OWL

Blue Owl stock has staged a strong comeback in recent months, climbing from a low of $7.60 in April to around $11.85 currently. The rally could have further room to run after the stock formed a golden cross and a bullish flag pattern, while fading jitters across the AI sector could provide an additional tailwind.

Third financing since June 30 brings total debt financing raised to $800 million, further strengthening OTF's liquidity and financial flexibility NEW YORK, Sept. 4, 2026 /PRNewswire/ -- Blue Owl Technology Finance Corp. (NYSE: OTF) ("OTF") today announced the closing of a private placement of $150 million aggregate principal amount of 7.60% senior unsecured notes due September 3, 2032 (the "Notes").

Blue Owl Capital Corp remains a HOLD, offering an 11.0% yield with a recently reset, but barely covered, dividend. NAV per share has declined for eight consecutive quarters, with the aggregate mark falling below par and non-accruals at a two-year high. Leverage is at a two-year low, two-thirds of debt is unsecured, and $220 million in stock has been repurchased, reflecting a materially improved balance sheet.

Blue Owl Capital Corp. remains a 'Strong Buy' due to its resilient, diversified, and predominantly senior-secured $15 billion portfolio. OBDC's adjusted NII per share of $0.34 covers its 11% yield, with a 110% coverage ratio and $0.29 per share in spillover income. The portfolio's low nonaccrual rate, improving risk ratings, and conservative 1.11x leverage underpin its robust credit profile.

Blue Owl Capital Corporation trades at a 21% discount to NAV, offering a compelling risk-reward profile with a Buy rating. OBDC's adjusted NII of $0.34 per share covers its $0.31 base dividend, supporting an 11% yield, with supplemental dividends potentially raising yield to 11.7%. The portfolio is 78.8% senior secured loans; non-accruals rose to 2.8% at cost but only 0.8% at fair value, suggesting write-downs are largely reflected.

NEW YORK, Aug. 31, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced that Doug Ostrover, co-CEO, will present at Barclays 24th Annual Global Financial Services Conference on Monday, September 14, 2026 at 10:30am ET. A live webcast of the presentation will be available on the Shareholders section of Blue Owl's website at www.ir.blueowl.com.

Financing for NVIDIA AI Infrastructure deployment draws on Blue Owl's digital infrastructure operating and underwriting experience NEW YORK, Aug. 28, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl"), a leading alternative asset manager, today announced that funds managed by Blue Owl led a $2.4 billion compute equipment financing for IREN Limited (NASDAQ: IREN) ("IREN"), a vertically integrated AI Cloud platform delivering data centers, compute, and software for AI training and inference. The financing comprises a $1.2 billion senior secured term loan and $1.2 billion of senior secured notes, with proceeds to fund IREN's purchase of air-cooled NVIDIA Accelerated Computing Infrastructure including NVIDIA Blackwell Ultra GPUs for IREN's Mackenzie data center campus in British Columbia, Canada.

Blue Owl remains a Strong Buy, supported by robust growth, high margins, and an attractive 14x distributable earnings multiple. Fears over OWL's private credit exposure have proven overblown, with the credit portfolio showing just a 12 basis point average annual loss rate. OWL's diversified platform, $30B+ in dry powder, and high-margin fee streams underpin a compelling total return profile of 20%+ annually.

Blue Owl Capital Inc. remains a Strong Buy, with recent returns far surpassing the S&P 500 and further upside anticipated. Blue Owl Capital's fee-based asset management model, especially in data centers and real assets, drives stable growth and shields against investment vehicle volatility. Despite concerns over circular financing and AI exposure, Blue Owl Capital's real asset AUM surged to $89.4 billion, and distributable earnings rose 9.9% year-over-year.

Blue Owl remains a compelling deep value opportunity, with fundamentals improving and a strong rebound from prior market pessimism. OWL's real assets segment is driving growth, with 44% revenue growth over twelve months and expectations for continued outperformance. Distributable earnings are approaching full dividend coverage, with management guiding to beat consensus and cover the dividend by year-end.