million to $17.6 million for the three months ended March 31, 2025, compared to $47.2 million in the prior year[126]. - Cash flows from investing activities for the three months ended March 31, 2025, were primarily related to cash consideration paid for the IPI Acquisition, totaling $197 million[129]. - The company ended Q1 2025 with $97.6 million in cash and cash equivalents and approximately $1.0 billion available under its Revolving Credit Facility[103]. - The company anticipates that its current liquidity position will be sufficient to meet working capital needs for at least the next 12 months[103]. Market Conditions and Risks - Adverse market conditions, including inflation and interest rate increases, may negatively impact the company's liquidity and cash flows from management fees[125]. - There have been no material changes to the risk factors previously disclosed in the Annual Report as of the date of this report[156]. Shareholder Returns - For the first quarter of 2025, the company declared a dividend of $0.225 per Class A Share, with a target annual dividend of $0.90 per Class A Share for fiscal year 2025[118]. - Cash dividends paid per Class A share increased to $0.18 in 2025 from $0.14 in 2024, representing a 28.57% increase[179]. - The company authorized a share repurchase program of up to $150 million for Class A Shares, which may be executed through various transaction methods until February 28, 2027[113].

Blue Owl Capital (OWL) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Company Participants Marc Lipschultz - Co-Chief Executive OfficerAlan Kirshenbaum - CFOAnn Dai - MD & Head of Investor RelationsBrian Mckenna - Director - Equity ResearchCraig Siegenthaler - Managing DirectorSteven Chubak - Managing DirectorAlex Blostein - Managing DirectorPatrick Davitt - PartnerChris Kotowski - Managing DirectorCrispin Love - DirectorBen Budish - Director Conference Call Participants Glenn Schorr - Senior Managing Direc ...

Blue Owl Capital (OWL) Q1 2025 Earnings Call May 01, 2025 10:00 AM ET Speaker0 Morning, and welcome to the Blue Owl Capital First Quarter twenty twenty five Earnings Call. During the presentation, your lines will remain on listen only. I'd like to advise all parties that this conference is being recorded. I will now turn the call over to Ann Dye, Head of Investor Relations for BlueOwl. Speaker1 The same this time around with the benefit of an even more scaled and diversified business. With that, let me turn ...