Blue Owl Technology Finance Corp. — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Blue Owl Technology Finance (OTF, $7.0B market cap) reported Q2 2026 results on August 5, 2026: GAAP NII per share $0.30 (vs. $0.37 prior quarter); NAV per share stable at $16.48 (vs. $16.49 March 31); $0.40 per share total dividends declared ($0.35 base + $0.05 special). Portfolio grew to $14.7B fair value (205 companies); new investment commitments $852M; sales/repayments $222M. Net debt-to-equity rose to 0.93x (vs. 0.85x), reflecting $500M unsecured debt issuance and $150M secured financing. Non-accrual investments at 0.6% of cost (0.1% fair value). Stock repurchases totaled $55M in Q2.
Why this rating
Routine quarterly earnings with stable fundamentals; NII slightly below prior Q; leverage creeping higher but within policy; modest portfolio growth (~$600M funded). No material event relative to $7B market cap.
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