Blue Owl Tech (OTF) Q2 Income Beats 8%
Blue Owl Technology Finance (NYSE:OTF), a major player in lending to technology companies, delivered its second quarter 2025 results on August 6, 2025. Adjusted net investment income per share was $0.36. Surpassing analyst estimates of $0.33 (non-GAAP). Total revenue (GAAP) was $319.5 million, just under the $319.6 million forecast. The period saw sharply higher investment activity and expansion of the loan book. Though adjusted profits fell year over year. Overall, the quarter demonstrated robust portfolio growth and strong credit quality, set against some margin compression and increased expenses linked to the recent OTF II merger.
Source: Analyst estimates for the quarter provided by FactSet.
Blue Owl Technology Finance (NYSE:OTF) specializes in providing loans and structured investments to technology companies, with a focus on those in the software and enterprise IT sectors. The company operates as a business development company (BDC), which requires at least 70% of its assets to be in qualifying assets as defined by the 1940 Act, and intends to invest at least 80% of its assets in technology-related companies. This enables IT to tap into the rapid expansion and recurring revenues seen in modern enterprise software and healthcare tech.
Source Fool.com
