Blue Owl Capital Corporation (NYSE: OBDC ) is the second-largest publicly traded BDC, with first quarter results coming out soon. Amid recent market volatility, investments known for their dividends and income are a strategy for strong total returns in a potentialI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own inv ...

Blue Owl Capital Corporation (OBDC) reported $464.65 million in revenue for the quarter ended March 2025, representing a year-over-year increase of 16.3%. EPS of $0.39 for the same period compares to $0.47 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $452.85 million, representing a surprise of +2.61%. The company delivered an EPS surprise of -9.30%, with the consensus EPS estimate being $0.43. While investors scrutinize revenue and earnings changes year-over-year and how they ...

Blue Owl Capital Corporation (OBDC) came out with quarterly earnings of $0.39 per share, missing the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.47 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -9.30%. A quarter ago, it was expected that this company would post earnings of $0.47 per share when it actually produced earnings of $0.47, delivering no surprise. Over the last four quarters, the co ...

Financial Results Announcement - Blue Owl Capital Corporation will release its financial results for Q1 2025 on May 7, 2025, after market close[3] - The press release regarding the financial results is attached as Exhibit 99.1 to the Form 8-K[5] Earnings Call - The earnings webcast/conference call is scheduled for May 8, 2025, at 10:00 a.m. Eastern Time[3]

NEW YORK, May 7, 2025 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC" or the "Company") today announced financial results for its first quarter ended March 31, 2025.FIRST QUARTER 2025 HIGHLIGHTS  First quarter GAAP net investment income ("NII") per share of $0.41 First quarter adjusted NII per share of $0.39, as compared with $0.47 as of December 31, 2024 Based on OBDC's supplemental dividend framework, the Board of Directors (the "Board") declared a first quarter supplemental dividend of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________________ FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_______to Commission File Number 814-01190 ______________________________________________ BLUE OWL CAPITAL CORPORATION (Exa ...

Blue Owl Capital Corporation (NYSE: OBDC ) is a much more interesting pick to me than many investors claim. It's a relatively large player with an interesting portfolio structure, a focus on middle-market businesses which tend to be more resilient, and manageable non-accruals.Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through d ...

Core Insights - Wall Street analysts forecast Blue Owl Capital Corporation (OBDC) will report quarterly earnings of $0.43 per share, reflecting a year-over-year decline of 8.5%, while revenues are expected to reach $452.85 million, indicating a 13.3% increase compared to the previous year [1] Earnings Estimates - The consensus EPS estimate has been revised downward by 0.4% in the past 30 days, indicating a reassessment by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock price performance [3] Key Metrics Projections - Analysts project 'Investment income from non-controlled, non-affiliated investments - Interest income' to be $303.80 million, reflecting a year-over-year increase of 3.2% [5] - The estimated 'Investment income from non-controlled, non-affiliated investments - Other income' is $6.06 million, indicating a year-over-year change of 14.1% [5] - The average prediction for 'Investment income from controlled, affiliated investments - Dividend income' is $29.21 million, showing a change of 1.5% from the prior year [6] - Analysts expect 'Investment income from non-controlled, non-affiliated investments - Dividend income' to reach $22.44 million, reflecting a 5.2% increase from the previous year [6] - 'Investment income from controlled, affiliated investments - Interest income' is expected to be $7.82 million, indicating a year-over-year decline of 2.2% [7] - The consensus for 'Investment income from non-controlled, non-affiliated investments - Payment-in-kind interest income' is $47.70 million, reflecting a year-over-year increase of 15.7% [7] Stock Performance - Shares of Blue Owl Capital Corporation have increased by 7.9% in the past month, compared to a 11.5% increase in the Zacks S&P 500 composite [7] - With a Zacks Rank 4 (Sell), OBDC is expected to underperform the overall market in the near future [7]

Core Viewpoint - Blue Owl Capital Corporation is expected to report its first-quarter 2025 results on May 7, 2025, with earnings estimated at 43 cents per share and revenues at $452.9 million, indicating a year-over-year earnings decline of 8.5% but a revenue growth of 13.3% [1] Financial Performance Estimates - The Zacks Consensus Estimate for Blue Owl Capital's revenues for 2025 is $1.9 billion, reflecting a year-over-year increase of 17.1% [2] - The consensus estimate for the current year's EPS is $1.70, suggesting a decline of approximately 10.5% year-over-year [2] - The company has beaten the consensus estimate in one of the last four quarters, met once, and missed twice, with an average surprise of negative 0.5% [2] Earnings Prediction - The model predicts a likely earnings beat for Blue Owl Capital, supported by a positive Earnings ESP of +2.33% and a Zacks Rank of 3 (Hold) [3] Q1 Results Influencers - The estimated net investment income for Q1 indicates a 9.5% year-over-year decline, with expected elevated net operating expenses around $250 million due to higher interest expenses and management fees [5] - Dividend income is anticipated to increase, with the Zacks Consensus Estimate for controlled affiliated dividend income showing a 1.5% year-over-year rise, while the model predicts a 2.9% growth [6][7] - Non-controlled non-affiliated interest income is expected to grow by 4.9% year-over-year according to the Zacks Consensus Estimate, with the model estimating a 3.8% increase [7] Investment Portfolio Insights - Blue Owl Capital's investment portfolio is projected to grow, driven by strong demand for financing solutions, with both the Zacks Consensus Estimate and model estimates indicating a 1.8% increase in controlled affiliated interest income compared to the same quarter last year [8] - The Zacks Consensus Estimate for payment-in-kind interest income from non-controlled, non-affiliated investments suggests a significant year-over-year growth of 15.7%, which may help offset some negatives [9] - The expected supplemental dividend per share is projected to be 3 cents [9]

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