Blue Owl Capital has achieved a significant milestone, with its assets under management (AUM) climbing above $300 billion during the fourth quarter of 2025. This growth comes despite legal scrutiny the firm faced in the prior year, with recent capital inflows suggesting sustained investor confidence. A key question now is whether the alternative asset manager can maintain this momentum amid sector-specific uncertainties.
Dividend Policy Receives an Upgrade
Reflecting its strengthened position, the company’s board has declared a quarterly cash dividend of $0.225 per share for Q4 2025. This payment will be distributed on March 2, 2026, to shareholders of record as of February 20, 2026.
Looking ahead, management has established a more ambitious dividend framework for the 2026 fiscal year. The firm plans to implement a fixed annual dividend of $0.92 per share. This will translate to a quarterly distribution of $0.23, commencing with the results for the first quarter of 2026.
Key Financial Highlights:
* Assets Under Management: Exceeded $300 billion
* 2025 Capital Inflows: Totaled $56 billion, with $17 billion secured in Q4 alone
* 2026 Annual Dividend: Set at $0.92 per share
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Scrutiny on Software Exposure Amid AI Disruption
A segment of particular interest to analysts is Blue Owl’s software lending business, which constitutes approximately 8% of its total managed assets. With ongoing industry debates concerning artificial intelligence’s disruptive impact on software, company leadership has moved to reassure stakeholders. They have characterized the health of this portfolio as “impeccable,” noting no current indicators of performance deterioration. An average loan-to-value (LTV) ratio in the low-30% range is cited as providing a substantial buffer against potential market volatility.
This focus follows a period of increased regulatory and legal attention for Blue Owl, which included securities fraud litigation and disputes related to retail fund redemptions. The firm’s management is countering these past concerns by highlighting the stability and growth trajectory of its technology investment holdings.
The upcoming dividend payment on March 2, 2026, will mark the final distribution under the previous rate. Investors anticipate the new quarterly dividend of $0.23 per share to be confirmed alongside the release of the Q1 2026 earnings report.
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