Blue Owl Capital Corporation — News

Blue Owl Capital NYSE: OBDC reported second-quarter 2026 adjusted net investment income of $0.34 per share, up from $0.31 in the prior quarter, as a large investment realization and higher specialty-finance dividend income lifted results. Net asset value per share declined to $14.26 from $14.41 in the first quarter, primarily due to a markdown on one portfolio company.

marketbeat.com - 2026-08-08 18:04:44

Blue Owl Capital Corporation (OBDC) Q2 2026 Earnings Call Transcript

seekingalpha.com - 2026-08-06 16:04:26

While the top- and bottom-line numbers for Blue Owl Capital Corporation (OBDC) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

zacks.com - 2026-08-05 21:01:07

Blue Owl Capital Corporation (OBDC) came out with quarterly earnings of $0.34 per share, beating the Zacks Consensus Estimate of $0.32 per share. This compares to earnings of $0.4 per share a year ago.

zacks.com - 2026-08-05 19:11:52

NEW YORK, Aug. 5, 2026 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC" or the "Company") today announced financial results for its second quarter ended  June 30, 2026. SECOND QUARTER 2026 HIGHLIGHTS Second quarter GAAP net investment income ("NII") per share of $0.36 Second quarter adjusted NII per share(1) increased to $0.34, as compared to the prior quarter of $0.31 Based on OBDC's supplemental dividend framework, the Board of Directors (the "Board") declared a second quarter supplemental dividend of $0.02 per share Dividends declared totaled $0.33 per share, representing an annualized dividend yield of 9.3%(2) Net asset value ("NAV") per share of $14.26, as compared to $14.41 as of March 31, 2026, primarily reflecting markdowns on a small number of names, partially offset by over-earning the dividend and accretive share repurchases New investment commitments for the second quarter were $319 million and sales and repayments were $747 million Investments on non-accrual represented 2.8% and 0.8% of the portfolio at cost and fair value, respectively, as compared to 2.0% and 1.0% as of March 31, 2026 The Company repurchased approximately $35 million of OBDC common stock, which was accretive to NAV per share in the second quarter Amended and extended the revolving credit facility with all banking partners renewing commitments and issued $800 million of unsecured debt during the second quarter "We are pleased with OBDC's performance this quarter, generating strong earnings resulting in a 9.6% annualized return on adjusted net investment income and healthy dividend coverage.

prnewswire.com - 2026-08-05 16:15:00

WP Carey (WPC) delivered a steady dividend raise, maintaining a 5.1% yield and demonstrating resilient income performance. Four BDCs—PFLT, CCAP, CGBD, OBDC—implemented double-digit dividend cuts, reflecting sector volatility and recent price declines near 52-week lows. Despite dividend reductions, all BDCs remain in the RIG portfolio, with recommendations to hold as dividend coverage stabilizes and recovery potential emerges.

seekingalpha.com - 2026-08-05 10:33:55

Blue Owl Capital cut its dividend to align it with its earnings power. Given the often huge dividend yields in the BDC sector, investors in Blue Owl Capital's competitors should take notice.

fool.com - 2026-08-02 07:15:00

The market is very richly priced right now, making high-quality companies trading at a deep discount a rare find. I share two deeply undervalued quality dividend machines yielding up to 11.6% that the market has thrown out with the bathwater. I also share the risks involved and detail why I think they are highly compelling buys right now.

seekingalpha.com - 2026-07-28 08:05:00

Markets took a brutal hit Thursday as oil prices, surging interest rates, and Middle East tensions sent every major index deep into the red. See which stocks analysts are upgrading, downgrading, and initiating fresh coverage on as Wall Street braces for more turbulence.

247wallst.com - 2026-07-24 08:00:51

Private credit fears have caused a sector-wide sell-off in the BDC camp. Blue-chip BDCs like ARCC, OBDC, and MAIN report robust credit metrics, low non-accruals, and resilient NII, supporting distribution sustainability. Despite cautious sentiment, BDCs originate loans at attractive spreads, trade at massive discounts to book value, and are positioned to benefit from potential rate hikes.

seekingalpha.com - 2026-07-19 10:15:00

The VanEck BDC Income ETF (NYSEARCA:BIZD) just delivered a jolt to income investors: its July distribution came in at $0.24 per share, roughly half the $0.48 paid in April.

247wallst.com - 2026-07-12 21:31:29

Business Development Companies face mounting risks as exhausted capital structures and poor dividend coverage threaten payout sustainability. Dividend cuts have become prevalent, with market reactions punishing BDCs regardless of existing discounts to NAV. I prioritize BDCs with well-covered, stable dividends over higher-yielding but riskier peers, favoring income stability and NAV protection.

seekingalpha.com - 2026-07-12 09:15:02

Massive dividend yields are a huge draw for investors – both because everyone likes income

247wallst.com - 2026-07-09 14:50:33

Externally managed BDCs have to meet a high bar to qualify for a durable income portfolio. Their fees and sub-optimal incentives provide a structural headwind for long-term compounding. In my portfolio, I hold 2 externally managed BDCs that have passed the test.

seekingalpha.com - 2026-07-06 09:15:00

Business Development Companies (BDCs), such as BIZD, offer high yields but carry elevated risk due to their lending to less stable small and medium businesses. Rising economic uncertainty and recent inflation spikes have increased the risk profile for BDCs, making their borrowers more vulnerable. Many BDCs have underperformed recently, resulting in even higher dividend yields and steep discounts, but these may not offset the underlying risks.

seekingalpha.com - 2026-07-02 07:30:00

NEW YORK, July 1, 2026 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today announced it will release its financial results for the second quarter ended June 30, 2026 on Wednesday, August 5, 2026 after market close. OBDC invites all interested persons to its webcast / conference call on Thursday, August 6, 2026 at 10:00 a.m.

prnewswire.com - 2026-07-01 08:30:00

OBDC's vast private-credit portfolio, new asset sales and share buybacks support growth, but lower rates and elevated leverage remain key challenges.

zacks.com - 2026-06-15 11:36:17

SAN FRANCISCO, June 04, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of: Blue Owl Capital describes itself as "a specialty finance company focused on lending to U.

globenewswire.com - 2026-06-04 06:00:00

April net investment activity reached a multi-year low as rising stock valuations and BDC sector weakness prompted a cautious approach and selective BDC purchases. Focused April allocations on Ares Capital, Blue Owl Capital, and Hercules Capital, yielding a 7.5% average on new investments despite sector headwinds. Dividend income set a modest April record at $990, up 3% year-over-year, with BDCs contributing 27% of Q2 year-to-date dividends but facing potential further cuts.

seekingalpha.com - 2026-05-26 23:25:03

The BDC sector has been hit hard since July 2025. However, I think the tide may be about to turn with a bright future ahead for some companies in the sector. I share which BDC names I think are poised to outperform moving forward.

seekingalpha.com - 2026-05-16 09:29:58

The market is sleeping on two high-yielding opportunities that trade at deep discounts to fair value. Both companies have strong balance sheets, sound fundamentals, fully covered dividends, and are buying back stock. However, the market has recently sold off both of these opportunities, creating a great buy-the-dip opportunity for long-term-oriented income investors.

seekingalpha.com - 2026-05-15 17:30:26

More than 1,500 stocks have reported earnings since the current season began in mid-April, and the average stock that has reported has seen an average absolute one-day share price reaction of roughly 7%. The last time we saw earnings vol spike was during the Financial Crisis bear market, when stocks were tanking. This time around, we're seeing earnings vol increase during a strong AI-driven bull market. Tech stocks are seeing record earnings day volatility as investors and traders presumably make snap judgements about AI's future impact on the bottom line.

seekingalpha.com - 2026-05-14 16:10:00

BDC sector Q1 2026 earnings reveal widespread NAV contractions, impacting both discounted and premium BDCs. Despite NAV declines and negative price reactions, these adjustments are logical and not a signal to exit the BDC space. Price-to-NAV ratios remain attractive, with several BDCs trading at significant discounts post-earnings.

seekingalpha.com - 2026-05-09 09:15:00