Blue Owl Capital (US:OWL) Globenewswire·2026-02-02 11:10Core Viewpoint - The Blue Owl Capital Inc. is facing a class action lawsuit due to alleged violations of the Securities Exchange Act of 1934, with claims of undisclosed liquidity issues and significant pressure on its asset base from BDC redemptions during the specified class period [1][3]. Group 1: Class Action Lawsuit Details - The class action lawsuit is titled Goldman v. Blue Owl Capital Inc., and it allows purchasers of Blue Owl securities between February 6, 2025, and November 16, 2025, to seek appointment as lead plaintiff by February 2, 2026 [1]. - Allegations include that Blue Owl did not disclose meaningful pressure on its asset base from BDC redemptions, leading to undisclosed liquidity issues and potential limitations on redemptions of certain BDCs [3]. Group 2: Financial Performance and Market Reaction - On October 30, 2025, Blue Owl reported third-quarter financial results with fee-related earnings of $376.2 million, missing consensus estimates, and performance revenue falling 33% year over year to $188,000, which led to a decline in stock price [4]. - Following the announcement of a merger agreement on November 5, 2025, between Blue Owl's direct lending businesses, the stock price fell nearly 5% due to concerns over liquidity and redemption limitations [5]. - An article published on November 16, 2025, indicated that OBDC II shareholders could face a 20% reduction in investment value due to the merger, resulting in a nearly 6% drop in Blue Owl's stock price [6].