Welcome to our dedicated page for Blue Owl Capital SEC filings (Ticker: OBDC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Blue Owl Capital Corporation (NYSE: OBDC) provides direct access to the company’s regulatory disclosures as a publicly traded business development company. OBDC files reports and current event disclosures with the U.S. Securities and Exchange Commission in connection with its operations as a specialty finance company focused on lending to U.S. middle-market companies.
Investors can review Form 8-K filings in which OBDC reports material events such as earnings announcements, conference call schedules, entry into or termination of material definitive agreements, amendments to secured credit facilities, share repurchase activity, and shareholder meeting results. For example, recent 8-K filings have covered the scheduling of quarterly and annual earnings releases and webcasts, the announcement and subsequent termination of a merger agreement with Blue Owl Capital Corporation II, updates to a secured credit facility for ORCC III Financing LLC, and information about open-market purchases of OBDC common stock by executives and employees of Blue Owl Capital Inc. and under OBDC’s share repurchase program.
As a BDC, OBDC also files periodic reports such as annual reports on Form 10-K and quarterly reports on Form 10-Q, which provide detailed information on net investment income, net asset value, portfolio composition, investment activity, leverage, and risk factors. These filings complement the company’s press releases and earnings materials by offering comprehensive financial statements and management discussions.
Through this page, users can also monitor any proxy statements and related materials associated with shareholder meetings, including the election of directors and the ratification of the independent registered public accounting firm. In addition, filings related to corporate transactions, such as registration statements and merger-related documents, may be available for review.
Stock Titan enhances access to these documents by offering real-time updates from the SEC’s EDGAR system and AI-powered summaries that explain key points in plain language. Users can quickly understand the implications of OBDC’s 10-K and 10-Q reports, 8-K event disclosures, and other filings without reading every page, while still having the option to review the full original documents.
Blue Owl Capital Corporation entered into a Tenth Supplemental Indenture covering a new $400,000,000 issue of 6.450% notes due September 15, 2028. These unsecured notes pay interest semiannually on March 15 and September 15, starting September 15, 2026, and may be redeemed early at a make-whole premium or at 100% of principal, plus accrued interest, depending on timing.
The company plans to use the net proceeds to pay down existing indebtedness, including its senior secured revolving credit facility, which carries SOFR- or base-rate-linked interest and matures in portions in 2027 and 2029. The Indenture adds covenants tied to Investment Company Act leverage limits and requires a 100%-of-principal repurchase offer if a change of control repurchase event occurs.
Blue Owl Capital Corporation offers $400,000,000 of 6.450% Notes due 2028. The Notes mature on September 15, 2028 and pay interest semiannually on March 15 and September 15. The Notes are unsecured, rank pari passu with other unsecured indebtedness and are subject to optional redemption and a Change of Control repurchase right. Net proceeds (approximately $397.964M before expenses) will be used to repay indebtedness.
Blue Owl Capital Corporation is offering unsecured notes under a preliminary prospectus supplement that sets out customary terms including regular interest payments, optional redemption at the issuer’s election and a Change of Control Repurchase Event at 100% of principal. The Notes will rank pari passu with other unsecured indebtedness and be structurally and effectively junior to secured and subsidiary debt. The supplement discloses consolidated indebtedness of approximately $9.4 billion as of December 31, 2025 (including $5.0 billion unsecured and $4.4 billion secured) and describes the Company’s core direct-lending investment strategy, portfolio composition and risk factors. Recent developments disclosed include repayment of $500.0 million of 2026 notes, a $300 million stock repurchase program and loan sale agreements with aggregate fair value of $357.6 million whose proceeds will be used to repay indebtedness.
Blue Owl Capital Corporation is asking shareholders to vote at a virtual annual meeting on June 25, 2026. Investors will elect two directors, Eric Kaye and Victor Woolridge, and ratify KPMG as auditor. The proxy highlights 2025 results, including 9.9% return on equity, $1.56 per-share dividends and a 10.0% annualized dividend yield. Since 2016 inception, total return has averaged 13.9%. The portfolio held 234 companies across 30 industries, with 79% in senior secured loans and a 42% weighted average loan-to-value, supporting a low 1.1% non-accrual rate. In 2025 OBDC completed its merger with Blue Owl Capital Corporation III, received a Moody’s upgrade to Baa2, and repurchased $148 million of shares, followed by a new $300 million repurchase program. Governance sections describe a six-member, staggered board, fully independent key committees, and how shareholders can vote and submit proposals.
Blue Owl Capital Corporation announced it will release financial results for the first quarter ended March 31, 2026 on Wednesday, May 6, 2026 after the market closes. The company will host a webcast and conference call on Thursday, May 7, 2026 at 10:00 a.m. Eastern Time to discuss the results.
Blue Owl Capital Corporation is a specialty finance company focused on lending to U.S. middle‑market businesses. As of December 31, 2025, it held investments in 234 portfolio companies with an aggregate fair value of $16.5 billion and operates as a regulated business development company.
Blue Owl Capital Corp President Logan Nicholson reported buying 10,000 shares of common stock in open-market transactions. On February 27, 2026, he purchased 5,525 shares directly and 4,475 shares indirectly through The Logan Nicholson Living Trust at a weighted average price of $11.32 per share.
The filing notes that the shares were acquired in multiple trades at prices ranging from $11.27 to $11.40. After these purchases, Nicholson directly holds 60,557 shares and, through the trust, 24,443 shares of Blue Owl Capital Corp common stock.
OBDC’s 10-K holdings schedule details a broad portfolio of private credit and equity investments. The positions span primarily first lien senior secured loans, with additional second lien loans, unsecured facilities and notes, and a mix of preferred and common equity, warrants, and partnership interests.
The borrowers cover many industries, including software, healthcare, industrials, consumer, financial services and specialty finance vehicles. Most instruments list maturities around December 31, 2024 and December 31, 2025, highlighting near- to medium‑term exposure. The schedule also distinguishes affiliated from non‑affiliated investments, reflecting both third‑party and related‑party positions.
In addition to loans and equity, OBDC uses interest rate swaps tied to various notes and multiple foreign currency forward contracts to manage rate and currency risks. Overall, the table shows a highly diversified, predominantly secured lending book complemented by equity co‑investments and risk‑management derivatives.
Blue Owl Capital Corporation reported solid fourth-quarter and full-year 2025 results, with GAAP net investment income of $192 million, or $0.38 per share, and adjusted net investment income of $0.36 per share, matching the prior quarter. The regular dividend was $0.37 per share, implying a 10.0% annualized yield based on fourth-quarter net asset value.
Net asset value per share was $14.81, slightly below $14.89 on September 30, 2025, mainly from credit-related markdowns on a small number of names, partially offset by accretive share repurchases. The portfolio totaled $16.5 billion at fair value across 234 companies, with 79.3% in senior secured debt and 96.4% of debt investments at floating rates.
OBDC repurchased approximately $148 million of stock at 86% of price-to-book value and the Board authorized a new $300 million repurchase program. The company also announced a $1.4 billion asset sale of direct lending investments across Blue Owl BDCs, including $400 million from OBDC, at 99.8% of par, aimed at reducing leverage, modestly increasing portfolio diversity and creating additional investment capacity. In January 2026, Moody’s upgraded OBDC to Baa2, reflecting its credit profile and liability management.
Blue Owl Capital Corporation filed a current report to inform investors about the timing of its next earnings release and conference call. The company plans to announce its financial results for the fourth quarter and fiscal year ended December 31, 2025 after the market close on Wednesday, February 18, 2026. Management will then discuss these results on an earnings webcast and conference call scheduled for 10:00 a.m. Eastern Time on Thursday, February 19, 2026. A related press release with further details is attached as an exhibit.
Blue Owl Capital Corporation reports that during November through December 2, over $115 million in shares of its common stock were purchased in the open market. These purchases were made by executives and employees of Blue Owl Capital Inc. and through Blue Owl Capital Corporation’s existing share repurchase program. The company reiterates that it is authorized to repurchase up to $200 million shares of its common stock under this program, highlighting continued activity in its stock repurchase efforts.