Blue Owl Capital Corp — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Blue Owl Capital Corporation reported Q3 2026 results with GAAP net investment income of $0.34 per share and adjusted NII of $0.33 per share. NAV increased modestly to $14.32 from $14.26 (June 30, 2026). The company deployed $891 million in new investment commitments across 21 portfolio companies (vs. $319 million in Q2 2026), with portfolio sales and repayments of $634 million. A $292 million CLO was closed at S+160 bps. The board declared a $0.31 base dividend plus $0.01 supplemental dividend, representing an 8.9% annualized yield. Debt-to-equity rose slightly to 1.13x from 1.11x; non-accrual assets remained low at 2.9% of portfolio at cost.
Why this rating
Solid quarterly operations with strong origination momentum ($891M vs $319M prior quarter) and stable credit metrics. However, NII per share slightly declined ($0.33 vs $0.34 Q2), NAV growth modest, and debt increased. Results are within normal operating range for a $7.3B BDC; no material events or major shifts in trajectory.
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