Merger Concerns: Recent discussions on X about Blue Owl Capital Corporation (OBDC) have centered on a proposed merger between two of its funds, sparking intense debate. Many users express skepticism about the move, suggesting it may be an attempt to convert limited-duration capital into permanent capital at a discount. The significant attention to this topic highlights growing unease among investors.
Stock Performance Woes: Another hot topic on X is OBDC’s stock performance, with some pointing to a steep decline in share value over recent months. Posts also highlight a high dividend yield, with figures like 12-13% circulating as a potential draw despite the price drop. This mix of concern and cautious optimism keeps the conversation lively.
Industry Challenges: Broader challenges in the private credit sector are also tied to OBDC in X discussions, including halted redemptions and heavy exposure to data centers. Some users question whether the company could be the next domino to fall in the industry. The tone reflects worry about systemic risks impacting the stock.
Note: This discussion summary was generated from an AI condensation of post data.
Blue Owl Capital Corporation Insider Trading Activity
Blue Owl Capital Corporation insiders have traded $OBDC stock on the open market 8 times in the past 6 months. Of those trades, 8 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $OBDC stock by insiders over the last 6 months:
- CRAIG PACKER (Chief Executive Officer) has made 2 purchases buying 83,200 shares for an estimated $977,924 and 0 sales.
- LOGAN NICHOLSON (President) has made 3 purchases buying 40,553 shares for an estimated $514,329 and 0 sales.
- MELISSA WEILER purchased 10,000 shares for an estimated $119,900
- NEENA REDDY (Vice President and Secretary) purchased 7,890 shares for an estimated $103,065
- CHRIS TEMPLE purchased 8,000 shares for an estimated $96,240
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Blue Owl Capital Corporation Hedge Fund Activity
We have seen 245 institutional investors add shares of Blue Owl Capital Corporation stock to their portfolio, and 191 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 52,098,372 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $665,296,210
- STATE OF NEW JERSEY COMMON PENSION FUND E removed 22,751,338 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $326,254,186
- ROBERT WOOD JOHNSON FOUNDATION removed 4,218,864 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $53,874,893
- TT CAPITAL MANAGEMENT LLC removed 3,973,897 shares (-93.1%) from their portfolio in Q3 2025, for an estimated $50,746,664
- FMR LLC added 2,962,081 shares (+25.2%) to their portfolio in Q3 2025, for an estimated $37,825,774
- BALYASNY ASSET MANAGEMENT L.P. added 1,978,546 shares (+inf%) to their portfolio in Q3 2025, for an estimated $25,266,032
- MARSHALL WACE, LLP added 1,395,333 shares (+inf%) to their portfolio in Q3 2025, for an estimated $17,818,402
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Blue Owl Capital Corporation Analyst Ratings
Wall Street analysts have issued reports on $OBDC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 11/26/2025
- Citizens issued a "Market Outperform" rating on 11/07/2025
- Clear Street issued a "Buy" rating on 09/05/2025
To track analyst ratings and price targets for Blue Owl Capital Corporation, check out Quiver Quantitative's $OBDC forecast page.
Blue Owl Capital Corporation Price Targets
Multiple analysts have issued price targets for $OBDC recently. We have seen 5 analysts offer price targets for $OBDC in the last 6 months, with a median target of $14.0.
Here are some recent targets:
- Kenneth S. Lee from RBC Capital set a target price of $14.0 on 11/26/2025
- Paul Johnson from Keefe, Bruyette & Woods set a target price of $13.5 on 11/10/2025
- Brian McKenna from Citizens set a target price of $15.0 on 11/07/2025
- Finian O'Shea from Wells Fargo set a target price of $12.0 on 11/07/2025
- Mickey Schleien from Clear Street set a target price of $15.0 on 09/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
