Blue Owl Capital Corporation (OBDC) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
25 Jun, 2026Opening remarks and agenda
Meeting commenced as a virtual-only live webcast, chaired by the CFO/COO, with directors and key executives present.
The agenda included two main proposals: election of directors and ratification of the independent auditor.
Rules of conduct and procedures were established and made available online for orderly business.
Board and executive committee updates
Directors, CEO, Vice President/Secretary, and Head of Investor Relations were introduced as present.
Representatives from KPMG LLP, the independent registered public accounting firm, attended to answer financial questions.
Shareholder proposals
Proposal one: election of directors for three-year terms expiring at the 2029 Annual Meeting.
Proposal two: ratification of KPMG LLP as independent auditors for the 2026 fiscal year.
Latest events from Blue Owl Capital Corporation
- NAV per share declined to $14.41, with a 10.3% dividend yield and strong portfolio diversification.OBDC
Investor presentation - NAV per share dipped to $14.26, but income and dividends remained strong with robust liquidity.OBDC
Investor presentation - Upper middle-market lender with $15B in assets, 9.9% yield, and 8.5% annualized return.OBDC
Investor presentation - Adjusted NII per share rose to $0.34, with NAV at $14.26 and a 9.3% dividend yield.OBDC
Q2 2026 - Scaled BDC with strong returns, robust liquidity, and high dividend yield in Q1 2026.OBDC
Investor presentation - Net investment income and NAV per share declined, but liquidity and credit quality remain strong.OBDC
Q1 2026 - Q3 net investment income per share $0.47, 12.4% ROE, NAV/share $15.28, merger pending.OBDC
Q3 2024 - Q2 net investment income per share was $0.48, NAV per share $15.36, and a merger was announced.OBDC
Q2 2024 - Q1 2025 saw a major merger, $17.7B portfolio, $0.39 NII/share, and a 10% dividend yield.OBDC
Q1 2025