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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Blue Owl Capital Corporation
Blue Owl Capital Corporation (OBCD) investor relations material
Blue Owl Capital Corporation Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Completed a $1.4 billion asset sale at 99.7%–99.8% of book value, including $400 million from this portfolio, validating portfolio marks and credit quality.
Repurchased $148 million of stock at a 14% discount to NAV, the largest in company history, and authorized a new $300 million buyback program.
Net asset value (NAV) per share was $14.81 at 12/31/2025, down from $14.89, mainly due to credit-related markdowns, partially offset by share repurchases.
Moody’s upgraded credit rating to Baa2 in January 2026, reflecting improved credit profile and liability management.
Portfolio remains diversified across 30 industries, with strong performance in software and healthcare sectors.
Financial highlights
Adjusted net investment income (NII) per share was $0.36 for Q4 2025, consistent with the prior quarter; GAAP NII per share was $0.38.
Total investment income for Q4 2025 was $448 million; adjusted total investment income was $439.5 million.
Regular dividend declared for Q4 2025 and Q1 2026 was $0.37 per share, with a 10.0% annualized yield.
Net assets were $7.40 billion, with investments at fair value totaling $16.5 billion across 234 companies.
Net realized and unrealized losses per share were ($0.14); adjusted losses were ($0.13) per share.
Outlook and guidance
Asset sale expected to reduce leverage, increase portfolio diversity, and create capacity for new investments.
Expect forward earnings to be impacted by lower base rates and tighter spreads, compressing asset yields and NII returns.
Will continue to evaluate the dividend each quarter as rate and spread impacts materialize.
Asset sale's impact on future investment strategy
Q4 investment activity: 2026 capital deployment strategy
Risk profile of names causing Q4 NAV markdowns
What specific portfolio segments did the $1.4B asset sale validate?
Detail the impact of lower rates and tighter spreads on NII.
How will capital be allocated between buybacks and new deals?
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Next Blue Owl Capital Corporation earnings date
Q1 20266 May, 2026
Blue Owl Capital Corporation
Next Blue Owl Capital Corporation earnings date
Q1 20266 May, 2026
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Frequently asked questions
Owl Rock Capital Corporation is a business development company. The Firm seeks to invest in companies operating in the United States middle market. It invests in senior secured debt, mezzanine debt and equity securities. The firm will make investments between $50 million and $250 million per transaction. It prefers to invest in healthcare technology & services, tech-enabled business services, sports & wellness, communications & media, software and industrial growth sectors. The firm invests in companies with revenues between $50 million and $1 billion and EBITDA between $10 million and $100 million.
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