OWL

Blue Owl Capital Corp. trades at a 20% discount to book, but this discount is justified by deteriorating loan quality and aggressive risk-taking. OBDC's recent portfolio includes multiple high-risk, second-lien and PIK loans—several already marked down or likely to be total losses. Key loans to Loparex, Peraton, National Dentex Labs, Conair, and Feradyne Outdoors collectively threaten $600M of book value, with further NAV erosion likely.

On the morning of September 24, 2026, Oracle (NYSE:ORCL | ORCL Price Prediction) sent a force majeure letter to Blue Owl Capital (NYSE:OWL) tied to the New Mexico piece of its $165 billion Stargate campus across Texas, New Mexico, and

Amends Revolving Credit Facility, Increasing Capacity, Extending Maturity and Improving Funding Costs and Completes $1.0 Billion Notes Offering NEW YORK, Sept. 22, 2026 /PRNewswire/ -- Blue Owl Credit Income Corp. ("OCIC") today announced the completion of a series of financing transactions that further enhance its capital structure, including the amendment, extension and upsize of its senior secured revolving credit facility in addition to a recently completed $1.0 billion notes offering.

Many investors are growing increasingly complacent. I detail three very big mistakes that I am seeing a lot of investors make right now. I discuss why bonds may be riskier than they seem, historically cheap-looking high-yield securities may not be nearly as undervalued as they seem, and many investors are overpaying for outperformers.

Blue Owl Capital remains a Buy, with improved sentiment, stable credit quality, and supportive valuations despite macro and rate headwinds. Redemption pressures are fading, with OCIC loan repayments covering requests by ~3x and evergreen inflows rebounding, reducing forced asset sale risks. Credit FRE management fees face a temporary drag, but committed, undeployed capital and diversification support a visible path to fee growth and dividend coverage.

Acquiring Portfolio of 34 Bank Branches from Investment Grade Counterparty NEW YORK, Sept. 17, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl"), a leading alternative asset manager, today announced that funds managed by its Real Assets platform have completed the acquisition of 34 bank branch properties owned by Trustmark Corporation ("Trustmark").

Blue Owl Capital Inc. (OWL) Presents at Barclays 24th Annual Global Financial Services Conference Transcript

Blue Owl Capital (OBDC) trades at a 20% discount to NAV, offering a compelling entry for yield-focused investors. OBDC maintains a well-covered 11% dividend yield, low nonaccrual rates (0.8%), and minimal tech exposure, supporting portfolio resilience. Despite a 10% NAV drawdown, net investment income remains stable, and portfolio diversification spans 229 companies across 30 industries.

Blue Owl Capital Corporation remains undervalued, trading at a significant discount to NAV and peers despite recent recovery. OBDC offers a robust 10.87% yield, improved dividend coverage, and a strengthened balance sheet with lower leverage and ample liquidity. A 96% floating-rate credit portfolio positions the company for earnings resilience should the Federal Reserve maintain or raise interest rates.

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.