NYSE:OWL 10 August 2025 - 27 February 2026

Blue Owl shares closed down 1.2% at $11.22 Thursday after rating agencies said liquidity, not credit quality, drove recent redemption changes in its retail credit vehicle. Blue Owl plans to sell $1.4 billion in direct-lending assets and return cash to shareholders by March 31. CoreWeave’s post-earnings drop highlighted risks in AI data-center financing, where Blue Owl has limited exposure.

Blue Owl Capital shares rose 0.7% to $10.80 in premarket trading Wednesday after Deutsche Bank downgraded the stock to Hold and cut its price target to $10 from $15. The move follows Blue Owl’s recent halt of redemptions in one fund and a $1.4 billion loan sale amid industry concerns over private-credit liquidity.

Blue Owl Capital shares dropped 4.2% in premarket trading Tuesday after Deutsche Bank downgraded the stock to Hold and cut its price target to $10. The move follows rising investor concern over private-credit fund liquidity and exposure to software loans. Blue Owl has lost over 16% in five days amid headlines on fund withdrawals and a disputed financing issue tied to CoreWeave. Investors are watching for the March 2 dividend payment.

Blue Owl Capital shares fell 0.4% to $10.77 in early premarket trading Monday after a 6.7% drop Friday. Hedge funds Saba Capital and Cox Capital Management plan to offer to buy shares in three unlisted Blue Owl credit funds at 20%–35% below net asset value, MarketWatch reported. Investors are watching for Blue Owl’s March 31 capital-return deadline. Blackstone shares slipped 0.3% premarket after a 3.6% loss Friday.