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Blue Owl Capital (OWL) said Thursday on its earnings call that it made about 10x the money it invested in SpaceX and that it sold about half of it at a $1.25 trillion valuation.Shares of Blue Owl were up more than 11% in Thursday trading.Price: $9.89, Change: $+1.01, Percent Change: +11.37%
Blue Owl Reports 10x Return on SpaceX Investment, Sells About Half at $1.25 Trillion Valuation
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:OWL delivered Q1 2026 FRE of $0.25 vs $0.23 consensus and DE of $0.19 vs $0.18 consensus, with LTM FRE revenues up 13% and FRE up 14% Y/Y. AUM rose 15% Y/Y to $315B though sequential growth was limited by redemptions, while fee-paying AUM reached $188B, up 7% Y/Y. We believe OWL is well-positioned for the secular shift to private credit and is diversifying beyond its leading credit position across multiple debt financing categories. Management noted software loan balances represent only 8% of total AUM, addressing market concerns, but provided no specific financial guidance. The annual dividend increased 25% Y/Y to $0.90 per share in 2025, and the company repurchased 1.7M shares for $25M in Q1 2026. We expect positive AUM trends to continue as new capital raised was more than double fund distributions. Despite share price volatility from direct lending concerns, we would stay the course with OWL shares given strong fundamentals.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:OWL delivered Q1 2026 FRE of $0.25 vs $0.23 consensus and DE of $0.19 vs $0.18 consensus, with LTM FRE revenues up 13% and FRE up 14% Y/Y. AUM rose 15% Y/Y to $315B though sequential growth was limited by redemptions, while fee-paying AUM reached $188B, up 7% Y/Y. We believe OWL is well-positioned for the secular shift to private credit and is diversifying beyond its leading credit position across multiple debt financing categories. Management noted software loan balances represent only 8% of total AUM, addressing market concerns, but provided no specific financial guidance. The annual dividend increased 25% Y/Y to $0.90 per share in 2025, and the company repurchased 1.7M shares for $25M in Q1 2026. We expect positive AUM trends to continue as new capital raised was more than double fund distributions. Despite share price volatility from direct lending concerns, we would stay the course with OWL shares given strong fundamentals.
Financial stocks were advancing in late Monday afternoon trading, with the NYSE Financial Index increasing 0.6% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.8%.The Philadelphia Housing Index rose 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was decreasing 0.8%.Bitcoin (BTC-USD) was falling 2.6% to $76,605, and the yield for 10-year US Treasuries was rising 2.6 basis points to 4.336%.In economic news, the Dallas Fed's monthly manufacturing index fell to minus 2.3 in April from minus 0.2 in March, compared with expectations for a 0.8 print. The index indicates faster contraction, in contrast with other regional manufacturing readings already released.In corporate news, First Bancorp (FBP) shares gained 3.6% in Monday trading after Raymond James upgraded the company's stock to strong buy from outperform and raised its price target to $27 from $26.Investors in a Blue Owl Capital (OWL) business development company tendered less than 1% of shares to Boaz Weinstein's Saba Capital Management and Cox Capital Partners, which had offered to buy them out at a significant discount, Bloomberg reported. Blue Owl Capital shares were down 2.3%.Citigroup (C) plans to strengthen its investment banking divisions in Japan and China by recruiting upper-level executives to capture additional buyout opportunities, Reuters reported, citing the firm's regional division head, Kaustubh Kulkarni. Citi shares added 1%.Oppenheimer (OPY) shares climbed 4.9% after the company said its Oppenheimer & Co. unit agreed to pay $70 million to settle a class-action lawsuit tied to its cash sweep program, avoiding a trial where damages could have exceeded $440 million.
Financial stocks were advancing in late Monday afternoon trading, with the NYSE Financial Index increasing 0.6% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.8%.The Philadelphia Housing Index rose 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was decreasing 0.8%.Bitcoin (BTC-USD) was falling 2.6% to $76,605, and the yield for 10-year US Treasuries was rising 2.6 basis points to 4.336%.In corporate news, investors in a Blue Owl Capital (OWL) business development company tendered less than 1% of shares to Boaz Weinstein's Saba Capital Management and Cox Capital Partners, which had offered to buy them out at a significant discount, Bloomberg reported. Blue Owl Capital shares were down 2.8%.
Investors in a Blue Owl Capital (OWL) business development company tendered less than 1% of shares to Boaz Weinstein's Saba Capital Management and Cox Capital Partners, which had offered to buy them out at a significant discount, Bloomberg reported Monday, citing people familiar with the matter.Blue Owl didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $8.97, Change: $-0.21, Percent Change: -2.29%
The Nasdaq Composite and the S&P 500 fell from record highs, while oil prices climbed as traders tracked an apparent re-escalation in the Middle East conflict.The Nasdaq dropped 0.3% to 24,404.4 after a 13-day winning streak that propelled the index to fresh peaks. The S&P 500 declined 0.2% to 7,109.1. The Dow Jones Industrial Average was little changed at 49,442.6.Six of the 11 sectors were in the green, led by materials, while communication services saw the steepest drop.West Texas Intermediate crude oil was last up 5.6% at $88.58 per barrel, while Brent advanced 5.1% to $94.98.Iran took back control of the Strait of Hormuz on Saturday after opening the waterway to commercial vessels on Friday. The US and Iran have accused each other of violating a two-week ceasefire announced April 7.The US Navy on Sunday seized an Iranian-flagged vessel that tried to move past a naval blockade, President Donald Trump said in a Truth Social post."Oil prices are being whipsawed by developments in the Middle East once again, with what appears to be de-escalation quickly turning to re-escalation," ING Bank said in a report.The US is sending its negotiating team to Pakistan for a second round of peace talks, and while Iran has publicly said it doesn't plan to participate, Bloomberg News reported that Iran will be sending its delegation to Islamabad.The ceasefire with Iran ends "Wednesday evening Washington time," Trump told Bloomberg News. He said it's "highly unlikely" he would extend the two-week truce.The US-Iran ceasefire may be extended by up to two weeks, though it will take much longer to hammer out a complete peace agreement, Macquarie Group said in a note on Monday.US Treasury yields were mixed, with the 10-year rate little changed at 4.26% and the two-year rate rising 1.7 basis point to 3.73%.Some 46 S&P 500 companies have so far reported their latest quarterly financial results in the current cycle, with earnings and sales up around 32% and 13% year over year, respectively, Oppenheimer Asset Management said in a report. Ahead of the reporting season, FactSet put expected earnings growth at 12.6% from a year earlier, according to the brokerage."It's too early to draw conclusions about first-quarter results, but the quarter appears to be off to a good start," Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus said.About 94 S&P 500 companies are scheduled to release their quarterly financials this week, according the brokerage. Those include Tesla (TSLA), Intel (INTC), IBM (IBM), Texas Instruments (TXN), Philip Morris International (PM), Procter & Gamble (PG), GE Aerospace (GE), UnitedHealth Group (UNH), and RTX (RTX).In company news, QXO (QXO) has agreed to acquire insulation products company TopBuild (BLD) in a cash-and-stock deal worth roughly $17 billion, the companies said Sunday. QXO shares fell 3.1%, while TopBuild surged 19%.Sila Realty Trust (SILA) agreed to be acquired and taken private by certain affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion. Sila Realty shares jumped 19%, while Blue Owl rose 0.4%.Gold was last down 1% at $4,832.10 per troy ounce, while silver dropped 2.5% to $79.81 per ounce.
Financial stocks were mixed in late Monday afternoon trading, with the NYSE Financial Index decreasing 0.1% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.3%.The Philadelphia Housing Index was rising 0.7%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 0.2%.Bitcoin (BTC-USD) was climbing 3.3% to $76,265, and the yield for 10-year US Treasuries was slightly higher at 4.25%.In corporate news, Intercontinental Exchange-backed (ICE) predictions site Polymarket is in talks to raise about $400 million at a valuation of roughly $15 billion, including the new proceeds, The Information reported. Intercontinental Exchange shares were down 0.5%.Sila Realty Trust (SILA) agreed to be acquired and taken private by affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion. Sila shares jumped 19%, and Blue Owl was up 0.5%.Apollo Global Management (APO) has agreed to invest $1.25 billion in convertible preferred equity in McKesson's (MCK) Medical-Surgical Solutions business, acquiring about a 13% minority stake as part of the unit's planned separation, McKesson said Monday. Apollo shares rose nearly 2%.Blackstone-backed (BX) Jersey Mike's Subs said Monday that it has confidentially filed a draft registration statement with the US Securities and Exchange Commission for a proposed initial public offering. Blackstone shares were decreasing 0.2%.
US benchmark equity indexes were lower intraday, while oil prices rebounded sharply amid continued uncertainty around the Middle East conflict.The Nasdaq Composite was down 0.5% at 24,340.9 after midday Monday, while the S&P 500 fell 0.4% to 7,100.7. Both indexes closed at new record-highs in the previous session. The Dow Jones Industrial Average lost 0.2% to 49,374.1 intraday Monday.Among sectors, communication services saw the biggest drop, while energy paced the gainers.West Texas Intermediate crude oil was up 6% at $88.90 per barrel, while Brent rose 5.5% to $95.32.On Friday, oil prices plunged as Iran declared that the Strait of Hormuz was open, a key US demand. Tehran, however, took back control of the waterway Saturday. Both sides have accused each other of violating a two-week ceasefire that is due to expire soon.The US Navy on Sunday seized an Iranian-flagged vessel that tried to move past a naval blockade, President Donald Trump said in a Truth Social post."Oil prices are being whipsawed by developments in the Middle East once again, with what appears to be de-escalation quickly turning to re-escalation," ING Bank said in a report.The US is sending negotiators to Pakistan for a second round of peace talks, but Iran said it doesn't plan to participate in those negotiations.The ceasefire with Iran ends "Wednesday evening Washington time," CNN reported, citing Trump, who said it's "highly unlikely" he would extend it if the parties are unable to reach a deal before then.US Treasury yields were higher intraday, with the 10-year rate up one basis point at 4.25% and the two-year rate rising 2.1 basis point to 3.72%.In company news, QXO (QXO) has agreed to acquire insulation products company TopBuild (BLD) in a cash-and-stock deal worth roughly $17 billion, the companies said Sunday. QXO shares were down 5.8% intraday Monday, while TopBuild surged 18%.Sila Realty Trust (SILA) agreed to be acquired and taken private by certain affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion. Sila Realty shares jumped 19%, while Blue Owl rose 0.5%.Some 46 S&P 500 companies have so far reported their latest quarterly financial results in the current cycle, with earnings and sales up around 32% and 13% year over year, respectively, Oppenheimer Asset Management said in a report. Ahead of the reporting season, FactSet put expected earnings growth at 12.6% from a year earlier, according to the brokerage."It's too early to draw conclusions about first-quarter results, but the quarter appears to be off to a good start," Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus said.About 94 S&P 500 companies are scheduled to release their quarterly financials this week, according the brokerage. Those include Tesla (TSLA), Intel (INTC), IBM (IBM), Texas Instruments (TXN), Philip Morris International (PM), Procter & Gamble (PG), GE Aerospace (GE), UnitedHealth Group (UNH), and RTX (RTX).Gold was down 1% at $4,829.40 per troy ounce, while silver dropped 2.1% to $80.16 per ounce.
Financial stocks were mixed in Monday afternoon trading, with the NYSE Financial Index decreasing 0.1% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.2%.The Philadelphia Housing Index was rising 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 0.2%.Bitcoin (BTC-USD) was climbing 0.6% to $75,663, and the yield for 10-year US Treasuries was rising one basis point to 4.25%.In corporate news, Sila Realty Trust (SILA) agreed to be acquired and taken private by affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion. Sila shares jumped 19%, and Blue Owl was down 0.2%.Apollo Global Management (APO) has agreed to invest $1.25 billion in convertible preferred equity in McKesson's (MCK) Medical-Surgical Solutions business, acquiring about a 13% minority stake as part of the unit's planned separation, McKesson said Monday. Apollo shares rose 1.2%.Blackstone-backed (BX) Jersey Mike's Subs said Monday that it has confidentially filed a draft registration statement with the US Securities and Exchange Commission for a proposed initial public offering. Blackstone shares were decreasing 0.4%.
Financial stocks were mixed in Monday afternoon trading, with the NYSE Financial Index decreasing 0.1% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.2%.The Philadelphia Housing Index was rising 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 0.2%.Bitcoin (BTC-USD) was climbing 0.6% to $75,663, and the yield for 10-year US Treasuries was rising one basis point to 4.25%.In corporate news, Sila Realty Trust (SILA) agreed to be acquired and taken private by affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion. Sila shares jumped 19%, and Blue Owl was down 0.2%.
Sila Realty Trust (SILA) agreed to be acquired and taken private by certain affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion.Shareholders of net lease real estate investment trust Sila will receive $30.38 per share, representing a 19% premium to the stock's closing price on Friday, the companies said Monday.The transaction, which requires approval from Sila's shareholders, is anticipated to complete in the second or third quarter of this year. Upon completion, the company will be delisted from the New York Stock Exchange."The consummation of this transaction will provide significant and immediate realized benefit to our shareholders," Sila Chief Executive Michael Seton said in a statement.Shares of Sila were up 19% in Monday trade. Asset manager Blue Owl rose 1%.Sila, which is focused on investing in healthcare facilities, said its portfolio comprised 137 real estate properties and three undeveloped land parcels in the US as of end-March. Data on its website showed its portfolio includes 86 medical outpatient buildings, 25 inpatient rehabilitation facilities, and 26 surgical and specialty facilities."This transaction provides us with a compelling opportunity to acquire a scaled portfolio with durable cash flows and attractive long-term growth characteristics, while further expanding Blue Owl managed funds' exposure to an asset class and sector we view as both resilient and essential given its critical role in both society and the economy," Marc Zahr, co-president and global head of real assets at Blue Owl, said.In February, Sila reported fourth-quarter adjusted funds from operations of $0.55 per share, up from $0.54 a year ago. Revenue rose to $50.7 million from $46.5 million.Sila plans to pay up to two regular quarterly dividends ahead of deal completion.Price: $30.44, Change: $+4.90, Percent Change: +19.19%
Financial stocks were falling pre-bell Monday, with the State Street Financial Select Sector SPDR ETF (XLF) declining by 0.5%.The Direxion Daily Financial Bull 3X Shares (FAS) was 1.2% lower and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was up 1.5%.Bank of Hawaii (BOH) shares were down more than 2% after the company reported Q1 earnings and revenue that missed analysts' expectations.Sila Realty Trust (SILA) said it has entered into a definitive merger agreement through which affiliates of Blue Owl Capital (OWL) will acquire all of its outstanding common stock for $30.38 per share in an all-cash deal valued at about $2.4 billion. Blue Owl Capital stock was down more than 1% premarket.Apollo Global Management (APO) has agreed to invest $1.25 billion in convertible preferred equity in McKesson's (MCK) Medical-Surgical Solutions business, acquiring about a 13% minority stake as part of the unit's planned separation, McKesson said. Apollo Global Management shares were 0.7% lower premarket.
Financial stocks were mixed in late Wednesday afternoon trading, with the NYSE Financial Index shedding 0.1% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.9%.The Philadelphia Housing Index was falling 2%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was decreasing 0.1%.Bitcoin (BTC-USD) was rising 1.5% to $75,233, and the yield for 10-year US Treasuries increased 2.5 basis points to 4.28%In economic news, the New York Federal Reserve's Empire State manufacturing index rebounded to 11.0 in April from minus 0.2 in March, above the expectations for a 0.0 print in a Bloomberg-compiled survey.The National Association of Home Builders' monthly housing market index fell to 34 in April from a revised 38 in March, compared with expectations for 37 in a survey compiled by Bloomberg.In corporate news, Morgan Stanley (MS) plans to raise $10 billion in one of the largest bond sales by a Wall Street bank, following its Q1 results, Bloomberg reported. Morgan Stanley posted stronger-than-expected Q1 results as sharp gains in investment banking and trading activity helped boost revenue to a record. Its shares climbed past 4%.Bank of America's (BAC) Q1 results topped Wall Street's estimates, buoyed by double-digit gains in investment banking and asset management fees, while Chief Executive Brian Moynihan said factors including robust consumer spending indicate a resilient US economy. Its shares rose 2.2%.Pacific Investment Management said it bought the entire $400 million bond issuance from Blue Owl Capital's (OWL) business development company, signaling confidence in a volatile private credit market, Bloomberg reported. Blue Owl Capital shares jumped past 8%.Ares Management (ARES) Chief Executive Michael Arougheti said private credit defaults are relatively contained, with most of the troubles in the sector caused by a lack of liquidity and high interest rates, Reuters reported Wednesday. Ares shares climbed 6%.
Financial stocks were advancing in Wednesday afternoon trading, with the NYSE Financial Index up 0.4% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.9%.The Philadelphia Housing Index was falling 2.1%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was decreasing 0.2%.Bitcoin (BTC-USD) was shedding 0.2% to $74,031, and the yield for 10-year US Treasuries was rising 2.7 basis points to 4.28%In economic news, the New York Federal Reserve's Empire State manufacturing index rebounded to 11.0 in April from minus 0.2 in March, above the expectations for a 0.0 print in a Bloomberg-compiled survey.The National Association of Home Builders' monthly housing market index fell to 34 in April from a revised 38 in March, compared with expectations for 37 in a survey compiled by Bloomberg.In corporate news, Morgan Stanley (MS) on Wednesday posted stronger-than-expected Q1 results as sharp gains in investment banking and trading activity helped boost revenue to a record. Its shares climbed past 4%.Bank of America's (BAC) Q1 results topped Wall Street's estimates buoyed by double-digit gains in investment banking and asset management fees, while Chief Executive Brian Moynihan said factors including robust consumer spending indicate a resilient US economy. Its shares rose 2.2%.Pacific Investment Management said it bought the entire $400 million bond issuance from Blue Owl Capital's (OWL) business development company, signaling confidence in a volatile private credit market, Bloomberg reported. Blue Owl Capital shares jumped past 8%.
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