Wells Fargo & Company Cuts Blue Owl Technology Finance (NYSE:OTF) Price Target to $13.00

Blue Owl Technology Finance (NYSE:OTF) had its target price trimmed by Wells Fargo & Company from $15.00 to $13.00 in a research report sent to investors on Friday morning,Benzinga reports. The firm currently has an overweight rating on the stock.

Separately, Zacks Research upgraded shares of Blue Owl Technology Finance from a “strong sell” rating to a “hold” rating in a research note on Monday, January 26th. One equities research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $13.00.

Blue Owl Technology Finance Price Performance

OTF opened at $11.63 on Friday. Blue Owl Technology Finance has a 52 week low of $11.60 and a 52 week high of $21.62. The company has a market capitalization of $5.41 billion and a PE ratio of 6.84.

Blue Owl Technology Finance (NYSE:OTF) last posted its quarterly earnings data on Wednesday, February 18th. The company reported $0.30 earnings per share (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 the consensus estimate of $326.27 million. Blue Owl Technology Finance had a return on equity of 6.91% and a net margin of 62.89%.

Blue Owl Technology Finance Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be paid a dividend of $0.35 per share. The ex-dividend date is Tuesday, March 31st. This represents a $1.40 annualized dividend and a yield of 12.0%. This is a positive change from Blue Owl Technology Finance’s previous quarterly dividend of $0.05. Blue Owl Technology Finance’s dividend payout ratio (DPR) is 82.35%.

Blue Owl Technology Finance announced that its board has approved a share buyback program on Wednesday, February 18th that allows the company to repurchase $300.00 million in shares. This repurchase authorization allows the company to buy up to 5.1% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its shares are undervalued.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. QP Wealth Management LLC bought a new stake in Blue Owl Technology Finance in the 4th quarter worth about $168,000. Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Blue Owl Technology Finance by 137.9% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 73,992 shares of the company’s stock valued at $1,044,000 after acquiring an additional 42,888 shares during the last quarter. Norden Group LLC bought a new stake in shares of Blue Owl Technology Finance in the fourth quarter worth approximately $169,000. Pallas Capital Advisors LLC raised its holdings in shares of Blue Owl Technology Finance by 642.4% during the fourth quarter. Pallas Capital Advisors LLC now owns 85,480 shares of the company’s stock valued at $1,243,000 after purchasing an additional 73,966 shares during the last quarter. Finally, Generali Investments CEE investicni spolecnost a.s. lifted its position in Blue Owl Technology Finance by 121.0% during the fourth quarter. Generali Investments CEE investicni spolecnost a.s. now owns 48,426 shares of the company’s stock valued at $704,000 after purchasing an additional 26,510 shares during the period.

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.