Blue Owl Capital Publishes Third-Quarter 2026 Earnings Call Transcript

By Public Technologies
  • Blue Owl Capital’s October 29, 2026 third-quarter earnings call featured Co-CEO Marc Lipschultz, CFO Alan Kirshenbaum and investor relations head Ann Dai.
  • Fee-related earnings reached $0.27 per share; distributable earnings of $0.24 per share exceeded the $0.23 dividend.
  • Management expects full-year fee-related earnings above $1.02 per share; distributable earnings should exceed $0.89 per share.
  • Quarterly fundraising totaled $12.6 billion, including record institutional fundraising; assets under management rose 12% year-over-year to $330 billion.
  • Management expects faster management fee growth in 2027; $36 billion of assets not yet earning fees represents $400 million in annual fees.


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