$OBDC

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.

Blue Owl Capital Corp. (OBDC) marked down four Loparex loans by 93.2% in June, from $122.43M to $8.34M. The markdown raises questions about private-credit valuation speed. OBDC's shares trade at a 20.1% discount to NAV, with 0.8% of investments on non-accrual. Loparex, representing 0.90% of OBDC's portfolio, missed a payment, and Moody's noted potential Chapter 11. OBDC's Q2 dividend was covered by adjusted net investment income.

Blue Owl's retail private credit fund significantly reduced the value of its Loparex loans, with second-lien marks dropping to around 5 cents. OBDC, a publicly traded BDC, placed Loparex on non-accrual, and Moody's warned of a potential Chapter 11 filing. Loparex missed a June interest payment and is operating under a forbearance agreement. The company's sponsor, Pamplona Capital Management, did not comment.

Blue Owl Capital (OBDC) director Eric A. Kaye bought 1,000 shares at $11.34 each on 2026-08-28, increasing his direct ownership to 22,144 shares, including 19,144 held by his wife. The purchase was made in an open market or private transaction.

Kaye Eric A. purchased 1,000 shares of Blue Owl Capital Corp (OBDC) at $11.34 on 2026-08-28.

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.