NYSE$OTF
Blue Owl Technology Finance Corp · Q1 2026 earnings
Q1 2026 earnings ·
Briefing
Blue Owl Technology Finance reported Q1 2026 total investment income of $325.9M and net investment income of $171.3M.
The BDC reported total investment income of $325.9 million and net investment income after taxes of $171.3 million. Net decrease in net assets from operations was $(219.9) million, or $(0.47) per share, driven by large unrealized markdowns on venture and tech credit positions, compared with net increase of $78.1 million and $0.33 per share in Q1 2025.
- Total investment income $325.9M.
- Net investment income $171.3M after tax.
- Unrealized losses $(494)M on portfolio marks.
- Distributions supported by NII despite NAV volatility.
Headline financials
Revenue & EPS history
Blue Owl Technology Finance Corp · Revenue · Quarterly
$376M
Forward guidance
Management discusses origination pace, private credit spreads, and NAV stability; BDC investors focus on NII and dividend coverage.
Tailwinds
- High net investment income supports dividends.
- Interest income grew with portfolio scale.
Headwinds
- Large unrealized losses reduced GAAP earnings.
- Tech and software credit marks remain volatile.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 3 quarterly earnings reports · overlaid with Q1 2026
-0.4%
Avg return
Earnings day
-7.5%
Avg return
5 days after
-0.7%
Avg return
30 days after
67%
2 / 3 earnings
Positive
+0.9%
Q1 2026
Best reaction
-2.5%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +0.9% | -7.8% | -2.9% | |
| Q4 2025 | -2.5% | -8.7% | -1.0% | |
| Q3 2025 | +0.5% | -5.9% | +1.8% | |
| Q1 2025 | — | — | — | |
| Q3 2024 | — | — | — | |
| Q2 2024 | — | — | — | |
| Q1 2024 | — | — | — | |
| Q3 2023 | — | — | — | |
| Q2 2023 | — | — | — | |
| Q1 2023 | — | — | — |
Discussion
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