Why Is BLUE OWL CAP INC A (OWL) Stock Moving Today?

Blue Owl Capital Inc. Class A (OWL) is moving in early trading as concerns over its valuation practices resurface. Bloomberg News reported that the firm has nearly written off its loans to Loparex, a specialty materials manufacturer. This development adds to ongoing scrutiny of Blue Owl's lending and portfolio management strategies. The stock opened with a -0.9% gap from the previous close and has traded flat at $11.64 in a quiet session so far.

What Happened

Bloomberg News reported that Blue Owl has slashed the value of its loans to Loparex to near zero. This move is raising fresh concerns about the firm’s valuation practices and its exposure to high-risk specialty finance deals. The firm’s recent activities have drawn attention from investors and analysts, particularly in light of broader industry skepticism about private credit and leveraged lending models. The report comes amid a backdrop of other developments, including Bloomberg’s coverage of a potential data center roll-up and a $2.4 billion debt deal involving Iren. Meanwhile, Oppenheimer has maintained an Outperform rating on OWL and raised its price target to $17.

What The Data Shows

The stock has moved +6.8% over the last eight sessions, rising from $11.50 to $12.28. However, the current session has seen no price movement, with the stock trading flat at $11.64. Volume remains at zero so far, well below the 3-month daily average. The stock is currently trading within its 52-week range of $7.95 to $19.29. Recent congressional trades include three buys and three sells by Donald J. Trump, with the most recent filing on May 13, 2026.

What To Watch

The firm has not announced an upcoming earnings date. Investors may want to monitor the breadth of coverage and any further developments regarding its portfolio valuations or new financing deals.