Moody's Cuts Blue Owl Fund Outlook to Negative on Elevated Redemptions
Moody's has revised its outlook for Blue Owl funds to negative, citing elevated redemptions observed in the first quarter.
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Moody's has revised its outlook for Blue Owl funds to negative, citing elevated redemptions observed in the first quarter.
Blue Owl's stock closed at a record low as private credit investors began exiting, indicating concerns within the market segment.
Blue Owl's stock declined after the company announced it was capping withdrawals in two of its private credit funds.

Private credit firm Blue Owl Capital is grappling with record redemption requests, with investors seeking to pull $5.4 billion from two private-credit funds, driven by deepening private credit and software fears, leading the firm to impose withdrawal limits as investors who fueled its growth now seek to exit.
Investors in Blue Owl are reportedly seeking to pull $5.4 billion from two of its private-credit funds.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds, indicating potential liquidity concerns in the sector.
Concerns surrounding the software industry are reportedly driving redemption requests for Blue Owl's tech-focused Business Development Company (BDC).
Concerns over the software sector have prompted redemption requests from investors in Blue Owl's tech-focused Business Development Company (BDC).
Concerns related to software are prompting redemption requests for Blue Owl's tech-focused Business Development Company (BDC).
Blue Owl, a business development company focused on technology, is experiencing redemption requests from investors, driven by concerns over the software sector.
BMO Capital has reduced its price target for Blue Owl Capital Inc. (OWL) from $15 to $11, explaining the rationale behind the downgrade.
Concerns are intensifying over the private credit market, with reports highlighting its 'public wobble' and the potential for a lurking financial crisis, drawing parallels to a 'Subprime Crisis 2.0' due to rising market stress and significant fund losses, as analysts question if another financial crisis is on the horizon.
Seeking Alpha analysts have released new ratings, including upgrades and downgrades, for several prominent stocks such as Disney (DIS), SanDisk (SNDK), J.M. Smucker (SJM), and Blue Owl Capital (OWL). These adjustments reflect updated market outlooks and company performance assessments.
Blue Owl and other financial firms are actively pushing back against concerns regarding private credit risks, as market jitters persist, with the sector now confronting the inherent limitations of its 'semiliquid' label.

TD Cowen has reiterated a buy rating for Blue Owl Capital but lowered its 12-month price target from $16 to $14, expecting the stock to remain choppy through Labor Day.
Blue Owl Capital (OWL) has announced a partnership with Blackstone to acquire a minority stake in Atlas Holdings, signaling a significant investment in the private equity sector.
Blue Owl has rejected a tender offer, stating that the offer undervalues the company.
Blue Owl has reportedly informed investors that there were no hidden incentives involved in a recent loan sale, addressing concerns about transparency.
Blue Owl Capital Brendan McDermid/Reuters Business Insider has learned of three large loans Blue Owl recently placed against data centers. The deals show how the firm is broadening its exposure to lucrative digital infrastructure. The lending comes as the firm has faced investor withdrawals elsewhere in its portfolio. Blue Owl Capital is doubling down on artificial intelligence infrastructure investments — including loans to two more data centers, Business Insider has learned. Last year, th...
Blue Owl Capital has surpassed $300 billion in assets under management and reported a Q4 2025 EPS of $0.24, with Blackstone and Blue Owl Capital further acquiring a stake in PE firm Atlas.
Blue Owl has led a $750 million debt financing deal to support the buyout of Vista Nexthink, a significant financial transaction.
Blue Owl Capital stock faces concerns due to its reported exposure of approximately £36 million to the failed Century Capital.

Several listed ‘business development companies’ have had to slash dividends and write down asset values

Lending troubles at Blue Owl Capital and other so-called private credit behemoths are setting off fears of a “bank run,” as one hedge fund put it.

Fears mount that outflows may soon overwhelm inflows to some of largest players
Truist has lowered its price target for Blue Owl Technology (OTF), with the article explaining the reasons behind this adjustment.

Strains at the company’s first retail-focused fund have sent a chill through the broader sector
An article discusses Blue Owl Capital in the context of a liquidity trap or a wave of misinformation regarding shadow banking.
Shares of European private lenders have tumbled as a selloff intensifies, with Blue Owl's performance clouding the outlook for private credit.

Saba Capital and Cox Capital say their tender offer for Blue Owl fund shares offer a "liquidity solution" for retail investors.
Blue Owl Anxiety Rattles the $1.8 Trillion Private Credit Market Bloomberg
Shares of asset managers fell due to worries over a private-credit fund managed by Blue Owl Capital, triggering broader anxiety about spillover effects.
Investors are expressing worries about a specific Blue Owl private credit fund, prompting analysis into the implications of these concerns for the broader market.

Private-Credit Warning Signs Flash After Blue Owl Unloads $1.4 Billion in Assets The Wall Street Journal
Private-Credit Warning Signs Flash After Blue Owl Unloads $1.4 Billion in Assets The Wall Street Journal
Blue Owl has completed the sale of a $1.4 billion loan portfolio to major pension funds and its own insurance entity.

Blue Owl has halted redemptions at one of its retail private credit funds, marking a significant development in the private credit sector.
Warning signs are emerging in the private-credit market after Blue Owl Capital divested $1.4 billion in assets, raising concerns among investors.
Warning signs are emerging in the private-credit market following Blue Owl's divestment of $1.4 billion in assets.
Warning signs are emerging in the private-credit market after Blue Owl Capital divested $1.4 billion in assets, raising concerns about the sector's health.
Warning signs are emerging in the private-credit market after Blue Owl divested $1.4 billion in assets.
Warning signs are emerging in the private-credit market following Blue Owl's divestment of $1.4 billion in assets.
Warning signs are emerging in the private credit market after Blue Owl divested $1.4 billion in assets, indicating potential shifts or concerns within the sector.

Blue Owl's stock has plummeted following its decision to halt redemptions on a private credit retail fund, signaling potential troubles for the private credit giant.
Several companies, including CRH, Alamos Gold, Ottawa Savings Bancorp, Easterly Government, and Halliburton, have declared or raised their dividends, signaling returns to shareholders.
Blue Owl Capital has announced a dividend of $0.37 for its shareholders.
Blue Owl, a prominent private credit firm, has seen its stock price fall to a record low.
Blue Owl stock has fallen back into oversold territory, attributed to a high volume of redemption requests from investors.
Blue Owl has reportedly stopped redemptions at two of its funds, a move that comes as worries about the private credit market continue to escalate.
Shares of Blue Owl Capital experienced a decline today after the company announced it was capping redemptions.
Blue Owl Tech-Focused BDC is experiencing redemption requests, reportedly driven by concerns related to software.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds, indicating significant redemption requests.
Investors in Blue Owl are reportedly seeking to pull $5.4 billion from two of its private-credit funds.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds, signaling significant withdrawals from the firm.
Concerns over the software industry are leading to increased redemption requests for Blue Owl's technology-focused Business Development Company (BDC).
TD Cowen has reduced its price target for Blue Owl Capital Inc. (OWL) from $16 to $14. This adjustment reflects the analyst's updated outlook on the company's valuation.
An analysis evaluates whether Bank OZK (OZK) currently represents a favorable investment opportunity for potential buyers.
Blue Owl's private credit fund successfully raised $20.7 million through a recent share sale, indicating investor interest in its offerings.
Blue Owl is reportedly looking to partner with family offices as part of its strategy to bring wealthy individuals into private markets.
Blue Owl (OWL) has been identified as having triggered the recent collapse of Century Capital.
Financial commentator Jim Cramer has advised investors to favor Blackstone over Blue Owl Capital, sharing his latest stock recommendation.
Blue Owl reportedly pushed a UK lender into insolvency due to concerns over discrepancies, according to the Financial Times.
A Blue Owl fund is advising its investors to reject tender offers made by Cox and Saba, indicating a strategic move in corporate finance.

Wall Street Traders Hunt for Bottom as War Turmoil Continues Bloomberg.com

Several stocks, including Bumble, Hims & Hers Health, Blue Owl, and Netskope, are making significant moves in premarket trading, indicating potential volatility for the upcoming trading session.
An investment fund has reportedly raised questions regarding the valuations within Blue Owl's private credit portfolio, as reported by the Financial Times.
Investment giants Blackstone and Blue Owl have taken a minority stake in Atlas, a US-based private equity firm.
Blue Owl Capital is reported to have a £36 million exposure to a collapsed UK lender that catered to wealthy clients, raising concerns about its financial implications.
Apollo CEO Marc Rowan, Ares CEO Michael Arougheti, and Blackstone President Jon Gray PATRICK T. FALLON/AFP via Getty Images/ Mike Blake/REUTERS/ Vernon Yuen for NurPhoto via Getty Images The software-apocalypse is hitting private credit, putting the biggest players on defense. Following concerns over Blue Owl's software exposure, other leaders are talking up their portfolios. Execs like Marc Rowan and Jon Gray defended their portfolios against software risk this week. Months of concern over...
Short bets against Blue Owl have reached an all-time high, reflecting growing concerns about the private credit market.

Blue Owl's stock has fallen below its listing price due to mounting concerns in the private credit sector, including investor redemptions and fears of AI disruption impacting software companies.
Concerns surrounding Blue Owl (OWL) are reportedly causing apprehension within the $2 trillion private credit industry.
An analysis presenting a bullish investment case for Blue Owl Capital Inc. (OWL).
Financial commentator Jim Cramer offers his opinions and recommendations on various stocks including Chevron, Texas Instruments, EZCORP, Super Micro, Huntington Ingalls, Vertiv, Robinhood, BWX Technologies, SoFi, CrowdStrike, Blue Owl Capital, Snowflake, Cadence Design, Take-Two Interactive, GE Vernova, Salesforce, Charles Schwab, Gartner, and Eli Lilly.
A discussion on the need for greater transparency from private-markets firms has emerged, with a Blue Owl fund being cited as an example that raises questions about potential mismanagement or systemic industry issues.
Clear Street has decreased its price target for Blue Owl Technology Finance Corp. (OTF) to $14, maintaining a Hold rating.

Analysts on Wall Street issued their biggest calls on Tuesday, covering stocks such as Nvidia, Broadcom, Qualcomm, Booking Holdings, and Blue Owl.
Several US stocks, including AMD, Blue Owl, BWX, Keysight, Kratos, and Vir, are showing significant movement in premarket trading.
Concerns are being raised regarding the liquidity of Blue Owl, a financial services firm.

Plus, Saba’s offer for Blue Owl funds, European inflows soar and Seurat at the Courtauld
Blue Owl Capital (OWL) has announced plans to accelerate its capital returns, providing key information for investors regarding this strategic move.

Hedge fund Saba has launched an offer to purchase stakes in Blue Owl funds at a significant discount, as Blue Owl seeks to restore investor confidence.

Blue Owl, a direct lender specializing in software industry loans, has sold $1.4 billion of its assets to institutional investors, raising warning signs in the private credit market.

Blue Owl has been unsuccessful in securing third-party funding for its ambitious $4 billion data center project, with potential investors passing on the opportunity.

Jim Cramer highlights the top 10 things to watch in the stock market on Friday, including a weaker-than-expected Q4 GDP report and 'canary in the coal mine' calls on Blue Owl Capital.

This article highlights the stocks experiencing the largest movements in premarket trading, including Grail, Blue Owl Capital, and Opendoor Technologies.
Bloomberg/Getty Images Blue Owl Capital failed to secure financing for a $4 billion data center project in Pennsylvania. One lender said the lack of interest was due to CoreWeave's creditworthiness. AI data center investments face financing challenges due to concerns about credit risk. Blue Owl Capital, a leading investor in the data center boom, was unable to arrange financing for a $4 billion data center it is co-developing in Pennsylvania after pitching lenders to help bankroll the project in recent months. The facility, 80 miles west of Philadelphia in the city of Lancaster, will be occupied by CoreWeave, a provider of artificial intelligence cloud computing services that has become a closely watched name in the AI race for its rapid expansion — and the billions of dollars of high-interest-rate debt it has taken on to fuel that growth. An executive who arranges debt for major data center deals told Business Insider that the lack of interest in the Lancaster project was due to growing caution among lenders and investors about taking on sizable exposures to AI players with less-than-sterling credit. CoreWeave has a below-investment-grade rating of B+, according to S&P Global Ratings. "We saw it. We passed," a senior executive at a large specialty lender told Business Insider. The financing executive and the lender did not want to be identified because they were speaking about an industry name they may seek to do business with. A spokesman for Blue Owl said that the company had "considered" third-party financing for the Lancaster project "as we would with any transaction as we explore alternatives before choosing the most attractive path forward." The spokesman added that the project, which he said is already under construction, "is fully funded, on time, and on budget." It is unclear whether Blue Owl has been funding construction entirely from its own capital. If Blue Owl is unable to raise debt for the Lancaster development, it could be on the hook for a potentially huge outlay of cash to pay for the data center's construction. The situation shows the complications and risks involved in financing the massive buildout of infrastructure for AI computing. Brennan Hawken, an equity analyst at BMO Capital Markets who covers Blue Owl, said that difficulties to raise debt for the Lancaster project would raise concern. "I'm not familiar with this deal, but if there is a struggle to find the debt financing, that's a bit of a red flag that I would want to drill into," Hawken said. Business Insider previously reported that major banks had recent difficulty selling off pieces of $38 billion of debt to finance the construction of two data center campuses that will be anchored by Oracle. Banks often sell pieces of such large commitments to other lenders to spread risk and also reap a quick profit. The slowdown in interest in participating in that financing was due to worries about Oracle's enormous AI spending and whether the tech company's credit rating could be impacted by those outlays. Oracle has since sought to calm the lending market, announcing that it would raise up to $50 billion of cash from stock and bond offerings in order to "maintain a solid investment-grade balance sheet." One of the boom's most creative financiers Last summer, CoreWeave announced it would lease 100 megawatts of initial capacity at the Lancaster data center and potentially expand its commitment to 300 megawatts. The company said it would pour up to $6 billion into the project to equip it with chips and other cloud infrastructure. A month later, in August, Chirisa Technology Parks announced it would partner with Blue Owl and Machine Investment Group to develop the project. The partnership said it would provide $4 billion of funding, an amount separate from CoreWeave's investment, to support the construction of the project's data center facilities. In the fall, Blue Owl began shopping the development to potential lenders, a person familiar with that effort said. Blue Owl has been one of the most creative financial architects of the data center building boom. Last year, it structured a deal to partner with Meta in the ownership of a large data center campus that Meta will build and operate in Louisiana. Blue Owl utilized Meta's strong credit to raise $27.3 billion of investment-grade corporate bonds against its share of the project's equity, proceeds that will be used to help pay for construction, according to S&P. Blue Owl could arrange a similar type of vehicle that could attempt to tap the credit of an investment-grade customer of CoreWeave's who might use the Lancaster facility or Nvidia, the chipmaker that has purchased large stakes in CoreWeave. It could also potentially raise cash for construction debt by tapping large institutional investor clients to pool together a loan, Hawken said. Much of the development of hyperscale data center campuses has sought to utilize the strong credit ratings and deep pockets of big-tech partners. Fluidstack, a peer of CoreWeave's, announced a deal last year to lease a 168-megawatt data center in Colorado City, Texas, which will be built by the crypto mining firm Cipher. Google, Fluidstack's tenant for the project, said it would guarantee about half of the $3 billion due under the 10-year lease. Fluidstack signed another similar-sized lease in December with the data center builder TeraWulf that will also provide "investment-grade credit support." Read the original article on Business Insider
Warning signs are emerging in the private credit market after Blue Owl Capital divested $1.4 billion in assets, raising concerns about the sector's stability.
Private-Credit Warning Signs Flash After Blue Owl Unloads $1.4 Billion in Assets The Wall Street Journal
Private-Credit Warning Signs Flash After Blue Owl Unloads $1.4 Billion in Assets The Wall Street Journal
Warning signs are emerging in the private-credit market following Blue Owl's decision to divest $1.4 billion in assets, raising concerns about the sector's stability.
Warning signs are emerging in the private-credit sector following Blue Owl's sale of $1.4 billion in assets, indicating potential market shifts.
Warning signs are flashing in the private-credit market after Blue Owl divested $1.4 billion in assets.

Several stocks, including Klarna, Blue Owl, Deere, Avis Budget, and Wayfair, are experiencing significant movements in midday trading.
Blue Owl's stock declined following a redemption halt, raising concerns within the private credit market.
Blue Owl has stopped redemptions at its private credit fund, which targets retail investors, following a previous halt at a similar fund.
Several companies, including Paychex, Kinder Morgan, and Blue Owl, have reported significant insider trading activity with directors and presidents increasing their stakes.
The private credit market is experiencing an exodus of retail investors, leading to record lows for some firms like Blue Owl stock. Goldman Sachs is positioning itself to capitalize on this shift, while analysts debate the implications for related instruments like junk bonds.
Investors in Blue Owl are reportedly attempting to pull a substantial sum of $5.4 billion from two of its private-credit funds, signaling significant capital reallocation.
Shadow bank Blue Owl has imposed caps on private credit redemptions after investors attempted to withdraw a substantial $5.4 billion.
Investors are reportedly seeking to pull $5.4 billion from two private-credit funds managed by Blue Owl Capital, specifically a tech-focused BDC, driven by concerns related to software.
Investors in Blue Owl are attempting to pull $5.4 billion from two of its private-credit funds, signaling potential liquidity challenges or shifts in investor strategy.
Investors in Blue Owl are reportedly seeking to pull $5.4 billion from two of the firm's private-credit funds.
Investors in Blue Owl are attempting to withdraw $5.4 billion from two of its private-credit funds, indicating significant capital movement.
Fears related to software performance have driven redemption requests for Blue Owl's technology-focused Business Development Company (BDC).
Fears related to the software sector have reportedly driven redemption requests for Blue Owl's technology-focused Business Development Company (BDC).
Blue Owl Capital Corporation (OBDC) has been identified as one of the stocks held in former President Donald Trump's investment portfolio.
An analysis suggests that investment firm Blue Owl's risk/reward profile appears exceptionally favorable, potentially 'too good to be true'.
The private credit market is undergoing a stress test amid economic uncertainty, with some funds reporting February losses and angry investors now highlighting its limits, raising broader market worries about its stability and potential impact on the economy.
Blue Owl Capital is actively engaging with family offices to secure investments as it navigates the current volatile market environment.
Investors are closely watching Blue Owl Capital to assess its market performance and determine if the company can outperform the broader market.
TG Therapeutics has successfully secured a $750 million credit facility with Blue Owl and simultaneously announced an increase in its share buyback program to $300 million.

Founder of collapsed bridging loan specialist Century Capital is now trying to relaunch business
Blue Owl Private Credit BDC is urging its shareholders to reject an offer made by investor Boaz Weinstein, indicating a potential struggle for control or strategic direction.
Blue Owl has informed its investors that a recent loan sale was conducted without any hidden incentives, addressing concerns about transparency.

JPMorgan Limits Lending To Private Credit Groups After Marking Down Loan Collateral The barrage of negative private credit news, now that the $1.8 trillion bubble has burst, is coming hot and heavy. Following last night's report that Cliffwater, a private credit interval fund which according to Rubric Capital "is the canary in the coal mine and will be the first domino in the bank run” was the latest fund to be hit with 7% in investor redemptions (and unlike BlackRock, interval...
Saba and Cox have made a tender offer to buy shares of Blue Owl Capital Corporation II for $3.80 apiece.
Blue Owl has attracted a record number of short bets as the private credit sector continues to face intense scrutiny from investors.

Here are Wednesday's biggest calls on Wall Street.
Truist has lowered its price target for Blue Owl Technology Finance Corp. (OTF) from $17 to $16.

Analysts on Wall Street have released their biggest calls for Monday, covering prominent companies such as Nvidia, Apple, Netflix, Amazon, CrowdStrike, Blue Owl, and Twilio.
Credit Fears Put Blue Owl on Track For Worst Month Since 2022 Bloomberg.com
Troubles at the private credit group’s first retail focused-fund have added to broader worries about the sector

Anlagen in private Unternehmenskrediten waren in den vergangenen Jahren begehrt. Nun sorgen erste Schwierigkeiten eines Fonds für Unruhe unter Anlegern.
Blue Owl Capital's stock rose after the company tightened withdrawal rules at one of its private credit funds.

Shares of Blue Owl have sunk 30% this year and appear fairly valued, Deutsche Bank wrote.

Private credit's meteoric rise to a roughly $3 trillion cornerstone of global finance was fueled by demand for lending outside the traditional banking system.

US fund manager has become a warning of what happens when exotic products do not go to plan
Blue Owl's gated fund is causing ripples in the private credit market, as AI investments encounter liquidity challenges.
A weekly financial summary highlights gains for big banks and Coinbase, while Blue Owl experiences declines.
Blue Owl has reportedly sold loans to pension funds and is involved in managing assets for insurance companies, indicating its strategic financial activities.
Saba and Cox have jointly announced tender offers for shares of Blue Owl BDC, signaling potential changes in ownership or investment strategy.
Stocks of business development companies (BDCs) have fallen, with concerns over private BDCs impacting publicly traded ones, though some now appear attractive to specific investors.
Blue Owl's stock has fallen due to investor worries regarding an asset sale and changes to its debt fund.

Steep declines in the shares of private lenders, following a major fund's change in investor withdrawal policies, have raised concerns about potential broader market troubles.
Blue Owl has halted redemptions, raising concerns about stress in the private credit market and potential impacts on the crypto sector.
Warning signs are emerging in the private-credit market following Blue Owl's unloading of $1.4 billion in assets, indicating potential stress in the sector.
Warning signs are emerging in the private-credit market following Blue Owl's unloading of $1.4 billion in assets.
Private-Credit Warning Signs Flash After Blue Owl Unloads $1.4 Billion in Assets The Wall Street Journal
Warning signs are emerging in the private-credit market after Blue Owl divested $1.4 billion in assets, raising concerns about the sector's stability.

Blue Owl Capital has revealed plans for a $1.4 billion asset sale at book value, alongside initiatives to advance share repurchases and enhance portfolio resilience.
Warning signs are flashing in the private credit market after Blue Owl divested $1.4 billion in assets.
A Blue Owl-Linked Structured Note Is Now Worth Just 47 Cents Bloomberg.com

Private credit specialist Blue Owl said it will restrict quarterly liquidity for investors in its retail-focused debt fund.

New York investment group Blue Owl has permanently halted redemptions at its private retail debt fund, backtracking from an earlier plan to reopen to withdrawals.