Blue Owl Capital Inc Stock Price, News & Analysis

Blue Owl Technology Finance Corp. (NYSE: OTF) has scheduled its second quarter 2025 financial results announcement for Wednesday, August 6, 2025 after market close. The company will host a conference call to discuss the results on Thursday, August 7, 2025, at 11:30 a.m. Eastern Time.

The earnings discussion will be accessible via webcast on the company'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.

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Wingspire Equipment Finance has secured a significant equipment finance transaction exceeding $65 million to support an AI company's expansion of its high-performance computing infrastructure. The funding will enable the deployment of next-generation GPUs based on Blackwell architecture, enhancing the client's machine learning model development and deployment capabilities. This strategic investment will accelerate development timelines and improve AI solution delivery to global customers. The transaction's structure allowed for immediate deployment of GPU fleet, addressing the urgent computing needs driven by increasing customer demand. Wingspire positions itself as a key financial partner for AI technology companies, offering substantial and flexible capital solutions across the AI sector.

Blue Owl Technology Finance Corp. (OTF), the largest publicly traded technology-focused Business Development Company (BDC) by total assets, has received NYSE approval and will begin trading on June 12, 2025. The company specializes in investing in U.S. upper middle-market technology companies. CEO Craig W. Packer emphasized the listing's significance in showcasing their Credit platform and technology strategy. President Erik Bissonnette highlighted their successful technology strategy launched in 2018, noting strong portfolio performance and credit quality. The listing is supported by multiple leading financial institutions, including BofA Securities, J.P. Morgan, and various other major banks serving as advisors.

Blue Owl Technology Finance Corp. (OTF) has announced plans to list on the NYSE on June 12, 2025, positioning itself to become the largest publicly traded technology-focused BDC by total assets. The company declared a regular Q2 2025 dividend of $0.35 per share and five special dividends of $0.05 each through October 2026. OTF also announced a $200 million share repurchase program effective for 18 months post-listing. The Board approved the release of 23,256,814 shares from transfer restrictions, with remaining shares to be released in three tranches at 180, 270, and 365 days after listing. The company's advisor will reimburse $5.0 million in listing-related expenses. The management team includes CEO Craig W. Packer, President Erik Bissonnette, and CFO Jonathan Lamm.

Blue Owl Capital, Chirisa Technology Parks, and PowerHouse Data Centers have closed a $750 million transaction as part of their $5 billion joint venture development partnership. The venture, launched in August 2024, focuses on developing AI/HPC data centers, with initial construction of 120MW facilities at CTP's 350-acre campus in Chesterfield, VA, scheduled for delivery in 2025-2026.

The facilities will support CoreWeave, a rapidly growing AI cloud infrastructure provider. The campus features proprietary 'direct-on-chip' liquid cooling technology, which is twice as energy efficient as traditional air-cooling systems. The project benefits from robust power and fiber access, favorable regulations, and emphasizes sustainability through advanced cooling systems and renewable energy strategies.

Newmark Group (NASDAQ: NMRK) has arranged a $7.1 billion construction loan for the second phase of a major AI data center project in Abilene, Texas. The loan, led by J.P. Morgan, will fund a joint venture between Blue Owl Capital, Crusoe, and Primary Digital Infrastructure. The total project value is $15 billion, creating a 1.2-gigawatt AI data center complex. The second phase includes constructing six additional buildings, bringing the total to eight buildings. Phase one, which began in June 2024, includes two buildings with 200+ megawatts and is expected to be operational by H1 2025. Phase two construction started in March 2025, with expected completion in mid-2026. Newmark previously advised on phase one's equity and debt financing.

Blue Owl Capital (NYSE: OWL) has successfully closed its Blue Owl Digital Infrastructure Fund III (ODI III) with $7 billion in total capital commitments, significantly exceeding its original target of $4 billion. The fund will focus on developing, acquiring, and owning data centers and connectivity-related assets to support AI and cloud-driven global digital capacity needs of major technology companies.

The fund secured commitments from diverse institutional investors including public and private pensions, insurance companies, sovereign wealth funds, and others across the US, Europe, APAC, and Middle East. As of April 30, 2025, Blue Owl's Digital Infrastructure strategy has raised $34 billion in capital and invested in over 90 facilities across more than 25 global markets.

Blue Owl Capital (NYSE: OWL) announced that co-CEO Marc Lipschultz will present at Bernstein's 41st Annual Strategic Decisions Conference on Wednesday, May 28, 2025 at 3:30 pm ET. The presentation will be accessible via live webcast on Blue Owl's investor relations website at www.ir.blueowl.com, with a replay available after the event.

KBRA has assigned a BBB+ rating with Stable outlook to Blue Owl Capital Corporation's (NYSE: OBDC) $500 million senior unsecured notes due July 15, 2030, with a 6.20% interest rate. The rating reflects OBDC's connection to the $139 billion Blue Owl Credit platform and its strong position in private credit markets. The company maintains a $17.7 billion investment portfolio focused on senior secured first lien loans (77.5%) to upper middle market companies. Key strengths include solid liquidity with $2.5 billion in available credit lines and $511 million in cash, strong asset quality with low non-accruals (1.4% at cost), and diversified funding sources. The company's leverage stands at 1.33x gross and 1.26x net, with an asset coverage ratio of 175%.