B. Riley Equities Analysts Lift Earnings Estimates for OBDC

Key Points

• B. Riley Equities has raised its Q3 2025 EPS estimates for Blue Owl Capital to $0.41 from $0.39, maintaining a "Strong-Buy" rating on the stock.
• The company reported a quarterly earnings of $0.40 per share, exceeding consensus estimates, and announced a dividend of $0.37 to be paid on October 15th.
• Blue Owl Capital has seen significant institutional investment activity, with hedge funds acquiring substantial stakes, contributing to 42.83% of the company's ownership.

Blue Owl Capital Corporation (NYSE:OBDC - Free Report) - Investment analysts at B. Riley raised their Q3 2025 EPS estimates for Blue Owl Capital in a research note issued to investors on Monday, August 11th. B. Riley analyst S. Adams now forecasts that the company will earn $0.41 per share for the quarter, up from their prior estimate of $0.39. B. Riley has a "Strong-Buy" rating on the stock. The consensus estimate for Blue Owl Capital's current full-year earnings is $1.71 per share. B. Riley also issued estimates for Blue Owl Capital's FY2025 earnings at $1.58 EPS, Q1 2026 earnings at $0.38 EPS, Q2 2026 earnings at $0.39 EPS, Q4 2026 earnings at $0.38 EPS and FY2026 earnings at $1.52 EPS.

A number of other research firms have also recently issued reports on OBDC. LADENBURG THALM/SH SH upgraded shares of Blue Owl Capital to a "strong-buy" rating in a report on Friday. Wells Fargo & Company decreased their price target on shares of Blue Owl Capital from $15.00 to $14.00 and set an "equal weight" rating for the company in a report on Monday, April 28th. Finally, Royal Bank Of Canada restated an "outperform" rating and set a $16.00 price target on shares of Blue Owl Capital in a report on Thursday, May 15th. Two equities research analysts have rated the stock with a hold rating, three have issued a buy rating and four have given a strong buy rating to the stock. According to MarketBeat, Blue Owl Capital has an average rating of "Buy" and a consensus target price of $15.42.

Blue Owl Capital Stock Down 0.5%

OBDC stock opened at $14.10 on Tuesday. The company has a debt-to-equity ratio of 1.20, a current ratio of 0.80 and a quick ratio of 0.80. Blue Owl Capital has a 52-week low of $12.11 and a 52-week high of $15.73. The company has a 50-day moving average of $14.54 and a two-hundred day moving average of $14.54. The stock has a market capitalization of $7.20 billion, a price-to-earnings ratio of 9.33 and a beta of 0.74.

Blue Owl Capital (NYSE:OBDC - Get Free Report) last issued its quarterly earnings data on Wednesday, August 6th. The company reported $0.40 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.39 by $0.01. The firm had revenue of $485.84 million during the quarter, compared to analysts' expectations of $480.42 million. Blue Owl Capital had a net margin of 38.29% and a return on equity of 11.24%.

Blue Owl Capital Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 15th. Investors of record on Tuesday, September 30th will be paid a $0.37 dividend. This represents a $1.48 annualized dividend and a dividend yield of 10.5%. The ex-dividend date is Tuesday, September 30th. Blue Owl Capital's dividend payout ratio (DPR) is presently 98.01%.

Insider Buying and Selling at Blue Owl Capital

In related news, Director Victor Woolridge bought 6,915 shares of Blue Owl Capital stock in a transaction that occurred on Tuesday, May 27th. The stock was acquired at an average price of $14.45 per share, for a total transaction of $99,921.75. Following the completion of the purchase, the director owned 28,191 shares in the company, valued at approximately $407,359.95. This represents a 32.50% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.11% of the company's stock.

Institutional Investors Weigh In On Blue Owl Capital

Several hedge funds have recently made changes to their positions in the stock. Kingstone Capital Partners Texas LLC bought a new stake in shares of Blue Owl Capital in the second quarter valued at about $734,619,000. Oregon Public Employees Retirement Fund lifted its stake in Blue Owl Capital by 222.0% during the first quarter. Oregon Public Employees Retirement Fund now owns 16,098,695 shares of the company's stock worth $236,007,000 after purchasing an additional 11,098,695 shares during the period. State of New Jersey Common Pension Fund A acquired a new stake in Blue Owl Capital during the second quarter valued at approximately $218,884,000. Cresset Asset Management LLC grew its stake in shares of Blue Owl Capital by 85.8% in the 1st quarter. Cresset Asset Management LLC now owns 8,248,547 shares of the company's stock valued at $123,979,000 after purchasing an additional 3,809,000 shares during the period. Finally, Royal Bank of Canada grew its stake in shares of Blue Owl Capital by 3.0% in the 1st quarter. Royal Bank of Canada now owns 7,608,871 shares of the company's stock valued at $111,546,000 after purchasing an additional 221,571 shares during the period. Institutional investors own 42.83% of the company's stock.

About Blue Owl Capital

Blue Owl Capital Corporation is a business development company. It 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.

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