Blue Owl Capital Corporation's Board approved a $300M stock repurchase program on February 17, 2026, and expects to complete $400M in loan sales in Q1 2026, with proceeds used to repay indebtedness.
Bullish
Blue Owl Capital Corporation benefits from a strong focus on upper middle-market companies, a diversified portfolio with floating rate debt, and an experienced investment team with a robust origination platform.
Bearish
Blue Owl Capital Corporation faces intense competition, illiquid investments with valuation uncertainty, and significant regulatory risks, including potential loss of RIC tax treatment and adverse impacts from changing laws.