Investors in Blue Owl Capital Inc. (NYSE: OWL) who have experienced significant financial losses are being encouraged to participate in a class action lawsuit against the company. The deadline to seek appointment as lead plaintiff is set for February 2, 2026. The lawsuit, titled Goldman v. Blue Owl Capital Inc., alleges violations of the Securities Exchange Act of 1934 during a defined period from February 6, 2025, to November 16, 2025.
The class action lawsuit, initiated by the law firm Robbins Geller Rudman & Dowd LLP, accuses Blue Owl and some of its top executives of failing to disclose critical financial pressures impacting the company. Notably, it is alleged that Blue Owl faced considerable strain on its asset base due to redemptions from business development companies (BDCs), which contributed to undisclosed liquidity issues.
In October 2025, Blue Owl released its third-quarter financial results, revealing fee-related earnings of only $376.2 million, a figure that fell short of consensus estimates. Additionally, the company’s fee-related earnings margins were reported at 57.1%, missing expectations by approximately 20 basis points. Performance revenue also saw a drastic decline, dropping by 33% year-over-year to just $188,000. This news led to a significant decline in the company’s stock price.
Further complicating matters, on November 5, 2025, Blue Owl’s direct lending businesses announced a merger agreement. This agreement stated that Blue Owl Capital Corporation II would not conduct additional tender offers prior to the merger, raising concerns about the liquidity of shareholders. Following this announcement, Blue Owl’s stock price decreased by nearly 5%.
On November 16, 2025, the Financial Times published an article detailing the potential ramifications of the merger, including a projected 20% loss in value for certain investors. The article included insights from Jonathan Lamm, Chief Financial Officer of Blue Owl Capital Corporation, explaining that if shareholders were to oppose the deal, Blue Owl Capital Corporation II might restrict redemptions. This revelation further contributed to a drop in the stock price of nearly 6%.
Investors who purchased or acquired Blue Owl securities during the class period can submit their information on the Robbins Geller website to seek lead plaintiff status. This role involves representing the collective interests of all affected investors in the class action. It is important to note that an investor’s involvement as lead plaintiff does not affect their eligibility to participate in any potential recovery.
Robbins Geller Rudman & Dowd LLP is recognized as a prominent law firm specializing in securities fraud and shareholder litigation. The firm has secured substantial monetary relief for investors and was ranked first in the ISS Securities Class Action Services rankings in four of the past five years. In 2024 alone, Robbins Geller recovered over $2.5 billion for investors in securities-related cases.
For further information regarding the class action lawsuit or to inquire about participating, interested parties may contact attorney J.C. Sanchez at Robbins Geller via telephone at 800-449-4900 or by email at [email protected].
