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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Blue Owl Capital's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Blue Owl Capital's regulatory disclosures and financial reporting.
Blue Owl Capital Corporation announced it will release financial results for the first quarter ended March 31, 2026 on Wednesday, May 6, 2026 after the market closes. The company will host a webcast and conference call on Thursday, May 7, 2026 at 10:00 a.m. Eastern Time to discuss the results.
Blue Owl Capital Corporation is a specialty finance company focused on lending to U.S. middle‑market businesses. As of December 31, 2025, it held investments in 234 portfolio companies with an aggregate fair value of $16.5 billion and operates as a regulated business development company.
Blue Owl Capital Corp President Logan Nicholson reported buying 10,000 shares of common stock in open-market transactions. On February 27, 2026, he purchased 5,525 shares directly and 4,475 shares indirectly through The Logan Nicholson Living Trust at a weighted average price of $11.32 per share.
The filing notes that the shares were acquired in multiple trades at prices ranging from $11.27 to $11.40. After these purchases, Nicholson directly holds 60,557 shares and, through the trust, 24,443 shares of Blue Owl Capital Corp common stock.
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.