Wall Street analyst estimates for Blue Owl Technology Finance Corp. (OTF): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
Blue Owl Technology Finance Corp. (BOTF) functions as a Business Development Company (BDC), concentrating its efforts on providing financial backing to established, growth-oriented businesses within the upper middle-market segment. The firm primarily targets innovative technology and software companies, deploying capital predominantly across the United States. BOTF's investment strategies involve a diverse range of debt and equity instruments.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $1.4B | $1.4B – $1.4B | $1.29 | 6 |
| 2027E | $1.6B | $1.5B – $1.6B | $1.38 | 6 |
Figures in USD · consensus as of November 1, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 3 |
| Hold | 2 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 5 |
| Avg rating (−2 sell to +2 buy) | 0.60 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-04 | $0.32 | ||
| 2026-08-05 | $0.30 | $0.30 | +0.9% |
| 2026-05-06 | $0.29 | $0.31 | -6.5% |
| 2026-02-18 | $0.30 | $0.32 | -6.3% |
| 2025-11-05 | $0.32 | $0.35 | -8.6% |
| 2025-08-06 | $0.36 | $0.35 | +2.9% |
| 2025-05-12 | $0.33 | ||
| 2024-11-08 | $0.57 |
Valuation Ratios
| P/E Ratio | 7.41 |
| Price / Book | 0.60 |
| Dividend Yield | 16.41% |
Income Statement (10y)
| Year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Revenue | $170.3M | $537.1M | $176.1M | $587.4M | $536.9M | $1.07B |
| Cost of Revenue | $34.2M | $84.5M | $126.2M | $186.2M | $183.5M | $293.6M |
| Gross Profit | $136.1M | $452.6M | $50.0M | $401.2M | $353.5M | $779.3M |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $9.2M | $13.5M | $12.8M | $13.6M | $13.5M | $23.7M |
| Operating Expenses | $14.0M | $22.8M | $23.1M | $23.0M | $22.8M | $50.8M |
| Operating Income | $122.1M | $429.7M | $26.9M | $378.3M | $330.7M | $728.6M |
| EBITDA | $156.3M | $514.2M | $153.0M | $564.5M | $514.2M | $728.6M |
| Interest Expense | $34.2M | $84.5M | $126.2M | $186.2M | $183.5M | $321.5M |
| Pre-tax Income | $122.1M | $429.7M | $26.9M | $378.3M | $330.7M | $728.6M |
| Income Tax | 0 | $4.9M | $7.9M | $9.1M | $11.5M | $8.2M |
| Net Income | $122.1M | $424.8M | $19.0M | $369.1M | $319.2M | $720.4M |
| EPS | $0.61 | $3.05 | $0.09 | $1.80 | $1.52 | $1.76 |
| EPS (Diluted) | $0.61 | $3.05 | $0.09 | $1.80 | $1.52 | $1.76 |
| Shares Outstanding (Diluted) | 201.4 M | 201.4 M | 201.4 M | 205.0 M | 209.8 M | 409.4 M |
Price
| Price | $9.63 (closing price, November 3, 2026) |
| Market Cap | $4.4B |
| Exchange | NYSE |
| Country | US |
Related companies: HON · PNFP · HLNE · MARA · AMG · OBDC · MAIN
Explore sector: Financial Services · Asset Management
More sections of OTF: Overview · Financials · Valuation · Technical · Ownership
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