Blue Owl Technology Finance Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
3.5%projected annual EPS growth
Analyst Coverage
9analysts covering
FY EPS (est.)
$1.27next fiscal year
Monitoring Framework
Key Performance Indicators
Net Asset Value (NAV) per share Quarterly16.5
Adjusted Net Investment Income (NII) per share Quarterly0.3
Non-accrual rate at fair value Quarterly0.1%
Net Debt-to-Equity Ratio Quarterly85.0%Target: 85x to 1.1x%
Watch Items
- AI disruption risk to software borrowersTrigger: Increase in non-accruals or credit downgrades within the software portfolio (currently ~70% of assets)Action: Monitor portfolio company performance, non-accrual levels, and management commentary on dividend policy.
- Post-IPO lock-up share releasesTrigger: Final lock-up release on June 12, 2026Action: Monitor market supply pressure and execute share repurchases under the $300M program if price-to-NAV discount widens excessively.
Research as of 19 Jun 2026