NYSE · OBDC
Blue Owl Capital Corporation
Financial Services · Asset Management
$11.35▲ 2.16% ($0.24)at close
After hours$11.34▼ 0.09%7:39 PM ET
Market cap
$5.63B
P/E
19.48
EPS (TTM)
$0.58
Next earnings
Nov 4, 2026
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 17.39% over the last year. Revenue grew 13.16% over the trailing twelve months. Operating margin moved from 54.69% to 48.69%. Free cash flow grew 32.4% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 13th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 48.69%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Performance
Return analysis
Company profile
Blue Owl Capital Corporation operates as a business development company (BDC).
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Standard profitability metrics can be misleading for financial/insurance companies. GAAP requires unrealized investment gains/losses in net income (affecting ROE), and margins are blended across diverse business segments.
Analyst consensus
10
Buy
3
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 4, 2026
Q4 FY26 · EPS est $0.32 · Revenue est $383.86M
View
Dividends
$1.01/shareQuarterlyEx-div Sep 30, 2026 · in 13dOBDC pays a dividend with a 8.9% declared yield.
Declared Yield
8.9%
Annual Div / Share
$1.01
TTM $1.07
5yr CAGR
+0%
Payout Ratio
262.27%
Bank — specialized metrics apply
Dividend Growth Rate
3yr CAGR
+6.54%
5yr CAGR
+0%
Dividend History
Annual dividends paid per share
Income Projection
Today
$7/mo
In 5 yrs
$7/mo
In 10 yrs
$7/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$89/yr $7/mo | $89/yr $7/mo | $89/yr $7/mo |
5yr and 10yr income use the current dividend with no growth assumption because bank payout growth depends on earnings cycles, regulation, and capital policy.