Blue Owl Technology Finance: Buying The Fear In The Right Place

Blue Owl Technology Finance (OTF) offers a compelling risk-reward profile, trading at ~67% of NAV with double-digit yield and strong credit metrics. OTF's portfolio shows minimal credit stress, with non-accruals at ~10 basis points and 91.5% of assets rated at or above expectations. AI-related risks to software borrowers are real but likely to manifest gradually, giving investors ample time to monitor and react.

Seeking Alpha • Jun 12, 2026

The Most Undervalued Dividend Stocks I Am Buying Right Now

The market as a whole looks very expensive right now, and SpaceX's IPO is the poster child of this frothiness. However, I am still finding compelling bargains that combine strong balance sheets, quality business models, attractive yields up to 12% that should be sustainable, and deep discounts to intrinsic value. I detail two of these opportunities, including one that provides the opportunity to invest in SpaceX stock at a huge discount.

Seeking Alpha • Jun 12, 2026

A Rare Opportunity To Buy Dirt Cheap Sustainable 8-12% Yields

It is rare to find sustainable 8-12% yields from common equities that also offer significant upside potential. I detail two of my favorite high-yielding opportunities that offer sustainable high yields, capital appreciation potential, healthy business models, and strong balance sheets. I also detail some of the risks.

Seeking Alpha • Jun 4, 2026

KBRA Assigns Rating to Blue Owl Technology Finance Corp.'s $500 Million Senior Unsecured Notes due 2029

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns a rating of BBB to Blue Owl Technology Finance Corp.'s (NYSE: OTF or "the company") $500 million 6.50% senior unsecured notes due October 15, 2029. The rating Outlook is Stable. Key Credit Considerations The rating is supported by the company's ties to the significant $159.2 billion Blue Owl Credit platform as well as the derived benefits from OTF's SEC exemptive relief to co-invest with other funds managed by the adviser and its affiliates, including the.

Business Wire • Jun 3, 2026

BDC Weekly Review: BDCs Put Up Decent Q1 Numbers

We take a look at the action in business development companies through the fourth week of May and highlight some of the key themes we are watching. BDC sector saw a -2.5% average return this week, with sentiment and valuations near 1-year lows despite stable credit metrics. Median NII declined nearly 6% in Q1, but the downward trend is expected to moderate as spreads widen and deal activity recovers.

Seeking Alpha • Jun 1, 2026

The High-Yield Stocks the Smart Money Is Buying Right Now

There is a principle I have followed for 30 years in this business. When the smartest credit team on the planet starts aggressively buying a beaten-down asset class they understand better than anyone alive, you do not sit on your hands and debate whether the timing is perfect.

Benzinga • May 24, 2026

Blue Owl Technology Finance: I See The Potential In This BDC, But It's Not A Buy Yet

Blue Owl Technology Finance is a tech-focused BDC trading at a deep 33% discount to NAV amid portfolio headwinds. OTF's 12.7% dividend yield is not currently covered by adjusted net investment income, relying instead on spillover income. Net realized losses and software sector exposure have pressured NAV and returns, but management continues to deploy capital into new investments.

Seeking Alpha • May 20, 2026

BDC Weekly Review: Total NAV Returns Running Pretty Flat

We take a look at the action in business development companies through the second week of May and highlight some of the key themes we are watching. BDCs underperformed the income market, with several names near 1-year lows despite stable NAV returns and manageable non-accruals across the sector. Q1 median total NAV return is -0.2%, indicating sector resilience despite credit spread pressures, especially in software portfolios.

Seeking Alpha • May 17, 2026

Blue Owl Technology Finance Q1 Earnings Call Highlights

Blue Owl Technology Finance NYSE: OTF reported first-quarter 2026 adjusted net investment income of $0.29 per share and net asset value of $16.49 per share, as management said market volatility around software and technology assets weighed on valuations even as underlying credit performance remained strong.

MarketBeat • May 14, 2026

Blue Owl Technology Finance Corp. (OTF) Q1 2026 Earnings Call Transcript

Blue Owl Technology Finance Corp. (OTF) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 14, 2026