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PIK interest share

Mixed: Blue Owl's PIK share up to 7.9%, Hercules down to 8.3%

Status
watch
Trend
steady
Layer
3. Loans quietly go soft
Evidence dated
Jun 30, 2026
Source
SEC EDGAR: Blue Owl Capital Corp XBRL company facts
Checked
Oct 26, 2026

Score

Score 50 of 100 · news 50. Hard data is scored against its own last few years: a normal day is 0, worse than 90% of its history is 80.

What happened

The SEC XBRL data for Q2 is mixed: Blue Owl Capital Corp's PIK share rose to 7.9% from 6.3%, Golub to 11.0% from 9.9% and Oaktree Specialty to 7.5% from 6.7%, while Hercules fell to 8.3% from 9.9%. Ares (15.2%) and FS KKR (12.5%) only have Q1 numbers so far. Q3 reports land in the first half of November.

What we watch

The share of interest BDCs and private credit funds collect as more debt instead of cash. Mixed is watch; rising across several funds is flashing.

Past readings

CheckedStatusTrendReading
Oct 26, 2026watchsteadyMixed: Blue Owl's PIK share up to 7.9%, Hercules down to 8.3%
Oct 25, 2026watchsteadyMixed in Q2 filings; Q3 reports due in early November