Key Dates and Market Dynamics for Blue Owl Capital Investors

Investors in Blue Owl Capital are set for a significant month, with a packed schedule of corporate events and a backdrop of sector growth paired with specific company challenges. The parent company, Blue Owl Capital Inc. (NYSE: OWL), and its business development company, Blue Owl Capital Corporation (OBDC), have several critical engagements on the calendar.

The financial community will first turn its attention to the Bank of America Financial Services Conference, where Blue Owl Capital Inc. is scheduled to present on February 10, 2026. Shortly after, a pivotal deadline arrives on February 2, 2026, for lead plaintiff motions in a consolidated class action lawsuit filed against Blue Owl Capital Inc. The litigation pertains to certain financial reporting and a merger transaction completed in 2025.

Subsequently, Blue Owl Capital Corporation (OBDC) will release its financial results for the fourth quarter and the full year 2025 after the market closes on February 18, 2026. Management will host a conference call to discuss these earnings the following day, February 19, 2026.

Should investors sell immediately? Or is it worth buying Owl Rock Capital?

Sector Tailwinds and Company-Specific Headwinds

The private credit market, where OBDC operates under the Owl Rock platform, continues to exhibit strong expansion prospects into 2026. This growth is primarily fueled by the ongoing retreat of traditional banks from middle-market lending and sustained demand for adaptable financing structures. Blue Owl is further capitalizing on this trend by broadening access for individual investors through novel fund vehicles compatible with U.S. retirement accounts.

However, the operating environment presents complexities. Some analysts characterize the current macroeconomic landscape as posing the most substantial challenges to the sector since the 2008 financial crisis. The upcoming quarterly results and management commentary at the February conferences will be scrutinized for insights into how the company is navigating these conditions.

The combination of these scheduled events provides a framework for stakeholders to assess Blue Owl's operational performance and strategic positioning amid a period of both opportunity and litigation.