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 Corporation (NYSE: OBDC) reported Q3 2025 results and announced a definitive agreement to merge with Blue Owl Capital Corporation II, with OBDC as the surviving company, subject to shareholder approvals and customary conditions.
For the quarter ended September 30, 2025, total investment income was
The Board declared a Q4 2025 regular dividend of
Blue Owl Capital Corporation (OBDC) announced a definitive merger agreement with Blue Owl Capital Corporation II (OBDC II), with OBDC as the surviving company, subject to shareholder approvals and other customary closing conditions. The merger is expected to close in the first quarter of 2026.
The exchange ratio will be based on OBDC II’s NAV per share divided by the lower of OBDC’s NAV per share or OBDC’s market price per share. Illustrative examples as of September 30, 2025 show 0.5648 using OBDC NAV ($8.41 ÷ $14.89) and 0.5134 using OBDC price ($8.41 ÷ $16.38). Post‑close ownership is illustrated at 88.8%–89.7% for current OBDC shareholders and 11.2%–10.3% for current OBDC II shareholders, depending on whether OBDC trades at or below, or above, NAV.
OBDC’s board also authorized a stock repurchase program of up to $200.0 million of common stock on November 4, 2025, set to terminate on May 4, 2027 unless extended. OBDC plans to file a Form N‑14 registration statement, and OBDC II will file a proxy statement/prospectus for shareholder consideration.
Blue Owl Capital Corporation (OBDC) announced a proposed stock-for-stock merger to acquire Blue Owl Capital Corporation II (OBDC II). Both boards unanimously approved the deal. The exchange ratio will be set at closing based on OBDC II’s NAV per share and either OBDC’s NAV per share or its market price, depending on whether OBDC trades at or below, or above, NAV per share. Illustrations show 0.5648 shares if priced at NAV-for-NAV and 0.5134 shares if priced above NAV, with potential NAV per share accretion in the latter case.
On a pro forma basis, the combined company would have $19.4 billion in total assets and $18.9 billion in investments at fair value across 239 portfolio companies, with 80% senior secured investments and net leverage of 1.17x. The company expects investment-grade ratings from Moody’s, S&P, Fitch and Kroll. The adviser will reimburse 50% of merger fees and expenses, capped at $3 million, if the merger closes.
OBDC’s board approved a $200 million discretionary share repurchase program. Regular dividends are expected to continue through closing; thereafter, subject to board approval, OBDC intends to pay a regular dividend and any supplemental dividends calculated as 50% of NII in excess of the regular dividend. The proxy/registration is expected to be filed in Q4 2025, with closing targeted for Q1 2026, subject to OBDC II shareholder approval and customary conditions.
Blue Owl Capital Corporation (OBDC) announced a merger agreement with Blue Owl Capital Corporation II (OBDC II) using a two-step structure where OBDC II first becomes a wholly owned subsidiary and then merges into OBDC, which remains the surviving company. Each OBDC II common share will convert into OBDC common stock based on an exchange ratio tied to each company’s net asset value as of a mutually agreed Determination Date, with cash paid in lieu of fractional shares.
The deal is intended to qualify as a tax-free “reorganization” under Section 368(a) and is subject to conditions, including OBDC II shareholder approval, effectiveness of a Form N‑14 registration statement, required regulatory approvals (including HSR), absence of certain legal impediments, and no material adverse effect. Closing is expected in the first quarter of 2026, with a termination right if not completed by November 5, 2026. If consummated, the adviser will reimburse up to
Separately, OBDC’s board approved a new share repurchase program authorizing up to
Blue Owl Capital Corporation (OBDC) agreed to merge with Blue Owl Capital Corporation II (OBDC II) in a two-step transaction where a wholly owned OBDC subsidiary merges into OBDC II, followed by OBDC II merging into OBDC, with OBDC surviving. Each OBDC II share will convert into OBDC common stock based on an Exchange Ratio set from each company’s NAV calculated as of a mutually agreed Determination Date no earlier than 48 hours before closing.
The deal is targeted to close in the first quarter of 2026, subject to OBDC II shareholder approval, effectiveness of an N-14 registration statement, required regulatory clearances including HSR, absence of certain legal impediments, accuracy of representations and compliance with covenants, and tax opinions confirming Section 368(a) reorganization treatment. If completed, the adviser will reimburse up to $3,000,000 of combined transaction fees, and certain other fees will be shared as specified.
Separately, the board approved a new $200 million share repurchase program, with purchases at management’s discretion and a term of 18 months from November 4, 2025, unless extended.
Blue Owl Capital Corporation (OBDC) filed its 10-Q, detailing a broad portfolio of debt and equity investments across multiple industries and regions as of September 30, 2025. The portfolio spans first lien senior secured loans, second lien loans, delayed draw term loans, and revolving credit facilities, alongside selected equity positions.
Holdings are listed across sectors including Aerospace, Business Services, Consumer, Healthcare Equipment & Services, Healthcare Providers & Services, Healthcare Technology, Internet Software & Services, Manufacturing, Insurance, and more. Examples named in the filing include first lien facilities to companies such as Ping Identity Holding Corp., Pye‑Barker Fire & Safety, LLC, and Sonny’s Enterprises, LLC, as well as equity interests like Space Exploration Technologies Corp. Class A and Class C common stock.
The company also lists derivative positions, including interest rate swaps tied to the 2027, 2029, and 2030 notes, and foreign currency forward contracts associated with exposures in EUR, GBP, and AUD. These references outline financing terms and risk management instruments included in the period’s disclosures.
Blue Owl Capital Corporation announced plans for its upcoming third-quarter 2025 financial update. The company will release its results for the quarter ended September 30, 2025 on Wednesday, November 5, 2025 after the market closes. It will then host an earnings webcast and conference call on Thursday, November 6, 2025 at 10:00 a.m. Eastern Time to discuss the results. These details were provided through a press release dated October 1, 2025, which is referenced as an exhibit.
Blue Owl Capital Corporation disclosed an amendment to a loan and servicing agreement: Amendment No. 8 to the Loan and Servicing Agreement dated
Logan Nicholson, President of Blue Owl Capital Corp (OBDC), reported purchases of the company’s common stock on 08/15/2025. The filing shows two open-market purchases at a price of $14.1863 per share: 850 shares and 14,703 shares, for a total of 15,553 shares acquired. After these transactions, Mr. Nicholson directly beneficially owns 30,032 shares and indirectly owns 19,968 shares through The Logan Nicholson Living Trust. The Form 4 was signed on behalf of Mr. Nicholson by Karen Hager under a previously filed power of attorney.
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