Blue Owl Capital Corporation

2026-02-23 22:00:52

Four analysts have recently evaluated Blue Owl Capital (NYSE: OBDC), resulting in a mix of bullish and indifferent ratings, with an average price target of $13.62. The company's market capitalization is below industry benchmarks, and it faces challenges with negative revenue growth, though it boasts an exceptional net margin of 84.55%. Investors should consider these evaluations alongside Blue Owl Capital's financial indicators, including its low return on equity and assets, and a high debt-to-equity ratio of 1.25.

2026-02-23 00:09:10

Blue Owl Capital Corporation's Q4 earnings call revealed a cautiously optimistic outlook, highlighting strong portfolio quality validated by a $1.4 billion asset sale and solid credit performance. Despite macro headwinds and a stock trading at a discount to NAV, the company maintained its dividend, executed accretive share repurchases, and secured a Moody's credit rating upgrade. Management acknowledged future earnings pressure from lower rates and spread compression but expressed confidence in the portfolio's resilience and liquidity, suggesting a compelling long-term setup for investors.

2026-02-20 23:15:26

Blue Owl Capital Corporation (OBDC) is considered a Buy, despite market concerns that have led to its shares trading at a significant discount to its Net Asset Value (NAV). The company's recent $400 million asset sale at near par value and a renewed $300 million stock repurchase program validate its portfolio quality and resilience. While the market is heavily discounting its software exposure and pricing in a potential dividend cut, improved non-accruals and OBDC's robust valuation methodology suggest an opportune entry point for long-term investors.

2026-02-20 23:15:26

Blue Owl Capital's decision to permanently restrict withdrawals from one of its retail-focused debt funds has intensified fears about a potential private credit bubble. Market watchers are calling this a "canary in the coal mine" moment, suggesting that years of low interest rates led to increased risk-taking in financing smaller, leveraged companies. The move highlights concerns about liquidity mismatch, especially in funds marketed to retail investors, and the potential for rising defaults in the high-yield private credit market.

2026-02-20 18:21:24

Private credit giant Blue Owl Capital is selling $1.4 billion in assets across three funds to return capital to investors. Initial reports suggested the company was halting redemptions in one fund, raising investor concern about liquidity, especially given parallels to the 2007 financial crisis. However, Blue Owl clarified that they are accelerating capital returns, distributing six times more capital to all shareholders on a pro-rata basis within 45 days, rather than a partial quarterly tender.

2026-02-20 11:12:26

Blue Owl Capital's sale of $1.4 billion in loans and its changes to investor withdrawal terms have caused significant concern in the private credit market, highlighting liquidity risks and valuation transparency issues. The move comes amid retail redemption pressures and weakening inflows into semi-liquid business development companies, leading to a sharp drop in Blue Owl shares and impacting competitors. Observers like economist Mohamed El-Erian view this as a potential "canary in the coal mine" for the rapidly growing $2 trillion private credit industry.