Blue Owl Capital Corporation (OBDC)

Rare Buying Opportunity: Elite Dividend Growth And Private Credit Machines Getting Too Cheap

A major market fear is crushing valuations in one of the market's most powerful dividend growth sectors. Yields are near historic highs while long-term growth engines remain fully intact. The disconnect between sentiment and fundamentals may be creating a rare opportunity.

Stop Panicking And Start Buying BDCs

BDC sector offers a great moment to put your inner contrarian to test by scooping up high-quality compounders when everyone else is selling. The discounts have fallen into 20%+ zone, and the average yield level in the sector has risen to almost 13%. These metrics look too good to be true.

The Most Dangerous Mistakes BDC Investors Keep Making

Double-digit yields look irresistible… but there are hidden risks few income investors truly understand. Business Development Company dividends are about to change – here's what everyone is missing.

Why BDC Dividend Cuts Matter Less Than You Think

System-wide BDC dividend cuts are highly likely as base dividend coverage averages 99% and growth is constrained. As a result, many BDC investors have decided to sit on the sidelines until the expected dividend cuts materialize. The idea is that a cut will lead to a negative share price reaction and thus provide a better opportunity to buy at a bargain price.

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

This Major Market Rotation Just Handed Dividend Investors A Huge Gift

Business development companies' stocks have fallen. Some look attractive for the right type of investor.

Because of Blue Owl, concerns over private BDCs have spilled over to push down prices of publicly traded BDCs — many of which trade at large discounts to their reported asset valuations.

Blue Owl Capital Q4 Earnings Beat on Rising Net Investment Income

OBDC's Q4 EPS beat estimates as investment income climbs, but higher expenses and a YoY profit drop temper the upbeat quarter.

OBDC to Report Q4 Earnings: Can Revenue Growth Offset Higher Costs?

OBDC gears up for Q4 2025 results with expected revenue growth, but earnings are likely to fall with no clear signal of a beat.

Blue Owl Capital Corporation (OBDC) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates

Beyond analysts' top-and-bottom-line estimates for Blue Owl Capital Corporation (OBDC), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

2 BDCs To Dump Before They Cut Their Dividend

The market has become worried about BDCs mostly from the credit risk perspective. However, some of the recent earnings reports and BDC examples show that dividend cut risk has not disappeared. In this article, I share two BDC examples that are very likely to slash their dividends soon.

Buy The Dip: 11-13% Yields Getting Way Too Cheap

The market is pricing in a disaster that the data still refuses to confirm. Deep discounts and double-digit yields are colliding in an overlooked corner of the market. If sentiment flips, the upside could surprise even seasoned income investors.

High-Yield Carnage In 2026

Multiple mortgage REITs fell by over 10% on the day. The stock driving the bus of bad dropped 33% on Friday and is continuing lower today. Preferred shares and baby bonds have consistently outperformed on a risk-adjusted basis, prompting a portfolio shift towards these instruments for better yield and stability.

Consider Selling BDCs Due To Lower Rates? Here's Why It's A Bad Idea

BDC net investment income levels are declining as the Fed lowers rates. Despite lower base rates, I see no reason to rotate out of the BDC sector. In the article I detail how BDCs have outperformed the S&P 500 and high yield credit even in prolonged low-rate environments.

A Golden Buy The Dip Opportunity: Blue-Chip 11%+ Yields

Recent economic data and stock price valuations have recently become disconnected in two high-yielding blue-chip stocks. This presents a rare golden buying opportunity. I share why these 11%+ yields are compelling buys on the recent dip and what risks still linger.

The Silent Killer Of BDC Yields (And My Strategy To Outrun It)

BDCs face earnings pressure from lower base rates, but fears of severe dividend cuts are overstated. Quite many BDCs have several levers to pull in order to absorb ~100 bps of base rate cuts without touching their dividends. Yet, I would say that the non-accrual risk is understated.

These Big BDC Yields Look Tempting But Come With Even Bigger Risks

The bankruptcy of auto-parts supplier First Brands has hit a corner of the market known for high dividends. Does that make these assets bargains?

My Biggest Contrarian Bet: The BDC Hidden Income Gift

The market seems to question the true fair value of BDC portfolios. There is a fear that the BDCs will start to report elevated non-accruals, which would make their life more difficult (as they have already a lower interest rate problem at hand). For durable and high-yield income investors this has created a truly enticing and timely opportunity, which simply has to be explored given the direction of overall asset yields.

Blue Owl Capital Corporation (OBDC) Up 11.2% Since Last Earnings Report: Can It Continue?

Blue Owl Capital Corporation (OBDC) reported earnings 30 days ago. What's next for the stock?

Why I'm Parking 45% Of My BDC Capital In These 2 Names

There is certainly no shortage of arguments why not to invest in BDCs. The sector median BDC trades at a 21% discount to NAV. For me, this provides an opportunity to scoop up unfairly punished gems.

Dividend Harvesting Portfolio Week 246: $24,600 Allocated, $2,737.06 In Projected Dividends

The Dividend Harvesting Portfolio weathered a choppy week, adding GPIQ and increasing OBDC, with forward annualized dividend income now exceeding $2,700. Market volatility persists amid AI bubble fears and weak labor data, but Nvidia's upcoming earnings could spark an end-of-year rally if results impress. GPIQ offers uncapped upside and strong monthly income, while OBDC remains attractive with a high yield and discount to NAV, even in a lower-rate environment.

Blue Owl Backs Off: Market Conditions Send the Merger Flying South

OBDC drops its planned merger with OBDC II as market conditions sour, raising investor concerns and prompting a reassessment of strategic options.

Blue Owl Capital Corporation and Blue Owl Capital Corporation II Announce Termination of Merger

Analysis continues to show merger will create long-term value, but current market volatility is cause to reevaluate alternatives in the future NEW YORK , Nov. 19, 2025 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") and Blue Owl Capital Corporation II ("OBDC II") today announced that the previously proposed merger of OBDC and OBDC II has been terminated, with plans to reevaluate alternatives in the future. This decision reflects the Boards' commitment to acting in the best interests of shareholders and is based on management's recommendation due to current market conditions.

Don't Bury BDC Dividends Just Yet

The Fed's dovishness has been the key driver for the BDC sell-off. The idea is that lower interest rates should lead to lower dividends (i.e., BDCs cutting their dividend across the board). While it is a process that takes time, the current data show that many BDCs are well-positioned to safeguard their existing dividends.

The BDC Bargain Bell Is Ringing

BDCs have had a rough year so far. Yet, Q3 earnings data points indicate that the tide could be turning. While there are some tangible improvements in BDC business environment, many risks remain open.

Blue Owl Capital Declines 5.5% Since Q3 Earnings Miss on High Costs

OBDC slips 5.5% after Q3 earnings miss, as rising expenses and weaker prepayment-related income weigh on results despite solid total investment income growth.

Blue Owl Capital Corporation (OBDC) Q3 2025 Earnings Call Transcript

Blue Owl Capital Corporation ( OBDC ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants Michael Mosticchio - Head of Investor Relations Craig Packer - CEO & Director Logan Nicholson - Senior Managing Director Jonathan Lamm - CFO & COO Conference Call Participants Brian Mckenna - Citizens JMP Securities, LLC, Research Division Arren Cyganovich - Truist Securities, Inc., Research Division Robert Dodd - Raymond James & Associates, Inc., Research Division Finian O'Shea - Wells Fargo Securities, LLC, Research Division Casey Alexander - Compass Point Research & Trading, LLC, Research Division Mickey Schleien - Ladenburg Thalmann & …

3 Ultra-High-Yield Stocks Wall Street Can't Stop Saying to Buy

Inside The Income Factory: Credit Asset Investing With Steven Bavaria

Steven Bavaria, from Inside the Income Factory, discusses credit assets like high-yield bonds, senior loans, and BDCs for stable, high-yield income, favoring closed-end funds for their resilience and discounts. Expense ratios for BDC ETFs like PBDC appear high due to accounting rules, but actual fund expenses are low—professional management adds only about 0.4%.

Blue Owl Capital's Q2 Earnings Beat on Strong Investment Results

OBDC's Q2 results benefit on higher investment income and improved adjusted net increase in net assets, despite rising expenses.

Blue Owl Capital Corporation (OBDC) Q2 2025 Earnings Call Transcript

Blue Owl Capital Corporation (NYSE:OBDC ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Craig William Packer - CEO & Director Jonathan Lamm - CFO & COO Logan Joseph Nicholson - Senior Managing Director Michael Mosticchio - Head of Investor Relations Conference Call Participants Arren Saul Cyganovich - Truist Securities, Inc., Research Division Brian J. Mckenna - Citizens JMP Securities, LLC, Research Division Casey Jay Alexander - Compass Point Research & Trading, LLC, Research Division Finian Patrick O'Shea - Wells Fargo Securities, LLC, Research Division Mickey Max Schleien - Ladenburg Thalmann & Co. Inc., Research …