Blue Owl Capital (US:OWL) ZACKSยท2025-10-30 13:36Core Viewpoint - Blue Owl Capital Inc. reported quarterly earnings of $0.22 per share, matching the Zacks Consensus Estimate, and showing an increase from $0.20 per share a year ago [1]. Financial Performance - The company posted revenues of $687 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 0.66%, and up from $568.33 million year-over-year [2]. - Over the last four quarters, Blue Owl Capital has surpassed consensus revenue estimates twice [2]. Stock Performance and Outlook - Blue Owl Capital shares have declined approximately 28.8% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3]. - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.23 for the upcoming quarter and $0.82 for the current fiscal year [4][7]. Estimate Revisions and Market Position - Prior to the earnings release, the estimate revisions trend for Blue Owl Capital was unfavorable, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6]. - The Financial - Investment Management industry, to which Blue Owl Capital belongs, is currently ranked in the top 36% of over 250 Zacks industries, suggesting a favorable industry outlook [8]. Competitor Insights - Hamilton Lane, another company in the same industry, is expected to report quarterly earnings of $1.08 per share, reflecting a year-over-year change of +0.9%, with revenues anticipated to be $166.82 million, up 11.2% from the previous year [9][10].