Owl Rock(US:OBDC) ZACKS·2026-02-19 02:00Core Insights - Blue Owl Capital Corporation reported $447.75 million in revenue for Q4 2025, a 13.5% year-over-year increase, with an EPS of $0.36 compared to $0.47 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $446.15 million by 0.36%, while the EPS surpassed the consensus estimate of $0.35 by 1.9% [1] Financial Performance Metrics - Investment income from non-controlled, non-affiliated investments showed a significant year-over-year increase of 18.6% in interest income, totaling $340.58 million, surpassing the average estimate of $334.04 million [4] - Other income from non-controlled, non-affiliated investments decreased by 16.3% year-over-year to $4.87 million, below the average estimate of $5.54 million [4] - Dividend income from controlled, affiliated investments increased by 55.8% year-over-year to $39.54 million, exceeding the average estimate of $38.3 million [4] - Total investment income from non-controlled, non-affiliated investments rose by 10.5% year-over-year to $396.25 million, surpassing the average estimate of $390.37 million [4] - Total investment income from controlled, affiliated investments increased by 50.3% year-over-year to $50.58 million, exceeding the average estimate of $48.63 million [4] Stock Performance - Over the past month, shares of Blue Owl Capital Corporation have returned -8%, compared to a -1.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]