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Blue Owl Capital Corporation Stock Price

NYSE:OBDC Community·US$5.3b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 77 Fair Values set on narratives written by author

OBDC Share Price Performance

US$10.74
-3.88 (-26.54%)
US$13.31
Fair Value
US$10.74
-3.88 (-26.54%)
19.3% undervalued intrinsic discount
US$13.31
Fair Value
Price US$10.74
AnalystConsensusTarget US$13.31

OBDC Community Narratives

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Fair Value US$13.31 19.3% undervalued intrinsic discount

Direct Lending Expansion And Larger Tranches Will Drive Durable Income For Years

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Trending Discussion

Updated Narratives

OBDC logo

OBDC: Lower Yields And Credit Headwinds Will Test Income Thesis

Fair Value: US$13.31 19.3% undervalued intrinsic discount
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Snowflake Analysis

Good value with slight risk.

4 Risks
3 Rewards

Blue Owl Capital Corporation Key Details

US$1.8b

Revenue

US$0

Cost of Revenue

US$1.8b

Gross Profit

US$1.4b

Other Expenses

US$360.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 05, 2026
0.73
100.00%
20.21%
118.2%
View Full Analysis

About OBDC

Founded
2015
Employees
n/a
CEO
Craig Packer
WebsiteView website
www.blueowlcapitalcorporation.com

Blue Owl Capital Corporation is a Private Debt, business development company That specializes in direct and fund of fund investments. The fund makes investments in senior secured, direct lending or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments, first lien, unitranche, and second lien term loans and common equity investments. Within private equity, it seeks to invest in growth, acquisitions, market or product expansion, refinancings and recapitalizations. It seeks to invest in middle market and upper middle market companies based in the United States, with EBITDA between $10 million and $250 million annually and/or annual revenue of $50 million and $2500 million at the time of investment. It seeks to invest in investments with maturities typically between three and ten years. It seeks to make investments generally ranging in size between $20 million and $250 million.

Recent OBDC News & Updates

Narrative Update Jun 26

OBDC: Lower Yields And Credit Headwinds Will Test Income Thesis

Analysts have trimmed their average price target on Blue Owl Capital to about $13.31 from $14.50, citing updated models that factor in lower interest yields, softer investment activity, and some credit quality pressure across the broader business development company group. Analyst Commentary Recent research on Blue Owl Capital highlights a more tempered stance from Wall Street, with price targets adjusted to reflect lower interest yields, softer deployment of capital, and some pressure on credit quality across the broader business development company group.
Seeking Alpha Jun 25

Blue Owl Capital: 12% Yield Trading At A Deep Discount To NAV

Summary Blue Owl Capital is upgraded to "Strong Buy" due to the big 26% discount to NAV and an 11.75% yield. OBDC’s portfolio is diversified, 78% senior secured, with limited direct software exposure and low nonaccruals, countering market fears. The dividend reset to $0.31 aligns the payout with recurring NII, enhancing sustainability despite recent cuts driven by rate compression. Share repurchases below book value, solid credit quality, and capital recycling potential position OBDC for market-beating total returns. Read the full article on Seeking Alpha

Recent updates

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