Blue Owl Capital Inc Stock Price, News & Analysis

Blue Owl Capital (NYSE:OWL) has announced a significant $4 billion joint venture partnership with Chirisa Technology Parks (CTP) and Machine Investment Group for the CoreWeave developments in Lancaster, Pennsylvania. The partnership extends Blue Owl's total funding commitment to CTP to $20 billion, supporting over 1GW of developments.

The Lancaster campus will serve as an AI infrastructure hub, featuring high-performance computing facilities with nearly twice the energy efficiency of traditional data centers. The project includes a $200 million investment in local power grid infrastructure improvements. The facility will incorporate sustainable design elements, including closed-loop cooling systems and advanced noise reduction technology.

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.

Blue Owl Technology Finance Corp. (NYSE: OTF) reported its Q2 2025 financial results, marking its first earnings release since its NYSE listing on June 12, 2025 as the largest publicly traded technology-focused BDC. The company achieved Q2 GAAP net investment income of $0.34 per share and adjusted NII of $0.36 per share.

Key highlights include: total investment portfolio of $12.7 billion across 184 portfolio companies, new investment commitments of $1.5 billion, and NAV per share increase to $17.17. The Board declared a Q3 regular dividend of $0.35 per share plus five special quarterly dividends of $0.05 each, representing a 9.3% annualized dividend yield. Portfolio quality remains strong with less than 0.1% of investments on non-accrual.

Blue Owl Capital (NYSE:OWL) has reported its Q2 2025 financial results, demonstrating strong performance across its platforms. The company achieved record fundraising and reported over 30% growth in management fees over the last twelve months, despite significant market volatility.

The company declared a quarterly dividend of $0.225 per Class A Share, payable on August 28, 2025, to shareholders of record as of August 14, 2025. The company's co-CEOs highlighted investments in global distribution, expanded offerings, and wider origination funnel as key growth drivers.

Blue Owl Capital (NYSE: OWL) has successfully closed its alternative credit fund with $850 million in capital commitments from global private wealth investors. The Fund focuses on alternative credit strategies, particularly asset-based finance, targeting current income and capital appreciation through financing solutions backed by financial or hard asset collateral.

The fundraising success highlights Blue Owl's growing presence in the private wealth sector and demonstrates strong investor confidence in their credit solutions. The Fund represents an evolution in private credit, offering a differentiated approach through asset-based financing that aims to provide consistent income with lower correlation to traditional corporate direct lending and public markets.

Blue Owl Capital (NYSE:OWL) has acquired South Reach Networks (SRN), a Florida-based fiber infrastructure provider. SRN operates a 370-mile dark and lit fiber optic network connecting Jacksonville to Miami, with 5 colocation edge facilities and connectivity to 40 data centers, colocation facilities, and cable landing stations.

Following the acquisition, Scott Bergs, current CEO of Dark Fiber and Infrastructure (DF&I), will lead both companies. Blue Owl plans significant capital investment to expand SRN's network, focusing on meeting growing fiber demands in the Southeast region, particularly for hyperscale customers.

Blue Owl Capital (NYSE:OWL) has acquired South Reach Networks (SRN) through its Digital Infrastructure strategy from Turning Rock Partners. SRN is a leading provider of hybrid fiber, colocation, and transport services serving carrier, content, and enterprise customers.

Under the previous ownership, SRN expanded its colocation and fiber footprint through both organic growth and acquisitions. The company's management team, led by Michael Sevret, Jason Cohen, and Eileen Bonasia, will continue operating the business as Blue Owl aims to further expand SRN's presence across the Southeast region, particularly in Florida.

Blue Owl Capital (NYSE: OWL) and Voya Financial (NYSE: VOYA) have announced a strategic partnership to develop private markets investment products for defined contribution retirement plans. Voya, serving over 39,000 U.S. employers with more than $630 billion in defined contribution assets, will collaborate with Blue Owl, which manages $273 billion in assets.

The partnership will initially focus on developing collective investment trusts (CITs) offering access to private markets strategies through Voya's retirement platform and target date solutions. The collaboration aims to expand into other channels, including third-party retirement platforms and target date account providers. Additionally, both companies plan to explore opportunities in the insurance asset management industry.