Blue Owl Capital Corporation has released its financial results for the third quarter ended September 30, 2026. The report indicates a modest decrease in net investment income per share, alongside the declaration of a supplemental dividend. These results are significant as they reflect the company's ongoing strategy to provide returns to its shareholders amidst a fluctuating market environment.

The company, which trades under the ticker OBDC on the New York Stock Exchange, is known for its focus on investment management. As a large accelerated filer, Blue Owl Capital has been active in the market, with recent filings indicating a commitment to transparency and shareholder communication.

According to the filing dated November 4, 2026, the company reported a GAAP net investment income per share of $0.34 for the third quarter. This figure represents a slight decrease from the previous quarter's income of $0.34. The adjusted net investment income per share also saw a minor decline to $0.33.

In terms of dividends, the Board of Directors declared a supplemental dividend of $0.01 per share, in addition to a base dividend of $0.31 per share for the fourth quarter. This reflects the company's ongoing commitment to returning value to its shareholders. The total dividends declared for the quarter amounted to $0.32 per share, yielding an annualized dividend yield of 8.9%.

Blue Owl's net asset value per share increased to $14.32, up from $14.26 at the end of the previous quarter. This increase is attributed to net unrealized appreciation from higher portfolio marks and accretive share repurchases. The company also reported new investment commitments totaling $891 million, with sales and repayments amounting to $634 million.

Craig W. Packer, Chief Executive Officer of Blue Owl, expressed satisfaction with the quarterly results, highlighting a 10.3% annualized return on net income. He noted that earnings comfortably covered the base dividend, while the company's borrowers maintained year-over-year growth and strong credit quality.

Looking ahead, Packer indicated optimism regarding the company's position to benefit from improved market conditions. Investments originated at wider spreads are expected to yield positive results, while higher base rates could provide an additional advantage as floating-rate loans reset.

The filing does not specify what actions will follow this report, but the company's proactive approach to shareholder returns and market positioning suggests a focus on maintaining momentum in the coming quarters.