Blue Owl Capital Inc. (OWL)

NYQ – Real Time Price. Currency in USD

10.00

-0.08 (-0.79%)

At close: May 12, 2026, 4:00 PM EDT

10.05

+0.05 (0.49%)

After-hours: May 12, 2026, 7:58 PM EDT

09.05.2026

From Blackstone to Blue Owl, here's how the biggest investors are chasing a $900 billion data center opportunity

There's a potential $900 billion opportunity for third-party data center investors, says Ares exec. AI bets were a theme of this year's earnings season across private equity and credit.

08.05.2026

Blue Owl Capital's Dividend Hike, Strong AUM Growth, And Fat Yield

Blue Owl Capital offers an 8.7% dividend yield, recently hiked, with a BBB+ investment-grade rating and robust AUM growth. OWL's assets under management reached $314.9 billion in the first quarter, up 15% year-over-year, driving continued fee-related earnings expansion. The current yield is over 3x the peer group median, reflecting an undervaluation driven by overblown private credit fears.

07.05.2026

Blue Owl Capital: Unjustified SaaS Fears

Blue Owl Capital Corporation trades at a 21% discount to NAV, offering a safety buffer for income investors despite recent dividend undercoverage. OBDC's Q1 '26 net investment income per share fell 22% year-over-year, covering only 86.5% of its dividend, raising medium-term dividend stability concerns. Portfolio quality improved sequentially, however, with non-accruals at 1.0% (fair value), though the firm's overall portfolio size declined amid weakening originations/higher repayments.

07.05.2026

Blue Owl private credit fund will lower software exposure, CEO says

Blue Owl's biggest publicly traded private credit fund will look to reduce its exposure to software, the fund's chief executive said, as ‌uncertainty about the impact of artificial intelligence on the sector roils valuations.

07.05.2026

Two funds run by Blue Owl are cutting their dividend — and one sold half its SpaceX stake before IPO

Two funds that invest in private credit run by Blue Owl Capital said they're cutting dividends in the latest sign of stress to hit the sector.

06.05.2026

The Case For Doubling Down On Blue Owl Capital: A Yield Built On Doubt, Not Deterioration

Blue Owl Capital remains a Buy, with current valuation reflecting a deep discount despite continued earnings and AUM growth. Q1 data shows no visible credit deterioration, with non-accruals negligible and portfolio companies growing revenue and EBITDA by healthy ranges. OWL's liquidity is robust, with repayments exceeding redemptions and low LTVs providing structural protection against credit stress.

06.05.2026

Blue Owl Technology Finance Corp. Announces March 31, 2026 Financial Results

NEW YORK, May 6, 2026 /PRNewswire/ -- Blue Owl Technology Finance Corp. (NYSE: OTF) ("OTF" or the "Company") today announced financial results for its first quarter ended March 31, 2026. FIRST QUARTER 2026 HIGHLIGHTS First quarter GAAP net investment income ("NII") per share of $0.37 First quarter adjusted NII per share of $0.29(1) Dividends declared for the second quarter were $0.40 per share, including a base dividend of $0.35 per share and a special dividend of $0.05 per share declared in connection with the listing Net asset value per share decreased to $16.49, as compared with $17.33 last quarter, primarily driven by unrealized losses from the impact of credit spread widening on the portfolio New investment commitments for the first quarter were $1.7 billion and sales and repayments were $1.1 billion, as compared with $2.3 billion of new investment commitments and $0.9 billion of sales and repayments for the three months ended December 31, 2025 Net debt-to-equity ended at 0.85x, as compared with 0.75x as of December 31, 2025 Investments on non-accrual represented 0.3% and 0.1% of the portfolio at cost and fair value, respectively, as compared with 0.4% and 0.2% as of December 31, 2025 OTF repurchased approximately $50.2 million of OTF common stock, which was accretive to net asset value per share in the first quarter Approximately 80% of each pre-listing shareholder's position has been released from lock-up, with two remaining releases scheduled in equal tranches of approximately 10.6% each month until June 12, 2026 "First quarter volatility in technology markets drove meaningful spread widening and pressured valuations across OTF's portfolio, reflecting broader market dynamics rather than underlying credit trends," said Craig W.

Videos

02.04.2026

Negative

Blue Owl caps private credit funds redemptions at 5% after steep request levels

02.04.2026

Neutral

Oaktree's Panossian Says Private Credit Correction Not Systemic

30.03.2026

Negative

Churchill's Kencel on the State of Private Credit

17.03.2026

Negative

This is what investors should AVOID in private credit, Goldman Sachs exec says

Upgrades / Downgrades

Ticker	Brokerage Firm	Ratings Change	Price Target	Date
OWL	UBS	Neutral	undefined >> $18	December 11th 2025
OWL	Raymond James	Strong Buy	undefined >> $20	December 10th 2025
OWL	Raymond James	Market Perform	undefined >> undefined	July 28th 2025
OWL	Keefe Bruyette	Outperform	undefined >> $23	May 20th 2025
OWL	Barclays	Overweight	undefined >> $29	February 24th 2025
OWL	Citigroup	Buy	undefined >> $30	January 23rd 2025
OWL	TD Cowen	Buy	undefined >> $28	January 16th 2025
OWL	Goldman	Neutral	$25 >> $25	January 6th 2025

Press releases

06.05.2026

Blue Owl Technology Finance Corp. Announces March 31, 2026 Financial Results

06.05.2026

Blue Owl Capital Corporation Announces March 31, 2026 Financial Results

NEW YORK, May 6, 2026 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC" or the "Company") today announced financial results for its first quarter ended March 31, 2026. FIRST QUARTER 2026 HIGHLIGHTS First quarter GAAP net investment income ("NII") per share of $0.32 First quarter adjusted NII per share(1) of $0.31, as compared with the prior quarter of $0.36 Net asset value per share of $14.41, as compared with $14.81 as of December 31, 2025, primarily reflecting the impact of credit spread widening on the portfolio New investment commitments for the first quarter were $676 million and sales and repayments were $1.5 billion, as compared with $684 million of new investment commitments and $1.4 billion of sales and repayments for the three months ended December 31, 2025 Investments on non-accrual represented 2.0% and 1.0% of the portfolio at cost and fair value, respectively, as compared with 2.3% and 1.1% as of December 31, 2025 In January, Moody's upgraded OBDC to Baa2 given their view on OBDC's credit profile and liability management "OBDC's credit performance remains strong, with no new non‑accruals and steady borrower performance," said Craig W.

30.04.2026

Blue Owl Capital Inc. First Quarter 2026 Results

NEW YORK, April 30, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE:OWL) ("Blue Owl") today reported its financial results for the first quarter ended March 31, 2026. "Blue Owl's results for the first quarter of 2026 demonstrate the power of our three differentiated and scaled platforms, each of which has contributed to our continued expansion to $315 billion of AUM.

29.04.2026

OCIC Investors Have Opportunity to Join Blue Owl Credit Income Corp. Fraud Investigation with the Schall Law Firm

LOS ANGELES, April 28, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Blue Owl Credit Income Corp. (“Blue Owl Credit Income” or “the Company”) (OCIC) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Blue Owl Capital Inc. (OWL)

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Blue Owl Capital Inc. (OWL)

From Blackstone to Blue Owl, here's how the biggest investors are chasing a $900 billion data center opportunity