Blue Owl Capital Inc (NYSE:OWL) Reports Q3 2025 Earnings Miss, Stock Dips

Blue Owl Capital Inc (NYSE:OWL) has released its financial results for the third quarter of 2025, presenting a performance that narrowly missed analyst expectations on key profitability metrics. The market's immediate reaction appears to reflect this slight disappointment, with the stock trading lower in the pre-market session.

Earnings and Revenue Versus Estimates

The company's reported figures for Q3 2025 came in just below the consensus estimates compiled by analysts. The divergence, while not substantial, has been enough to influence early trading sentiment.

• Revenue: The firm reported revenue of $687 million for the quarter. This fell short of the analyst estimate of approximately $691.8 million.
• Earnings Per Share (EPS): Blue Owl reported non-GAAP EPS of $0.22. This was slightly below the estimated EPS of $0.2243.

The minor misses on both the top and bottom lines suggest the quarter was solid but did not deliver the positive surprise that often fuels investor enthusiasm. In a competitive market for alternative asset managers, even small deviations from expectations can lead to a reassessment of near-term momentum.

Market Reaction and Recent Performance

The initial market response to the earnings release has been negative. Pre-market trading indicates a decline of approximately 0.36%, pointing to investor disappointment. This short-term reaction aligns with the stock's recent performance, which has shown some weakness leading up to the report.

• Last Week: -3.55%
• Last Two Weeks: -3.27%
• Last Month: +2.60%

The negative performance over the past two weeks may indicate that some investors were positioning for a less robust report or taking profits ahead of the earnings announcement. The slight positive performance over the past month is now being overshadowed by the post-earnings dip.

Press Release Summary and Forward Outlook

The press release announced Blue Owl's financial results for the quarter ended September 30, 2025. While the provided context does not include a specific financial outlook from management for the upcoming quarters, analyst estimates for the company's future performance are available. These projections will be a key focus for investors as they gauge whether the Q3 shortfall is a temporary stumble or part of a broader trend.

Analysts are currently forecasting the following for the company's next phase:

• Q4 2025 Revenue Estimate: $725.44 million
• Q4 2025 EPS Estimate: $0.236
• Full-Year 2025 Revenue Estimate: $2.691 billion
• Full-Year 2025 EPS Estimate: $0.837

The absence of formal company guidance in the press release is a neutral point, but it places greater emphasis on whether Blue Owl can meet or exceed these external estimates in the next quarter to rebuild positive momentum.

For a more detailed breakdown of historical earnings and future analyst estimates, you can review the data here.

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Disclaimer: This article provides a summary of recently reported financial data and market reactions for informational purposes only. It is not intended as investment advice, financial guidance, or a recommendation to buy or sell any security. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.