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Blue Owl Technology Finance Corp. logo

Blue Owl Technology Finance Corp.

OTF

NYSEFinancial ServicesAsset Management

Open in GoAI

Previous close

$10.96

−$0.15 · -1.35%

Aug 21, 4:00 PM ET

OTF company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

88

Deep Value

Momentum

30

Weakening

Sentiment

60

Mixed

Risk resilience

62

Moderate Risk

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AI-generated, informational only, and not investment advice.

Company profile

Company website

Blue Owl Technology Finance Corp. (BOTF) functions as a Business Development Company (BDC), concentrating its efforts on providing financial backing to established, growth-oriented businesses within the upper middle-market segment. The firm primarily targets innovative technology and software companies, deploying capital predominantly across the United States. BOTF's investment strategies involve a diverse range of debt and equity instruments. On the debt side, this includes senior secured and unsecured loans, as well as more junior forms like subordinated and mezzanine financing. For equity, the company may take ownership stakes through common stock, warrants, preferred stock, or other senior equity structures. Established in 2018, BOTF maintains its headquarters in New York, New York.

Industry
Asset Management
Sector
Financial Services
Headquarters
US
CEO
Craig William Packer
Listed since
Jun 12, 2025
Employees
0

Market position

Day range

Current $10.96

52-week range

Current $10.96

Open
$11.22
Previous close
$11.11
Volume
3M
1.26× average
Average volume
2.39M
Average daily volume
Market cap
5.07B USD
Beta
-0.66
Market reference 1
50-day average
$10.5904
+3.49% above average
200-day average
$12.0812
-9.28% below average

Financials

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends92%62%33%3%Gross margin, FY2021: 84.27%Gross margin, FY2022: 28.37%Gross margin, FY2023: 68.30%Gross margin, FY2024: 65.83%Gross margin, FY2025: 72.64%Operating margin, FY2021: 80.02%Operating margin, FY2022: 15.25%Operating margin, FY2023: 64.39%Operating margin, FY2024: 61.59%Operating margin, FY2025: 67.91%Net margin, FY2021: 79.10%Net margin, FY2022: 10.79%Net margin, FY2023: 62.84%Net margin, FY2024: 59.45%Net margin, FY2025: 67.14%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 84.27%. Gross margin FY2022 28.37%. Gross margin FY2023 68.30%. Gross margin FY2024 65.83%. Gross margin FY2025 72.64%. Operating margin FY2021 80.02%. Operating margin FY2022 15.25%. Operating margin FY2023 64.39%. Operating margin FY2024 61.59%. Operating margin FY2025 67.91%. Net margin FY2021 79.10%. Net margin FY2022 10.79%. Net margin FY2023 62.84%. Net margin FY2024 59.45%. Net margin FY2025 67.14%.

Income trends

Revenue

1.07B USD+99.82%

Operating income

728.56M USD+120.32%

Net income

720.37M USD+125.66%
Income trends across reported periods1.18B USD756.74M USD335.17M USD−86.39M USDRevenue, FY2021: 537.05M USDRevenue, FY2022: 176.15M USDRevenue, FY2023: 587.44M USDRevenue, FY2024: 536.94M USDRevenue, FY2025: 1.07B USDOperating income, FY2021: 429.73M USDOperating income, FY2022: 26.87M USDOperating income, FY2023: 378.27M USDOperating income, FY2024: 330.69M USDOperating income, FY2025: 728.56M USDNet income, FY2021: 424.81M USDNet income, FY2022: 19M USDNet income, FY2023: 369.14M USDNet income, FY2024: 319.23M USDNet income, FY2025: 720.37M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 537.05M USD. Revenue FY2022 176.15M USD. Revenue FY2023 587.44M USD. Revenue FY2024 536.94M USD. Revenue FY2025 1.07B USD. Operating income FY2021 429.73M USD. Operating income FY2022 26.87M USD. Operating income FY2023 378.27M USD. Operating income FY2024 330.69M USD. Operating income FY2025 728.56M USD. Net income FY2021 424.81M USD. Net income FY2022 19M USD. Net income FY2023 369.14M USD. Net income FY2024 319.23M USD. Net income FY2025 720.37M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue1.07B USD536.94M USD587.44M USD176.15M USD537.05M USD
Cost of goods sold293.57M USD183.48M USD186.19M USD126.17M USD84.5M USD
Gross profit779.34M USD353.46M USD401.24M USD49.98M USD452.55M USD
Selling, general, and administrative23.72M USD13.51M USD13.64M USD12.76M USD13.5M USD
Operating expenses50.78M USD22.77M USD22.98M USD23.11M USD22.82M USD
Interest income1.12B USD628.54M USD640.59M USD457.91M USD333.73M USD
Interest expense321.49M USD183.48M USD186.19M USD126.17M USD84.5M USD
Operating income728.56M USD330.69M USD378.27M USD26.87M USD429.73M USD
Net income720.37M USD319.23M USD369.14M USD19M USD424.81M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
40%
2 beats, 3 misses, 0 met estimates
Average EPS surprise
-3.50%
5 comparable reports
Latest EPS result
0.3
Estimate 0.3 · Beat by 0.91%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.610.490.370.25Q4 '24No estimateQ2 '25No estimateQ3 '25BeatQ4 '25MissQ1 '26MissQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q4 2024, reported Nov 8, 2024: actual 0.568, estimate —, surprise —, Comparison unavailable. Q2 2025, reported May 12, 2025: actual 0.332, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Aug 6, 2025: actual 0.36, estimate 0.35, surprise +2.86%, Beat. Q4 2025, reported Nov 5, 2025: actual 0.32, estimate 0.35, surprise -8.57%, Miss. Q1 2026, reported Feb 18, 2026: actual 0.3, estimate 0.32, surprise -6.25%, Miss. Q2 2026, reported May 6, 2026: actual 0.29, estimate 0.31, surprise -6.45%, Miss. Q3 2026, reported Aug 5, 2026: actual 0.3, estimate 0.297, surprise +0.91%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 0.32, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates368.59M286.26M203.92M121.59MQ4 '24No estimateQ2 '25No estimateQ3 '25MissQ4 '25MissQ1 '26MissQ2 '26MissQ3 '26BeatQ4 '26Estimate
Q4 2024, reported Nov 8, 2024: actual 173.87M USD, estimate —, surprise —, Comparison unavailable. Q2 2025, reported May 12, 2025: actual 138.63M USD, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Aug 6, 2025: actual 294.87M USD, estimate 319.61M USD, surprise -7.74%, Miss. Q4 2025, reported Nov 5, 2025: actual 320.44M USD, estimate 337.91M USD, surprise -5.17%, Miss. Q1 2026, reported Feb 18, 2026: actual 320.58M USD, estimate 326.53M USD, surprise -1.82%, Miss. Q2 2026, reported May 6, 2026: actual 325.94M USD, estimate 341M USD, surprise -4.42%, Miss. Q3 2026, reported Aug 5, 2026: actual 338.03M USD, estimate 336.93M USD, surprise +0.33%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 351.55M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$13.50

23.18% upside
Past 12 months12-month forecastHigh $15.00Average $13.50Low $12.00

Rating distribution

5 ratings
Strong buy00%
Buy360%
Hold240%
Sell00%
Strong sell00%

Recent analyst actions

5 institutions

OTF news

seekingalpha.com

Blue Owl Technology Finance: The Turnaround Is Coming

OTF trades at a deep discount to NAV after a 25% stock price drop in just 1 year. OTF's portfolio targets upper middle-market tech companies with mission-critical, sticky products, mitigating AI disruption risks despite…

Read source
seekingalpha.com

Blue Owl Technology Finance: Q2 Outperformance And Higher Income Catalysts

Blue Owl Technology Finance Corp (OTF) delivered a strong Q2, with a 2.4% total NAV return and robust share repurchases boosting NAV accretion. OTF's 13.9% dividend yield will reset lower as special dividends end, but…

Read source
seekingalpha.com

Blue Owl Technology Finance: The 32% Discount To NAV Is Simply Not Justified

Blue Owl Technology Finance offers a compelling 32% discount to NAV, driven by AI disruption fears and OBDC's merger missteps. OTF's portfolio is tech-focused, with 97% variable-rate loans and a best-in-class 0.1%…

Read source
businesswire.com

KBRA Assigns Rating to Blue Owl Technology Finance Corp.'s $400 Million Senior Unsecured Notes due 2029

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Blue Owl Technology Finance Corp.'s (NYSE: OTF or "the company") $400 million 6.500% senior unsecured notes due October 15, 2029. The…

Read source
seekingalpha.com

The BDC Asymmetry That Nobody Prices In

Business Development Companies (BDCs) offer high yields but carry significant, often overlooked risks tied to their underlying leveraged loan portfolios. Negative asymmetry in BDCs arises from management fee structures,…

Read source
globenewswire.com

INVESTIGATION NOTICE: Girard Sharp Law Firm Encourages Former Investors of Blue Owl Technology Finance Corp. II Who Received Shares of Blue Owl Technology Finance Corp. (NYSE: OTF), to Contact the Firm

SAN FRANCISCO, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of former Blue Owl…

Read source

Corporate actions

Corporate action history

DividendUpcoming

Ex-dividend Sep 21, 2026

$0.05

Special

Record Sep 21, 2026 · Payment Oct 6, 2026

DividendUpcoming

Ex-dividend Sep 30, 2026

$0.35

Irregular

Record Sep 30, 2026 · Payment Oct 15, 2026

Dividend

Ex-dividend Jun 30, 2026

$0.35

Quarterly

Record Jun 30, 2026 · Payment Jul 15, 2026

Dividend

Ex-dividend Jun 22, 2026

$0.05

Special

Record Jun 22, 2026 · Payment Jul 7, 2026

Dividend

Ex-dividend Mar 31, 2026

$0.35

Quarterly

Record Mar 31, 2026 · Payment Apr 15, 2026

Dividend

Ex-dividend Mar 23, 2026

$0.05

Special

Record Mar 23, 2026 · Payment Apr 7, 2026

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ETFs holding OTF

Funds reporting this stock among their holdings, ordered by reported position size.

VanEck BDC Income ETF logoVanEck BDC Income ETFBIZD
Market value
47.55M
Weight
2.81%
AUM
1.69B USD
Expense ratio
9.69%
Price / 1D
$13.290.00%
Putnam BDC Income ETF logoPutnam BDC Income ETFPBDC
Market value
32.52M
Weight
10.43%
AUM
311.84M USD
Expense ratio
13.49%
Price / 1D
$28.07-0.07%
First Trust Mid Cap Core AlphaDEX Fund logoFirst Trust Mid Cap Core AlphaDEX FundFNX
Market value
4.43M
Weight
0.32%
AUM
—
Expense ratio
—
Price / 1D
$145.91+0.57%
Invesco Global Listed Private Equity ETF logoInvesco Global Listed Private Equity ETFPSP
Market value
2.2M
Weight
0.90%
AUM
248.12M USD
Expense ratio
1.80%
Price / 1D
$63.58+1.10%
WisdomTree Private Credit & Alternative Income Fund logoWisdomTree Private Credit & Alternative Income FundHYIN
Market value
1.58M
Weight
3.09%
AUM
51.28M USD
Expense ratio
0.50%
Price / 1D
$14.33+0.20%
First Trust Mid Cap Value AlphaDEX Fund logoFirst Trust Mid Cap Value AlphaDEX FundFNK
Market value
1.39M
Weight
0.60%
AUM
233.03M USD
Expense ratio
0.74%
Price / 1D
$64.7487+0.51%
RiverNorth Active Income ETF logoRiverNorth Active Income ETFCEFZ
Market value
1.25M
Weight
2.99%
AUM
41.9M USD
Expense ratio
0.89%
Price / 1D
$8.310.00%
FT Confluence BDC & Specialty Finance Income ETF logoFT Confluence BDC & Specialty Finance Income ETFFBDC
Market value
336.94K
Weight
0.96%
AUM
34.71M USD
Expense ratio
0.95%
Price / 1D
$17.6695-0.01%

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