Blue Owl Securities Case Moves Toward Feb. 2 Lead‑Plaintiff Deadline Over Alleged BDC Redemption Strain

Overview

• Investors have until February 2, 2026 to seek lead-plaintiff status in Goldman v. Blue Owl Capital Inc., No. 25-cv-10047 in the Southern District of New York.
• The putative class covers purchasers of Blue Owl securities from February 6, 2025 through November 16, 2025.
• Complaints allege Blue Owl failed to disclose meaningful redemption pressure at affiliated BDCs, related liquidity issues, and a likelihood of limiting or halting certain redemptions, rendering prior positive statements misleading.
• Filings cite market events including an October 30, 2025 earnings miss; a November 5 merger announcement between OBDC and OBDC II with OBDC II not anticipating further tenders; a November 16 Financial Times report on blocked redemptions and a possible 20% hit; and a later merger termination on November 19.
• Robbins Geller, Glancy Prongay & Murray, The Portnoy Law Firm, and The Rosen Law Firm are soliciting investors, and no class has been certified.