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Blue Owl Technology Finance Corp. (OTF) stock

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NYSE: OTF NYSE Asset Management & Custody Banks Next results ~November 4, 2026

Blue Owl Technology Finance Corp. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$16

Valuation models combined (5)

Base case. Range ~$13–$25. Weighted average of 5 models (forward price-to-earnings vs peers, residual income, justified price-to-book, price-to-book vs peers, dividend discount (two-stage)), the forward price-to-earnings vs peers counting double.

Price vs value

No Buy/Hold/Sell rating is issued: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Blue Owl Technology Finance Corp. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders4 buying, 0 selling8 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds146 adding, 50 cuttingOf 18 active managers that changed their stake, 13 added; quarter to June 30, 2026Fund buyers and sellers

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Current signal Share count rising (dilution): Diluted shares outstanding rose 65.9% year over year.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

Nothing in Blue Owl Technology Finance Corp.'s latest figures clears our strength thresholds.

Things to watch

  • Share dilution. Diluted shares rose 65.9% in a year.

Latest results

Earnings per share
$0.30 against an average estimate of $0.30: missed by 0.1%
Share reaction
-2.3% in the first session after the results on October 1, 2026, against +0.9% for the S&P 500
Next report
November 4, 2026; average EPS estimate $0.32

Blue Owl Technology Finance's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.5%
  • 1 week+7.5%
  • 1 month+1.8%
  • This year-25.2%
  • 1 year-22.0%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

EPS (TTM, diluted)
$0.81

Growth

Share count change
+65.9%

Earnings

Last results
October 1, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Agreement
  3. Agreement
  4. Agreement
  5. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Blue Owl Technology Finance Corp. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: limited reported history: available models are shown without a Buy/Hold/Sell rating.

Valuation models

We value Blue Owl Technology Finance Corp. as an asset manager, broker or exchange, with every model that fits that kind of business. Cost of equity 8.6%: the 10-year Treasury yield (4.9%) plus a beta of 0.8 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$13 ~$11–$16 Primary model, counts double
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$16 ~$12–$21 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$16 ~$14–$18 Included
Price-to-book vs peers Book value per share times peers' typical (harmonic-mean) price-to-book. ~$25 ~$26–$67 Included
Dividend discount (two-stage) Dividends for five years at the growth the business can fund, then a steady payout and growth. ~$14 ~$12–$18 Included
Combined value Weighted average of the models that apply: the primary model (forward price-to-earnings vs peers) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$16 ~$13–$25 5 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Blue Owl Technology Finance Corp. with asset managers in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Medium.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $353m and EPS of $0.32 (range $0.30 to $0.33) for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $1.27 — $1.4bn +21%
Next $1.37 +8% $1.6bn +14%

Next year's EPS estimate has moved +4.6% in 90 days, across 8 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +2.8% on 90 days ago. In the last 30 days, 4 analysts raised Blue Owl Technology Finance Corp.'s forecast and 1 cut it.

Consensus EPS forecast Blue Owl Technology Finance Corp., last 90 days
$1.20 $1.25 $1.30 $1.35 $1.40 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $1.24 Current fiscal year, 60 days ago: $1.27 Current fiscal year, 30 days ago: $1.27 Current fiscal year, 7 days ago: $1.27 Current fiscal year, Now: $1.27 $1.27 Next fiscal year, 90 days ago: $1.31 Next fiscal year, 60 days ago: $1.37 Next fiscal year, 30 days ago: $1.37 Next fiscal year, 7 days ago: $1.37 Next fiscal year, Now: $1.37 $1.37

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $1.24$1.31
60 days ago $1.27$1.37
30 days ago $1.27$1.37
7 days ago $1.27$1.37
Now $1.27$1.37

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.30 $0.30 −0.1%
Mar 2026 $0.25 $0.29 +17.6%
Dec 2025 $0.34 $0.47 +37.2%
Sept 2025 $0.35 $0.54 +55.0%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

9 analysts, Oct 2026
Buy556%
Hold444%
Sell00%

Monthly trend

  1. Oct 20261449
  2. Sep 20261449
  3. Aug 20261449

Counts of recommendations published by analysts covering Blue Owl Technology Finance Corp., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
1.4%
of tradable shares
Days to cover
2.89
at average volume
Short interest, 1 month
+8%
to October 15, 2026
Held by institutions
43%
of shares
Held by insiders
0.1%
of shares

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

Return and risk by year

Calendar year 2026 to date
Return
OTF−25%
Industry peers (median)−6%
S&P 500+11%
Months that ended higher
OTF27%
S&P 50046%
Largest fall from a high during the year
OTF−33%
S&P 500−9%

Worst fall since June 12, 2025: 35% from June 12, 2025 to October 21, 2026. Getting back needed a 55% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$8.85 – $13.16
From 52-week high
−25.9%
vs 50-day average
−1.7%
vs 200-day average
−6.3%
Volatility (1 year)
33%
Beta vs S&P 500
0.66

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 6 down
typical move ±2.8%
After a week
4 up, 7 down
typical move ±4.3%
After a month
4 up, 7 down
typical move ±4.1%
Results releasedNext dayS&P 500 next day5 days21 days
October 1, 2026 −2.3% +0.9% −4.3% −3.1%
August 5, 2026 +5.9% −0.4% +7.6% +6.8%
July 1, 2026 +1.1% −0.3% −1.5% −4.0%
May 6, 2026 −5.2% +1.1% −6.4% −2.9%
April 1, 2026 −7.3% +0.8% −9.4% −6.5%
February 18, 2026 −1.3% +0.2% −7.9% +1.4%
January 7, 2026 +0.9% −0.3% +0.2% −13.3%
November 5, 2025 −2.4% −0.7% −4.1% +1.8%
October 1, 2025 +1.9% +0.5% +1.1% +2.4%
August 6, 2025 −0.6% +0.7% −1.3% −1.6%
July 1, 2025 +1.6% +0.4% +3.3% −1.6%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial health

0 of 3 checks passed · June 30, 2026
  • Short-term assets cover short-term liabilities The company doesn't report a short-term split. Not assessable.
  • Short-term assets cover long-term liabilities Not assessable from the reported split. Not assessable.
  • More cash than debt $214m of cash against $7.2bn of debt.
  • Debt below 40% of shareholders' equity Debt is 95% of equity.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt −$1.6bn of operating cash flow against $7.2bn of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Blue Owl Technology Finance Corp.'s latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$179M
Dividends (TTM)
$622M
Buybacks, last 3 fiscal years
$73.4M
Diluted share count
+65.9%
year over year
Dividend payout ratio
166%
of net income paid out

Who owns it

Funds buying and selling
Reported value
$2.1B
Institutions reporting
191
Shares held vs prior quarter
▲ 12.5%
Positions opened / closed
46 / 22

Top buyers and sellers, Q2 2026: 146 institutions bought and 50 sold ; the biggest buyer was Orange County Employees Retirement System (+6.1M shares) and the biggest seller California State Teachers Retirement System (−20.2M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Regents Of The University Of California $452M 43.6M 21.7% 0.0%
Mubadala Investment Co Pjsc $308M 29.8M 14.8% ▲ 2.3%
Orange County Employees Retirement System $210M 20.3M 10.1% ▲ 43.4%
Cresset Asset Management, LLC $129M 12.0M 6.2% ▲ 46.3%
Caz Investments LP $93.4M 9.0M 4.5% ▲ 192.6%
State Of New Jersey Common Pension Fund E $64.9M 6.3M 3.1% 0.0%
Cliffwater LLC $61.2M 5.9M 2.9% 0.0%
Capricorn Investment Group LLC $58.3M 5.6M 2.8% 0.0%
Van Eck Associates Corp $45.8M 4.4M 2.2% ▲ 35.2%
Rivernorth Capital Management, LLC $39.2M 3.8M 1.9% ▲ 74.1%
Texas Treasury Safekeeping Trust Co $35.9M 3.4M 1.7% New
Auto-Owners Insurance Co $31.9M 3.1M 1.5% New

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Blue Owl Technology Finance Corp.'s complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Insider purchases History → $440,846 8 trades by 4 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $440,846 net buying
Insider Date Trade Shares Price Value
Kaye Eric A. Director August 28, 2026 Buy 1,000 $11.37 $11,370
Temple Chris Director May 22, 2026 Buy 7,000 $10.71 $74,970
Weiler Melissa Director May 13, 2026 Buy 10,000 $10.90 $109,000
Kaye Eric A. Director May 11, 2026 Buy 1,000 $10.74 $10,740
Kaye Eric A. Director February 25, 2026 Buy 699 $11.45 $8,004
Kaye Eric A. Director February 25, 2026 Buy 301 $11.42 $3,437
Temple Chris Director February 25, 2026 Buy 5,000 $11.49 $57,450
Bissonnette Erik President November 20, 2025 Buy 12,500 $13.27 $165,875

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

  • October 1, 2026
  • August 5, 2026
  • July 1, 2026
  • May 6, 2026
  • April 1, 2026
  • February 18, 2026

Recent SEC filings

Data status

When each part of this page on Blue Owl Technology Finance Corp. was last updated.

DataLast updatedSource
Share priceExchange closing prices
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Blue Owl Technology Finance Corp. in brief

What does Blue Owl Technology Finance Corp. do?
Blue Owl Technology Finance Corp. is a US-listed company in the asset management & custody banks industry. Its financial year ends in December.
What is Blue Owl Technology Finance Corp.'s stock ticker?
Blue Owl Technology Finance Corp. trades under the ticker OTF on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
Who are Blue Owl Technology Finance Corp.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Regents Of The University Of California, Mubadala Investment Co Pjsc and Orange County Employees Retirement System. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Blue Owl Technology Finance Corp. buying back stock, and does it pay a dividend?
Blue Owl Technology Finance Corp. spent $179M on share repurchases over the trailing twelve months, and its diluted share count still rose 65.9% over the year.
Does Blue Owl Technology Finance Corp. pay a dividend?
Yes: Blue Owl Technology Finance Corp. paid $622M in dividends over the trailing twelve months and a payout ratio of 165.7%.
How much debt does Blue Owl Technology Finance Corp. have?
Blue Owl Technology Finance Corp.'s debt-to-equity ratio is 94.9%, from its latest balance sheet. The financial health section below sets out its other solvency checks.
Are insiders buying or selling Blue Owl Technology Finance Corp. stock?
Over the last 12 months, Blue Owl Technology Finance Corp.'s directors and officers reported 8 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Blue Owl Technology Finance Corp.'s next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Blue Owl Technology Finance Corp. announces its own schedule.