Wells Fargo & Company Has Lowered Expectations for Blue Owl Technology Finance (NYSE:OTF) Stock Price

Blue Owl Technology Finance (NYSE:OTF) had its price target cut by stock analysts at Wells Fargo & Company from $15.00 to $13.00 in a report released on Friday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Wells Fargo & Company‘s target price points to a potential upside of 11.78% from the stock’s previous close.

Separately, Zacks Research raised Blue Owl Technology Finance from a “strong sell” rating to a “hold” rating in a research report on Monday, January 26th. One equities research analyst has rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $13.00.

Blue Owl Technology Finance Trading Down 5.5%

Shares of OTF opened at $11.63 on Friday. Blue Owl Technology Finance has a 1 year low of $11.60 and a 1 year high of $21.62. The company has a market cap of $5.41 billion and a P/E ratio of 6.84.

Blue Owl Technology Finance (NYSE:OTF) last released its earnings results on Wednesday, February 18th. The company reported $0.30 EPS for the quarter, missing the consensus estimate of $0.32 by ($0.02). Blue Owl Technology Finance had a return on equity of 6.91% and a net margin of 62.89%.The firm had revenue of $320.58 million during the quarter, compared to analysts’ expectations of $326.27 million.

Blue Owl Technology Finance announced that its board has approved a share repurchase program on Wednesday, February 18th that permits the company to buyback $300.00 million in shares. This buyback authorization permits the company to purchase up to 5.1% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Institutional Investors Weigh In On Blue Owl Technology Finance

Institutional investors have recently added to or reduced their stakes in the company. NewEdge Wealth LLC raised its holdings in shares of Blue Owl Technology Finance by 3.3% in the 4th quarter. NewEdge Wealth LLC now owns 69,925 shares of the company’s stock worth $1,017,000 after purchasing an additional 2,218 shares during the period. Lido Advisors LLC increased its position in Blue Owl Technology Finance by 22.6% during the 4th quarter. Lido Advisors LLC now owns 14,545 shares of the company’s stock worth $208,000 after purchasing an additional 2,683 shares in the last quarter. Newbridge Financial Services Group Inc. purchased a new position in Blue Owl Technology Finance in the fourth quarter valued at approximately $44,000. Blair William & Co. IL raised its holdings in Blue Owl Technology Finance by 41.4% in the fourth quarter. Blair William & Co. IL now owns 14,807 shares of the company’s stock valued at $215,000 after buying an additional 4,334 shares during the period. Finally, Clearstead Advisors LLC acquired a new position in Blue Owl Technology Finance during the fourth quarter valued at approximately $124,000.

Key Headlines Impacting Blue Owl Technology Finance

Here are the key news stories impacting Blue Owl Technology Finance this week:

• Positive Sentiment: Board approved a substantial share repurchase program — $300 million authorization to buy back up to ~5.1% of shares, signaling management thinks shares are undervalued and reducing float. Stock Repurchase Plan Approved by Blue Owl Technology Finance (NYSE:OTF) Board
• Positive Sentiment: Large dividend increase — company declared a quarterly dividend of $0.35 (annualized yield ~11.4%), a big step-up from prior $0.05, which should attract income-focused investors. (Ex-dividend date: Mar 31)
• Neutral Sentiment: Wells Fargo lowered its price target from $15 to $13 but kept an “overweight” rating — this reduces upside expectations numerically while still signaling fundamental support from the analyst. Benzinga
• Neutral Sentiment: Company-hosted earnings commentary reported a “strong quarter” narrative in the call highlights, but details matter to investors — see call summary for operational color and management commentary. Blue Owl Technology Finance Corp (OTF) Q4 2025 Earnings Call Highlights
• Negative Sentiment: One of Blue Owl’s private-credit retail funds halted redemptions — a liquidity action that raises investor concern about asset-level stress and makes the market more cautious about the firm’s credit exposure and fund liquidity. Blue Owl Halts Redemptions On Private Credit Retail Fund
• Negative Sentiment: Recent quarter missed consensus: EPS and revenue slightly below expectations (reported EPS $0.30 vs. est. $0.32; revenue ~$320.6M vs. est. ~$326.3M), which likely pressured sentiment despite strong margins.
• Negative Sentiment: Industry/analyst sentiment is mixed — broader coverage points to conflicting analyst views on the company and peers, which can increase volatility and keep some investors sidelined. Analysts Have Conflicting Sentiments on These Technology Companies

Blue Owl Technology Finance Company Profile

Blue Owl Technology Finance (NYSE: OTF) is a publicly traded business development company (BDC) sponsored by alternative asset manager Blue Owl. The firm focuses on providing customized debt and structured capital solutions to technology and technology-enabled companies, with an emphasis on growth-stage and middle-market borrowers. As a BDC, its primary activities include originating, structuring and managing private credit investments tailored to the financing needs of fast-growing businesses.

Its investment approach typically centers on direct lending and credit-oriented products, including senior secured loans, unitranche and subordinated debt, as well as selective equity-linked instruments and structured financings.