Zacks Research Lifts Earnings Estimates for Blue Owl Capital

Blue Owl Capital Co. (NYSE:OBDC) – Analysts at Zacks Research increased their Q2 2025 earnings estimates for Blue Owl Capital in a report issued on Tuesday, November 19th. Zacks Research analyst K. Dey now expects that the company will post earnings of $0.43 per share for the quarter, up from their previous forecast 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.

Other equities analysts have also issued research reports about the stock. Compass Point upgraded shares of Blue Owl Capital to a “strong-buy” rating in a report on Monday, August 19th. Keefe, Bruyette & Woods dropped their target price on shares of Blue Owl Capital from $16.00 to $15.50 and set a “market perform” rating on the stock in a report on Tuesday, August 20th. Raymond James lowered shares of Blue Owl Capital from an “outperform” rating to a “market perform” rating in a report on Friday, August 9th. Wells Fargo & Company boosted their target price on shares of Blue Owl Capital from $14.00 to $14.50 and gave the company an “underweight” rating in a report on Tuesday, October 29th. Finally, Royal Bank of Canada restated an “outperform” rating and issued a $17.00 target price on shares of Blue Owl Capital in a report on Tuesday. One research analyst has rated the stock with a sell rating, three have assigned a hold rating, four have given a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus 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 firm has a market cap of $5.88 billion, a price-to-earnings ratio of 9.36 and a beta of 0.86. The company has a quick ratio of 1.28, a current ratio of 1.28 and a debt-to-equity ratio of 1.30. Blue Owl Capital has a 12-month low of $13.98 and a 12-month high of $16.91. The company’s fifty day simple moving average is $14.90 and its 200 day simple moving average is $15.34.

Blue Owl Capital Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 15th. Investors of record on Tuesday, December 31st will be paid a dividend of $0.37 per share. This is a boost from Blue Owl Capital’s previous quarterly dividend of $0.06. This represents a $1.48 dividend on an annualized basis and a dividend yield of 9.83%. The ex-dividend date of this dividend is Tuesday, December 31st. Blue Owl Capital’s dividend payout ratio is presently 91.93%.

Insider Activity at Blue Owl Capital

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

Institutional Trading of Blue Owl Capital

Several institutional investors and hedge funds have recently made changes to their positions in OBDC. Strategies Wealth Advisors LLC increased its stake in Blue Owl Capital by 2.7% in the 2nd quarter. Strategies Wealth Advisors LLC now owns 28,265 shares of the company’s stock worth $434,000 after purchasing an additional 745 shares during the period. Intellectus Partners LLC increased its stake in Blue Owl Capital by 0.7% in the 2nd quarter. Intellectus Partners LLC now owns 120,846 shares of the company’s stock worth $1,901,000 after purchasing an additional 809 shares during the period. Redhawk Wealth Advisors Inc. increased its stake in Blue Owl Capital by 2.0% in the 2nd quarter. Redhawk Wealth Advisors Inc. now owns 44,212 shares of the company’s stock worth $679,000 after purchasing an additional 881 shares during the period. Gilbert & Cook Inc. increased its stake in Blue Owl Capital by 3.5% in the 3rd quarter. Gilbert & Cook Inc. now owns 29,327 shares of the company’s stock worth $427,000 after purchasing an additional 1,000 shares during the period. Finally, CWM LLC increased its stake in Blue Owl Capital by 98.6% in the 2nd quarter. CWM LLC now owns 2,079 shares of the company’s stock worth $32,000 after purchasing an additional 1,032 shares during the period. Hedge funds and other institutional investors own 42.83% of the company’s stock.

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.