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Blue Owl Capital releases transcript of Q2 2026 earnings call

PUBT·08/04/2026 14:43:15
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Blue Owl Capital releases transcript of Q2 2026 earnings call
  • Blue Owl’s second-quarter 2026 earnings call drew co-CEO Marc Lipschultz, CFO Alan Kirshenbaum, and IR head Ann Dai.
  • Quarter results: FRE $0.25 a share, DE $0.22 a share; dividend set at $0.23 a share payable Aug. 27.
  • Management reaffirmed it expects to beat prior 2026 Visible Alpha consensus of FRE $1.02 a share, DE $0.89 a share; upside seen mainly from revenue.
  • AUM not yet paying fees rose to $31 billion, representing about $380 million of expected annual management fees once deployed.
  • Wealth trends improved: May 1 close marked an inflow trough; July 1 close inflows rose over 50%; non-traded BDC redemption requests eased.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Blue Owl Capital Inc. published the original content used to generate this news brief on August 04, 2026, and is solely responsible for the information contained therein.