Zacks Research Lifts Earnings Estimates for Blue Owl Capital

Blue Owl Capital Co. (NYSE:OBDC) – Equities research analysts at Zacks Research increased their Q2 2025 earnings per share estimates for shares of Blue Owl Capital in a research report issued to clients and investors on Tuesday, November 19th. Zacks Research analyst K. Dey now forecasts that the company will earn $0.43 per share for the quarter, up from their prior estimate of $0.42. The consensus estimate for Blue Owl Capital’s current full-year earnings is $1.89 per share. Zacks Research also issued estimates for Blue Owl Capital’s Q3 2025 earnings at $0.44 EPS, Q1 2026 earnings at $0.44 EPS and Q2 2026 earnings at $0.43 EPS.

Several other equities analysts have also recently weighed in on the company. Raymond James cut Blue Owl Capital from an “outperform” rating to a “market perform” rating in a report on Friday, August 9th. Keefe, Bruyette & Woods decreased their price objective on Blue Owl Capital from $16.00 to $15.50 and set a “market perform” rating for the company in a report on Tuesday, August 20th. Royal Bank of Canada restated an “outperform” rating and issued a $17.00 price objective on shares of Blue Owl Capital in a report on Tuesday. Wells Fargo & Company raised their price objective on Blue Owl Capital from $14.00 to $14.50 and gave the company an “underweight” rating in a report on Tuesday, October 29th. Finally, Truist Financial decreased their price objective on Blue Owl Capital from $18.00 to $17.00 and set a “buy” rating for the company in a report on Friday, August 9th. One research analyst has rated the stock with a sell rating, three have issued a hold rating, four have issued a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $16.07.

Blue Owl Capital Price Performance

OBDC stock opened at $15.06 on Thursday. The stock has a market cap of $5.88 billion, a PE ratio of 9.36 and a beta of 0.86. The stock has a 50-day moving average price of $14.90 and a two-hundred day moving average price of $15.34. The company has a current ratio of 1.28, a quick ratio of 1.28 and a debt-to-equity ratio of 1.30. Blue Owl Capital has a 1 year low of $13.98 and a 1 year high of $16.91.

Institutional Investors Weigh In On Blue Owl Capital

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. National Bank of Canada FI bought a new stake in shares of Blue Owl Capital during the second quarter worth $26,000. CWM LLC grew its stake in shares of Blue Owl Capital by 98.6% during the second quarter. CWM LLC now owns 2,079 shares of the company’s stock worth $32,000 after buying an additional 1,032 shares during the last quarter. Rothschild Investment LLC bought a new stake in shares of Blue Owl Capital during the second quarter worth $61,000. Zions Bancorporation N.A. bought a new stake in shares of Blue Owl Capital during the second quarter worth $61,000. Finally, EverSource Wealth Advisors LLC grew its stake in shares of Blue Owl Capital by 604.7% during the second quarter. EverSource Wealth Advisors LLC now owns 4,172 shares of the company’s stock worth $65,000 after buying an additional 3,580 shares during the last quarter. 42.83% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Blue Owl Capital

In related news, Director Edward H. Dalelio acquired 2,500 shares of the business’s stock in a transaction on Tuesday, August 27th. The stock was purchased at an average cost of $15.02 per share, for a total transaction of $37,550.00. Following the completion of the transaction, the director now directly owns 9,016 shares of the company’s stock, valued at approximately $135,420.32. The trade was a 38.37 % increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.12% of the stock is currently owned by company insiders.

Blue Owl Capital Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 15th. Investors of record on Tuesday, December 31st will be paid a $0.37 dividend. This is an increase from Blue Owl Capital’s previous quarterly dividend of $0.06. This represents a $1.48 annualized dividend and a yield of 9.83%. The ex-dividend date is Tuesday, December 31st. Blue Owl Capital’s dividend payout ratio (DPR) is 91.93%.

About Blue Owl Capital

Blue Owl Capital Corporation is a business development company. It specializes in direct and fund of fund investments. The fund makes investments in senior secured, direct lending or unsecured loans, subordinated loans or mezzanine loans and also considers equity-related securities including warrants and preferred stocks also pursues preferred equity investments, first lien, unitranche, and second lien term loans and common equity investments.