Blue Owl Capital: Sound BDC With Adverse Strategic Setting [Seeking Alpha]
Blue Owl Capital Inc. Class A (OWL)
Company Research
Source: Seeking Alpha
Follow Summary In my previous article on OBDC I outlined a conservative thesis, identifying several bottlenecks for continued earnings growth. So far OBDC has performed below the market, where even its merger with OBDE have not caused material / positive reaction by the market. Meanwhile, the core fundamentals have remained stable and the dividend coverage is still one of the best in the BDC sector. In this article I dissect the recent news of the merger and Q2, 2024 earnings deck, explaining in detail why I have kept a neutral view on OBDC. small smiles In my previous article on Blue Owl Capital (NYSE: OBDC ) I plotted a rather conservative thesis on this BDC - Blue Owl Capital: There Are 2 Fundamental Showstoppers In the article I made it clear that OBDC has indeed some solid fundamentals in place such as diversification across many large-scale businesses, favorable bias towards first lien and senior secured products, and, importantly, a very healthy dividend covera
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OWL
News
- BNY introduces Alts Bridge Platform [Yahoo! Finance]Yahoo! Finance
- Blue Owl Capital launches digital platform for private market access [Wealth Professional (Canada)]Wealth Professional
- Blue Owl Capital Inc. (NYSE: OWL) is now covered by analysts at Wells Fargo & Company. They set an "equal weight" rating and a $18.50 price target on the stock.MarketBeat
- Blue Owl Capital Launches New Digital Learning, Implementation and Engagement Platform for Financial Advisors and Their ClientsPR Newswire
- Blue Owl Joins Debt Rush With Bond to Pay Down Credit Facilities [Financial Post (Toronto, Ontario, Canada)]Financial Post
OWL
Earnings
- 8/1/24 - In-Line
OWL
Sec Filings
- 9/13/24 - Form 4
- 9/13/24 - Form 4
- 9/13/24 - Form 4
- OWL's page on the SEC website