Market Cap
$5.2B
OBDC
Blue Owl Capital Corp
$10.31 ▼ -1.29%
Prev close $10.44Market cap$5.2B
12-mo target$13.17 (+27.8%)
Insider Buying Cluster (2 insiders)22 New Institutional Positions18 Institutional Exits
Snapshot
The big-picture read on OBDC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$1.5B
Inst. Activity
22 buys / 18 sells
Insider Activity
$215.5K buy / $0.00 sell
Insider Net $
$215.5K
SEC Reports
6
Price chart 30d -9.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Third Quarter Ended September 30, 2026 Financial Results
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today anno
Aug 28, 2026 Insider
Kaye Eric A. bought 1,000 shares
Director @ $11.34 ($11.3K)
Aug 20, 2026 Insider
Nicholson Logan bought 675 shares
President @ $11.29 ($7.6K)
Aug 20, 2026 Insider
Aug 5, 2026 SEC Nicholson Logan bought 2,325 shares
President @ $11.29 ($26.2K)
Blue Owl Capital (BDC) reported Q2 2026 adjusted NII per share of $0.34, beating consensus of $0.32 by 6.0%. Total inves
PRESS-RELEASE — Impact 6/10
Blue Owl Capital Corp (OBDC) announced it will release Q2 2026 financial results on August 5, 2026, after market close,
8-K — Impact 2/10
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — DOUBLED
4,747,449 shares ($51.6M)
Jun 30, 2026 Inst.
Russell Investments Group, Ltd. — ADD
1,750,226 shares ($19.0M)
Analyst ratings buy % +1.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 19, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| May 8, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Apr 16, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 10 | 3 | 0 | 0 | 85% | |
| Aug 1, 2026 | 7 | 10 | 3 | 0 | 0 | 85% | |
| Jul 1, 2026 | 7 | 9 | 3 | 0 | 0 | 84% | |
| Jun 1, 2026 | 7 | 9 | 3 | 0 | 0 | 84% | |
| May 1, 2026 | 7 | 9 | 3 | 0 | 0 | 84% | |
| Apr 1, 2026 | 7 | 9 | 3 | 0 | 0 | 84% | |
| Mar 1, 2026 | 7 | 9 | 3 | 0 | 0 | 84% | |
| Feb 1, 2026 | 7 | 9 | 3 | 0 | 0 | 84% |
Price targets
Where 13 covering analysts think OBDC trades over the next 12 months.
$13.17 +27.8% upside Strong Buy
Current$10.31 Low$11.00 Median$13.00 High$15.00 13 analysts
$11.00$15.00
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 5 neutral · avg impact 3.3/10.
BULLISHPRESS-RELEASE6/10
Blue Owl Capital (BDC) reported Q2 2026 adjusted NII per share of $0.34, beating consensus of $0.32
Aug 5, 2026
NEUTRAL8-K2/10
Blue Owl Capital Corp (OBDC) announced it will release Q2 2026 financial results on August 5, 2026,
Jul 1, 2026
NEUTRAL8-K4/10
Blue Owl Capital Corp issued $400M in 6.300% unsecured notes due 2031, using proceeds to repay exist
May 21, 2026
NEUTRAL8-K3/10
Blue Owl Capital Corp announced it will release Q1 2026 financial results on May 6, 2026, with a con
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Third Quarter Ended September 30, 2026 Financial Results
NEW YORK, Oct. 1, 2026 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today announced it will release its financial results for th
Sep 18, 2026
short_volume
Short Volume: OBDC — 58.3% short (0.6M / 1.0M)
Short: 611,256 | Exempt: 0 | TRF Vol: 1,049,040 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: OBDC — 56.5% short (0.8M / 1.3M)
Short: 755,507 | Exempt: 5,146 | TRF Vol: 1,337,074 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: OBDC — 59.7% short (0.5M / 0.9M)
Short: 548,693 | Exempt: 8,369 | TRF Vol: 919,842 | Short Ratio: 59.7% | Off-exchange volume (dark pool + OTC)
Sep 4, 2026
short_volume
Short Volume: OBDC — 55.2% short (0.5M / 0.9M)
Short: 498,243 | Exempt: 6,526 | TRF Vol: 903,053 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.33 | $0.32–$0.35 | -12.1% | +0.0% | 3↑ 0↓ | $0.4B | 13 |
| Next Q | $0.32 | $0.31–$0.36 | -12.6% | +0.0% | 2↑ 3↓ | $0.4B | 13 |
| Current FY | $1.32 | $1.29–$1.38 | -16.6% | +0.0% | 6↑ 0↓ | $1.6B | 12 |
| Next FY | $1.31 | $1.23–$1.44 | -0.8% | +0.0% | 0↑ 4↓ | $1.6B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.327 | — |
| 7d ago | $0.327 | — |
| 30d ago | $0.327 | — |
| 60d ago | $0.322 | +0.005 |
| 90d ago | $0.321 | +0.006 |
Institutional ownership
Which big funds own OBDC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.5B total value (136,150,410 shares) as of 2026-Q2. Top holders: STRS, FMR, MORGAN. Net buying activity: 22 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| STRS OHIO | 13,465,473 | $146.4M | 9.9% | DOUBLED +411.4% |
| FMR LLC | 11,772,285 | $128.0M | 8.6% | — |
| MORGAN STANLEY | 9,899,490 | $107.6M | 7.3% | — |
| VAN ECK ASSOCIATES CORP | 9,840,313 | $107.0M | 7.2% | — |
| BANK OF AMERICA CORP /DE/ | 9,797,216 | $106.5M | 7.2% | — |
| Cresset Asset Management, LLC | 7,698,410 | $86.1M | 5.8% | — |
| UBS Group AG | 7,353,055 | $79.9M | 5.4% | — |
| AMERIPRISE FINANCIAL INC | 5,694,724 | $61.9M | 4.2% | — |
| ROYAL BANK OF CANADA | 5,377,938 | $58.5M | 3.9% | — |
| WELLS FARGO & COMPANY/MN | 4,779,782 | $52.0M | 3.5% | ADD +36.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | DOUBLED | 1,658,410 | 4,747,449 | +186.3% | $51.6M |
| Russell Investments Group, Ltd. | ADD | 1,184,743 | 1,750,226 | +47.7% | $19.0M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 596,673 | 1,467,203 | +145.9% | $15.9M |
| NORTHERN TRUST CORP | DOUBLED | 104,015 | 1,253,711 | +1105.3% | $13.6M |
| Corient Private Wealth LP | TRIM | 1,262,258 | 887,048 | -29.7% | $9.6M |
| MAI Capital Management | ADD | 525,555 | 804,046 | +53.0% | $8.8M |
| Cetera Investment Advisers | DOUBLED | 316,490 | 681,322 | +115.3% | $7.4M |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 96,664 | 489,975 | +406.9% | $5.3M |
| D. E. Shaw & Co., Inc. | TRIM | 907,482 | 401,180 | -55.8% | $4.4M |
| JANE STREET GROUP, LLC | DOUBLED | 85,418 | 388,920 | +355.3% | $4.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 10 transactions. Net $215.5K — $215.5K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Kaye Eric A. | Director | BUY | 1,000 | $11.34 | $11.3K |
| Aug 20, 2026 | Nicholson Logan | President | BUY | 675 | $11.29 | $7.6K |
| Aug 20, 2026 | Nicholson Logan | President | BUY | 2,325 | $11.29 | $26.2K |
| Jun 2, 2026 | Nicholson Logan | President | BUY | 2,600 | $11.31 | $29.4K |
| Jun 2, 2026 | Nicholson Logan | President | BUY | 400 | $11.31 | $4.5K |
| May 11, 2026 | Kaye Eric A. | Director | BUY | 1,000 | $11.21 | $11.2K |
| Feb 27, 2026 | Nicholson Logan | President | BUY | 5,525 | $11.32 | $62.5K |
| Feb 27, 2026 | Nicholson Logan | President | BUY | 4,475 | $11.32 | $50.7K |
| Feb 25, 2026 | Kaye Eric A. | Director | BUY | 328 | $11.90 | $3.9K |
| Feb 25, 2026 | Kaye Eric A. | Director | BUY | 672 | $11.92 | $8.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for OBDC.
Shares short
18,985,963
Settlement Sep 15, 2026
Change vs prior
-6.5%
Semi-monthly cycle
Days to cover
7.1
At avg daily volume
Of shares outstanding
≈3.9%
Estimate — not % of float
All OBDC filing & press-release reports (6)
- PRESS-RELEASE reportAug 5, 2026
- 8-K reportJul 1, 2026
- 8-K reportMay 21, 2026
- 8-K reportApr 21, 2026
- DEFA14A reportApr 10, 2026
- DEFA14A reportApr 1, 2026