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Added to YB: 2026-02-25

Pitch date: 2026-02-23

OBDC [neutral]

Blue Owl Capital Corporation

+2.37%

current return

Author Info

Waterboy Stocks is a value investor sharing stock pitches on their blog. Sign up for the newsletter.

Company Info

Blue Owl Capital Corporation is a business development company. It specializes in direct and fund of fund investments.

Market Cap

$5.7B

Pitch Price

$11.41

Price Target

N/A

Dividend

13.16%

EV/EBITDA

N/A

P/E

9.25

EV/Sales

7.84

Sector

Capital Markets

Category

N/A

Show full summary:
OWL locks the gates

OBDC (update): Blue Owl halted redemptions at $600M retail credit fund, sold $1.4B loans at 99.7% par to CalPERS, OMERS, BCI & Kuvare (Blue Owl subsidiary managing insurance co assets). Concerns over dumping risky loans to policyholders. Blankfein warns private credit risks to retail/insurance terrible for industry.

Read full article (2 min)