Blue Owl Capital Receives Unsolicited Tender Offer from Cox and Saba
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Source: Newsfilter
Blue Owl Capital Corp's stock has declined as it hits a 20-day low amid broader market weakness, with the Nasdaq-100 down 0.28% and the S&P 500 down 0.46%.
The company has received an unsolicited minority tender offer from Cox and Saba for up to 8 million shares, which could influence shareholder decisions and market dynamics surrounding Blue Owl Capital's stock. This tender offer is made at a discount to the company's net asset value, raising concerns among investors about the company's valuation and future prospects.
The implications of this tender offer could lead to increased volatility in Blue Owl Capital's stock price as shareholders weigh their options. The market's reaction to this unsolicited offer will be crucial in determining the company's short-term performance.
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Analyst Views on OBDC
Wall Street analysts forecast OBDC stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 10.920
Low
12.00
Averages
14.19
High
15.50
Current: 10.920
Low
12.00
Averages
14.19
High
15.50
About OBDC
Blue Owl Capital Corporation is a specialty finance company focused on lending to United States middle-market companies. The Company’s investment objective is to generate current income and, to a lesser extent, capital appreciation by targeting investment opportunities with favorable risk-adjusted returns, including senior secured, subordinated, or mezzanine loans and equity-related instruments. Its investment strategy is intended to generate favorable returns across credit cycles with an emphasis on preserving capital. It has investments in approximately 219 portfolio companies. Its portfolio by industry includes Internet software and services, insurance, food and beverage, asset-based lending and fund finance, healthcare providers and services, healthcare technology, buildings and real estate, consumer products, manufacturing, aerospace and defense, distribution, business services, and others. It is externally managed by Blue Owl Credit Advisors LLC.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- External Management Structure: Blue Owl Capital is externally managed by Blue Owl Credit Advisors LLC, an SEC-registered investment adviser, demonstrating the company's rigor in professional management and compliance.
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- Technology Financing Company Performance: Following Blue Owl Technology's listing on the NYSE on June 13, 2025, its stock price has declined by over 30%, reflecting a lack of market confidence in its investment portfolio, potentially leading to investor attrition and increased capital costs.
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- Legal Support and Consultation: Girard Sharp offers free consultations for former investors of Blue Owl Capital III and Blue Owl Technology II, aiming to assist affected investors in understanding their claims rights, thereby enhancing accessibility and transparency of legal support.
See More
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- Technology Financing Concerns: Blue Owl Technology's stock has fallen more than 30% since its NYSE listing on June 13, 2025, reflecting market apprehensions regarding its investment portfolio, which may lead to diminished investor confidence in technology-related companies and affect future financing opportunities.
- Legal Investigation Initiated: Girard Sharp, LLP is investigating potential undisclosed issues within the investment portfolios of Blue Owl Capital and Blue Owl Technology, which could reveal legal liabilities and impact the companies' future compliance and investor trust.
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