Jan. 21 at 8:47 PM
Despite last year’s pullback amid private-credit concerns, alternative asset managers like KKR and Blue Owl continue to show solid fundamentals. Oppenheimer analysts expect mid-teens growth in fee-paying assets under management and see strong earnings potential: Blue Owl’s 2025 after-tax distributable EPS is projected at
$0.82, implying over 70% upside, while KKR’s operating earnings could reach
$5.48 per share, suggesting 45% upside.
Analysts note that private credit fears conflict with rising M&A activity, signaling resilience in the sector. Blue Owl, KKR, and Ares Management are positioned to benefit from market sentiment swings, as fundamentals remain stable despite volatility. Upcoming earnings reports on Feb. 5 are expected to reinforce growth trends and upside potential for these stocks.
$KKR $OWL