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.
Blue Owl Capital Corporation filings document the regulatory record for a publicly traded business development company that provides direct-lending capital to U.S. middle-market companies. Form 8-K disclosures furnish earnings releases and conference-call notices, report share repurchase activity, and record material agreements tied to unsecured notes, indentures and other financing arrangements.
Proxy materials describe annual meeting voting matters, director elections and auditor ratification. The filing record also identifies OBDC's NYSE-listed common stock, Maryland corporate status, externally managed BDC structure, portfolio performance measures, capital structure, governance matters and risk disclosures associated with a credit investment portfolio.
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 $3,000,000 of combined transaction expenses.
Separately, OBDC’s board approved a new share repurchase program authorizing up to $200 million of common stock repurchases via open‑market transactions, expiring 18 months from approval unless extended.
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 August 15, 2025. The amendment names the borrower as ORCC III Financing LLC, the equityholder as Blue Owl Capital Corporation, the collateral manager as Blue Owl Credit Advisors LLC, agent as Société Générale, and collateral agent/custodian as State Street Bank and Trust Company. The filing shows the amendment was executed and the document is signed by Jonathan Lamm, identified as Chief Financial Officer and Chief Operating Officer, with a signature date of August 18, 2025. The filing text contains no financial terms, amendment details, or effects on obligations disclosed.
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.
Blue Owl Capital Corporation (NYSE: OBDC) filed a Form 8-K reporting the voting results of its 26 June 2025 Annual Meeting of Shareholders.
Proposal 1 – Board Elections: Shareholders re-elected Edward D’Alelio (151.9 m For; 105.8 m Against; 3.0 m Abstain; 127.5 m broker non-votes) and Craig W. Packer (228.8 m For; 29.0 m Against; 3.0 m Abstain; 127.5 m broker non-votes). Both directors will serve until the 2028 annual meeting and until successors are duly elected.
Proposal 2 – Auditor Ratification: KPMG LLP was confirmed as the Company’s independent registered public accounting firm for fiscal year 2025 with 357.9 m For, 26.4 m Against and 4.0 m Abstentions.
No additional business or financial guidance was disclosed. The filing is routine and primarily affirms corporate governance continuity.