Investors who incurred significant losses from their purchases of Blue Owl Capital Inc. (NYSE: OWL) securities have an opportunity to participate in a class action lawsuit against the company. The deadline for potential lead plaintiffs is set for February 2, 2026. The lawsuit, officially titled Goldman v. Blue Owl Capital Inc., No. 25-cv-10047 in the Southern District of New York, accuses Blue Owl and certain executives of violating the Securities Exchange Act of 1934.
According to Robbins Geller Rudman & Dowd LLP, the law firm representing the plaintiffs, the class period for this action spans from February 6, 2025, to November 16, 2025. Those interested in leading this lawsuit should provide their details through the firm’s website or contact attorney J.C. Sanchez at 800-449-4900 or via email at [email protected].
Allegations of Financial Misconduct
The allegations against Blue Owl focus on a failure to disclose critical information regarding the company’s financial status. During the class period, it is alleged that the company faced significant pressure on its asset base due to redemptions from its business development company (BDC). This situation purportedly led to undisclosed liquidity issues, raising concerns about the firm’s ability to manage redemptions effectively.
On October 30, 2025, Blue Owl released its third-quarter financial results, reporting $376.2 million in fee-related earnings, which fell short of consensus estimates. Additionally, the firm’s fee-related earnings margin of 57.1% was approximately 20 basis points below expectations, and performance revenue saw a staggering 33% year-over-year decline to just $188,000. Following this announcement, Blue Owl’s stock price experienced a significant drop.
On November 5, 2025, two of Blue Owl’s direct lending businesses, Blue Owl Capital Corporation and Blue Owl Capital Corporation II, announced a merger agreement. The announcement included statements about liquidity enhancements for shareholders, but it also indicated that OBDC II would not conduct additional tender offers before the merger’s completion. This news reportedly caused Blue Owl’s stock price to decline nearly 5%.
Further compounding issues, an article published by the Financial Times on November 16, 2025, detailed how the merger could lead to a reduction in value for OBDC II shareholders by approximately 20%. The article included quotes from Jonathan Lamm, CFO of OBDC, acknowledging the risks associated with the merger. As a result of this news, Blue Owl’s stock fell nearly 6%.
Process for Becoming Lead Plaintiff
Under the Private Securities Litigation Reform Act of 1995, any investor who purchased Blue Owl securities during the specified class period may seek to be appointed as the lead plaintiff in the lawsuit. The lead plaintiff is typically the individual or entity with the greatest financial interest in the case and who is representative of the broader class of investors affected.
It is important to note that an investor’s eligibility to participate in any potential recovery does not depend on their status as lead plaintiff. The lead plaintiff has the authority to select a law firm for representation, providing flexibility and choice in legal counsel.
Robbins Geller Rudman & Dowd LLP is recognized as a leading firm in securities fraud and shareholder litigation. The firm has consistently ranked among the top in terms of securing monetary relief for investors. In 2024 alone, the firm recovered over $2.5 billion for clients, emphasizing its strong track record in this area.
For those impacted by Blue Owl Capital Inc.’s financial disclosures, the upcoming deadline offers a critical chance to engage in a collective legal response. Interested parties are encouraged to act swiftly to ensure their participation in this significant legal matter.
