Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$4.9B
463M shares
52-week range
$10.13 – $16.10
10% from low
Exchange
NYSE
CS
Borrow rate
7.30%
Hard to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|
| Revenue | $170.3M | $537.1M | $176.1M | $587.4M | $536.9M | $1.07B |
| Cost of revenue | $34.2M | $84.5M | $126.2M | $186.2M | $183.5M | $293.6M |
| Gross profit | $136.1M | $452.6M | $50.0M | $401.2M | $353.5M | $779.3M |
| Gross margin | 79.9% | 84.3% | 28.4% | 68.3% | 65.8% | 72.6% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $122.1M | $429.7M | $26.9M | $378.3M | $330.7M | $728.6M |
| EBITDA | $156.3M | $514.2M | $153.0M | $564.5M | $514.2M | $728.6M |
| Net income | $122.1M | $424.8M | $19.0M | $369.1M | $319.2M | $720.4M |
| Net margin | 71.7% | 79.1% | 10.8% | 62.8% | 59.5% | 67.1% |
| EPS (diluted) | 0.61 | 3.05 | 0.09 | 1.80 | 1.52 | 1.76 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $1.4B | $1.25 | $1.24–$1.26 | 6 |
| 2027 | $1.5B | $1.32 | $1.23–$1.36 | 7 |
| 2028 | $1.5B | $1.24 | $1.18–$1.29 | 2 |
Forward consensus · source: Financial Modeling Prep
Blue Owl Technology Finance Corp is an externally managed business development company mainly formed to originate and make debt and equity investments in a broad range of established and high-growth technology-related companies based mainly in the United States. Its investment objective is to maximize total return by generating current income from debt investments and other income-producing securities, and capital appreciation from its equity and equity-linked investments. The company originates and invests in senior secured or unsecured loans; subordinated loans or mezzanine loans; and equity-related securities, including common equity, warrants,preferred stock, and similar forms of senior equity, which may or may not be convertible into a portfolio company's common equity.
www.blueowl.comNo one on the platform currently holds OTF.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 110,361 | $1.6M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-21 | $0.0500 | 2026-10-06 |
| 2026-06-30 | $0.3500 | 2026-07-15 |
| 2026-06-22 | $0.0500 | 2026-07-07 |
| 2026-03-31 | $0.3500 | 2026-04-15 |
| 2026-03-23 | $0.0500 | 2026-04-07 |
| 2025-12-31 | $0.3500 | 2026-01-15 |
| 2025-12-23 | $0.0500 | 2026-01-07 |
| 2025-09-30 | $0.3500 | 2025-10-15 |
| 2025-09-22 | $0.0500 | 2025-10-07 |
| 2025-06-30 | $0.3500 | 2025-07-15 |
No one on the platform has traded OTF yet.
| $72.2B |
| — |
| JHGJanus Henderson Group plc | $51.97 | +0.08% | $8.0B | — |
| MAINMain Street Capital Corporation | $51.56 | +1.08% | $4.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Higher interest rates make it easier for Blue Owl to continue to take market share from banks $OWL If interest rates lower.... then M&A heats up. Remember we're just talking about the ~36% of Owl's AUM (direct lending). Ignoring the digitial infrastructure, GP stakes, other credit strategies and real estate. Wasn't it the high interest rates rhat cause OWL's huge run up a couple years ago? Lol I'm not concerned about some borrowers defaulting. Just a cost of doing business as a lender Also not concerned about some borrower's equity values going lower.... Majority of $OTF loans are first lien senior secured with 40% LTV. OTF is the first to be paid in the capital stack. Blue Owl gets paid first as the lender before private equity boys get paid........ ain't now way these PE firms want to lose money, they'll make sure of it, right? Lol Didn't equity values already crash? How much lower can we go? Am I making sense to anybody or am I retarded
View on StockTwits ↗Besides $TRIN which I already have, I am looking at $OTF. Very good article on OTF at https://seekingalpha.com/article/4914546?gt=8afaf58c9d834c2e
View on StockTwits ↗$OTF I own 5000 shares at 11.79 never sell till 20
View on StockTwits ↗$OTF tax not me I’m looking forward to the dividend payout in July on my 5,000 Shares avg 10.50 See you there
View on StockTwits ↗One day $OWL will be $20 Many of us will have sold some or all of our shares Then before you know it $OWL will be $30 and included in the S&P500. We'll wonder why tf we trimmed at $20. Long $OWL AND $OTF
View on StockTwits ↗$OWL $OBDC $OTF after selling the OTF stake down 50% at $1.25T valuation, don't forget ALL THREE still hold moderate SpaceX stakes: https://www.cnbc.com/2026/05/20/spacex-ipo-live-updates.html
View on StockTwits ↗$OTF they’re all talking about software hurting these private equity firms software has been going up for a month
View on StockTwits ↗$OTF the stock should go up not down. They cut their dividend big deal. What’s a few pennies? I don’t know who’s running this blue all fun but they ever come out with positive news. You get tired of these weak CEOs that can’t run a company that they pay him big money.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. 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.