---
title: "研究警报：CFRA 重申对 Blue Owl Capital Inc.股票的买入评级"
description: "CFRA 重申了对 Blue Owl Capital Inc.的买入意见，将其 12 个月目标价下调至 20 美元，并将 2025 年和 2026 年的每股收益预期调整为 0.85 美元和 1.00 美元。该公司报告其直接贷款部门有强劲的项目储备，并专注于在各种交易中部署 50 亿美元。尽管私人信贷存在担忧，OWL 仍继续寻找高质量的投资机会，尽管其股票表现不佳，股息收益率为 5.7%"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/263907112.md"
published_at: "2025-11-02T17:50:00.000Z"
---

# 研究警报：CFRA 重申对 Blue Owl Capital Inc.股票的买入评级

> CFRA 重申了对 Blue Owl Capital Inc.的买入意见，将其 12 个月目标价下调至 20 美元，并将 2025 年和 2026 年的每股收益预期调整为 0.85 美元和 1.00 美元。该公司报告其直接贷款部门有强劲的项目储备，并专注于在各种交易中部署 50 亿美元。尽管私人信贷存在担忧，OWL 仍继续寻找高质量的投资机会，尽管其股票表现不佳，股息收益率为 5.7%

12:50 PM EST, 11/02/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We lower our 12-month target by $5 to $20 applying a narrower risk premium and a forward P/E of 20.0x compared to the 10-year historic average at 25.8x. We lower our 2025 EPS estimate by $0.05 to $0.85 and 2026 by $0.05 to $1.00 on projected revenue of $2.74B and $3.24B, respectively. On the earnings call, OWL stated it was not seeing anything that would indicate weakness in consumer credit. In its direct lending unit, OWL is seeing an uptick in the pipeline for deployment and the firm is finding high-quality investment opportunities, generally underwriting to high-single-digit unlevered returns despite tighter spread dynamics industrywide. In the last 12 months, OWL has been focused on deploying $5B in small business, equipment leasing, aviation, and consumer transactions. OWL has invested in the last two months in data center real assets in two transactions with established technology partners. With concerns about private credit, the shares have underperformed with a 5.7% dividend yield.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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