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Blue Owl Capital Corporation
Blue Owl Capital Corporation (OBCD) investor relations material
Blue Owl Capital Corporation Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Announced a merger with OBDC II, creating the second-largest publicly traded BDC, with nearly $1 billion in added net assets and a larger, predominantly senior-secured portfolio; merger expected to close in Q1 2026, subject to approvals.
Adjusted net investment income (NII) per share was $0.36, with GAAP NII per share at $0.37; net investment income for Q3 2025 was $190.1 million.
Net asset value (NAV) per share declined to $14.89, primarily due to unrealized depreciation and fair value losses.
Portfolio remains highly diversified, with 238 companies and a fair value of $17.1 billion as of September 30, 2025.
New $200 million share repurchase program authorized, replacing the previous $150 million plan.
Financial highlights
Adjusted NII per share was $0.36, down from $0.40 in the prior quarter; total investment income for Q3 2025 was $453.1 million.
Net asset value (NAV) per share was $14.89, a $0.14 decline from the previous quarter.
Net leverage increased to 1.22x, within the target range of 0.9-1.25x.
Regular quarterly dividend maintained at $0.37 per share, with an annualized yield of 9.9%.
Total portfolio investments exceeded $17 billion, with outstanding debt of $9.5 billion.
Outlook and guidance
Expectation of continued strong credit performance and attractive risk-adjusted returns, even as base rates decline.
Dividend levels will be evaluated in line with earnings power as rates move; no reduction planned for Q4, but possible adjustment in 2026 if rates remain lower.
Merger with OBDC II is anticipated to enhance long-term value and generate $5 million in cost savings in the first year, with potential for further synergies.
Management expects investment income to vary based on origination and repayment activity.
The company targets a leverage ratio of 0.90x–1.25x and expects to maintain sufficient liquidity for ongoing investment and operations.
Quantify OBDE merger's non-GAAP NII impact
Analyze non-accrual loans by investment rating
Assess the strategic rationale for the OBDC II merger
Impact of non-accrual increase on portfolio health
Align new repurchase program with capital strategy
Outlook on prepayment related income trends
Expected dividend adjustment for 2026
What drives direct lending spread outlook?
Share repurchase program utilization strategy
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Next Blue Owl Capital Corporation earnings date
Q4 202519 Feb, 2026
Blue Owl Capital Corporation
Next Blue Owl Capital Corporation earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Owl Rock Capital Corporation is a business development company. The Firm seeks to invest in companies operating in the United States middle market. It invests in senior secured debt, mezzanine debt and equity securities. The firm will make investments between $50 million and $250 million per transaction. It prefers to invest in healthcare technology & services, tech-enabled business services, sports & wellness, communications & media, software and industrial growth sectors. The firm invests in companies with revenues between $50 million and $1 billion and EBITDA between $10 million and $100 million.
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