The Perfect Storm For A Market Collapse

What makes for a market collapse? Let's define this as a reset, like the one in 2008, when the S&P 500 fell by 38.5%, the most precipitous drop since 1937.

24/7 Wall Street • 10 hours ago

Stock Market Today, Feb. 24: Blue Owl Capital Rises After Tightening Withdrawals at Private Credit Fund

On Feb. 24, 2026, Blue Owl became the flashpoint in a $3 trillion private-credit stress test for retail investors.

The Motley Fool • 2 hours ago

Revisiting 3 Troubled Financials: Has Anything Changed With Blue Owl, PayPal, or Robinhood?

A month ago, I highlighted the fragility in the financial sector, arguing that the broader market would struggle to make meaningful headway without its participation. Little has changed. On Monday, the group was the worst performer among the 11 major sectors, with the State Street Financial Select Sector SPDR ETF falling 3.4%, its steepest single day decline in nearly 11 months.

Barrons • 8 hours ago

We predicted the Blue Owl stock price crash to $10

Blue Owl stock price has crashed in the past few months, turning one of the most blue-chip financial giants into a fallen angel. It dropped to a low of $10.50 on Friday, down sharply from the all-time high of $25.20.

Invezz • Feb 23, 2026

Blue Owl Sold Loans To Pensions, Own Insurance Arm

Blue Owl Capital, facing a looming deadline to return cash in one of its private credit funds, found four buyers for a $1.4 billion portfolio of loans to help pay out investors: Three of North America's biggest pension funds and its own insurance asset manager. -------- More on Bloomberg Television and Markets Like this video?

Bloomberg Markets and Finance • Feb 23, 2026

KBRA Comments on Blue Owl Capital Corporation II's Asset Sales

NEW YORK--(BUSINESS WIRE)-- #creditratingagency--On February 17, 2026, Blue Owl Capital Corp. II (“OBDC II” or “the company”) (KBRA Issuer/ Senior Unsecured Debt ratings of BBB+/Stable outlook) filed a Form 8-K disclosing entry into loan sale agreements totaling $600 million at 99.7% of par including unfunded commitments. The transactions are expected to generate approximately $538 million of proceeds after fees, which the company intends to use to repay secured debt and to distribute approximately 30% of total net.

Business Wire • Feb 23, 2026

Blue Owl Capital: Retail Panics, Smart Money Buys

OBDC has fallen nearly 30% as headlines around liquidity and redemptions spooked investors. The $1.4B asset sale looked alarming, but the loans cleared at 99.7% of par value. The failed OBDC II merger exposed a structural issue, not a credit breakdown.

Seeking Alpha • Feb 23, 2026

The ABCs Of BDC Risk

There are multiple risks for your BDC investments now and three that specifically create risk for certain BDCs. Business development companies offer high yields but carry significant, often misunderstood risks, especially in falling interest rate environments. Volatile interest rates can damage BDC profitability and distributable income, causing dividend cuts and share price declines.

Seeking Alpha • Feb 23, 2026

Alternative Managers' Woes Deepen Amid Software Slump. The Pressure Has Been Building.

A selloff in software is spilling into BDCs and alternative asset managers, with investors newly focused on private-credit exposure and redemption risk.

Barrons • Feb 23, 2026

Blue Owl: Irrational Fears Return

Blue Owl Capital has seen recent stock declines driven by misplaced credit and AI disruption fears. The alternative asset manager reported strong Q4 '25 results: fee-related earnings and distributable income rose over 20% YoY, AUM reached $307 billion, and the dividend yield now exceeds 8%. Market concerns over software lending and fund liquidity are overstated; OWL's lending is conservative, with software loans at 30% loan-to-value and robust EBITDA growth.

Seeking Alpha • Feb 22, 2026