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Blue Owl Capital Corporation (OBDC)

USD10.86 -0.10 (-0.91%)
US NYSE Financial Services Financial - Credit Services
Address 399 Park Avenue 10022
New York City, NY, US
CEO Craig William Packer
IPO 2019-07-18
CIK 1655888 ISIN US69121K1043

Explore sections of this company profile

Also trades on New York Stock Exchange · OBDC (USD) New York Stock Exchange · ORCC (USD)
Description

Blue Owl Capital Corporation operates as a business development company (BDC). The firm strategically allocates capital across a diverse range of financial instruments, including senior secured, unsecured, subordinated, and mezzanine debt. Additionally, it actively seeks equity-linked opportunities, such as warrants and preferred stock, alongside direct investments in both preferred and common equity. Within its private equity endeavors, the company targets businesses engaged in growth initiatives, strategic acquisitions, market or product expansion, financial refinancings, and capital recapitalizations. Its primary focus is on U.S.-based middle-market enterprises that, at the time of investment, exhibit annual EBITDA figures ranging from $10 million to $250 million, or generate annual revenues between $50 million and $2.5 billion.

News Sentiment (7d)
64 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD10.86 -0.10 (-0.91%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.67
Float Shares
492.07M
Free Float %
99.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.45% +0.63% +2.76% -5.82% -7.69% -10.14% -22.27% -12.87% -17.56% -27.89% -27.89%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (13 ratings, all time) Buy
Price Targets & DCF
Current price
10.86
Low 14.00 +28.9%
Consensus 14.50 +33.5%
Median 14.50 +33.5%
High 15.00 +38.1%
DCF (Unlevered) 87.61 +706.7%
DCF (Levered) 17.45 +60.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 85% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 7 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
15.00
+38.1%
Last Year 3
14.33
+32.0%
All Time 6
15.50
+42.7%
Quality scores
Altman Z-Score
0.61
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Credit Services: +13.2%
    +52.6% Q1'26: -22.9% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    -19.0% Q1'26: -110.2% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +38.2% Q1'26: -9.3% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +73.9% Q1'26: +35.7% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +7.3% Q1'26: +2.9% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    +29.8% Q1'26: +0.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    7.50× Q1'26: 19.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.69) × ERP
WACC = 39% × Ke + 61% × Kd (6.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 88.53 Current price: 10.86
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
7 EPS Ana.
Dec 2027
8 Rev. Ana.
9 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Revenue
582.05M
est: 722.73M (-19.5%)
438.92M
est: 792.04M (-44.6%)
882.31M
est: 1.01B (-12.4%)
808.76M
est: 1.19B (-32.1%)
1.27B
est: 1.61B (-20.6%)
1.10B
est: 1.60B (-31.1%)
1.68B
est: 1.85B (-9.1%)
1.61B
1.58B – 1.65B
-12.9% YoY
1.60B
1.55B – 1.65B
-0.6% YoY
1.55B
1.55B – 1.55B
-3.1% YoY
EBITDA
499.99M
est: 490.78M (+1.9%)
393.45M
est: 537.84M (-26.8%)
637.50M
est: 683.66M (-6.8%)
476.13M
est: 808.67M (-41.1%)
810.68M
est: 1.04B (-22.1%)
607.34M
est: 1.03B (-41.3%)
1.24B
est: 1.20B (+3.6%)
1.04B
1.02B – 1.07B
-12.9% YoY
1.04B
1.00B – 1.07B
-0.6% YoY
1.00B
1.00B – 1.00B
-3.1% YoY
EBIT
499.99M
est: 490.78M (+1.9%)
393.45M
est: 537.84M (-26.8%)
637.50M
est: 683.66M (-6.8%)
476.13M
est: 808.67M (-41.1%)
810.68M
est: 1.04B (-22.1%)
607.34M
est: 1.03B (-41.3%)
1.24B
est: 1.20B (+3.6%)
1.04B
1.02B – 1.07B
-12.9% YoY
1.04B
1.00B – 1.07B
-0.6% YoY
1.00B
1.00B – 1.00B
-3.1% YoY
Net Income
498.00M
est: 609.68M (-18.3%)
387.74M
est: 511.86M (-24.2%)
624.88M
est: 475.88M (+31.3%)
466.36M
est: 550.55M (-15.3%)
793.31M
est: 916.99M (-13.5%)
594.98M
est: 958.73M (-37.9%)
627.41M
est: 782.32M (-19.8%)
666.23M
633.30M – 699.16M
-14.8% YoY
663.99M
640.92M – 687.07M
-0.3% YoY
637.60M
624.66M – 649.45M
-4.0% YoY
SGA
19.03M
est: 23.31M (-18.4%)
23.44M
est: 25.54M (-8.2%)
25.69M
est: 32.47M (-20.9%)
25.09M
est: 38.40M (-34.7%)
27.94M
est: 39.83M (-29.9%)
28.38M
est: 39.62M (-28.4%)
27.09M
est: 45.81M (-40.9%)
39.91M
39.19M – 40.88M
-12.9% YoY
39.66M
38.43M – 40.88M
-0.6% YoY
38.45M
38.43M – 38.46M
-3.1% YoY
EPS
1.53
est: 1.56 (-2.1%)
1.00
est: 1.31 (-23.8%)
1.59
est: 1.22 (+30.3%)
1.18
est: 1.40 (-16.0%)
2.03
est: 1.80 (+12.9%)
1.53
est: 1.88 (-18.8%)
1.24
est: 1.54 (-19.3%)
1.31
1.25 – 1.38
-14.6% YoY
1.32
1.27 – 1.36
+0.4% YoY
1.26
1.23 – 1.28
-4.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-16 Keefe, Bruyette & Woods Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-05-11 B+ 3/5 4/5 2/5 4/5 2/5 2/5 4/5
2026-05-08 B+ 3/5 4/5 2/5 5/5 1/5 3/5 4/5
2026-05-07 B+ 3/5 4/5 2/5 5/5 1/5 3/5 4/5
2026-05-06 B+ 3/5 4/5 2/5 5/5 1/5 3/5 4/5
2026-05-05 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-04 A- 4/5 4/5 3/5 5/5 2/5 3/5 3/5
2026-05-01 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-30 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-29 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-28 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-27 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-24 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-23 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-21 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-20 B+ 3/5 4/5 3/5 5/5 1/5 3/5 3/5
2026-04-17 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5
2026-04-15 A- 4/5 5/5 3/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
155
Total invested
859.67M
Insider transactions (90d)
0
Beneficial owners (>5%)
2
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Regents of the University of California 32.16M 8.18% 32.16M 32.16M EP U.S. 2022-01-27
2 State of New Jersey Common Pension Fund E 28.74M 7.31% 28.74M 28.74M EP U.S.A. 2022-01-25

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
155
-320 vs prev Q
New positions
19
Closed positions
332
Increased
71
Reduced
55
Put/Call ratio
0.00
Calls held
Puts held
10.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 3.06M +3.1M (+100.0%) 37.99B +38.0B (+100.0%) 0.60% +0.598 pp 29.75% +29.745 pp USD12.43 +0.0% 1 qtrs NEW
2 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 16.45M +— (+0.0%) 204.42M -5.6M (-2.7%) 3.22% +0.000 pp 0.20% -0.011 pp USD14.66 -15.2% 4 qtrs
3 FMR LLC 15.73M +1.0M (+7.0%) 195.57M +7.8M (+4.2%) 3.08% +0.202 pp 0.01% +0.000 pp USD14.12 -12.0% 6 qtrs
4 STATE OF NEW JERSEY COMMON PENSION FUND A 15.26M +— (+0.0%) 189.73M -5.2M (-2.7%) 2.99% +0.000 pp 70.28% +1.177 pp USD14.34 -13.3% 3 qtrs
5 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 14.97M -31.0K (-0.2%) 186.06M -5.5M (-2.9%) 2.93% -0.006 pp 2.37% -0.128 pp USD14.69 -15.4% 12 qtrs
6 VAN ECK ASSOCIATES CORP 12.81M -553.4K (-4.1%) 159.24M -11.4M (-6.7%) 2.51% -0.108 pp 0.13% -0.027 pp USD14.16 -12.2% 24 qtrs
7 BANK OF AMERICA CORP /DE/ 12.17M -1.1M (-8.4%) 151.23M -18.3M (-10.8%) 2.38% -0.217 pp 0.01% -0.001 pp USD13.51 -8.0% 26 qtrs
8 MORGAN STANLEY 9.14M -741.3K (-7.5%) 113.58M -12.6M (-10.0%) 1.79% -0.145 pp 0.01% -0.001 pp USD14.34 -13.3% 26 qtrs
9 UBS GROUP AG 8.53M +2.5M (+40.6%) 106.01M +28.6M (+36.9%) 1.67% +0.482 pp 0.02% +0.005 pp USD13.61 -8.7% 26 qtrs
10 CRESSET ASSET MANAGEMENT, LLC 6.59M +37.1K (+0.6%) 84.35M -1.7M (-2.0%) 1.29% +0.007 pp 0.36% -0.008 pp USD14.89 -16.5% 17 qtrs
11 ROYAL BANK OF CANADA 6.67M -812.9K (-10.9%) 82.91M -12.7M (-13.2%) 1.31% -0.159 pp 0.01% -0.002 pp USD13.69 -9.2% 26 qtrs
12 AMERIPRISE FINANCIAL INC 5.46M +9.4K (+0.2%) 67.91M -1.1M (-1.6%) 1.07% +0.002 pp 0.02% -0.001 pp USD13.64 -8.9% 25 qtrs
13 GENERALI ASSET MANAGEMENT SPA SGR 4.38M +— (+0.0%) 54.42M -1.5M (-2.7%) 0.86% +0.000 pp 1.11% -0.083 pp USD14.89 -16.5% 5 qtrs
14 ROBERT WOOD JOHNSON FOUNDATION 4.22M +— (+0.0%) 52.44M -1.4M (-2.7%) 0.83% +0.000 pp 42.33% -0.988 pp USD12.05 +3.2% 24 qtrs
15 SOUND INCOME STRATEGIES, LLC 3.78M +387.3K (+11.4%) 47.66M +6.2M (+14.9%) 0.74% +0.076 pp 2.26% -0.013 pp USD13.21 -5.9% 26 qtrs
16 BLACKROCK, INC. 3.61M +2.3K (+0.1%) 44.89M -1.2M (-2.6%) 0.71% +0.000 pp 0.00% +0.000 pp USD14.27 -12.9% 6 qtrs
17 WELLS FARGO & COMPANY/MN 3.44M +2.0M (+142.6%) 42.77M +24.7M (+136.2%) 0.67% +0.396 pp 0.01% +0.004 pp USD13.09 -5.0% 26 qtrs
18 HAMILTON LANE ADVISORS LLC 3.41M +— (+0.0%) 42.34M -1.2M (-2.7%) 0.67% +0.000 pp 23.32% -1.690 pp USD14.34 -13.3% 3 qtrs
19 JPMORGAN CHASE & CO 3.26M +826.4K (+33.9%) 40.58M +9.4M (+30.3%) 0.64% +0.162 pp 0.00% +0.001 pp USD13.89 -10.5% 17 qtrs
20 BROWN UNIVERSITY 3.22M -1.1M (-25.8%) 40.09M -15.4M (-27.8%) 0.63% -0.220 pp 28.12% -4.729 pp USD17.30 -28.2% 25 qtrs
21 ARES MANAGEMENT LLC 2.85M +359.8K (+14.5%) 35.40M +3.6M (+11.4%) 0.56% +0.070 pp 2.02% +0.580 pp USD13.77 -9.7% 23 qtrs
22 LSV ASSET MANAGEMENT 2.77M -468.2K (-14.5%) 34.44M -6.9M (-16.7%) 0.54% -0.092 pp 0.08% -0.016 pp USD14.77 -15.8% 10 qtrs
23 LPL FINANCIAL LLC 2.56M +170.7K (+7.2%) 31.80M +1.3M (+4.3%) 0.50% +0.033 pp 0.01% 0.000 pp USD13.33 -6.8% 26 qtrs
24 RAYMOND JAMES FINANCIAL INC 2.54M +28.1K (+1.1%) 31.58M -504.8K (-1.6%) 0.50% +0.006 pp 0.01% -0.001 pp USD14.72 -15.6% 5 qtrs
25 MUZINICH & CO., INC. 2.46M +506.0K (+25.9%) 30.54M +5.6M (+22.6%) 0.48% +0.099 pp 9.60% -0.024 pp USD13.33 -6.8% 24 qtrs
26 PRIVATE MANAGEMENT GROUP INC 2.17M +2.2M (+100.0%) 27.01M +27.0M (+100.0%) 0.43% +0.425 pp 0.79% +0.786 pp USD12.43 +0.0% 1 qtrs NEW
27 STRS OHIO 2.14M +61.9K (+3.0%) 26.60M +62.6K (+0.2%) 0.42% +0.012 pp 0.10% +0.002 pp USD14.77 -15.8% 26 qtrs
28 BLUE OWL CAPITAL HOLDINGS LP 2.05M +— (+0.0%) 26.12M +— (+0.0%) 0.40% +0.000 pp 1.95% -6.153 pp USD12.45 -0.2% 13 qtrs
29 SAGE ADVISORS, LLC 2.06M -141.8K (-6.4%) 25.63M -2.5M (-8.9%) 0.40% -0.028 pp 16.99% -3.173 pp USD14.82 -16.1% 9 qtrs
30 SUMITOMO MITSUI TRUST HOLDINGS, INC. 1.90M +137.9K (+7.8%) 23.66M +1.1M (+4.9%) 0.37% +0.027 pp 0.01% +0.001 pp USD13.46 -7.7% 24 qtrs
31 TWO SIGMA INVESTMENTS, LP 1.85M +1.7M (+1,198.3%) 23.02M +21.2M (+1,163.7%) 0.36% +0.335 pp 0.03% +0.030 pp USD12.46 -0.2% 12 qtrs
32 JANNEY MONTGOMERY SCOTT LLC 1.85M -491.2K (-21.0%) 22.98M -6.9M (-23.1%) 0.36% -0.096 pp 0.05% -0.018 pp USD13.11 -5.2% 24 qtrs
33 BOSTON PARTNERS 1.83M -154.1K (-7.8%) 22.76M -2.5M (-9.9%) 0.36% -0.030 pp 0.02% -0.002 pp USD15.11 -17.7% 8 qtrs
34 OMERS ADMINISTRATION CORP 1.80M +707.1K (+64.6%) 22.39M +8.4M (+60.2%) 0.35% +0.138 pp 0.16% +0.060 pp USD13.56 -8.3% 3 qtrs
35 ROCKEFELLER CAPITAL MANAGEMENT L.P. 1.72M +589.5K (+52.0%) 21.42M +6.9M (+48.0%) 0.34% +0.115 pp 0.04% +0.010 pp USD13.03 -4.6% 24 qtrs
36 STEPHENS INC /AR/ 1.67M -792.4K (-32.2%) 20.70M -10.7M (-34.0%) 0.33% -0.155 pp 0.26% -0.143 pp USD13.16 -5.5% 26 qtrs
37 MARINER, LLC 1.58M +49.8K (+3.2%) 19.68M +97.8K (+0.5%) 0.31% +0.010 pp 0.02% -0.002 pp USD12.28 +1.2% 17 qtrs
38 FRANKLIN RESOURCES INC 1.54M -156.1K (-9.2%) 19.19M -2.5M (-11.6%) 0.30% -0.031 pp 0.00% -0.001 pp USD14.93 -16.7% 8 qtrs
39 TRINITY FINANCIAL ADVISORS LLC 1.49M +341.8K (+29.7%) 19.10M +4.0M (+26.4%) 0.29% +0.067 pp 5.34% +0.976 pp USD13.42 -7.4% 21 qtrs
40 CI PRIVATE WEALTH, LLC 1.45M -468.6K (-24.4%) 18.13M -6.5M (-26.3%) 0.28% -0.092 pp 0.02% -0.014 pp USD13.10 -5.1% 13 qtrs
41 GOLDMAN SACHS GROUP INC 1.33M -1.4M (-50.7%) 16.54M -17.9M (-52.0%) 0.26% -0.268 pp 0.00% -0.002 pp USD14.30 -13.1% 22 qtrs
42 BORDER TO COAST PENSIONS PARTNERSHIP LTD 1.25M -300.0K (-19.4%) 15.57M -4.2M (-21.4%) 0.24% -0.059 pp 0.27% -0.074 pp USD14.44 -13.9% 16 qtrs
43 TRANSCEND CAPITAL ADVISORS, LLC 1.20M -1.1M (-48.6%) 14.92M -14.9M (-50.0%) 0.23% -0.222 pp 1.15% -0.944 pp USD13.86 -10.3% 25 qtrs
44 MELIA WEALTH LLC 1.19M +14.1K (+1.2%) 14.76M -223.2K (-1.5%) 0.23% +0.003 pp 6.82% +0.263 pp USD14.92 -16.7% 8 qtrs
45 CAZ INVESTMENTS LP 1.12M +— (+0.0%) 13.98M -382.3K (-2.7%) 0.22% +0.000 pp 24.19% -2.520 pp USD12.77 -2.7% 2 qtrs
46 INVESCO LTD. 1.05M +747.1K (+243.4%) 13.10M +9.2M (+234.2%) 0.21% +0.146 pp 0.00% +0.001 pp USD12.84 -3.2% 24 qtrs
47 STIFEL FINANCIAL CORP 1.05M +9.2K (+0.9%) 13.04M -238.8K (-1.8%) 0.21% +0.002 pp 0.01% 0.000 pp USD13.53 -8.1% 23 qtrs
48 TECTONIC ADVISORS LLC 1.04M +119.8K (+13.0%) 12.97M +1.2M (+10.0%) 0.20% +0.023 pp 0.68% +0.040 pp USD13.55 -8.3% 18 qtrs
49 CERITY PARTNERS LLC 1.02M +645.7K (+172.2%) 12.69M +7.9M (+165.0%) 0.20% +0.126 pp 0.02% +0.011 pp USD13.18 -5.7% 24 qtrs
50 JANE STREET GROUP, LLC 973.9K +973.9K (+100.0%) 12.11M +12.1M (+100.0%) 0.19% +0.191 pp 0.00% +0.002 pp USD12.43 +0.0% 26 qtrs
51 XTX TOPCO LTD 934.4K +934.4K (+100.0%) 11.61M +11.6M (+100.0%) 0.18% +0.183 pp 0.31% +0.305 pp USD12.43 +0.0% 1 qtrs NEW
52 ALLEN INVESTMENT MANAGEMENT LLC 906.2K +84.0K (+10.2%) 11.26M +764.3K (+7.3%) 0.18% +0.016 pp 0.12% +0.008 pp USD13.69 -9.2% 4 qtrs
53 LIBERTY MUTUAL GROUP ASSET MANAGEMENT INC. 865.2K +865.2K (+100.0%) 10.75M +10.8M (+100.0%) 0.17% +0.169 pp 1.02% +1.023 pp USD12.43 +0.0% 1 qtrs NEW
54 ADVISOR GROUP HOLDINGS, INC. 832.5K +42.6K (+5.4%) 10.35M -897.8K (-8.0%) 0.16% +0.008 pp 0.02% -0.001 pp USD13.61 -8.7% 24 qtrs
55 CREATIVE PLANNING 821.5K -57.4K (-6.5%) 10.21M -1.0M (-9.0%) 0.16% -0.011 pp 0.01% -0.001 pp USD14.62 -15.0% 22 qtrs
56 SCS CAPITAL MANAGEMENT LLC 658.7K +— (+0.0%) 8.43M -224.0K (-2.6%) 0.13% +0.000 pp 0.09% -0.005 pp USD14.66 -15.2% 4 qtrs
57 EPIQ PARTNERS, LLC 662.2K +135.5K (+25.7%) 8.23M +1.5M (+22.4%) 0.13% +0.027 pp 3.84% +0.659 pp USD14.32 -13.2% 8 qtrs
58 GREAT WEST LIFE ASSURANCE CO /CAN/ 658.2K +26.3K (+4.2%) 8.19M -152.0K (-1.8%) 0.13% +0.005 pp 0.01% +0.002 pp USD13.25 -6.2% 23 qtrs
59 MAI CAPITAL MANAGEMENT 650.5K -17.9K (-2.7%) 8.09M -450.3K (-5.3%) 0.13% -0.004 pp 0.05% -0.007 pp USD14.44 -13.9% 10 qtrs
60 CERTUITY, LLC 640.3K -119.1K (-15.7%) 7.96M -1.7M (-17.9%) 0.13% -0.023 pp 0.50% -0.165 pp USD14.61 -14.9% 23 qtrs
61 HIGHTOWER ADVISORS, LLC 624.0K -32.8K (-5.0%) 7.76M -631.1K (-7.5%) 0.12% -0.006 pp 0.01% -0.001 pp USD14.08 -11.7% 26 qtrs
62 SENTINUS, LLC 587.5K -31.3K (-5.1%) 7.30M -599.8K (-7.6%) 0.12% -0.006 pp 0.70% -1.020 pp USD15.17 -18.1% 7 qtrs
63 ENSTAR GROUP LTD 584.6K -143.5K (-19.7%) 7.27M -2.0M (-21.8%) 0.11% -0.028 pp 2.81% -0.626 pp USD15.03 -17.3% 5 qtrs
64 STATE STREET CORP 562.1K +108.5K (+23.9%) 7.19M +1.2M (+20.7%) 0.11% +0.021 pp 0.00% +0.000 pp USD14.01 -11.3% 4 qtrs
65 COMMONWEALTH EQUITY SERVICES, LLC 558.5K -491.4K (-46.8%) 6.94M -6.5M (-48.2%) 0.11% -0.096 pp 0.01% -0.008 pp USD15.01 -17.2% 8 qtrs
66 LIDO ADVISORS, LLC 532.2K -3.4K (-0.6%) 6.92M -108.0K (-1.5%) 0.10% -0.001 pp 0.02% -0.001 pp USD14.26 -12.8% 9 qtrs
67 DANSKE BANK A/S 553.9K +16.0K (+3.0%) 6.89M +16.2K (+0.2%) 0.11% +0.003 pp 0.02% -0.001 pp USD14.54 -14.5% 4 qtrs
68 CHICAGO PARTNERS INVESTMENT GROUP LLC 548.1K -27.2K (-4.7%) 6.84M -776.6K (-10.2%) 0.11% -0.005 pp 0.17% -0.031 pp USD14.00 -11.2% 26 qtrs
69 RIVERNORTH CAPITAL MANAGEMENT, LLC 506.6K +484.3K (+2,170.6%) 6.30M +6.0M (+2,110.2%) 0.10% +0.095 pp 0.30% +0.281 pp USD12.44 -0.1% 2 qtrs
70 LEGAL & GENERAL GROUP PLC 504.8K +20.4K (+4.2%) 6.28M +94.1K (+1.5%) 0.10% +0.004 pp 0.00% +0.000 pp USD12.63 -1.6% 15 qtrs
71 OPPENHEIMER & CO INC 495.1K +52.2K (+11.8%) 6.15M +498.1K (+8.8%) 0.10% +0.010 pp 0.09% +0.018 pp USD13.94 -10.8% 20 qtrs
72 ADVISORS ASSET MANAGEMENT, INC. 482.0K -43.2K (-8.2%) 5.99M -716.0K (-10.7%) 0.09% -0.009 pp 0.10% -0.013 pp USD14.01 -11.3% 21 qtrs
73 ARKADIOS WEALTH ADVISORS 476.7K +87.4K (+22.5%) 5.93M +954.4K (+19.2%) 0.09% +0.017 pp 0.11% -0.004 pp USD13.29 -6.5% 21 qtrs
74 QUANTBOT TECHNOLOGIES LP 471.9K +471.9K (+100.0%) 5.87M +5.9M (+100.0%) 0.09% +0.092 pp 0.20% +0.195 pp USD12.43 +0.0% 3 qtrs
75 PRAIRIEWOOD CAPITAL, LLC 471.6K +97.5K (+26.1%) 5.86M +1.1M (+22.7%) 0.09% +0.019 pp 1.82% +0.236 pp USD13.73 -9.5% 11 qtrs
76 DENALI ADVISORS LLC 470.1K -38.5K (-7.6%) 5.84M -651.9K (-10.0%) 0.09% -0.008 pp 0.65% -0.085 pp USD14.57 -14.7% 6 qtrs
77 MOUNT YALE INVESTMENT ADVISORS, LLC 452.7K -159.6K (-26.1%) 5.79M -2.3M (-28.0%) 0.09% -0.031 pp 0.28% -0.282 pp USD12.77 -2.7% 2 qtrs
78 SCHONFELD STRATEGIC ADVISORS LLC 464.4K +464.4K (+100.0%) 5.77M +5.8M (+100.0%) 0.09% +0.091 pp 0.03% +0.026 pp USD12.43 +0.0% 1 qtrs NEW
79 IEQ CAPITAL, LLC 454.7K +355.4K (+357.9%) 5.65M +4.4M (+345.7%) 0.09% +0.070 pp 0.02% +0.013 pp USD12.84 -3.2% 5 qtrs
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 451.3K +320.0K (+243.9%) 5.61M +3.9M (+234.7%) 0.09% +0.063 pp 0.00% +0.001 pp USD12.53 -0.8% 13 qtrs
81 VESTMARK ADVISORY SOLUTIONS, INC. 445.8K +445.8K (+100.0%) 5.54M +5.5M (+100.0%) 0.09% +0.087 pp 0.07% +0.075 pp USD12.43 +0.0% 1 qtrs NEW
82 NEWEDGE WEALTH, LLC 417.6K +38.0K (+10.0%) 5.19M +338.9K (+7.0%) 0.08% +0.007 pp 0.06% -0.011 pp USD14.09 -11.8% 9 qtrs
83 PERENNIAL INVESTMENT ADVISORS, LLC 417.3K -9.8K (-2.3%) 5.19M -267.5K (-4.9%) 0.08% -0.002 pp 0.41% -0.041 pp USD12.93 -3.9% 24 qtrs
84 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 413.5K -2.2K (-0.5%) 5.14M -168.0K (-3.2%) 0.08% 0.000 pp 0.01% -0.001 pp USD13.17 -5.6% 25 qtrs
85 JOHNSON FINANCIAL GROUP, INC. 398.4K -32.2K (-7.5%) 5.09M -562.5K (-10.0%) 0.08% -0.006 pp 0.19% -0.022 pp USD12.94 -3.9% 26 qtrs
86 GP BRINSON INVESTMENTS LLC 404.2K +— (+0.0%) 5.02M -137.4K (-2.7%) 0.08% +0.000 pp 2.16% +0.060 pp USD13.80 -9.9% 20 qtrs
87 CAPTION MANAGEMENT, LLC 404.0K +404.0K (+100.0%) 5.02M +5.0M (+100.0%) 0.08% +0.079 pp 0.03% +0.034 pp USD12.43 +0.0% 1 qtrs NEW
88 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 401.9K +52.9K (+15.2%) 5.00M +539.2K (+12.1%) 0.08% +0.010 pp 0.03% +0.002 pp USD13.57 -8.4% 25 qtrs
89 RUSSELL INVESTMENTS GROUP, LTD. 399.7K +399.4K (+159,779.6%) 4.97M +5.0M (+155,498.4%) 0.08% +0.078 pp 0.01% +0.005 pp USD12.43 +0.0% 2 qtrs
90 MILLENNIUM MANAGEMENT LLC 399.4K -105.3K (-20.9%) 4.96M -1.5M (-23.0%) 0.08% -0.021 pp 0.00% -0.001 pp USD13.22 -6.0% 26 qtrs
91 DNB ASSET MANAGEMENT AS 392.5K -110.3K (-21.9%) 4.88M -1.5M (-24.0%) 0.08% -0.022 pp 0.02% -0.007 pp USD14.24 -12.7% 16 qtrs
92 ALPHACORE CAPITAL LLC 376.1K +46.4K (+14.1%) 4.68M +342.7K (+7.9%) 0.07% +0.009 pp 0.10% -0.042 pp USD14.38 -13.6% 4 qtrs
93 HENNION & WALSH ASSET MANAGEMENT, INC. 370.8K +10.7K (+3.0%) 4.61M +10.9K (+0.2%) 0.07% +0.002 pp 0.16% -0.008 pp USD13.85 -10.3% 20 qtrs
94 INTRUST BANK NA 365.4K -5.0K (-1.3%) 4.54M -187.9K (-4.0%) 0.07% -0.001 pp 0.38% -0.017 pp USD14.28 -13.0% 10 qtrs
95 BAYSHORE CAPITAL ADVISORS, LLC 358.0K +358.0K (+100.0%) 4.45M +4.4M (+100.0%) 0.07% +0.070 pp 2.22% +2.222 pp USD12.43 +0.0% 1 qtrs NEW
96 CETERA INVESTMENT ADVISERS 347.2K -5.7K (-1.6%) 4.32M -190.9K (-4.2%) 0.07% -0.001 pp 0.00% -0.001 pp USD14.01 -11.3% 21 qtrs
97 CONDOR CAPITAL MANAGEMENT 345.2K +22.4K (+6.9%) 4.29M +168.6K (+4.1%) 0.07% +0.004 pp 0.35% +0.010 pp USD13.41 -7.3% 23 qtrs
98 D. E. SHAW & CO., INC. 342.9K +71.7K (+26.5%) 4.26M +799.5K (+23.1%) 0.07% +0.014 pp 0.00% +0.000 pp USD14.22 -12.6% 25 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
84.6K
Shares disposed
Cash buys
4.00
Cash sales
Net activity
+84,600
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-02-27 Nicholson Logan Officer P-Purchase A Common Stock 5,525 11.32 62.5K 60,557 D
2026-02-25 Kaye Eric A. Director P-Purchase A Common Stock 672 11.92 8.0K 20,144 D
2025-11-26 Reddy Neena Officer P-Purchase A Common Stock 7,890 13.06 103.1K 7,890 D
2025-11-18 Packer Craig Director / Officer P-Purchase A Common Stock 41,600 11.75 489.0K 41,600 I
2025-11-18 Nicholson Logan Officer P-Purchase A Common Stock 25,000 11.75 293.7K 55,032 D
2025-11-12 Temple Chris Director P-Purchase A Common Stock 8,000 12.03 96.2K 59,000 D
2025-11-10 Weiler Melissa Director P-Purchase A Common Stock 10,000 11.99 119.9K 49,734 D
2025-08-15 Nicholson Logan Officer P-Purchase A Common Stock 850 14.19 12.1K 15,329 D
2025-05-27 Woolridge Victor Director P-Purchase A Common Stock 6,915 14.45 99.9K 28,191 I
2025-03-14 McMillon Jennifer 0 0.00 0
2025-03-06 Temple Chris Director P-Purchase A Common Stock 15,000 14.80 222.0K 51,000 D
2025-01-13 Woolridge Victor Director A-Award A Common Stock 6,679 0.00 20,926 D
2025-01-13 Weiler Melissa Director A-Award A Common Stock 11,734 0.00 39,734 D
2025-01-13 Nicholson Logan Officer A-Award D Common Stock 12,468 0.00 19,968 I
2024-11-11 Cole Bryan Thomas 0 0.00 0
2024-08-27 DAlelio Edward H Director P-Purchase A Common Stock 2,500 15.02 37.6K 9,016
2024-08-21 Nicholson Logan Officer P-Purchase A Common Stock 7,500 14.66 110.0K 10,000
2024-08-06 Nicholson Logan 0 0.00 0
2024-03-05 DAlelio Edward H Director P-Purchase A Common Stock 3,000 15.07 45.2K 6,217

Executive team

Top executives
Shares Outstanding
496.76M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-04-01 DEFA14A
2026-04-01 DEF 14A
2025-04-09 DEFA14A
2025-04-03 DEFA14A
2025-04-03 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-05-01 40-33
2026-04-27 4
2026-04-16 8-K
2026-04-14 424B2
2026-04-13 FWP
2026-04-13 424B2
2026-04-10 DEFA14A
2026-04-01 DEFA14A

Executive team

NameTitleCompensationGender
Craig W. Packer Chief Executive Officer & Director male
Dhruv Narain Managing Director male
Erik J. Bissonnette Managing Director male
Jean Joseph Managing Director male
Jonathan Lam Chief Financial Officer & Chief Operating Officer male
Karen Hager Chief Compliance Officer female
Logan Joseph Nicholson Senior MD & President male
Matthew Swatt Co-Chief Accounting Officer, Co-Treasurer & Co-Controller male
Michael Mosticchio Head of Investor Relations male
Neena A. Reddy Vice President & Secretary female
Scott V. Turco Managing Director male
Shari Withem Co-Chief Accounting Officer, Co-Treasurer & Co-Controller female
ESG Rating
B+
FINANCIAL - CREDIT SERVICES
2026
E (Environmental)
74.6 / 60.0
Company / Sector avg.
S (Social)
74.1 / 63.1
Company / Sector avg.
G (Governance)
70.0 / 59.1
Company / Sector avg.
ESG Total
72.9 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits