$OBDC

Three BDCs with yields over 13% are analyzed for dividend safety. FS KKR (FSK) yields 21.3%, but has negative earnings and a temporary fee waiver. Blue Owl (OBDC) yields 14.4%, with adjusted NII covering its dividend. Blackstone Secured Lending (BXSL) yields 13.1%, with high-quality loans but declining NII coverage. Blue Owl's dividend is deemed most durable.

Evergreen funds face liquidity challenges as redemption requests exceed caps. Blue Owl Corp. halted redemptions, while others met higher demands. A recent auction for Harrison Street Real Estate Fund Class I (VCMIX) allowed investors to exit at NAV, with 91% of shares sold and 41% at higher prices. Nasdaq Private Markets and LODAS facilitated the auction, aiming to provide secondary liquidity for evergreen funds.

Three BDCs (Blue Owl, FS KKR, Prospect) have cut dividends, with Prospect's shares down 33.56% YTD. Blackstone and Hercules may follow. Blue Owl's yield is 12.5%, covered by NII. FS KKR's yield is 17.3%, but coverage is tight. Prospect's yield is 28.2%, but NAV and losses are concerns. Blackstone's coverage dropped to 97%, signaling a potential cut. Hercules has strong coverage but some credit quality issues.

Non-traded private credit funds faced record redemptions in Q2, with outflows exceeding inflows. PitchBook reports $8.1B in payouts vs. $3.3B in new shares. Blackstone's BCRED had the largest redemption at $3.2B, while Blue Owl's OTIC saw the highest redemption demand percentage at 38.1%. Redemption requests were partially capped at 5% of outstanding shares per quarter.

Blue Owl Capital (OWL) reported a decrease in withdrawal requests to $4.2B in Q3 2026, down from $4.7B in Q2. Withdrawal requests at its flagship OCIC fund fell to 16.8% of shares. The company's total AUM reached $319B. Shares rose 1.56% on October 2, 2026, but are down 38.91% over the past year. Q2 revenue beat estimates at $753.05M, with distributable earnings of $0.22 per share. Management expects growth in management fees and is preparing for potential refinancing risks.

Analysts updated price targets for Wells Fargo (WFC) and Blue Owl Capital (OBDC). JPMorgan lowered WFC's target to $91.50, Truist raised it to $95, and Evercore ISI cut it to $90. WFC also renewed an agreement with IntercontinentalExchange.

Blue Owl Capital (OBDC) completed a $398M CLO securitization and sold $106.15M in preferred shares, using proceeds for corporate purposes and loan reinvestment. The CLO, maturing in 2038, is backed by middle market loans and managed by Blue Owl Credit Advisors, which waived initial fees.

Blue Owl Capital (OBDC) provides financing to upper middle-market businesses, focusing on senior secured loans. Its shares fell 21% in the past year, trading at a forward P/E of 8.69X. The company has a diversified portfolio and strong liquidity but faces interest rate sensitivity and NAV volatility risks. Analysts expect 2026 earnings of $1.29 per share and revenues of $1.55 billion, with recent downward revisions.

Blue Owl Capital Corp (OBDC) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry into a Material Definitive Agreement On September 2, 2026 (the “Closing Date”), Blue Owl Capital Corporation (the “Company”) completed a $398 million term debt securitization transaction (the “CLO Transaction”), also known as a collateralized loan obligation tran

Blue Owl Capital (NYSE: OWL) marked loans to Loparex near zero, reflecting financial distress. Loparex missed interest payments, and Moody's downgraded its default rating. The move highlights risks in the $1.8 trillion private credit market, which relies on stable valuations. OBDC, Blue Owl's listed BDC, reported the loan as non-accrual, impacting income recognition.