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 BDCs (NYSE:OWL) agreed to sell $1.4 billion of direct lending investments to four institutional investors at fair value, equal to 99.7% of par as of Feb 12, 2026. The sales cover 128 portfolio companies across 27 industries and consist of 97% senior secured debt.
OBDC II intends to use proceeds to pay a return of capital of up to $2.35 per share (~30% of NAV) and to pay down debt; OTIC and OBDC intend to use proceeds to reduce debt and boost deployment flexibility.
Wingspire Equipment Finance (NYSE:OWL) reported a record 2025 with $701.3 million in annual fundings, a 66% year-over-year increase from $423.7 million in 2024. The company cited growth from investments in its national direct lending platform and expansion of its capital markets channel.
Key 2025 highlights include a second asset-backed securities issuance that raised over $292 million (more than 6x oversubscribed with 20+ investors), strategic hires and technology investments, and a new 15,000 sq. ft. headquarters that doubled prior office space. Management emphasized disciplined underwriting and expanded funding capacity heading into 2026.
Blue Owl Capital Corporation (NYSE: OBDC) will release fourth quarter and fiscal year results for the period ended December 31, 2025 on Wednesday, February 18, 2026 after market close.
The company will host a webcast and conference call on Thursday, February 19, 2026 at 10:00 a.m. Eastern Time to discuss the results. The live broadcast will be available in the News & Events section of OBDC's website and by phone using the provided domestic and international dial-in numbers; callers should reference "Blue Owl Capital Corporation" and dial in 10–15 minutes early for registration.
A replay will be available via webcast on the News & Events page for one year and by phone for 14 days using the listed replay numbers and access code 13757813.
Wingspire Equipment Finance (NYSE: OWL) announced it has provided more than $130 million in equipment financing to six portfolio companies of a global private equity sponsor, with one transaction exceeding $40 million.
The financings span sectors including energy, healthcare, and aerospace, and aim to increase capacity, modernize operations, and preserve liquidity for sponsor-backed businesses. Wingspire emphasizes coordinated underwriting and documentation at both sponsor and portfolio-company levels to streamline execution and oversight.
The company positions these transactions as evidence of its ability to deliver large-scale, multi-asset equipment financing and to expand relationships with private equity firms requiring responsive capital partners.
Blue Owl Capital Corporation (OWL) announced on November 19, 2025 that the previously proposed merger between Blue Owl Capital Corporation and Blue Owl Capital Corporation II has been terminated and that alternatives will be reevaluated in the future.
Management cited current market volatility as the reason; both funds are described as continuing to operate with strong fundamentals. OBDC II plans to reinstate a tender program in Q1 2026 subject to Board approval. Performance metrics: ~80% cumulative net return since 2017, 9.3% annualized, loss rate 23 bps, and non‑accruals <2%. OBDC’s $200 million share repurchase program remains in place.
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.