Blue Owl Technology Finance (NYSE:OTF) to Repurchase $300.00 million in Outstanding Stock

Blue Owl Technology Finance (NYSE:OTF) announced that its Board of Directors has initiated a share buyback program on Wednesday, February 18th, RTT News reports. The company plans to buyback $300.00 million in outstanding shares. This buyback authorization allows the company to repurchase up to 5.1% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the stock. Zacks Research upgraded shares of Blue Owl Technology Finance from a “strong sell” rating to a “hold” rating in a report on Monday, January 26th. Wells Fargo & Company dropped their price target on shares of Blue Owl Technology Finance from $15.00 to $13.00 and set an “overweight” rating for the company in a research note on Friday. One equities research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Blue Owl Technology Finance currently has a consensus rating of “Moderate Buy” and an average price target of $13.00.

Blue Owl Technology Finance Stock Performance

Shares of NYSE:OTF opened at $11.63 on Friday. Blue Owl Technology Finance has a fifty-two week low of $11.60 and a fifty-two week high of $21.62. The company has a market capitalization of $5.45 billion and a P/E ratio of 6.84.

Blue Owl Technology Finance (NYSE:OTF) last announced its quarterly earnings data on Wednesday, February 18th. The company reported $0.30 EPS for the quarter, missing analysts’ consensus estimates of $0.32 by ($0.02). The firm had revenue of $320.58 million during the quarter, compared to analysts’ expectations of $326.27 million. Blue Owl Technology Finance had a net margin of 62.89% and a return on equity of 6.91%.

Blue Owl Technology Finance Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a dividend of $0.35 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $1.40 annualized dividend and a dividend yield of 12.0%. This is an increase from Blue Owl Technology Finance’s previous quarterly dividend of $0.05. Blue Owl Technology Finance’s payout ratio is currently 82.35%.

Key Headlines Impacting Blue Owl Technology Finance

Here are the key news stories impacting Blue Owl Technology Finance this week:

• Positive Sentiment: Board approved a substantial share repurchase program — $300 million authorization to buy back up to ~5.1% of shares, signaling management thinks shares are undervalued and reducing float. Stock Repurchase Plan Approved by Blue Owl Technology Finance (NYSE:OTF) Board
• Positive Sentiment: Large dividend increase — company declared a quarterly dividend of $0.35 (annualized yield ~11.4%), a big step-up from prior $0.05, which should attract income-focused investors. (Ex-dividend date: Mar 31)
• Neutral Sentiment: Wells Fargo lowered its price target from $15 to $13 but kept an “overweight” rating — this reduces upside expectations numerically while still signaling fundamental support from the analyst. Benzinga
• Neutral Sentiment: Company-hosted earnings commentary reported a “strong quarter” narrative in the call highlights, but details matter to investors — see call summary for operational color and management commentary. Blue Owl Technology Finance Corp (OTF) Q4 2025 Earnings Call Highlights
• Negative Sentiment: One of Blue Owl’s private-credit retail funds halted redemptions — a liquidity action that raises investor concern about asset-level stress and makes the market more cautious about the firm’s credit exposure and fund liquidity. Blue Owl Halts Redemptions On Private Credit Retail Fund
• Negative Sentiment: Recent quarter missed consensus: EPS and revenue slightly below expectations (reported EPS $0.30 vs. est. $0.32; revenue ~$320.6M vs. est. ~$326.3M), which likely pressured sentiment despite strong margins.
• Negative Sentiment: Industry/analyst sentiment is mixed — broader coverage points to conflicting analyst views on the company and peers, which can increase volatility and keep some investors sidelined. Analysts Have Conflicting Sentiments on These Technology Companies

About Blue Owl Technology Finance

Blue Owl Technology Finance (NYSE: OTF) is a publicly traded business development company (BDC) sponsored by alternative asset manager Blue Owl. The firm focuses on providing customized debt and structured capital solutions to technology and technology-enabled companies, with an emphasis on growth-stage and middle-market borrowers. As a BDC, its primary activities include originating, structuring and managing private credit investments tailored to the financing needs of fast-growing businesses.

Its investment approach typically centers on direct lending and credit-oriented products, including senior secured loans, unitranche and subordinated debt, as well as selective equity-linked instruments and structured financings.