Stock Track | Blue Owl Capital Plummets 5.22% Intraday Amid AI Concerns Over Software Sector Exposure

Stock Track

Feb 05

Blue Owl Capital Inc. (OWL) saw its shares plummet 5.22% during intraday trading on Thursday, a significant downturn for the alternative asset manager.

This decline occurs despite the company reporting strong fourth-quarter 2025 results, including earnings that beat analyst estimates and assets under management surpassing the $300 billion milestone. The movement appears driven by broader market anxieties rather than company-specific performance.

Investors are selling shares of asset managers with exposure to the software sector, fearing that advancements in artificial intelligence could disrupt traditional software business models. Analysis indicates that business development companies managed by firms like Blue Owl hold approximately 25% of their total loan exposure in the technology sector, making them vulnerable to potential distress among software borrowers. This sector-wide selloff has overshadowed Blue Owl's positive quarterly fundamentals.

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(OWL) saw its shares plummet 5.22% during intraday trading on Thursday, a significant downturn for the alternative asset manager.</p><p>This decline occurs despite the company reporting strong fourth-quarter 2025 results, including earnings that beat analyst estimates and assets under management surpassing the $300 billion milestone. The movement appears driven by broader market anxieties rather than company-specific performance.</p><p>Investors are selling shares of asset managers with exposure to the software sector, fearing that advancements in artificial intelligence could disrupt traditional software business models. Analysis indicates that business development companies managed by firms like Blue Owl hold approximately 25% of their total loan exposure in the technology sector, making them vulnerable to potential distress among software borrowers. 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