Blue Owl Capital Q4 EPS $0.36, Investment Income Rises 13.5%
Blue Owl Capital reported adjusted Q4 EPS of $0.36, beating consensus by 1.9% but down 23.4% year over year. Total investment income rose 13.5% to $447.8 million while adjusted net investment income edged down 0.1% to $184 million, and net assets grew by $119.1 million, a 23.1% year-over-year decline.
1. Q4 Financial Results
Blue Owl Capital reported adjusted EPS of $0.36 for Q4 2025, surpassing consensus by 1.9% but down 23.4% year over year.
2. Investment Income and Commitments
Total investment income increased 13.5% year over year to $447.8 million, while adjusted net investment income was $184 million, a marginal 0.1% decline. The firm secured $684 million in new investment commitments across 29 portfolio companies.
3. Portfolio Value and Net Assets
At quarter end, Blue Owl held stakes in 234 portfolio companies with an aggregate fair value of $16.5 billion and an average investment size of $70.4 million. The adjusted net increase in net assets from operations was $119.1 million, down 23.1% year over year.