Blue Owl Capital stock rating reiterated at Market Outperform by JMP

Published 19/08/2025, 10:16
Blue Owl Capital stock rating reiterated at Market Outperform by JMP

Investing.com - JMP Securities has reiterated its Market Outperform rating for Blue Owl Capital Corp. (NYSE:OBDC) with a price target of $17.00. The company, currently trading at $14.16, offers an impressive 11.37% dividend yield and has raised its dividend for three consecutive years. Analyst targets range from $13 to $18, with four analysts recently revising earnings estimates upward.

The research firm maintains its positive outlook on the business development company, highlighting that OBDC continues to trade at a discount to net asset value (NAV) despite what it describes as industry-leading fundamentals. With a P/E ratio of 9.42 and strong revenue growth of 9% in the last twelve months, InvestingPro analysis reveals additional valuable insights about OBDC’s market position and growth potential.

JMP’s price target of $17.00 represents approximately 1.10 times the firm’s forward NAV estimate for Blue Owl Capital.

The firm considers OBDC one of its top ideas within its BDC coverage universe at present, according to the research note.

The maintained rating comes as Blue Owl Capital continues to operate in the business development company sector, providing financing solutions to middle-market companies.

In other recent news, Blue Owl Capital announced that its subsidiary, ORCC III Financing LLC, has amended its existing secured credit facility. This amendment, known as Amendment No. 8 to the Loan and Servicing Agreement, involves multiple parties, including Blue Owl Credit Advisors LLC, Societe Generale (OTC:SCGLY), and State Street (NYSE:STT) Bank and Trust Company. This development was officially filed with the Securities and Exchange Commission. Additionally, Citizens JMP analysts have reiterated a Market Outperform rating for Blue Owl Capital with a price target of $17.00. The analysts cited the company’s strong underlying fundamentals as a significant factor in their positive outlook. Blue Owl Capital has maintained a robust performance across various operating environments for nearly a decade. Despite this, the stock is noted to trade at a discount compared to other high-quality, externally managed business development companies. These updates reflect recent developments surrounding Blue Owl Capital.

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