Blue Owl CapitalOBDC
About: 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.
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
156% more repeat investments, than reductions
Existing positions increased: 205 | Existing positions reduced: 80
82% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 45
62% more call options, than puts
Call options by funds: $9.42M | Put options by funds: $5.82M
43% more funds holding in top 10
Funds holding in top 10: 14 [Q4 2024] → 20 (+6) [Q1 2025]
42% more capital invested
Capital invested by funds: $2.43B [Q4 2024] → $3.45B (+$1.02B) [Q1 2025]
6% more funds holding
Funds holding: 406 [Q4 2024] → 430 (+24) [Q1 2025]
4.79% more ownership
Funds ownership: 40.93% [Q4 2024] → 45.72% (+4.79%) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
RBC Capital Kenneth Lee | 10%upside $16 | Outperform Reiterated | 15 May 2025 |
Wells Fargo Finian O'Shea | 4%downside $14 | Equal-Weight Maintained | 28 Apr 2025 |
Jefferies Matthew Hurwit | 10%upside $16 | Buy Initiated | 11 Apr 2025 |
Keefe, Bruyette & Woods Paul Johnson | 1%downside $14.50 | Market Perform Maintained | 8 Apr 2025 |
Financial journalist opinion
Based on 7 articles about OBDC published over the past 30 days









