Zacks Research Expects Lower Earnings for Blue Owl Capital

Blue Owl Capital Co. (NYSE:OBDC) – Zacks Research reduced their Q2 2025 earnings estimates for shares of Blue Owl Capital in a note issued to investors on Tuesday, May 20th. Zacks Research analyst K. Dey now forecasts that the company will earn $0.40 per share for the quarter, down from their prior forecast of $0.43. The consensus estimate for Blue Owl Capital’s current full-year earnings is $1.71 per share. Zacks Research also issued estimates for Blue Owl Capital’s Q3 2025 earnings at $0.39 EPS, Q4 2025 earnings at $0.39 EPS, FY2025 earnings at $1.59 EPS, Q1 2026 earnings at $0.38 EPS, Q2 2026 earnings at $0.38 EPS, Q3 2026 earnings at $0.38 EPS, Q4 2026 earnings at $0.38 EPS, FY2026 earnings at $1.52 EPS, Q1 2027 earnings at $0.39 EPS and FY2027 earnings at $1.54 EPS.

Blue Owl Capital (NYSE:OBDC) last released its quarterly earnings data on Wednesday, May 7th. The company reported $0.39 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.04). The company had revenue of $464.65 million for the quarter, compared to the consensus estimate of $457.88 million. Blue Owl Capital had a return on equity of 12.38% and a net margin of 37.26%.

OBDC has been the topic of a number of other research reports. Citizens Jmp upgraded shares of Blue Owl Capital to a “strong-buy” rating in a report on Monday, February 3rd. Royal Bank of Canada restated an “outperform” rating and issued a $16.00 target price on shares of Blue Owl Capital in a report on Thursday, May 15th. Keefe, Bruyette & Woods lowered their target price on shares of Blue Owl Capital from $15.10 to $14.50 and set a “market perform” rating on the stock in a report on Tuesday, April 8th. Jefferies Financial Group assumed coverage on shares of Blue Owl Capital in a report on Friday, April 11th. They issued a “buy” rating and a $16.00 target price on the stock. Finally, B. Riley assumed coverage on shares of Blue Owl Capital in a report on Tuesday, May 13th. They issued a “buy” rating and a $15.00 target price on the stock. Three equities research analysts have rated the stock with a hold rating, four have given a buy rating and three have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, Blue Owl Capital has a consensus rating of “Buy” and an average price target of $15.64.

Blue Owl Capital Trading Down 0.4%

OBDC opened at $14.24 on Thursday. The company has a debt-to-equity ratio of 1.25, a current ratio of 1.19 and a quick ratio of 1.28. Blue Owl Capital has a fifty-two week low of $12.11 and a fifty-two week high of $16.91. The firm has a market capitalization of $7.28 billion, a PE ratio of 9.31 and a beta of 0.71. The company’s 50-day moving average is $14.16 and its 200 day moving average is $14.76.

Institutional Investors Weigh In On Blue Owl Capital

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. SVB Wealth LLC purchased a new stake in shares of Blue Owl Capital during the 1st quarter worth approximately $28,000. Fifth Third Bancorp increased its stake in shares of Blue Owl Capital by 192.2% during the 4th quarter. Fifth Third Bancorp now owns 2,922 shares of the company’s stock worth $44,000 after purchasing an additional 1,922 shares during the last quarter. Anchor Investment Management LLC increased its stake in shares of Blue Owl Capital by 100.0% during the 4th quarter. Anchor Investment Management LLC now owns 3,000 shares of the company’s stock worth $45,000 after purchasing an additional 1,500 shares during the last quarter. Brown Brothers Harriman & Co. purchased a new stake in shares of Blue Owl Capital during the 4th quarter worth approximately $48,000. Finally, Roxbury Financial LLC purchased a new stake in shares of Blue Owl Capital during the 1st quarter worth approximately $50,000. Hedge funds and other institutional investors own 42.83% of the company’s stock.

Insider Buying and Selling at Blue Owl Capital

In other news, Director Chris Temple acquired 15,000 shares of the firm’s stock in a transaction on Thursday, March 6th. The stock was purchased at an average price of $14.80 per share, for a total transaction of $222,000.00. Following the purchase, the director now owns 51,000 shares in the company, valued at approximately $754,800. This represents a 41.67% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Company insiders own 0.11% of the company’s stock.

Blue Owl Capital Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, July 15th. Shareholders of record on Monday, June 30th will be paid a $0.37 dividend. This is a positive change from Blue Owl Capital’s previous quarterly dividend of $0.05. The ex-dividend date of this dividend is Monday, June 30th. This represents a $1.48 annualized dividend and a yield of 10.39%. Blue Owl Capital’s dividend payout ratio (DPR) is 95.48%.

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.