Blue Owl Capital: Dividend Cut Already Priced In [Seeking Alpha]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Seeking Alpha
OBDC's dividend coverage remains above 100%, but market pricing reflects expectations of a 10–25% dividend cut amid falling base rates and lower excess coverage. Despite 4% Y/Y NII growth and a stable non-accrual ratio, OBDC's valuation at 0.78x NAV signals investor caution and a sector rerating. I believe the risk of a dividend cut is already priced in, offering 28% upside if OBDC revalues to NAV. Richard Drury/DigitalVision via Getty Images Blue Owl Capital ( OBDC ) saw a significant widening in the gap between its share price and its net asset value in the fourth quarter of 2025, mainly because the BDC messed up the merger between This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of OBDC, ARCC, BXSL, FSK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business r
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High impacting Blue Owl Capital Inc. Class A news events
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OWL
News
- Blue Owl Capital (NYSE:OWL) was given a new $12.00 price target on by analysts at UBS Group AG.MarketBeat
- Blue Owl's Craig Packer: We're not halting redemptions, we're just changing the form [CNBC]CNBC
- Watch CNBC's full interview with Blue Owl's Craig Packer [CNBC]CNBC
- The Daily Chase: Retail sales rebound to start 2026 [BNN Bloomberg (Canada)]BNN Bloomberg
- Stocks making the biggest moves premarket: Grail, Blue Owl Capital, Opendoor Technologies & more [CNBC]CNBC
OWL
Earnings
- 2/6/26 - Beat
OWL
Sec Filings
- 2/19/26 - Form S-8
- 2/19/26 - Form 10-K
- 2/18/26 - Form 4
- OWL's page on the SEC website