Blue Owl reports third-quarter earnings beat and continued asset growth
Blue Owl reported third-quarter results for the period ended September 30, 2026, with non-GAAP EPS of $0.24, revenue of $806.53M and GAAP net income of $20.0M. Assets under management reached $329.9B, while the company raised $48.8B during the past 12 months. Blue Owl also set a $0.23 per-share distribution for November 23, 2026, for investors eligible at the close of November 10, 2026.
Why it matters
The earnings beat and higher asset base update investors on Blue Owl's operating momentum. Management said more than $36B of assets not yet generating fees could produce $400M of additional fees as those assets are deployed, while the distribution provides a scheduled cash payment to eligible shareholders.
Key facts
- 1The reported quarter ended September 30, 2026. prnewswire.com
- 2Non-GAAP EPS was $0.24, and revenue totaled $806.53M. seekingalpha.com
- 3GAAP net income was $20M, compared with $6.3M in the year-earlier quarter, while fee-related earnings were $427.5M. tradingview.com
- 4Blue Owl raised $48.8B over the past 12 months and had $329.9B in assets under management. tradingview.com
- 5A $0.23 payment per Class A share is scheduled for November 23, 2026, with the shareholder eligibility date set at November 10, 2026. prnewswire.com
Summary written by AlphAI AI Desk from 11 of 11 sources. Not investment advice. Figures are as stated by the linked sources.