Blue Owl Capital Corporation (OBDC) reported results for the second quarter ended June 30, 2026. GAAP total investment income was $401.3 million, net investment income after taxes was $176.2 million, and net increase in net assets resulting from operations was $65.7 million.
The board declared a third-quarter 2026 base dividend of $0.31 per share and a second-quarter 2026 supplemental dividend of $0.02 per share. Net asset value was $14.26 per share as of June 30, 2026.
- GAAP earnings per share, basic and diluted, were $0.13 for the quarter.
- New investment commitments totaled $319 million, while sales and repayments totaled $747 million.
- OBDC had investments in 229 portfolio companies with aggregate fair value of $15.0 billion.
- Investments on non-accrual represented 2.8% of the portfolio at cost and 0.8% at fair value.
- The company repurchased approximately $35 million of OBDC common stock during the quarter.
$OBDC Insider Trading Activity
$OBDC insiders have traded $OBDC stock on the open market 4 times in the past 6 months. Of those trades, 4 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:
- LOGAN NICHOLSON (President) has made 2 purchases buying 10,000 shares for an estimated $113,200 and 0 sales.
- ERIC A. KAYE has made 2 purchases buying 1,000 shares for an estimated $11,913 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OBDC Hedge Fund Activity
We have seen 203 institutional investors add shares of $OBDC stock to their portfolio, and 233 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 3,886,510 shares (-24.7%) from their portfolio in Q1 2026, for an estimated $42,984,800
- STRS OHIO added 2,523,497 shares (+23.1%) to their portfolio in Q2 2026, for an estimated $27,430,412
- SOROS FUND MANAGEMENT LLC added 2,451,136 shares (+inf%) to their portfolio in Q1 2026, for an estimated $27,109,564
- PRIVATE MANAGEMENT GROUP INC added 1,883,628 shares (+86.7%) to their portfolio in Q2 2026, for an estimated $20,475,036
- BOSTON PARTNERS removed 1,831,093 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $20,251,888
- LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. added 1,804,647 shares (+208.6%) to their portfolio in Q1 2026, for an estimated $19,959,395
- BROWN UNIVERSITY removed 1,700,000 shares (-52.7%) from their portfolio in Q1 2026, for an estimated $18,802,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
