Welcome to our dedicated page for Blue Owl Capital news (Ticker: OBDC), a resource for investors and traders seeking the latest updates and insights on Blue Owl Capital stock.
Blue Owl Capital Corporation reports developments for a specialty finance business development company focused on lending to U.S. middle-market companies. News commonly centers on quarterly financial results, GAAP and adjusted net investment income, net asset value, portfolio commitments, sales and repayments, non-accrual activity, dividends, liquidity and stock repurchase programs.
Coverage also includes OBDC's externally managed structure under Blue Owl Credit Advisors LLC and portfolio-company activity such as Wingspire Equipment Finance transactions. These updates reflect the company's direct-lending portfolio, BDC regulation under the Investment Company Act of 1940 and recurring capital-structure and governance matters.
Blue Owl Capital Corporation (NYSE: OBDC) reported third quarter results for the period ended September 30, 2025. Key metrics: GAAP NII per share $0.37, adjusted NII per share $0.36, NAV per share $14.89 (down from $15.03 at June 30, 2025), and a fourth-quarter regular dividend of $0.37 per share (annualized yield 9.9%).
Portfolio and activity: total investments at fair value of $17.14B, new investment commitments of $1.34B, principal funded $963M, and sales/repayments $797M. Investments on non-accrual rose to 1.3% of portfolio. The board approved a $200M share repurchase program and announced a definitive merger agreement with Blue Owl Capital Corporation II, subject to approvals and closing conditions.
Blue Owl Capital Corporation (OBDC) agreed to merge with Blue Owl Capital Corporation II, with OBDC as the surviving company and the deal expected to close in Q1 2026 subject to OBDC II shareholder and customary regulatory approvals.
On a pro forma basis, OBDC's portfolio is expected to increase by $1.7 billion to approximately $18.9 billion across 239 portfolio companies, with ~80% senior secured and 1.3% non-accrual at fair value. The adviser will reimburse 50% of merger fees up to a $3 million cap. The merger is expected to generate ~$5 million in first-year operational cost savings and may improve financing costs. OBDC approved a new $200 million repurchase program; exchange ratio will be based on NAV and market price with no fractional shares issued.
Wingspire Equipment Finance (OWL) on October 30, 2025 announced continuation of a multi-year programmatic financing relationship with a long-standing SaaS provider.
The program has delivered more than $100 million of funding over seven years via multiple tranches, using streamlined, repeatable structures to match product deployment cadence. The arrangement is described as balance-sheet friendly, preserving client liquidity while accelerating hardware rollouts and remaining resilient through COVID and supply-chain variability.
Wingspire Equipment Finance (OBDC) opened a new 15,000-square-foot corporate headquarters at Flight at Tustin Legacy in Orange County, California on October 10, 2025, doubling its previous office footprint.
The space is designed to support collaboration, hiring, and scaling across business functions with open-plan workstations, team huddle areas, modern conference rooms, and access to on-campus amenities. Leadership said the relocation follows a record year of growth driven by increased originations, platform development, and staff additions. A private ribbon-cutting event for clients, partners, and team members was held the same day to mark the grand opening.
Wingspire Equipment Finance, a subsidiary of Wingspire Capital (OBDC), has successfully completed its second asset-backed securitization (WEF 2025-1), raising over $292 million. The transaction featured six classes of notes, with the highest class receiving top ratings of F1+/K1+ and AAA from Fitch Ratings and Kroll Bond Rating Agency.
The securitization, which was more than 6x oversubscribed, attracted over 20 prominent investors. The strong demand was attributed to the portfolio's excellent credit performance, management's experience, and robust underwriting standards. Wells Fargo Securities led the transaction as the sole structuring agent and joint bookrunner, alongside BofA Securities and Deutsche Bank Securities as joint bookrunners.
Blue Owl Capital Corporation (NYSE: OBDC) has scheduled its third quarter 2025 financial results announcement and earnings call. The company will release its Q3 2025 results on Wednesday, November 5, 2025 after market close.
The earnings conference call will be held on Thursday, November 6, 2025 at 10:00 a.m. Eastern Time. Investors can access the call through a webcast on OBDC's website or by dialing in. An archived replay will be available on the company's website for one year and via dial-in for 14 days.
Wingspire Equipment Finance has executed a significant $70 million sale-leaseback financing deal for a leading U.S. paper manufacturer. The transaction involves two high-capacity paper machines and aims to support the company's expansion plans in the U.S. market.
The financing structure provides the manufacturer with substantial proceeds, extended terms, and an attractive fixed rate. The funds will be used to acquire another paper machine for their facility, which is already the largest and most automated in the parent company's global operations. This move represents a strategic shift from traditional parent company funding to domestic capital sourcing.
Blue Owl Capital Corporation (NYSE: OBDC) reported its Q2 2025 financial results, with GAAP net investment income of $0.42 per share and adjusted NII increasing to $0.40 per share from $0.39 in Q1 2025. The Board declared total dividends of $0.39 per share, including a $0.37 regular dividend and a $0.02 supplemental dividend, representing a 10.4% annualized yield.
The company's NAV per share decreased to $15.03 from $15.14 in Q1 2025. New investment commitments totaled $1.1 billion with $1.9 billion in sales and repayments. The portfolio consisted of 233 companies across 30 industries, with total investments of $16.9 billion at fair value. Non-accrual investments improved to 0.7% of the portfolio at fair value, down from 0.8% in Q1.
[ "Adjusted NII per share increased to $0.40 from $0.39 in Q1 2025", "Strong dividend yield of 10.4% annualized", "Non-accrual investments improved to 0.7% from 0.8% quarter-over-quarter", "Robust liquidity with $360.2M in cash and $3.7B in undrawn facility capacity", "Well-diversified portfolio across 233 companies in 30 industries" ]Blue Owl Capital Corporation (NYSE: OBDC) has scheduled its second quarter 2025 financial results release and earnings conference call. The company will release its Q2 2025 results on Wednesday, August 6, 2025 after market close, followed by a conference call on Thursday, August 7, 2025 at 10:00 a.m. Eastern Time.
The earnings call will be accessible via webcast on OBDC's website and through dial-in numbers for both domestic and international participants. An archived replay will be available on the company's website for one year and via dial-in for 14 days following the call.
[]