Blue Owl Technology Finance Corp. Closes $150 Million Private Placement of Senior Unsecured Notes

Third financing since June 30 brings total debt financing raised to $800 million, further strengthening OTF's liquidity and financial flexibility NEW YORK, Sept. 4, 2026 /PRNewswire/ -- Blue Owl Technology Finance Corp. (NYSE: OTF) ("OTF") today announced the closing of a private placement of $150 million aggregate principal amount of 7.60% senior unsecured notes due September 3, 2032 (the "Notes").

PRNewsWire • Sep 4, 2026

Buy The Dip: 7-12% Yields Getting Way Too Cheap

Some of the very best high-yielding investments I have made over the years have been the least comfortable to make at the time I deployed capital into them. I share two such opportunities available right now. These companies offer high yields and trade at attractive valuations after selling off aggressively recently.

Seeking Alpha • Aug 31, 2026

Forget SaaSpocalypse And Buy These 2 BDCs Now

BDCs face a 25% P/NAV discount, largely due to fears of AI-driven SaaS disruption. Current data shows no systemic SaaS defaults or rising credit risk in BDC portfolios. Many of the SaaS giants have been delivering stable and strong results.

Seeking Alpha • Aug 29, 2026

Two 11%+ Yielding External BDCs Built For Long-Term Compounding

Externally managed BDCs face structural challenges, notably high fees and misaligned incentives, making them difficult portfolio inclusions. I favor internally managed BDCs for long-term value, but selectively own some external names as well. There could be two motives for owning external ones: 1) tactical trades (high risk, high retur) and 2) long-term income compounding.

Seeking Alpha • Aug 24, 2026

Blue Owl Technology Finance: The 32% Discount To NAV Is Simply Not Justified

Blue Owl Technology Finance offers a compelling 32% discount to NAV, driven by AI disruption fears and OBDC's merger missteps. OTF's portfolio is tech-focused, with 97% variable-rate loans and a best-in-class 0.1% non-accrual ratio, signaling strong asset quality. Dividend coverage is weaker than peers, but OTF continues regular and special dividends, supported by undistributed taxable income.

Seeking Alpha • Aug 19, 2026

Blue Owl Technology Finance: Q2 Outperformance And Higher Income Catalysts

Blue Owl Technology Finance Corp (OTF) delivered a strong Q2, with a 2.4% total NAV return and robust share repurchases boosting NAV accretion. OTF's 13.9% dividend yield will reset lower as special dividends end, but NII yield is expected to rise through mid-2025 on wider tech loan spreads and higher leverage. Management is upbeat, citing improved technicals, wider spreads in tech lending, and catalysts such as portfolio rotation and increased leverage to drive future income.

Seeking Alpha • Aug 19, 2026

Blue Owl Technology Finance: The Turnaround Is Coming

OTF trades at a deep discount to NAV after a 25% stock price drop in just 1 year. OTF's portfolio targets upper middle-market tech companies with mission-critical, sticky products, mitigating AI disruption risks despite 70% software exposure. In my eyes, the current 13% dividend yield is unsustainable due to weak NII coverage. But the management targets coverage improvement by mid-next year.

Seeking Alpha • Aug 19, 2026

KBRA Assigns Rating to Blue Owl Technology Finance Corp.'s $400 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") $400 million 6.500% 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 $158.1 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 th.

Business Wire • Aug 17, 2026

The BDC Asymmetry That Nobody Prices In

Business Development Companies (BDCs) offer high yields but carry significant, often overlooked risks tied to their underlying leveraged loan portfolios. Negative asymmetry in BDCs arises from management fee structures, which erode upside while exposing investors to nearly all downside, justifying persistent NAV discounts. Investors frequently misjudge BDC discounts, expecting P/NAV convergence, but structural risks and poor track records often warrant these discounts.

Seeking Alpha • Aug 17, 2026

BDC Weekly Review: Market Is Surprised By Private Credit Resilience

We take a look at the action in business development companies through the first week of August and highlight some of the key themes we are watching. BDCs posted a strong week, averaging nearly 10% returns, with higher-beta names like TCPC, CION, and OTF leading performance. Despite slightly lagging in price terms year-to-date, BDCs have outperformed all other credit sectors in total NAV terms, reflecting sector resilience.

Seeking Alpha • Aug 16, 2026