This autumn: 2026-02-05 Earnings Abstract
EPS of $0.24 beats by $0.02
| Income of $701.47M (17.76% Y/Y) beats by $840.87K
Blue Owl Capital Inc. (OWL) Financial institution of America Monetary Providers Convention 2026 February 10, 2026 10:30 AM EST
Firm Members
Douglas Ostrover – Co-Founder, Chairman & Co-CEO
Convention Name Members
Craig Siegenthaler – BofA Securities, Analysis Division
Presentation
Craig Siegenthaler
BofA Securities, Analysis Division
Becoming a member of Financial institution of America’s thirty fourth Annual Monetary Providers Convention. That is Craig Siegenthaler, North American Head of Diversified Financials on the Financial institution of America. And it is my pleasure to introduce Doug Ostrover. Doug is the Co-Founder and Co-CEO of Blue Owl in addition to Chairman of the agency’s board. And previous to founding Blue Owl in 2016, Doug additionally cofounded GSO in 2005, which he ultimately bought, has turn into Blackstone’s $0.5 trillion non-public credit score enterprise. So it is really the second time that Doug has executed this. So Doug, thanks a lot for becoming a member of us right now.
Douglas Ostrover
Co-Founder, Chairman & Co-CEO
It is nice to be right here. Is it $0.5 trillion now?
Craig Siegenthaler
BofA Securities, Analysis Division
Sure.
Douglas Ostrover
Co-Founder, Chairman & Co-CEO
I ought to have stayed there.
Query-and-Reply Session
Craig Siegenthaler
BofA Securities, Analysis Division
You are fairly shut now at $300 billion or so. So Blue Owl is an alt supervisor that grew from zero to $300 billion AUM in lower than 10 years. Its funding efficiency is sweet to nice throughout the board. And it is enterprise combine is generally in secular progress companies, together with non-public credit score, digital infrastructure and asset-backed finance. It is also a high 2 alt supervisor within the non-public wealth channel, which is the fastest-growing channel during the last 5 years. So Doug, with that, let’s get began on the macro entrance. We have entered yr for the bull market IPO and M&A are anticipated to speed up. The Fed is chopping charges, credit score spreads are tight and possibly banks are going extra within the assault now. So how does the macro backdrop play out in 2026 for the business