Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.4B
496M shares
52-week range
$10.52 – $15.19
14% from low
Exchange
NYSE
CS
Borrow rate
0.61%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $293.4M | $582.1M | $438.9M | $882.3M | $808.8M | $1.27B | $1.10B | $1.68B |
| Cost of revenue | $71.4M | $125.3M | $136.4M | $192.7M | $273.1M | $410.6M | $434.9M | $414.4M |
| Gross profit | $222.0M | $456.7M | $302.5M | $689.7M | $535.6M | $864.3M | $665.8M | $1.26B |
| Gross margin | 75.7% | 78.5% | 68.9% | 78.2% | 66.2% | 67.8% | 60.5% | 75.3% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $203.3M | $500.0M | $393.4M | $637.5M | $476.1M | $810.7M | $607.3M | $1.23B |
| EBITDA | $203.3M | $500.0M | $410.6M | $663.3M | $476.1M | $810.7M | $607.3M | $1.24B |
| Net income | $202.2M | $498.0M | $387.7M | $624.9M | $466.4M | $793.3M | $595.0M | $627.4M |
| Net margin | 68.9% | 85.6% | 88.3% | 70.8% | 57.7% | 62.2% | 54.1% | 37.4% |
| EPS (diluted) | 1.49 | 1.53 | 1.00 | 1.59 | 1.18 | 2.03 | 1.53 | 1.24 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.6B | $1.29 | $1.27–$1.31 | 8 |
| 2027 | $1.6B | $1.31 | $1.27–$1.35 | 9 |
| 2028 | $1.5B | $1.26 | $1.23–$1.28 | 2 |
Forward consensus · source: Financial Modeling Prep
Blue Owl Capital Corp is a specialty finance company and business development company (BDC) focused on providing direct lending solutions to U.S. middle-market companies. The company seeks to generate current income and, to a lesser extent, capital appreciation by targeting investment opportunities with favorable risk-adjusted returns, including senior secured, subordinated, or mezzanine loans and equity-related instruments. Its investment strategies are intended to generate favorable returns across credit cycles with an emphasis on preserving capital.
www.blueowlcapitalcorporation.comNo one on the platform currently holds OBDC.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2025-09-30 | 32,862 | $419.6K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-30 | $0.3100 | 2026-07-15 |
| 2026-03-31 | $0.3700 | 2026-04-15 |
| 2025-12-31 | $0.3700 | 2026-01-15 |
| 2025-09-30 | $0.3700 | 2025-10-15 |
| 2025-08-29 | $0.0200 | 2025-09-15 |
| 2025-06-30 | $0.3700 | 2025-07-15 |
| 2025-05-30 | $0.0100 | 2025-06-13 |
| 2025-03-31 | $0.3700 | 2025-04-15 |
| 2025-02-28 | $0.0500 | 2025-03-17 |
| 2024-12-31 | $0.3700 | 2025-01-15 |
No one on the platform has traded OBDC yet.
| +2.54% |
| $4.9B |
| — |
| PFSIPennyMac Financial Services, Inc. | $86.08 | +2.11% | $4.5B | — |
| PNFPPinnacle Financial Partners, Inc. | $101.04 | +2.37% | $7.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2024-11-29 |
| $0.0500 |
| 2024-12-13 |
| 2024-09-30 | $0.3700 | 2024-10-15 |
Trading at 7.2× earnings vs its 10.0× historical median P/E.
Fair value ≈ $15.48 · price $11.15 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$OBDC popped 3% today All the action was in a single cluster of July 17 $10 ITM calls That’s 3,120 contracts over five days, all at the ask Feels like tactical moves around the $10 line rather than a big conviction play Analysts just trimmed the target to $13.31 so there's a headwind on the macro side Momentum looks near-term bullish Without follow-through tomorrow, we could see a quick pullback Keep an eye on volume and if it holds above $11 with solid flow
View on StockTwits ↗Your end of month ex divs. Quarterly marked with a slash. Others are monthly. $efC $MitT $ciM $obdC.
View on StockTwits ↗$OBDC $11 support continues to hold. Insider buying at $11.31 and a $0.31 dividend coming on June 30. I'm considering adding more shares and building a long-term income position here. Even a move below $11 could be an opportunity to keep building, as long as the dividend remains well covered.
View on StockTwits ↗@DataJim there isnt much of a bear case against any of them specifically. each has its strengths and weaknesses. the discount to NAV seen in $OBDC and $TPVG are the market pricing in issues with those twos buisness model or Loan Book. there is an overarching bear case for BDCs in general that has to do with the economy, rate environment, inflation and such. but if you want exposure to the group, i think its a good mix.
View on StockTwits ↗$ARCC and $OBDC and $TPVG are the three business development corporations that I hold. Ares has an impressive, long-term compounding history with drip turned on. The others are trading at a significant discount to asset value. If I had to digest one of the three, which would it be curious to hear people’s bear Case?
View on StockTwits ↗$OBDC Blue Owl Capital (OBDC) President Logan Nicholson bought a total of 3,000 shares at $11.31 each for $33,930, raising his holdings to 88,000 shares. https://seekingalpha.com/news/4601161-insider-trades-nvidia-intel-verizon-among-notable-trades?mailingid=46043715&messageid=2900&position=rta_news_bankrate_ad_rotation_main_2_textlink&serial=46043715.130280&source=email_2900&utm_campaign=rta-stock-news&utm_content=link-3&utm_medium=email&utm_source=seeking_alpha&utm_term=46043715.130280
View on StockTwits ↗Cramer's lightning round: Buy Reddit $obdc Blue Owl Capital Corporation: “I have not recommended anyone’s business development company. I can’t start doing it now.” https://www.cnbc.com/2026/06/05/cramers-lightning-round-buy-reddit-.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
View on StockTwits ↗$AUR $KGC $OBDC $RTX $CAT Five of my largest positions and the investment thesis behind each one: • AUR → Autonomous trucking and logistics automation. • KGC → Gold as a hedge against monetary debasement. • OBDC → Generating cash flow while other investment theses play out. • RTX → Defense, security, and Western rearmament. • CAT → The company selling the shovels to build the physical world of the future.
View on StockTwits ↗$BCIC just had an external audit on valuations and book value done by one of the best accounting firms in the business, Deloitte. It's the only BDC I own trading at a 50% discount to it's NAV and paying a dividend covered 2 times by NII. Highly overlooked in the space. Maybe they should ALL pay for external audits and follow suit? $BIZD $OWL $OBDC $BXSL $MSDL https://x.com/i/status/2062234517692366854
View on StockTwits ↗$OBDC Reduced dividend and higher rates equal better times for BDC’s. Stronger business activity going into 2nd half. I’m bullish!
View on StockTwits ↗$OBDC I see so they crushed it down for 9 months, but now want to pump it?!! These 10 mid-cap U.S. stocks carry the market's most attractive valuations https://seekingalpha.com/news/4599732-these-10-mid-cap-us-stocks-carry-the-markets-most-attractive-valuations?share_source=shared_news
View on StockTwits ↗$ARCC fk yah .. I knew riets would run eventually 🤑 💰 $OBDC everything looking sexi ASF in the market $SPY life is great 👍 👍
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.