Dudley and Schwab increased their stakes in Blue Owl Capital, as TD Cowen upgraded its rating to "buy."

Dudley Capital Management LLC bought 9,350 shares of Blue Owl Capital Inc. (OWL), boosting its stock by 3.2% in the fourth quarter. Meanwhile, Charles Schwab Investment Management Inc. increased its holdings by 106,485 shares, owning 3,447,057 shares valued at $80.18 million. Blue Owl reported $0.21 EPS, meeting analysts' expectations. Despite Dudley selling 1,500 shares of another Blue Owl entity (OBDC), reducing holdings by 2.3%, they maintained a strong buy rating. TD Cowen upgraded their rating to "buy," increasing the price target to $28.00.