Truist Lowers PT on Blue Owl Technology (OTF), Here's Why

​Blue Owl Technology Finance Corp. (NYSE:OTF) is one of the Best All-Time Low Stocks to Invest In Now. On February 23, Arren Cyganovich from Truist Financial lowered the price target on Blue Owl Technology Finance Corp. (NYSE:OTF) but maintained a Buy rating. The rating follows the company’s fiscal Q4 2025 earnings.

​Truist noted that the company’s leverage rose faster than expected, and the firm is updating its model with higher top-line and expenses. Moreover, the slight reduction in the price target is based on the higher assumption of debt cost and lower income from other sources.

​Blue Owl Technology Finance Corp. (NYSE:OTF) reported fiscal Q4 2025 results on February 18. The company posted GAAP net investment income of $0.26. The adjusted net investment income reached $0.30, falling slightly short of the consensus of $0.34. Notably, NAV per share increased to $17.33, up from $17.27 as of September 30, 2025. Management noted the increase was driven by “unrealized and realized gains in certain equity investments and accretive share repurchases.”

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Craig W. Packer, Chief Executive Officer, noted the quarter to be strong, driven by NAV growth and steady progress towards the company’s target leverage. He said:

“The portfolio continues to demonstrate excellent credit quality, reinforcing the durability of our technology investing strategy.”

​Blue Owl Technology Finance Corp. (NYSE:OTF) is a business development company focused on upper middle-market investments, providing debt and equity financing, including senior secured or unsecured loans, subordinated or mezzanine loans, and equity-related securities.

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