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Blue Owl Capital Reports Q1 2025 Financial Results

Blue Owl Capital Corporation ( (OBDC) ) has released its Q1 earnings. Here is a breakdown of the information Blue Owl Capital Corporation presented to its investors.

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Blue Owl Capital Corporation is a specialty finance company focusing on lending to U.S. middle-market companies, operating as a business development company under the Investment Company Act of 1940. The company recently reported its financial results for the first quarter of 2025, highlighting its robust portfolio and strategic growth following a significant merger.

In the first quarter of 2025, Blue Owl Capital Corporation achieved a GAAP net investment income per share of $0.41, with adjusted net investment income per share at $0.39. The company declared a total dividend of $0.38 per share, reflecting a 10% annualized dividend yield based on the net asset value per share. The company’s net asset value per share slightly decreased to $15.14 from $15.26 at the end of 2024, primarily due to changes in credit spreads and asset write-downs.

The first quarter saw new investment commitments totaling $1.2 billion, with $1.1 billion in sales and repayments. The company’s portfolio expanded to 236 companies across 30 industries, with a total fair value of $17.7 billion. The merger with Blue Owl Capital Corporation III significantly increased the company’s scale, making it the second-largest externally managed, publicly traded BDC by total assets.

Looking ahead, Blue Owl Capital Corporation’s management remains optimistic about navigating the current market environment, emphasizing the defensive orientation and quality of its portfolio. The company is well-positioned to leverage its enhanced scale and liquidity to capitalize on market opportunities.

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