BLUE OWL CAPITAL INC. (OWL) Form 10-Q — Oct 30, 2026
Blue Owl Capital reported Q3 2026 Fee-Related Earnings of $427.5 million, up 13.6% year over year, with Distributable Earnings of $385.5 million. AUM grew 12% YoY to $329.9 billion, and the quarter marked a record for institutional fundraising with $12.6 billion of new capital commitments. GAAP net income attributable to Blue Owl was $19.96 million versus $6.31 million a year ago, with total revenues of $806.5 million. FRE margin expanded to 58.8% from 57.1%.
Key figures
- Eps
- 0
- Revenue
- 806531000
- Net Income
- 19959000
- Total Debt
- $3.26 billion aggregate principal of senior notes plus $433 million outstanding under the Revolving Credit Facility
- Revenue Yoy
- +$78.5M YoY (Q3 total revenues, net)
- Cash Position
- 213600000
- Aum
- $329.9 billion
- Fpaum
- $192.2 billion
- De q3 2026
- $385.5 million (vs $341.0 million prior year)
- Fre q3 2026
- $427.5 million (vs $376.2 million prior year)
- Fre margin q3
- 58.8% (vs 57.1%)
- Dividend q3 2026
- $0.23 per Class A share (target $0.92 annual)
- New capital raised q3
- $12.6 billion (record institutional fundraising quarter)
- Tra expected payments
- approx. $1.8 billion
- New capital raised ltm
- $48.8 billion
- Aum not yet paying fees
- $36.3 billion (approx. $402 million of annualized management fees once deployed)
- Share repurchases 9m 2026
- 1,710,117 Class A shares for $25.0 million; $71.3 million remaining under 2025 Program
- Operating cash flow 9m 2026
- $1.17 billion
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