Blue Owl Capital

OBDC · NYSE

$9.92+$0.03 (+0.30%)TodayMarket closed · Oct 20, 7:55 PM ET

Prev close $9.89

OBDC analyst rating

BuyConsensus of 5 analysts over the last 12 months. 60% rate it a buy.

Strong buy0
Buy3
Hold2
Underperform0
Sell0

12-month price target · 16 analysts

Average $13.57 (+36.8% upside)

Low: $11.11
Now: $9.92
High: $15.75

Upgrades and downgrades

The latest rating actions, newest first

OBDC analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Truist Securities	May 19, 2026	Maintains	Buy	$15.00 → $13.00	63%
Wells Fargo	May 8, 2026	Maintains	Equal-Weight	$12.00 → $11.00	50%
Keefe, Bruyette & Woods	Apr 16, 2026	Maintains	Market Perform	$12.50 → $12.00	36%
Keefe, Bruyette & Woods	Feb 23, 2026	Maintains	Market Perform	$13.50 → $12.50	36%
Truist Securities	Feb 23, 2026	Maintains	Buy	$16.00 → $15.00	63%
RBC Capital	Feb 20, 2026	Maintains	Outperform	$14.00 → $13.00	29%
RBC Capital	Nov 26, 2025	Maintains	Outperform	$16.00 → $14.00	29%
Keefe, Bruyette & Woods	Nov 10, 2025	Maintains	Market Perform	$14.50 → $13.50	36%
Wells Fargo	Nov 7, 2025	Maintains	Equal-Weight	$13.00 → $12.00	50%
Citizens	Nov 7, 2025	Maintains	Market Outperform	$17.00 → $15.00	33%

The case for and against

Updated May 19, 2026

Bull case

Blue Owl Capital is a specialty finance company that focuses on providing direct lending solutions to middle-market companies. With a strong investment strategy and a focus on preserving capital, the company has the potential to generate favorable returns across credit cycles. Its investment approach also incorporates sustainability factors into the decision-making process, adding another layer of risk management. While there are risks associated with its externally managed model and potential conflicts of interest, Blue Owl's solid financials and attractive dividend yield make it a promising stock for investors.

Bear case

Blue Owl Capital is a publicly-traded BDC with a negative outlook due to its recent loan sale transaction, representing a small portion of its total portfolio, at attractive pricing that suggests potential weakness in the private market. Its recent repurchase of shares at a discount to NAV and the pending loan sale transaction is accretive, but its net leverage remains high and women hold a minimal presence in management and board roles. Additionally, the company is not currently incorporating sustainability performance measures into compensation for its external adviser or into its investment process, despite following SASB guidance and considering environmental, social, and governance factors.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.