OBDC Blue Owl Capital Corporation Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 5, 2026
$10.30
· of 52w range
· above low
· to high
$10.2352w low
$13.5852w high
Market Cap (MRQ)
$5.08B
P/E
8.3
EPS
$1.24
your badges
52W Range
$10–$14
Analyst Rating
BUY
Price Target
$13
P/E
8.3
ROE
8.3%
Net Profit Margin
·
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OBDC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$10.30
Market Cap (MRQ)
$5.08B
P/E
8.3
EPS
$1.24
Div Yield
14.6%
ROE
8.3%
52W Range
$10–$14
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10-Year Performance Revenue, net income, margins and EPS trends
EPS$1.242020-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | OBDC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 8.35Y avg ≈9.2 | ≈9.2 | 15.7 | Overvalued | |
| P/B (MRQ) | 0.75Y avg ≈0.9 | ≈0.9 | 1.2 | Undervalued | |
| Price / Cash Flow | 3.05Y avg ≈16.6 | ≈16.6 | · | · | |
| Price / Tangible Book | 0.75Y avg ≈0.9 | ≈0.9 | · | · | |
| PEG Ratio | ≈1.9 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | OBDC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| ROA | 4.0%5Y avg ≈4.4% | ≈4.4% | 5.4% | Below avg | |
| ROE | 8.3%5Y avg ≈9.9% | ≈9.9% | 12.1% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | OBDC | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EPS YoY | -18.9%5Y avg ≈12.3% | ≈12.3% | · | · | |
| Net Income YoY | 5.5%5Y avg ≈17.3% | ≈17.3% | · | · | |
| EPS CAGR 3Y | 1.7%5Y avg ≈9.0% | ≈9.0% | · | · | |
| EPS CAGR 5Y | 4.4% | · | · | · | |
| Net Income CAGR 3Y | 10.4%5Y avg ≈11.9% | ≈11.9% | · | · | |
| Net Income CAGR 5Y | 10.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield14.6%
Payout Ratio119.9%
Annualized Payout≈$1.24
5Y Div CAGR≈-1.0%
Growth Streak≈4
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 30, 2026 | $0.31 | USD | ≈13.2% |
| Aug 31, 2026 | $0.02 | USD | ≈9.3% |
| Jun 30, 2026 | $0.31 | USD | ≈13.2% |
| Mar 31, 2026 | $0.37 | USD | ≈13.7% |
| Dec 31, 2025 | $0.37 | USD | ≈12.6% |
| Sep 30, 2025 | $0.37 | USD | ≈12.6% |
| Aug 29, 2025 | $0.02 | USD | ≈11.2% |
| Jun 30, 2025 | $0.37 | USD | ≈11.5% |
| May 30, 2025 | $0.01 | USD | ≈11.3% |
| Mar 31, 2025 | $0.37 | USD | ≈11.5% |
| Feb 28, 2025 | $0.05 | USD | ≈10.9% |
| Dec 31, 2024 | $0.37 | USD | ≈11.4% |
| Nov 29, 2024 | $0.05 | USD | ≈11.2% |
| Sep 30, 2024 | $0.37 | USD | ≈11.9% |
| Aug 30, 2024 | $0.06 | USD | ≈11.1% |
| Jun 28, 2024 | $0.37 | USD | ≈11.1% |
| May 31, 2024 | $0.05 | USD | ≈9.8% |
| Mar 27, 2024 | $0.37 | USD | ≈10.9% |
| Feb 29, 2024 | $0.08 | USD | ≈11.1% |
| Dec 28, 2023 | $0.35 | USD | ≈10.7% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-5.6%
Next Report
Nov 03, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 4, 2026 | $0.34 | $0.33 | 4.4% |
| March 31, 2026 | $0.31 | $0.35 | -12.6% | |
| Dec. 31, 2025 | $0.36 | $0.37 | -1.6% | |
| Sept. 30, 2025 | $0.36 | $0.40 | -10.9% | |
| June 30, 2025 | $0.40 | $0.41 | -1.8% | |
| March 31, 2025 | $0.39 | $0.44 | -11.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $436M | $308M | $219M | $153M | |
| Net Income | $627M | $595M | $793M | $466M | $625M | $388M | |
| EPS (Basic) | $1.24 | $1.53 | $2.03 | $1.18 | $1.59 | $1.00 | |
| EPS (Diluted) | $1.24 | $1.53 | $2.03 | $1.18 | $1.59 | $1.00 | |
| Shares (Basic) | 506,099,539 | 390,068,596 | 390,104,585 | 394,006,852 | 392,297,907 | 388,645,561 | |
| Shares (Diluted) | 506,099,539 | 390,068,596 | 390,104,585 | 394,006,852 | 392,297,907 | 388,645,561 |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Total Assets | $17.19B | $13.87B | $13.51B | $13.58B | $13.30B | · | |
| Total Liabilities | $9.79B | $7.91B | $7.49B | $7.70B | $7.36B | · | |
| Long-term Debt | $9.30B | $7.46B | $7.08B | $7.28B | $7.08B | · | |
| Common Stock | $5M | $4M | $4M | $4M | $4M | · | |
| Paid-in Capital | $7.51B | $5.92B | $5.92B | $5.97B | $5.99B | · | |
| Retained Earnings | $-120M | $29M | $93M | $-92M | $-56M | · | |
| Stockholders' Equity | $7.40B | $5.95B | $6.02B | $5.88B | $5.94B | $5.75B | |
| Liabilities + Equity | $17.19B | $13.87B | $13.51B | $13.58B | $13.30B | · | |
| Shares Outstanding | 499,448,499 | 390,217,304 | 389,732,868 | 392,476,687 | 393,766,855 | 389,966,688 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $1.74B | $160M | $1.14B | $217M | $-1.23B | $-1.56B | |
| Stock Issued | $3M | $0 | $0 | · | · | · | |
| Stock Repurchased | $148M | $0 | $34M | $26M | $3M | $150M | |
| Net Stock Activity | $-145M | $0 | $-34M | $-26M | · | · | |
| Dividends Paid | $753M | $656M | $613M | $488M | $461M | $453M | |
| Financing Cash Flow | $-1.69B | $-306M | $-921M | $-219M | $1.32B | $1.60B | |
| Net Change in Cash | $54M | $-146M | $215M | $-2M | $89M | $41M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 4.0% | 4.3% | 5.9% | 3.5% | · | · | |
| ROE | 8.3% | 10.0% | 13.2% | 8.0% | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.81 | $15.26 | $15.45 | $14.99 | · | · | |
| Cash Flow / Share | $3.44 | $0.41 | $2.91 | $0.55 | · | · | |
| EPS (TTM) | $1.24 | $1.53 | $2.03 | $1.18 | $1.59 | $1.00 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | -18.9% | -24.6% | 72.0% | -25.8% | 59.0% | · | |
| EPS CAGR 3Y | 1.7% | -1.3% | 26.6% | · | · | · | |
| EPS CAGR 5Y | 4.4% | · | · | · | · | · | |
| Net Income YoY | 5.5% | -25.0% | 70.1% | -25.4% | 61.2% | · | |
| Net Income CAGR 3Y | 10.4% | -1.6% | 27.0% | · | · | · | |
| Net Income CAGR 5Y | 10.1% | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 10.7% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $627M | $595M | $793M | $466M | $625M | $388M | |
| Market Cap | $6.21B | $5.90B | $5.75B | $4.53B | · | · | |
| P/E | 10.0 | 9.9 | 7.3 | 9.8 | 8.9 | 12.7 | |
| P/B | 0.8 | 1.0 | 1.0 | 0.8 | · | · | |
| P / Tangible Book | 0.8 | 1.0 | 1.0 | 0.8 | · | · | |
| P / Cash Flow | 3.6 | 36.8 | 5.1 | 20.9 | · | · | |
| Dividend Yield | 12.1% | 11.1% | 10.7% | 10.8% | · | · | |
| Earnings Yield | 10.0% | 10.1% | 13.8% | 10.2% | 11.2% | 7.9% | |
| Payout Ratio | 119.9% | 110.2% | 77.3% | 104.7% | · | · | |
| Annual Payout | $753M | $656M | $613M | $488M | $461M | $453M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | $121M | $109M | $119M | $110M | $110M | $104M | $81M | $67M | $57M | |
| Net Income | $66M | $-24M | $128M | $138M | $243M | $135M | $122M | $183M | $207M | $196M | $202M | $265M | $-35M | $143M | |
| EPS (Basic) | $0.13 | $-0.05 | $0.25 | $0.27 | $0.49 | $0.35 | $0.31 | $0.47 | $0.53 | $0.50 | $0.52 | $0.67 | $-0.09 | $0.36 | |
| EPS (Diluted) | $0.13 | $-0.05 | $0.25 | $0.27 | $0.49 | $0.35 | $0.31 | $0.47 | $0.53 | $0.50 | $0.52 | $0.67 | $-0.09 | $0.36 | |
| Shares (Basic) | 495,377,115 | 498,903,632 | 511,048,237 | 511,048,237 | 494,825,717 | 390,217,304 | 390,103,640 | 389,732,868 | 389,703,612 | 389,930,979 | 391,049,102 | 393,823,013 | 394,184,560 | 392,715,513 | |
| Shares (Diluted) | 495,377,115 | 498,903,632 | 511,048,237 | 511,048,237 | 494,825,717 | 390,217,304 | 390,103,640 | 389,732,868 | 389,703,612 | 389,930,979 | 391,049,102 | 393,823,013 | 394,184,560 | 392,715,513 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | $15.35B | $16.02B | $17.61B | $17.40B | $18.38B | $14.09B | $13.87B | $13.33B | $13.46B | $13.39B | $13.68B | $13.41B | · | · | |
| Total Liabilities | $8.32B | $8.86B | $9.99B | $9.72B | $10.64B | $8.13B | $7.87B | $7.30B | $7.46B | $7.44B | $7.76B | $7.57B | · | · | |
| Long-term Debt | $7.90B | $8.45B | $9.53B | $9.23B | $10.16B | $7.74B | $7.41B | $6.89B | $7.06B | $7.03B | $7.38B | $7.20B | · | · | |
| Common Stock | $5M | $5M | $5M | $5M | $5M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | · | · | |
| Paid-in Capital | $7.44B | $7.48B | $7.67B | $7.67B | $7.67B | $5.93B | $5.93B | $5.92B | $5.94B | $5.94B | $5.95B | $5.99B | · | · | |
| Retained Earnings | $-415M | $-328M | $-67M | $4M | $61M | $27M | $59M | $101M | $59M | $8M | $-35M | $-148M | · | · | |
| Stockholders' Equity | $7.03B | $7.15B | $7.61B | $7.68B | $7.74B | $5.96B | $5.99B | $6.03B | $6.00B | $5.95B | $5.92B | $5.85B | · | · | |
| Liabilities + Equity | $15.35B | $16.02B | $17.61B | $17.40B | $18.38B | $14.09B | $13.87B | $13.33B | $13.46B | $13.39B | $13.68B | $13.41B | · | · | |
| Shares Outstanding | 493,142,569 | 496,305,391 | 511,048,237 | 511,048,237 | 511,048,237 | 390,217,304 | 390,217,304 | 389,732,868 | 389,732,868 | 389,732,875 | 390,676,080 | 393,823,013 | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $547M | $967M | $-131M | $1.01B | $39M | $-4M | $-726M | $444M | $179M | $497M | $46M | $48M | $88M | · | |
| Stock Issued | $0 | $0 | $0 | $0 | $3M | $0 | $0 | $0 | · | · | · | · | · | · | |
| Stock Repurchased | $35M | $35M | · | $0 | $0 | $0 | $0 | $0 | $0 | $12M | $22M | $0 | $10M | · | |
| Net Stock Activity | · | $-35M | · | · | $3M | · | · | $0 | · | · | $-22M | · | · | · | |
| Dividends Paid | $184M | $185M | $199M | $194M | $170M | $168M | $156M | $168M | $156M | $152M | $145M | $122M | $122M | · | |
| Financing Cash Flow | $-765M | $-1.08B | $92M | $-1.16B | $-39M | $105M | $364M | $-361M | $-115M | $-528M | $-92M | $64M | $-78M | · | |
| Net Change in Cash | $-217M | $-113M | $-39M | $-154M | $56.0K | $101M | $-363M | $83M | $64M | $-32M | $-46M | $112M | $10M | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 0.40% | -0.14% | 0.81% | 0.88% | 1.5% | 0.98% | 0.90% | 1.4% | 1.5% | 2.9% | 2.9% | 4.0% | · | · | |
| ROE | 0.89% | -0.33% | 1.9% | 2.0% | 3.5% | 2.3% | 2.1% | 3.1% | 3.5% | 6.6% | 6.8% | 9.1% | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.26 | $14.41 | $14.89 | $15.03 | $15.14 | $15.28 | $15.36 | $15.47 | $15.40 | $15.26 | $15.15 | $14.85 | · | · | |
| Cash Flow / Share | · | $1.94 | · | · | $0.08 | · | · | $1.14 | · | · | $0.12 | · | · | · | |
| Dividend / Share | · | · | · | · | · | $0.37 | $0.37 | $0.37 | $0.33 | $0.33 | $0.33 | $0.31 | $0.31 | · | |
| EPS (TTM) | $0.56 | $0.70 | $1.41 | $1.51 | $1.55 | $1.61 | $1.79 | $1.98 | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 | Q4 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $289M | $360M | $663M | $670M | $655M | $629M | $701M | $774M | · | · | · | · | · | · | |
| Market Cap | $5.36B | $5.49B | $6.53B | $7.33B | $7.49B | $5.69B | $5.99B | $5.99B | $5.40B | $5.23B | $4.93B | $4.08B | · | · | |
| P/E | 19.4 | 15.8 | 9.1 | 9.5 | 9.5 | 9.0 | 8.6 | 7.8 | · | · | · | · | · | · | |
| P/B | 0.8 | 0.8 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.9 | 0.9 | 0.8 | 0.7 | · | · | |
| P / Tangible Book | 0.8 | 0.8 | 0.9 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.9 | 0.9 | 0.8 | 0.7 | · | · | |
| P / Cash Flow | · | 5.7 | · | · | 192.4 | · | · | 13.5 | · | · | 106.5 | · | · | · | |
| Dividend Yield | 14.1% | 14.0% | 11.1% | 9.5% | 8.8% | 11.5% | 10.7% | 10.6% | · | · | · | · | · | · | |
| Earnings Yield | 5.1% | 6.3% | 11.0% | 10.5% | 10.6% | 11.1% | 11.7% | 12.9% | · | · | · | · | · | · | |
| Payout Ratio | · | -758.2% | · | · | 70.0% | · | · | 91.8% | · | · | 72.0% | · | · | · | |
| Annual Payout | $757M | $767M | $727M | $696M | $658M | $651M | $640M | $636M | · | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Net Income | $627M | $595M | $793M | $466M | $625M |
| Diluted EPS | $1.24 | $1.53 | $2.03 | $1.18 | $1.59 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 471 filers · $2.9B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
471
Value held
$2.9B
New positions
47
Exited positions
68
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 47 (-30 vs prior Q) | 68 (+3 vs prior Q) | 155 (-3 vs prior Q) | 148 (-10 vs prior Q) | +5.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $178,765,063 | 16,445,728 | 6.14% | Shares |
| State of New Jersey Common Pension Fund A | $165,918,300 | 15,263,873 | 5.70% | Shares |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | $158,364,737 | 14,568,973 | 5.44% | Shares |
| STRS OHIO | $146,369,692 | 13,465,473 | 5.03% | Shares |
| FMR LLC | $127,964,738 | 11,772,285 | 4.40% | Shares |
| MORGAN STANLEY | $107,607,464 | 9,899,490 | 3.70% | Shares |
| VAN ECK ASSOCIATES CORP | $106,964,203 | 9,840,313 | 3.67% | Shares |
| BANK OF AMERICA CORP /DE/ | $106,495,733 | 9,797,216 | 3.66% | Shares |
| Cresset Asset Management, LLC | $86,068,197 | 7,698,410 | 2.96% | Shares |
| UBS Group AG | $79,927,707 | 7,353,055 | 2.75% | Shares |
| AMERIPRISE FINANCIAL INC | $61,918,283 | 5,694,724 | 2.13% | Shares |
| ROYAL BANK OF CANADA | $58,458,000 | 5,377,938 | 2.01% | Shares |
| WELLS FARGO & COMPANY/MN | $51,956,217 | 4,779,782 | 1.78% | Shares |
| CITADEL ADVISORS LLC | $51,604,771 | 4,747,449 | 1.77% | Shares |
| Generali Asset Management SPA SGR | $47,304,001 | 4,351,794 | 1.63% | Shares |
| ROBERT WOOD JOHNSON FOUNDATION | $45,859,052 | 4,218,864 | 1.58% | Shares |
| Sound Income Strategies, LLC | $45,705,541 | 4,204,742 | 1.57% | Shares |
| PRIVATE MANAGEMENT GROUP INC | $44,096,840 | 4,056,747 | 1.51% | Shares |
| HAMILTON LANE ADVISORS LLC | $37,025,720 | 3,406,230 | 1.27% | Shares |
| JPMORGAN CHASE & CO | $36,974,994 | 3,316,143 | 1.27% | Shares |
| Lalia Capital, LLC | $34,952,126 | 3,215,467 | 1.20% | Shares |
| OMERS ADMINISTRATION Corp | $34,480,890 | 3,172,115 | 1.18% | Shares |
| ARES MANAGEMENT LLC | $31,226,869 | 2,872,757 | 1.07% | Shares |
| Liberty Mutual Group Asset Management Inc. | $29,021,509 | 2,669,872 | 1.00% | Shares |
| FRANKLIN RESOURCES INC | $28,864,937 | 2,655,468 | 0.99% | Shares |
| Rockefeller Capital Management L.P. | $26,749,632 | 2,460,867 | 0.92% | Shares |
| SOROS FUND MANAGEMENT LLC | $26,643,848 | 2,451,136 | 0.92% | Shares |
| Muzinich & Co., Inc. | $26,562,454 | 2,443,648 | 0.91% | Shares |
| LPL Financial LLC | $26,078,807 | 2,399,154 | 0.90% | Shares |
| SAGE ADVISORS, LLC | $25,630,029 | 2,061,949 | 0.88% | Shares |
| RAYMOND JAMES FINANCIAL INC | $24,680,709 | 2,270,534 | 0.85% | Shares |
| Blue Owl Capital Holdings LP | $22,229,911 | 2,045,070 | 0.76% | Shares |
| Union Bancaire Privee, UBP SA | $21,395,166 | 12,226 | 0.74% | Shares |
| BlackRock, Inc. | $21,146,825 | 1,945,430 | 0.73% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $20,377,043 | 1,874,613 | 0.70% | Shares |
| Apollon Wealth Management, LLC | $19,065,979 | 1,754,000 | 0.66% | Shares |
| Russell Investments Group, Ltd. | $19,024,956 | 1,750,226 | 0.65% | Shares |
| Next Capital Management LLC | $18,473,368 | 1,688,690 | 0.63% | Shares |
| CAZ INVESTMENTS LP | $17,754,025 | 1,633,305 | 0.61% | Shares |
| STEPHENS INC /AR/ | $16,853,610 | 1,550,470 | 0.58% | Shares |
| GOLDMAN SACHS GROUP INC | $15,948,497 | 1,467,203 | 0.55% | Shares |
| Mariner, LLC | $15,674,474 | 1,441,994 | 0.54% | Shares |
| NORTHERN TRUST CORP | $13,627,838 | 1,253,711 | 0.47% | Shares |
| Invesco Ltd. | $13,463,636 | 1,238,605 | 0.46% | Shares |
| Lunate Capital Ltd | $13,046,652 | 1,200,244 | 0.45% | Shares |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $12,963,301 | 1,192,576 | 0.45% | Shares |
| Trinity Financial Advisors LLC | $12,539,393 | 1,121,592 | 0.43% | Shares |
| HighTower Advisors, LLC | $12,306,794 | 1,132,180 | 0.42% | Shares |
| TRANSCEND CAPITAL ADVISORS, LLC | $12,260,504 | 1,127,921 | 0.42% | Shares |
| Cerity Partners LLC | $11,876,828 | 1,092,624 | 0.41% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| DOUGLAS I. OSTROVER | June 21, 2016 | · | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 16 insiders · 7 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Craig Packer | Chief Executive Officer | Nov. 18, 2025 P | 41,600 | 2 | 0 | $977,600 |
| Jonathan Lamm, | CFO and COO | Dec. 13, 2023 J | 6,500 | 0 | 0 | $0 |
| Alan Kirshenbaum | COO and CFO | June 17, 2019 P | 27,994 | 0 | 0 | $0 |
| Logan Nicholson | President | Aug. 20, 2026 P | 25,518 | 7 | 0 | $474,750 |
| Neena Reddy | Vice President and Secretary | Nov. 26, 2025 P | 7,890 | 1 | 0 | $103,043 |
| Matthew Swatt | Co-Treasurer and Co-Controller | May 25, 2023 P | 2,379 | 0 | 0 | $0 |
| Alexis Maged | Vice President | Sept. 9, 2022 P | 48,435 | 0 | 0 | $0 |
| Eric A. Kaye | Director | Aug. 28, 2026 P | 22,144 | 4 | 0 | $34,463 |
| Chris Temple | Director | Nov. 12, 2025 P | 59,000 | 1 | 0 | $96,240 |
| Melissa Weiler | Director | Nov. 10, 2025 P | 49,734 | 1 | 0 | $119,900 |
| Victor Woolridge | Director | May 27, 2025 P | 28,191 | 0 | 0 | $0 |
| Edward H Dalelio | Director | Aug. 27, 2024 P | 9,016 | 0 | 0 | $0 |
| Douglas I Ostrover | Director | June 17, 2019 P | 1,675,489 | 0 | 0 | $0 |
| Brian D Finn | Director | June 17, 2019 P | 35,779 | 0 | 0 | $0 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | 10% owner | June 16, 2021 S | 39,139,093 | 0 | 0 | $0 |
| Brown University | 10% owner | June 29, 2016 P | 3,038,718 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 16 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| KBWD · Invesco Exchange-Traded Fund Trust … | 2.83% | 954,256 | Oct. 2, 2026 | Daily |
| LBO · EA Series Trust | 1.41% | 9,274 NS | July 31, 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 1.04% | 206,901 | Oct. 2, 2026 | Daily |
| CEFZ · Elevation Series Trust | 1.01% | 36,955 NS | July 31, 2026 | N-PORT |
| QDEF · FlexShares Trust | 0.48% | 244,278 NS | July 31, 2026 | N-PORT |
| QDF · FlexShares Trust | 0.48% | 990,678 NS | July 31, 2026 | N-PORT |
| BSCT · Invesco Exchange-Traded Self-Indexe… | 0.22% | 6,709,000 | Oct. 2, 2026 | Daily |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.13% | 3,730,000 | Oct. 2, 2026 | Daily |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.11% | 5,256,000 | Oct. 2, 2026 | Daily |
| GTO · Invesco Actively Managed Exchange-T… | 0.02% | 468,000 | Oct. 2, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
| VCEB · VANGUARD WORLD FUND | · | · | July 30, 2026 | Daily |
OBDC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 20 analysts
BUY
Median target
$13.00
+26.2%
7 35.0%
Strong Buy
10 50.0%
Buy
3 15.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
13 analysts · 2026-10-03Mean target $13.17 +27.9%
← Below all targets
Current price $10.30
Low$11.00
Mean$13.17
High$15.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| OBDC | $6.21B | 10.0 | · | · | 8.3% | · |
| GLXY | · | · | 41.8% | -0.40% | -11.6% | · |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | · |
| BXSL | $6.11B | 10.7 | · | · | 9.0% | · |
| STEP | · | -7.0 | 69.7% | -26.9% | 457.6% | · |
| MAIN | $5.43B | 15.3 | · | · | 16.8% | · |
| HLNE | · | · | 6.5% | 32.8% | 30.5% | · |
| OTF | $6.75B | 7.9 | · | · | 9.0% | · |
| FHI | · | 10.2 | 10.3% | 22.4% | 34.9% | · |
| CNS | $3.20B | 21.1 | 7.5% | 27.6% | 28.5% | · |
| AAMI | · | 21.3 | 11.5% | 14.2% | · | · |
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Source: SEC 10-Q filed Aug 5, 2026