Financial Performance - Blue Owl's AUM reached $284.1 billion as of June 30, 2025, a 48% increase since June 30, 2024[3, 39] - Fee-Related Earnings (FRE) for the last twelve months were $1370.9 million, a 23% increase compared to the prior year[32, 36] - Distributable Earnings (DE) for the last twelve months were $1201.7 million, a 20% increase compared to the prior year[32, 36] - The company announced an annual dividend of $0.90 per Class A Share for 2025, a 25% increase from 2024[26] Fundraising and Capital Deployment - New capital commitments raised in the second quarter of 2025 totaled $13.9 billion[26, 42] - Total equity fundraise in the second quarter of 2025 reached $12.1 billion, including $5.8 billion in Credit and $5.8 billion in Real Assets[26, 42] - Assets Under Management (AUM) not yet paying fees totaled $28.6 billion, expected to generate approximately $379 million in annual management fees once deployed[26, 39, 57] Platform Growth - Credit platform AUM increased by 53% since June 30, 2024, reaching $145.5 billion[22, 46] - Real Assets platform AUM increased by 82% since June 30, 2024, reaching $71.5 billion[22, 50] - GP Strategic Capital platform AUM increased by 16% since June 30, 2024, reaching $67.1 billion[22, 53]
Blue Owl Capital (OWL) - 2025 Q2 - Earnings Call Presentation