Asset Management and Custody Banks

Blue Owl Capital

Blue Owl Capital released FY2026 Q1 earnings on May 6 After-Market (EST), actual revenue USD 396.77M (forecast USD 421.69M), actual EPS USD -0.05 (forecast USD 0.3463)

Blue Owl Capital Sees Tenfold Return on SpaceX Investment and Sells Half of Shares

Blue Owl Capital faces increasing scrutiny as its stock nears historical lows

Blue Owl Capital to release FY2026 Q1 earnings on May 6 After-Market EST, forecast revenue USD 421.69 M, EPS USD 0.3463

KBW Analyst Maintains Hold Rating on Blue Owl Capital

PIMCO Buys 400 Million Dollars of Bonds Sold by Blue Owl BDC

Blue Owl Reports Q1 2025 Earnings

Blue Owl Capital Corporation Reports Q3 Earnings and Declares Dividends

OBDC II Board Proposes Discounted Offer

Blue Owl Capital II advises shareholders to reject SABA and Cox offer

Blue Cat Capital informs investors loan sales have no hidden incentives

Blue Cat Capital Provides $240M Financing for Data Center

Blue Owl Capital Corp's President Logan Nicholson Acquires Ordinary Shares

Analysts downgrade Blue Owl Capital ratings and target prices

Siligmueller & Norvid Wealth Advisors LLC Invests in Blue Owl Capital Corporation

Blue Owl Capital Corp's Stock Rises in Pre-Market Trading

Blue Owl Capital released FY2025 earnings on February 18 After-Market EST, actual revenue USD 1.851 B (forecast USD 1.85 B), actual EPS USD 1.2396 (forecast USD 1.373)

Blue Owl Capital released FY2025 Q4 earnings on February 18 After-Market (EST), actual revenue USD 447.75M (forecast USD 450.94M), actual EPS USD 0.2347 (forecast USD 0.3533)

Blue Owl Capital Reports Q4 2025 Earnings and Announces Share Repurchase Program

Pulsenmore

Boxlight

Cuprina

Icecure Medical

The LGL Group, Inc.

Catheter Precision

Absci

Sky Quarry

RIBBON ACQUISITION CORP COM USD0.0001 CL A 31/12/2026(SUB/RIGHT)

Tradr 2X Short CBRS Daily ETF

Ordinary dividend (cash)

Ex Date: 2026.06.30 (EST), Cash dividend 0.31 USD

OBDC

GS-D

GS-A

GS-C

Next Capital Management LLC increased its stake in Blue Owl Capital (OBDC) by 407.0% in Q4, holding 199,584 shares valued at $2.49 million. Other institutional investors like Goldman Sachs and UBS also adjusted their OBDC holdings. Meanwhile, Blue Owl Capital reported Q1 earnings missing estimates, cut its dividend to $0.31 per share, and authorized a $300 million stock buyback plan. Analysts recently revised price targets and ratings for the stock.

Market Beat

GOLDMAN SACHS GROUP INC DEP REP 1/1000TH PRF D

GOLDMAN SACHS GROUP INC DEP SHR REP 1/1000TH PFD SER A

GOLDMAN SACHS GROUP INC DEP SHS REPSTG 1/1000TH PRF SER C

Goldman Sachs

UBS Group AG

Truist Financial

Wells Fargo

Blue Owl Capital III

Blue Owl Tech Finance

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WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

Blue Owl Capital Corporation $OBDC Shares Acquired by Next Capital Management LLC

Closed End Fund Advisors Inc. purchased a new stake in Blue Owl Capital (OBDC), acquiring 370,782 shares valued at approximately $4.6 million in Q4. This position represents 2.7% of their portfolio. Other institutions like IFP Advisors and Caitong International also increased holdings. Meanwhile, OBDC stock declined 2.4%, missed earnings estimates, and saw mixed analyst ratings with price target cuts from Wells Fargo and KBW.

Atlantic Union Bankshares

ROYAL BANK OF CANADA

ATLANTIC UNION BANKSHARES CORP 6.875% DEP SH RP 1/400 NON CU PR PF SR A

Atlantic Union Bankshares Corporation

Closed End Fund Advisors Inc. Purchases Shares of 370,782 Blue Owl Capital Corporation $OBDC

KKR-D

A fresh wave of investor redemptions has hit the $2 trillion private-credit market, causing sharp declines in shares of industry giants like KKR, Blackstone, and Blue Owl. The selloff follows reports of withdrawal limits at funds such as Cliffwater and Partners Group. Concerns over opaque lending practices, lower recent returns, and higher borrowing costs are driving demand for liquidity, though experts note institutional panic remains limited.

Dow Jones

Blackstone

KKR & CO INC 6.25% MAND CONV PREF SHARES SER D

Siebert Financial

KKR Group Fin Co IX LLC Pref Share KKRS 4.625 04/01/61

KKR & Co. Inc.

Another redemption wave is spooking the $2 trillion private-credit market

Blue Owl Capital Corporation's average 12-month price target was lowered from $13.44 to $13.31 by 12 analysts, with forecasts ranging between $11 and $15. Based on the May 29 closing price, this implies an 18% upside potential. Despite the cut, the consensus rating remains 'Buy', comprising 10 Buy ratings, 2 Hold ratings, and no Sells.

TradingView

Blue Owl Capital Corporation Stock 12‑Month Price Target Cut to $13.31, Implies 18% Upside

Steel Grove Capital Advisors LLC reduced its stake in Blue Owl Capital Corporation (NYSE:OBDC) by 93.8%, selling 163,450 shares and holding 10,750 shares worth $134,000. Other institutional investors also adjusted their positions. Blue Owl Capital's stock opened at $11.19, with a market cap of $5.55 billion. The company reported a quarterly EPS of $0.31, missing estimates, and announced a $300 million stock buyback program. A quarterly dividend of $0.31 will be paid on July 15.

Steel Grove Capital Advisors LLC Sells 163,450 Shares of Blue Owl Capital Corporation $OBDC

Cary Street Partners Financial LLC increased its stake in Blue Owl Capital Corporation (NYSE:OBDC) by 207.5% in Q4, owning 248,287 shares valued at $3,086,000. Other institutional investors also raised their stakes. Blue Owl Capital's stock opened at $11.19, with a market cap of $5.55 billion. The company reported $0.31 EPS, missing estimates, and announced a $300 million share buyback plan. A quarterly dividend of $0.31 per share was declared, with a yield of 11.1%. Analysts have set new price targets for the stock.

Bank of America

Ameriprise Financial

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Cary Street Partners Financial LLC Raises Stock Holdings in Blue Owl Capital Corporation $OBDC

Recent concerns about private credit markets, highlighted by issues at Blue Owl Capital, emphasize the need for greater regulatory visibility. The lack of transparency in these firms poses risks to the financial system, as they operate without the oversight that banks face. Calls for a level playing field in regulation aim to address systemic risks and ensure stability in the market. Increased scrutiny and periodic examinations of private credit firms could help identify weaknesses and mitigate potential crises.

American Banker

BankThink Financial regulators need more visibility into private credit markets

AGNC

Analysts highlight sub-$100 dividend stocks, with McCormick & Company leading at a 4.1% yield and 40 years of increases. AGNC Investment, Blue Owl Capital, and Enterprise Products Partners offer yields from 5.9% to over 13%, backed by cash flows. Current market conditions, including lower index yields and potential Fed easing, are driving investors towards reliable dividend stocks.

Enterprise Products Partner

Mccormick

AGNC Investment

McCormick & Co MD

AGNC INVESTMENT CORP 6.875% DEP SHS REP 1/1000TH PFD SR D

AGNC Investment Pref Share AGNC 6.5 Prep 10/15/24 E

AGNC INVESTMENT CORP DEP SHS REPSTG 1/1000TH PFD SER H

AGNC Investment Pref Share AGNCP 6.125 Perp 04/15/25 F

AGNC Investment Pref Shares AGNC 9.67459 Perp 04/11/25

AGNC Investment Pref Share AGNCL 7.75 Perp 10/15/27

Analysts identify sub-$100 dividend stocks with proven track records

MAIN

ARCC

Jeffrey Gundlach criticized semi-liquid private credit funds at an investing conference, likening the current situation to the dot-com bubble. Funds like Apollo Debt Solutions and Blue Owl Tech Income Corp faced significant redemption requests, leading to capped withdrawals and losses for investors. In contrast, Ares Capital and Main Street Capital have maintained strong dividends and liquidity, with disciplined underwriting and equity stakes contributing to their success. Gundlach's concerns highlight the risks in the private credit market, while some firms continue to thrive despite the challenges.

Blue Owl Capital(OBDC.US)