Investors in Blue Owl Capital Inc. (NYSE: OWL) who acquired securities between February 6, 2025 and November 16, 2025 may have the opportunity to lead a class action lawsuit against the company. Law firm Robbins Geller Rudman & Dowd LLP announced that the deadline for potential lead plaintiffs is set for February 2, 2026. The case, titled Goldman v. Blue Owl Capital Inc., is currently filed in the Southern District of New York.
The lawsuit alleges that Blue Owl and certain top executives engaged in violations of the Securities Exchange Act of 1934. Specifically, the complaint claims that the defendants failed to disclose significant issues affecting the company’s asset base, which resulted from redemptions in its business development company (BDC) sector. Allegedly, these undisclosed liquidity problems led to limitations or halting of redemptions for certain BDCs.
On October 30, 2025, Blue Owl reported its third-quarter financial results, revealing fee-related earnings of only $376.2 million, falling short of consensus estimates. The fee-related earnings margins were 57.1%, missing expectations by approximately 20 basis points. Performance revenue also saw a sharp decline, dropping 33% year-over-year to just $188,000. Following these announcements, the company’s stock price experienced a noticeable decline.
Compounding the issue, on November 5, 2025, Blue Owl’s direct lending businesses, Blue Owl Capital Corporation and Blue Owl Capital Corporation II, announced a definitive merger agreement. This announcement included statements that OBDC II would not conduct additional tender offers prior to the merger and that the proposed merger aimed to enhance liquidity for shareholders. Despite this, the stock price fell nearly 5% following the announcement.
On November 16, 2025, an article published by the Financial Times reported that Blue Owl’s planned merger could lead to significant losses for investors. Chief Financial Officer Jonathan Lamm acknowledged that if the merger were voted down, Blue Owl Capital Corporation II might have to limit redemptions. The article outlined critical aspects of the merger that could force OBDC II shareholders to accept a 20% reduction in the value of their investments, which further depressed the stock price by nearly 6%.
Investors who believe they have suffered substantial losses during the specified Class Period are encouraged to provide their information to Robbins Geller. Interested parties can also contact attorney J.C. Sanchez directly at 800-449-4900 or via email.
The process for appointing a lead plaintiff is governed by the Private Securities Litigation Reform Act of 1995. This allows any investor who purchased or acquired Blue Owl securities during the Class Period to seek this position. The lead plaintiff will represent all class members and has the authority to select a law firm to litigate the case. Importantly, an investor’s ability to participate in any potential recovery is not contingent upon serving as the lead plaintiff.
Robbins Geller Rudman & Dowd LLP is recognized as one of the leading law firms representing investors in securities fraud and shareholder litigation. The firm has ranked first in the ISS Securities Class Action Services rankings for securing the most monetary relief for investors in recent years, recovering over $2.5 billion in securities-related class action cases in 2024 alone.
For more information about this case and potential participation, investors are urged to visit the Robbins Geller website or contact the firm directly.
