---
title: "研究警報：CFRA 重申對 Blue Owl Capital Inc.股票的買入評級"
description: "CFRA 重申了對 Blue Owl Capital Inc.的買入意見，將其 12 個月目標價下調至 20 美元，並將 2025 年和 2026 年的每股收益預期調整為 0.85 美元和 1.00 美元。該公司報告其直接貸款部門有強勁的項目儲備，並專注於在各種交易中部署 50 億美元。儘管私人信貸存在擔憂，OWL 仍繼續尋找高質量的投資機會，儘管其股票表現不佳，股息收益率為 5.7%"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/263907112.md"
published_at: "2025-11-02T17:50:00.000Z"
---

# 研究警報：CFRA 重申對 Blue Owl Capital Inc.股票的買入評級

> CFRA 重申了對 Blue Owl Capital Inc.的買入意見，將其 12 個月目標價下調至 20 美元，並將 2025 年和 2026 年的每股收益預期調整為 0.85 美元和 1.00 美元。該公司報告其直接貸款部門有強勁的項目儲備，並專注於在各種交易中部署 50 億美元。儘管私人信貸存在擔憂，OWL 仍繼續尋找高質量的投資機會，儘管其股票表現不佳，股息收益率為 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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