StockWatch
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Investment Managers
Quarterly ResultMay 1, 2026, 04:41 PM

Blue Owl Capital Net Income $15.5M; AUM $314.9B, up 15% YoY

AI Summary

Blue Owl Capital Inc. reported a significant increase in net income attributable to the company for the first quarter of 2026, reaching $15.5 million, more than double the prior year. The company's Assets Under Management (AUM) grew 15% year-over-year to $314.9 billion, with Fee-Related Earnings increasing to $393.6 million and Distributable Earnings to $292.5 million. New capital commitments totaled $11.0 billion in Q1 2026, contributing to $29.9 billion in AUM not yet paying fees, which is expected to generate $349 million in annualized management fees.

Key Highlights

  • Net Income Attributable to Blue Owl Capital Inc. rose to $15.5 million, up from $7.4 million YoY.
  • Assets Under Management (AUM) increased 15% YoY to $314.9 billion as of March 31, 2026.
  • Fee-Related Earnings grew to $393.6 million, up from $345.4 million in Q1 2025.
  • Distributable Earnings reached $292.5 million, compared to $262.5 million in Q1 2025.
  • Total Revenues, Net increased to $753.8 million, up from $683.5 million YoY.
  • New capital commitments were $11.0 billion in Q1 2026 and $56.6 billion over the last twelve months.
  • Credit AUM was $159.2 billion, Real Assets AUM $85.1 billion, and GP Strategic Capital AUM $70.6 billion.
  • $29.9 billion in AUM not yet paying fees is expected to generate $349 million in annualized management fees.