Blue Owl Technology Finance Corp. OTF FINANCIAL
Company Overview
Blue Owl Technology Finance Corp. is a business development company specializes in upper middle-market, making debt and equity investments such as senior secured or unsecured loans, subordinated loans or mezzanine loans and equity-related securities including common equity, warrants, preferred stock and similar forms of senior equity, finance and business development company. The firm prefers to invest in technology and software companies. It primarily makes investments in the United States. Blue Owl Technology Finance Corp. is founded in 2018 and is based in New York, New York.
Why Investors Should Care
Net profit has compounded at 236.0% per year over the last five years.
Revenue has grown at a 149.8% CAGR over the past five years.
Trades at an undemanding P/E of 13.4.
Maintains a net profit margin of 28.7%.
Offers a dividend yield of 12.89%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $779.34M (+120.5% YoY); net profit $720.37M.
- Trailing 12 Months Year-on-year growth — revenue +5.8%, earnings -22.8%.
- 5-Year Trend Long-term compounding — revenue CAGR 149.8%, profit CAGR 236.0%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 149.84% |
| 1 Year: | 5.80% |
Compounded Profit Growth
| 5 Years: | 235.95% |
| 1 Year: | -22.80% |
Stock Price Performance
| 1 Year: | -15.37% |
| 6 Months: | +0.77% |
| 3 Months: | +0.57% |
| 1 Month: | -5.98% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMABelow
- RSI (14)47.21 · Neutral
P/E of 13.41 is above the sector median of 12.89 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 28.7%.
- Compounding revenue at 149.8% over 5 years.
- Profit CAGR of 236.0% over 5 years.
- Attractive dividend yield of 12.89%.
- Generates positive free cash flow.
CONS
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | OTF Blue Owl Technology Finance Corp. FINANCIAL | 11.00 | 13.41 | $5.04B | 12.89% | - | 4.83% | 149.84% | 235.95% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | 110.10M | 90.92M | 215.44M | - | 223.75M | -204.39M | - |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Gross Profit | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Expenses | - | - | - | - | - | - | - | - | - | 6.52M | 8.64M | 13.75M | - | 16.52M | 14.31M | - |
| Operating Income | - | - | - | - | - | - | - | - | - | 147.61M | 129.98M | 281.11M | - | - | - | - |
| EBITDA | - | - | - | - | - | - | - | - | - | 147.61M | 129.98M | 281.11M | - | - | - | - |
| Interest Expense | - | - | - | - | - | - | - | - | - | 44.02M | 47.70M | 79.43M | - | 86.51M | 95.69M | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | 103.58M | 82.28M | 201.68M | - | 207.23M | -218.69M | - |
| Tax Provision | - | - | - | - | - | - | - | - | - | 2.88M | 4.15M | 194.00K | - | 1.42M | 1.20M | - |
| Net Income | -35.29M | -143.65M | 153.39M | 96.89M | 113.85M | 56.80M | 90.87M | 8.12M | 119.54M | 100.70M | 78.13M | 201.49M | 234.94M | 205.82M | -219.89M | 154.22M |
| Diluted EPS | -0.18 | -0.71 | 0.76 | 0.48 | 0.56 | 0.28 | 0.44 | 0.04 | 0.57 | - | 0.33 | 0.43 | 0.50 | - | -0.47 | 0.33 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 49.98M | 391.91M | 353.46M | 779.34M |
| Cost of Revenue | - | - | - | - | - |
| Gross Profit | - | - | - | - | - |
| Operating Expenses | - | 23.11M | 13.64M | 22.77M | 50.78M |
| Operating Income | 514.23M | 153.04M | 564.46M | 514.17M | - |
| EBITDA | 514.23M | 153.04M | 564.46M | 514.17M | - |
| Interest Expense | - | 126.17M | 195.53M | 183.48M | 293.57M |
| Pretax Income | - | 26.87M | 378.27M | 330.69M | 728.56M |
| Tax Provision | - | 7.87M | 9.13M | 11.47M | 8.19M |
| Net Income | - | 19.00M | 369.14M | 319.23M | 720.37M |
| Diluted EPS | - | 0.09 | 1.80 | 1.52 | 1.76 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | - | - | 6.66B | 6.65B | 6.72B | 14.72B |
| Current Assets | - | - | - | - | - | - | - | - |
| Cash & Equivalents | - | - | - | - | 203.29M | 469.02M | 257.00M | 282.92M |
| Inventory | - | - | - | - | - | - | - | - |
| Receivables | - | - | - | - | 47.78M | 50.03M | 47.77M | 89.27M |
| Total Liabilities | - | - | - | - | 3.28B | 3.12B | 3.10B | 6.67B |
| Current Liabilities | - | - | - | - | - | - | - | - |
| Long Term Debt | - | - | - | - | - | - | - | - |
| Total Debt | - | - | - | - | 3.16B | 2.95B | 2.91B | 6.29B |
| Total Equity | 286.71M | 777.17M | 1.50B | - | 3.39B | 3.53B | 3.63B | 8.04B |
| Shares Outstanding | - | - | - | - | 204.88M | 204.88M | 210.98M | 464.05M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | -295.28M | 708.36M | 64.15M | -915.95M |
| Investing Cash Flow | - | - | - | - | - |
| Financing Cash Flow | - | 391.55M | -442.63M | -276.17M | 941.88M |
| Capital Expenditure | - | - | - | - | - |
| Free Cash Flow | - | -295.28M | 708.36M | 64.15M | -915.95M |
| Net Change in Cash | - | 96.27M | 265.72M | -212.02M | 25.92M |
| Share Buybacks | - | - | 0 | 0 | 73.45M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | 306.2% | 144.0% | 145.5% | - |
| Net Margin % | - | 38.0% | 94.2% | 90.3% | 92.4% |
| ROE % | - | 0.6% | 10.5% | 8.8% | 9.0% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | REGENTS OF THE UNIVERSITY OF CALIFORNIA | 9.52% | 43.62M | $461.98M |
| 2 | Mubadala Investment Co PJSC | 6.50% | 29.79M | $315.45M |
| 3 | Orange County Employees Retirement System | 4.43% | 20.30M | $214.98M |
| 4 | Cresset Asset Management, LLC | 2.61% | 11.96M | $126.67M |
| 5 | State of New Jersey Common Pension Fund E | 1.37% | 6.27M | $66.40M |
| 6 | Cliffwater, LLC | 1.29% | 5.91M | $62.58M |
| 7 | Capricorn Investment Group LLC | 1.23% | 5.65M | $59.82M |
| 8 | Caz Investments LP | 0.98% | 4.51M | $47.79M |
| 9 | Van Eck Associates Corporation | 0.97% | 4.42M | $46.85M |
| 10 | RiverNorth Capital Management, LLC | 0.83% | 3.79M | $40.12M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for OTF
Blue Owl Technology Finance (OTF) Misses Q2 Earnings and Revenue Estimates - finance.yahoo.com
<a href="https://news.google.com/rss/articles/CBMinAFBVV95cUxPMnRKXzVaeFNXbHhLN0stbU9Hc1JuZTQzOWpORlo4SUZyNHAtbVVJUC1DWVZiLXhNNlF3UVVDbFBfdnRPUk04VWJkQnBVU09wb0ZEV0xxQTlNNk5Dc2NxWVp4eDMtaWVRc0Q1c196NFJWS2xsUW9jV2E1REZCLUFHZEtiSHotblhUV0luYn…
Wellington Management Group LLP Invests $11.67 Million in Blue Owl Technology Finance Corp. $OTF - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMi6AFBVV95cUxOQnh3bFJFbnYxNlFiUlNtcFdGSVVBTlJVcExGU3FZbWFPanBMOTlhLXFfc0ZJUnRMRDdYcjMxdm5NSFdVdloxVlVKN1pUM1BFWFh2RzNoS0JlMDVraUtpendYaUQza1JsZ0FzOE9wc2Q2YTJjaklnT3NTX0NaRk01MlN6QWhFUURWQVFVSD…
Blue Owl Technology Finance Bolsters Liquidity With New Notes - The Globe and Mail
<a href="https://news.google.com/rss/articles/CBMi4AFBVV95cUxQZFNzcm9iaDVLZjBvbFJHc2dEdW45ZHB5SU51NnRFdk1PWjFxQzdIZWR5ZXVyZ3E5YjZGREhkTmdiOWhyNVAycTZjNWQ1YmJ6dmRfcTBoRTJ6aGVqV2tGSUc3RjMwTEhobjFnSnZJYXl2dmY3SUtaMzBmRElOWDVvUFVYZDZEUEo4VEZvOF…
Blue Owl Technology Finance (OTF) passes $800M in new debt and reports over $2B of available liquidity - Stock Titan
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Blue Owl Technology's $800M Financing Run Puts Dividend Coverage In Focus - Benzinga
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Blue Owl OTF Raises $150M with 7.6% Notes - Briefs Finance
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OTF — Frequently Asked Questions
What is the current share price of Blue Owl Technology Finance Corp. (OTF)?
As of 2026-09-19 21:16 PDT, Blue Owl Technology Finance Corp. (OTF) trades at $11.00 on NYSE. Its 52-week range is $9.87 to $13.68.
What is the market capitalisation of OTF?
Blue Owl Technology Finance Corp. (OTF) has a market capitalisation of $5.04B on NYSE.
What is the P/E ratio of OTF?
OTF trades at a trailing price-to-earnings (P/E) ratio of 13.41. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 0.64.
Does OTF pay a dividend?
Blue Owl Technology Finance Corp. (OTF) currently offers a dividend yield of 12.89%.
What is the return on equity (ROE) of OTF?
OTF has a return on equity (ROE) of 4.83%.
Is OTF a good stock to buy?
This page provides a data-driven analysis of Blue Owl Technology Finance Corp. (OTF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.