Welcome to our dedicated page for Blue Owl Capital SEC filings (Ticker: OBDC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Blue Owl Capital Corporation (NYSE: OBDC) provides direct access to the company’s regulatory disclosures as a publicly traded business development company. OBDC files reports and current event disclosures with the U.S. Securities and Exchange Commission in connection with its operations as a specialty finance company focused on lending to U.S. middle-market companies.
Investors can review Form 8-K filings in which OBDC reports material events such as earnings announcements, conference call schedules, entry into or termination of material definitive agreements, amendments to secured credit facilities, share repurchase activity, and shareholder meeting results. For example, recent 8-K filings have covered the scheduling of quarterly and annual earnings releases and webcasts, the announcement and subsequent termination of a merger agreement with Blue Owl Capital Corporation II, updates to a secured credit facility for ORCC III Financing LLC, and information about open-market purchases of OBDC common stock by executives and employees of Blue Owl Capital Inc. and under OBDC’s share repurchase program.
As a BDC, OBDC also files periodic reports such as annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide detailed information on net investment income, net asset value, portfolio composition, investment activity, leverage, and risk factors. These filings complement the company’s press releases and earnings materials by offering comprehensive financial statements and management discussions.
Through this page, users can also monitor any proxy statements and related materials associated with shareholder meetings, including the election of directors and the ratification of the independent registered public accounting firm. In addition, filings related to corporate transactions, such as registration statements and merger-related documents, may be available for review.
Stock Titan enhances access to these documents by offering real-time updates from the SEC’s EDGAR system and AI-powered summaries that explain key points in plain language. Users can quickly understand the implications of OBDC’s 10-K and 10-Q reports, 8-K event disclosures, and other filings without reading every page, while still having the option to review the full original documents.
Blue Owl Capital Corp President Logan Nicholson reported buying 10,000 shares of common stock in open-market transactions. On
The filing notes that the shares were acquired in multiple trades at prices ranging from
OBDC’s 10-K holdings schedule details a broad portfolio of private credit and equity investments. The positions span primarily first lien senior secured loans, with additional second lien loans, unsecured facilities and notes, and a mix of preferred and common equity, warrants, and partnership interests.
The borrowers cover many industries, including software, healthcare, industrials, consumer, financial services and specialty finance vehicles. Most instruments list maturities around December 31, 2024 and December 31, 2025, highlighting near- to medium‑term exposure. The schedule also distinguishes affiliated from non‑affiliated investments, reflecting both third‑party and related‑party positions.
In addition to loans and equity, OBDC uses interest rate swaps tied to various notes and multiple foreign currency forward contracts to manage rate and currency risks. Overall, the table shows a highly diversified, predominantly secured lending book complemented by equity co‑investments and risk‑management derivatives.
Blue Owl Capital Corporation reported solid fourth-quarter and full-year 2025 results, with GAAP net investment income of $192 million, or $0.38 per share, and adjusted net investment income of $0.36 per share, matching the prior quarter. The regular dividend was $0.37 per share, implying a 10.0% annualized yield based on fourth-quarter net asset value.
Net asset value per share was $14.81, slightly below $14.89 on September 30, 2025, mainly from credit-related markdowns on a small number of names, partially offset by accretive share repurchases. The portfolio totaled $16.5 billion at fair value across 234 companies, with 79.3% in senior secured debt and 96.4% of debt investments at floating rates.
OBDC repurchased approximately $148 million of stock at 86% of price-to-book value and the Board authorized a new $300 million repurchase program. The company also announced a $1.4 billion asset sale of direct lending investments across Blue Owl BDCs, including $400 million from OBDC, at 99.8% of par, aimed at reducing leverage, modestly increasing portfolio diversity and creating additional investment capacity. In January 2026, Moody’s upgraded OBDC to Baa2, reflecting its credit profile and liability management.
Blue Owl Capital Corporation filed a current report to inform investors about the timing of its next earnings release and conference call. The company plans to announce its financial results for the fourth quarter and fiscal year ended December 31, 2025 after the market close on Wednesday, February 18, 2026. Management will then discuss these results on an earnings webcast and conference call scheduled for 10:00 a.m. Eastern Time on Thursday, February 19, 2026. A related press release with further details is attached as an exhibit.
Blue Owl Capital Corporation reports that during November through December 2, over $115 million in shares of its common stock were purchased in the open market. These purchases were made by executives and employees of Blue Owl Capital Inc. and through Blue Owl Capital Corporation’s existing share repurchase program. The company reiterates that it is authorized to repurchase up to $200 million shares of its common stock under this program, highlighting continued activity in its stock repurchase efforts.
Blue Owl Capital Corp (OBDC) president Logan Nicholson reported an open-market purchase of company stock. On 11/18/2025, he bought 25,000 shares of common stock at a weighted average price of $11.7476 per share, with individual trade prices ranging from $11.68 to $11.80. After this transaction, he beneficially owns 55,032 shares directly and 19,968 shares indirectly through The Logan Nicholson Living Trust. The filing notes that the detailed breakdown of shares bought at each price within the range is available upon request.
Blue Owl Capital Corp (OBDC) Chief Executive Officer and director Craig W. Packer reported insider purchases of the company’s common stock on 11/18/2025 through family trusts. Two trusts each bought 41,600 shares of common stock at a weighted average price of $11.7539 per share, with trades executed between $11.70 and $11.80. After these transactions, Mr. Packer beneficially owns 300,716 shares directly, in addition to the shares held indirectly by the Packer Family Trust 2017 and The Craig W. Packer 2021 Trust Agreement for Grant Price. The filing notes that this total does not include 65,733 shares owned by Mr. Packer’s wife.
Blue Owl Capital Corporation (OBDC) reported that on November 18, 2025 it and Blue Owl Capital Corporation II mutually agreed to terminate their previously signed Agreement and Plan of Merger. The termination was made under the contract’s termination provision and is effective as of that same date. With this step, the merger will not proceed, although certain sections of the original agreement, including provisions on expenses, termination and general contract terms, remain in effect as specified.
On November 19, 2025, OBDC and OBDC II issued a joint press release describing the decision, which is included as an exhibit to the report for informational purposes only and is treated as furnished rather than filed under securities law.
Blue Owl Capital Corporation (OBDC) discussed its planned merger with Blue Owl Capital Corporation II (OBDC II) on a fixed income conference call. The company noted that it ended the recent quarter at 1.22x leverage and expects this to decrease to 1.17x after completing the merger, indicating a modest reduction in balance sheet leverage for the combined business. Management highlighted that statements about future results, merger benefits and distributions are forward-looking and subject to numerous risks, including closing timing, realizing expected cost savings and income accretion, market conditions, and shareholder approvals. OBDC and OBDC II plan to file a Form N-14 registration statement and a joint proxy statement/prospectus, and shareholders are urged to read these SEC filings when available because they will contain detailed information about the transaction.
Blue Owl Capital Corporation plans to merge Blue Owl Capital Corporation II into OBDC to create a larger business development company with greater scale, more efficient financing and the potential for enhanced returns. After the merger, OBDC II shareholders would receive OBDC shares and gain OBDC’s higher dividend rate, a meaningful boost to return on equity and full liquidity at closing. The companies note that about 98% of the portfolios already overlap, which is expected to reduce costs and improve efficiency. OBDC highlights a $200 million stock repurchase program to support its shares and emphasizes that other Blue Owl BDCs are not affected. Since its 2017 launch, OBDC II has delivered a 9.3% annualized return and has met all quarterly tender requests while pursuing a full liquidity event by 2026.