$OBDC

Private credit markets are showing increasing signs of distress, with non-accrual debt rising among the largest BDCs. In Q2, non-accrual debt at the top 10 BDCs increased to 3.95% of total debt, up from 3.75% in Q1. The broader BDC universe also saw a rise in non-accrual borrowers, reaching 4.69% in Q1 2026. Adjusted non-accrual rates are higher, indicating wider credit stress. Interest income at risk is climbing, potentially impacting BDC yields.

Nicholson Logan (President) purchased 2,325 shares of Blue Owl Capital Corp (OBDC) at $11.29 on 2026-08-20.

Blue Owl Capital Corporation (OBDC) reported Q2 2026 adjusted EPS of 34 cents, 6.3% above the Zacks Consensus. Adjusted net investment income fell 17.1% to $170.6 million, while total investment income declined 17.4% to $401.3 million. Lower interest expenses helped; the company declared a 31-cent quarterly dividend and repurchased $35 million of shares.

A Wall Street Journal analysis said loan defaults at funds managed by Ares Management, Blackstone, Blue Owl Capital and Golub Capital hit the highest levels since at least 2021. Fitch reported the private credit default rate rose to a record 6% through Q2 2026. Despite this, With Intelligence data showed private credit fundraising reached $119B in Q2 2026 and H1 $190B.

Blue Owl Capital (NYSE:OBDC) reported Q2 earnings call highlights. Management said PIK income fell to 10.7% of total investment income after a realization reduced PIK exposure. LSI life sciences specialty finance vehicle benefited from ITM Radiopharma repayment. Net leverage fell to 1.11x. NAV declined mainly due to a credit markdown on Loparex. The firm repurchased $35M of shares and raised about $800M unsecured debt.

Blue Owl Capital (NYSE: OBDC) said Q2 investment activity fell as new deal and refinancing/extension transactions declined. Gross fundings were $219M versus $747M sales and repayments, and portfolio fair value fell to about $15.0B from $16.9B a year earlier. OBDC exited Mavis Tire for about $274M cash, while net unrealized losses were $99.4M, including markdowns tied to Loparex non-accruals.

Blue Owl Capital Corporation (NYSE: OBDC) reported Q2 2026 results for the quarter ended June 30, 2026. GAAP net investment income per share was $0.36, and adjusted NII per share was $0.34 versus $0.31 in the prior quarter. The board declared $0.33 total dividends per share and NAV was $14.26. New commitments were $319M and sales/repayments $747M.

Blue Owl Capital Corp (OBDC) filed an SEC Form 8-K — Results of Operations and Financial Condition. Blue Owl Capital Corporation Announces June 30, 2026 Financial Results NEW YORK — August 5, 2026 — 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 • Se

Blue Owl Capital (OBDC) cut its base dividend from $0.37 to $0.31 per quarter to align with portfolio go-forward earnings power. Adjusted NII per share fell from $0.36 (Q1 2025) to $0.31 (Q1 2026) as loan yields declined and NAV per share dropped to $14.41 from $14.81 (Dec 2025). The article also reviews MAIN, ARCC and FSKK Capital dividend and NAV trends.

Blue Owl Capital reported Q2 2026 private credit fundraising of $1.8 billion, its weakest in three years, amid rising investor redemptions and liquidity concerns in private credit. The firm raised $7.6 billion total capital and said AUM rose to $314.9 billion, including $159.2 billion in Credit. Reuters and Moody’s cited redemption pressure affecting outlooks and shares.