OWL - Blue Owl Capital Inc.
Blue Owl just handed IREN a massive GPU financing deal, but the coupon rate buried in the fine print reveals something uncomfortable about how Wall Street really values this emerging asset class.
Blue Owl stock has staged a strong comeback in recent months, climbing from a low of $7.60 in April to around $11.85 currently. The rally could have further room to run after the stock formed a golden cross and a bullish flag pattern, while fading jitters across the AI sector could provide an additional tailwind.
Third financing since June 30 brings total debt financing raised to $800 million, further strengthening OTF's liquidity and financial flexibility NEW YORK, Sept. 4, 2026 /PRNewswire/ -- Blue Owl Technology Finance Corp. (NYSE: OTF) ("OTF") today announced the closing of a private placement of $150 million aggregate principal amount of 7.60% senior unsecured notes due September 3, 2032 (the "Notes").
Blue Owl Capital Corp remains a HOLD, offering an 11.0% yield with a recently reset, but barely covered, dividend. NAV per share has declined for eight consecutive quarters, with the aggregate mark falling below par and non-accruals at a two-year high. Leverage is at a two-year low, two-thirds of debt is unsecured, and $220 million in stock has been repurchased, reflecting a materially improved balance sheet.
Blue Owl Capital Corp. remains a 'Strong Buy' due to its resilient, diversified, and predominantly senior-secured $15 billion portfolio. OBDC's adjusted NII per share of $0.34 covers its 11% yield, with a 110% coverage ratio and $0.29 per share in spillover income. The portfolio's low nonaccrual rate, improving risk ratings, and conservative 1.11x leverage underpin its robust credit profile.
Blue Owl Capital Corporation trades at a 21% discount to NAV, offering a compelling risk-reward profile with a Buy rating. OBDC's adjusted NII of $0.34 per share covers its $0.31 base dividend, supporting an 11% yield, with supplemental dividends potentially raising yield to 11.7%. The portfolio is 78.8% senior secured loans; non-accruals rose to 2.8% at cost but only 0.8% at fair value, suggesting write-downs are largely reflected.
NEW YORK, Aug. 31, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl") today announced that Doug Ostrover, co-CEO, will present at Barclays 24th Annual Global Financial Services Conference on Monday, September 14, 2026 at 10:30am ET. A live webcast of the presentation will be available on the Shareholders section of Blue Owl's website at www.ir.blueowl.com.
BLUE OWL MANAGED FUNDS LEAD $2.4 BILLION AI FACTORY FINANCING FOR IREN PR Newswire NEW YORK, Aug. 28, 2026
Financing for NVIDIA AI Infrastructure deployment draws on Blue Owl's digital infrastructure operating and underwriting experience NEW YORK, Aug. 28, 2026 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE: OWL) ("Blue Owl"), a leading alternative asset manager, today announced that funds managed by Blue Owl led a $2.4 billion compute equipment financing for IREN Limited (NASDAQ: IREN) ("IREN"), a vertically integrated AI Cloud platform delivering data centers, compute, and software for AI training and inference. The financing comprises a $1.2 billion senior secured term loan and $1.2 billion of senior secured notes, with proceeds to fund IREN's purchase of air-cooled NVIDIA Accelerated Computing Infrastructure including NVIDIA Blackwell Ultra GPUs for IREN's Mackenzie data center campus in British Columbia, Canada.
Discover three high-yield dividend names to watch this September, with a focus on income today and staying power over the long haul.
Double-digit dividend yields that are fully covered by underlying earnings and trade at huge discounts to NAV are often eye-catching and worth a closer look. I look at some compelling opportunities that also have strong or improving fundamentals and are either currently aggressively buying back stock or looking to do so soon. I also look at some of the issues facing these companies that explain why this opportunity exists.
Blue Owl remains a Strong Buy, supported by robust growth, high margins, and an attractive 14x distributable earnings multiple. Fears over OWL's private credit exposure have proven overblown, with the credit portfolio showing just a 12 basis point average annual loss rate. OWL's diversified platform, $30B+ in dry powder, and high-margin fee streams underpin a compelling total return profile of 20%+ annually.
Blue Owl Capital Inc. remains a Strong Buy, with recent returns far surpassing the S&P 500 and further upside anticipated. Blue Owl Capital's fee-based asset management model, especially in data centers and real assets, drives stable growth and shields against investment vehicle volatility. Despite concerns over circular financing and AI exposure, Blue Owl Capital's real asset AUM surged to $89.4 billion, and distributable earnings rose 9.9% year-over-year.
Blue Owl remains a compelling deep value opportunity, with fundamentals improving and a strong rebound from prior market pessimism. OWL's real assets segment is driving growth, with 44% revenue growth over twelve months and expectations for continued outperformance. Distributable earnings are approaching full dividend coverage, with management guiding to beat consensus and cover the dividend by year-end.
Focus Partners Advisor Solutions LLC purchased a new position in shares of Blue Owl Capital Inc. (NYSE: OWL) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 82,749 shares of the company's stock, valued at approximately $899,000. A number of other institutional
SAN FRANCISCO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of former Blue Owl Technology Finance Corp. II (“Blue Owl Technology II”) investors who received shares of Blue Owl Technology Finance Corp. (“Blue Owl Technology”) in connection with Blue Owl Technology's merger with Blue Owl Technology II on March 24, 2025.
NEW YORK, Aug. 11, 2026 PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL) today announced the pricing of the previously announced offering of $750,000,000 of 6.750% Senior Notes due 2036 by Blue Owl Finance LLC, its indirect subsidiary. The notes will be fully and unconditionally guaranteed by each of Blue Owl, Blue Owl Capital GP Holdings LLC, Blue Owl Capital GP LLC, Blue Owl Capital Holdings LP, Blue Owl Capital Carry LP, Blue Owl Capital Group LLC, Blue Owl GPSC Holdings LLC, Blue Owl Capital GP Holdings LP, Blue Owl GP Stakes GP Holdings LLC, Blue Owl Real Estate Holdings LP, Blue Owl Real Estate GP Holdings LLC and Blue Owl Capital Holdings LLC.
NEW YORK, Aug. 11, 2026 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL) today announced that its indirect subsidiary, Blue Owl Finance LLC, intends to offer 10-year senior unsecured notes (the "notes"), subject to market and other conditions. The notes will be fully and unconditionally guaranteed by each of Blue Owl, Blue Owl Capital GP Holdings LLC, Blue Owl Capital GP LLC, Blue Owl Capital Holdings LP, Blue Owl Capital Carry LP, Blue Owl Capital Group LLC, Blue Owl GPSC Holdings LLC, Blue Owl Capital GP Holdings LP, Blue Owl GP Stakes GP Holdings LLC, Blue Owl Real Estate Holdings LP, Blue Owl Real Estate GP Holdings LLC and Blue Owl Capital Holdings LLC.
Blue Owl Capital reset its dividend 16% lower in Q2, improving dividend coverage to 116.1% despite a 14.3% drop in net investment income. OBDC maintains strong asset quality with a non-accrual ratio of only 0.8%, outperforming many BDC peers. The stock trades at a significant discount to NAV due to investor distrust following a failed merger and sector-wide AI disruption risk.
Blue Owl Capital faces excessive short interest disconnected from improving fundamentals and record AUM growth. OWL's FPAUM and fee-related earnings are expanding, with dividend coverage expected to exceed 100% as $31.1 billion in AUM becomes fee-paying. Short interest is anchored in outdated credit-default fears, but OWL's durable capital base and lack of exposure to recent credit events reduce downside risk.