OBDC
Market read
OBDC accounts for 7.7% of the group's measured movement across 6.8 effective names. all 11 measured members are falling in raw terms, but 0 of 11 session-normalized paths align to the mixed. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.
BXSL moved materially before OBDC. OBDC crossed its material path threshold at 09:30 ET. GBDC, OTF, FSK followed.
8 of 11 members in Biopharmaceuticals and Care are active. 0 of 6 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 3 of 11 members or fewer.
Research brief
OBDC accounts for 7.7% of the group's measured movement across 6.8 effective names. all 11 measured members are falling in raw terms, but 0 of 11 session-normalized paths align to the mixed. Capital-flow agreement is 9%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
What management says matters
“Interest expense decreased by $42.8 million due to a decrease in daily average borrowings from $10.1 billion to $8.9 billion, largely due to repayments, as well as a decrease in the average interest rate from 5.6% to 5.2% period-over-period.”10-Q · Aug 5, 2026 ↗
“For the year ended December 31, 2024, the net unrealized loss was primarily driven by a decrease in the fair value of certain debt investments, partially offset by an increase in the fair value of certain equity investments, credit spreads tightening across b…”10-K · Feb 18, 2026 ↗
“Secular Trends Supporting Growth for Private Credit — We believe that periods of market volatility, including volatility experienced in recent years driven by uncertainty regarding inflation, interest rates and monetary policy, geopolitical conditions, techno…”10-Q · Aug 5, 2026 ↗
“As a result of the termination, a gain of $ 0.05 million was realized for the year ended December 31, 2025, and recorded as a component of interest expense in the Consolidated Statements of Operations.”10-K · Feb 18, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:45 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for OBDC. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for OBDC. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Joint Ventures On May 6, 2024, Credit SLF, a Delaware limited liability company, was formed as a joint venture between us, Blue Owl Capital Corporation II, Blue Owl Credit Income Corp., Blue Owl Technology Finance Corp., Blue Owl Technology Income Corp., and…”
“Owl-HP Finance is an investment partnership with Hearthstone Residential Holdings (“Hearthstone”), a majority-owned subsidiary of Five Point Holdings, LLC (“Five Point”) (NYSE:FPH).”
“On September 30, 2025, BOC Lease I LLC and BOC Lease II LLC, wholly-owned subsidiaries of Blue Owl Leasing, entered into a credit facility with Truist Bank and Deutsche Bank AG, New York Branch.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
OBDC is currently a Participant in the organic co-movement group Biopharmaceuticals and Care. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.