What is Zacks Research’s Forecast for OBDC FY2026 Earnings?

Blue Owl Capital Corporation (NYSE:OBDC) – Research analysts at Zacks Research raised their FY2026 EPS estimates for Blue Owl Capital in a report issued on Wednesday, August 26th. Zacks Research analyst Team now forecasts that the company will post earnings of $1.28 per share for the year, up from their previous estimate of $1.25. The consensus estimate for Blue Owl Capital’s current full-year earnings is $1.29 per share.

OBDC has been the subject of several other research reports. Truist Financial cut their target price on Blue Owl Capital from $15.00 to $13.00 and set a “buy” rating for the company in a research note on Tuesday, May 19th. Wall Street Zen upgraded shares of Blue Owl Capital from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. Wells Fargo & Company cut their price objective on shares of Blue Owl Capital from $12.00 to $11.00 and set an “equal weight” rating for the company in a research note on Friday, May 8th. Lucid Cap Mkts upgraded shares of Blue Owl Capital to a “strong-buy” rating in a research report on Friday, July 24th. Finally, Capital One Financial set a $13.00 target price on shares of Blue Owl Capital in a research report on Friday, July 24th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $13.00.

Blue Owl Capital Price Performance

Shares of Blue Owl Capital stock opened at $11.29 on Friday. The firm has a market capitalization of $5.57 billion, a PE ratio of 20.15 and a beta of 0.62. The company has a current ratio of 0.65, a quick ratio of 0.65 and a debt-to-equity ratio of 1.12. Blue Owl Capital has a 12 month low of $10.52 and a 12 month high of $14.44. The business’s 50-day moving average price is $11.08 and its 200-day moving average price is $11.21.

Blue Owl Capital (NYSE:OBDC) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.34 earnings per share for the quarter, beating analysts’ consensus estimates of $0.32 by $0.02. Blue Owl Capital had a return on equity of 9.49% and a net margin of 16.99%.The business had revenue of $396.00 million for the quarter, compared to the consensus estimate of $394.23 million. During the same quarter last year, the business posted $0.40 earnings per share.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in OBDC. Goldman Sachs Group Inc. boosted its position in Blue Owl Capital by 25.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,924,363 shares of the company’s stock valued at $28,211,000 after buying an additional 384,641 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC purchased a new position in shares of Blue Owl Capital in the first quarter valued at about $6,641,000. EverSource Wealth Advisors LLC increased its position in shares of Blue Owl Capital by 106.1% in the second quarter. EverSource Wealth Advisors LLC now owns 8,728 shares of the company’s stock valued at $125,000 after acquiring an additional 4,494 shares during the period. Squarepoint Ops LLC raised its stake in shares of Blue Owl Capital by 133.8% during the second quarter. Squarepoint Ops LLC now owns 93,691 shares of the company’s stock valued at $1,344,000 after acquiring an additional 53,613 shares during the last quarter. Finally, Diversify Advisory Services LLC boosted its holdings in shares of Blue Owl Capital by 24.1% during the second quarter. Diversify Advisory Services LLC now owns 16,484 shares of the company’s stock worth $235,000 after purchasing an additional 3,200 shares during the period. Institutional investors own 42.83% of the company’s stock.

Blue Owl Capital Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be paid a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a dividend yield of 11.0%. The ex-dividend date of this dividend is Wednesday, September 30th. Blue Owl Capital’s dividend payout ratio is 221.43%.

Blue Owl Capital Company Profile

Blue Owl Capital Corporation (NYSE: OBDC) is a publicly traded business development company sponsored by Blue Owl Capital, a global alternative asset manager. Launched in 2020, the firm provides customized financing solutions to middle-market companies across various industries. As an externally managed BDC, Blue Owl Capital Corporation leverages the deep credit‐investment capabilities of its sponsor to deliver flexible capital tailored to the needs of growing businesses.

The company’s investment activities span a range of private credit products, including first‐lien senior secured loans, unitranche facilities, second‐lien financings, mezzanine debt, and minority equity co-investments.