Blue Owl Securities Class Action Reaches Lead-Plaintiff Deadline Today

Overview

• Investors who bought Blue Owl Capital Inc. securities between February 6, 2025 and November 16, 2025 have until February 2, 2026 to seek appointment as lead plaintiff.
• The lawsuit, captioned Goldman v. Blue Owl Capital Inc., No. 25-cv-10047 (S.D.N.Y.), alleges violations of the Securities Exchange Act of 1934 by Blue Owl and certain executives.
• According to plaintiff filings, Blue Owl failed to disclose that business development company redemptions were pressuring its asset base, creating liquidity issues and making limits or halts on redemptions likely.
• The complaint ties stock declines to three events: an October 30, 2025 earnings miss (fee-related earnings $376.2 million; margin 57.1%; performance revenue down 33%), a November 5 merger announcement involving OBDC and OBDC II with an exchange ratio linked to OBDC’s market price, and a November 16 Financial Times report on blocked OBDC II redemptions and an estimated 20% hit.
• Robbins Geller, Rosen Law Firm, and DJS Law Group are soliciting investors to move for lead-plaintiff status, and notices emphasize that no class has been certified and the allegations remain unproven.