Every material Form 8-K BLUE OWL CAPITAL INC. has filed with the SEC since August 18, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Blue Owl Capital reported third-quarter 2026 results for the period ended September 30, 2026, with GAAP revenues up 11% to $806.5 million and GAAP net income attributable to the company of $20.0 million, compared with $6.3 million a year earlier. The company also declared a quarterly dividend of $0.23 per Class A share, payable November 23, 2026, to holders of record on November 10, 2026.
GAAP net income attributable to Blue Owl Capital was $20.0 million, or $0.03 per diluted Class A share, versus $6.3 million, or $0.01, in the third quarter of 2025.
Fee-Related Earnings were $427.5 million, up 14% from $376.2 million, or $0.27 per Adjusted Share, versus $0.24.
Distributable Earnings were $385.5 million, up 13%, or $0.24 per Adjusted Share, versus $0.22.
Assets under management were $329.9 billion, up 12% from September 30, 2025, and new capital commitments raised were $12.6 billion in the quarter.
Blue Owl Finance LLC, an indirect subsidiary of Blue Owl Capital Inc., signed a fourth amendment to its credit agreement on October 14, 2026. The revolving credit commitment rises to $3,225,000,000 (potentially $3,870,000,000 if conditions are met), the maturity is extended to October 14, 2031, and pricing is reduced, which lowers borrowing costs for the subsidiary.
Revolving commitment increased to $3.225 billion, with a potential increase to $3.87 billion if conditions are satisfied
Maturity extended from the existing date to October 14, 2031
Term SOFR loan margin reduced to 77.5 to 127.5 basis points; commitment fee rate reduced to 7.0 to 16.5 basis points
MUFG Bank, Ltd. serves as administrative agent; the Company itself is not a party to the amended agreement
Blue Owl Finance LLC, an indirect subsidiary of Blue Owl Capital Inc. (OWL), completed a $750 million offering of 6.750% senior notes maturing August 18, 2036. The notes are fully and unconditionally guaranteed by Blue Owl Capital Inc. and several of its subsidiaries, which adds a new long-term debt obligation for the company group.
Principal amount: $750 million; interest at 6.750% per year, paid semi-annually from February 18, 2027
Maturity date: August 18, 2036; redeemable at the issuer's option, with 100% of principal from May 18, 2036
Notes are unsecured, guaranteed jointly and severally by the parent and multiple subsidiaries; change of control repurchase at 101%
Issued under a 2024 indenture with Wilmington Trust, National Association, as trustee; underwriters are BofA Securities, Goldman Sachs and Morgan Stanley
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