OBDC Blue Owl Capital Corp

NEUTRAL Impact: 4/10 8-K
Horizon months Filed May 21, 2026 Processed 22d 17h ago SEC 0001628280-26-037240
8-K material event: Items 1.01
Latest settled — T+5d
OBDC ▲ +3.54% at T+5d
NEUTRAL call ✓ call won +3.54% · α vs SPY +1.86% · entry $11.03 → $11.42
Next anchor: T+20d in 9d
Currently $11.18 · +1.36% from $11.03 entry
Entry anchored
May 21, 03:59 PM ET
via Databento tick
T+1d
+1.45%
call +1.45% · α +0.86%
$11.19
settled 22d ago
T+5d
+3.54%
call +3.54% · α +1.86%
$11.42
settled 15d ago
T+20d
call — · α —
in 9d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Blue Owl Capital Corp issued $400M in 6.300% unsecured notes due 2031, using proceeds to repay existing indebtedness including its revolving credit facility and 3.400% notes due July 2026. The transaction extends debt maturities and increases interest expense but does not indicate any change in operating performance.

Actionable Insight

The debt issuance is a routine capital management move; monitor for any changes in leverage ratios or dividend policy in upcoming quarterly filings. The higher coupon may slightly pressure net investment income, but extending maturities reduces refinancing risk.

Key Facts

  • Issued $400,000,000 aggregate principal amount of 6.300% Notes due 2031
  • Notes mature on August 15, 2031
  • Interest payable semi-annually at 6.300% per annum
  • Net proceeds used to repay existing debt under the senior secured revolving credit facility and/or 3.400% notes due July 2026
  • Underwriters purchased notes at 98.033% of principal amount
  • Transaction closed on May 21, 2026

Financial Impact

Refinancing $400M of debt at a higher coupon (6.3% vs 3.4% on July 2026 notes) increases annual interest expense by approximately $11.6M pre-tax if fully replacing the lower-coupon notes.

interest expensedebt maturity profile

Risk Factors

  • Higher interest expense reduces net investment income if asset yields do not increase
  • Potential downgrade risk if leverage increases beyond target

Market Snapshot

Exchange
NYSE
Analyst Consensus
84% bullish (19 analysts)

Documents Analyzed

This report is based on 7 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-037240
Exhibit: exhibit42-8xk.htm0001628280-26-037240
Exhibit: exhibit51-8xk.htm0001628280-26-037240
Document: obdc-20260518.htm0001628280-26-037240
Document: 0001628280-26-037240-index-headers.html0001628280-26-037240
Document: 0001628280-26-037240-index.html0001628280-26-037240
Document: 0001628280-26-037240.txt0001628280-26-037240
4 reports for OBDC
Performance horizon
Filters
Rows
Reports for OBDC — sortable, filterable
Type Now
May 21, 2026
22d ago
8-K
NEUTRAL ★ 4/10
$11.03 $11.42▲ +3.54%▲ +1.86%$11.18 (+1.36%)
Apr 10, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$10.93 $11.78▲ +7.78%▲ +4.48%$11.18 (+2.29%)
Apr 1, 2026
10w ago
DEFA14A
NEUTRAL ★ 2/10
$10.86 $10.87▲ +0.09%▼ −3.53%$11.18 (+2.95%)
Apr 1, 2026
10w ago
8-K
NEUTRAL ★ 3/10
$10.86 $10.87▲ +0.09%▼ −3.53%$11.18 (+2.95%)
Showing 4 of 4

US Market Status

Market Closed — Opens Mon (47h 35m)

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