Blackstone Inc. (NYSE:BX) Given Average Rating of “Hold” by Analysts

Shares of Blackstone Inc. (NYSE:BX) have been given an average rating of “Hold” by the twenty-one research firms that are presently covering the stock, MarketBeat reports. Twelve research analysts have rated the stock with a hold recommendation and nine have issued a buy recommendation on the company. The average 12 month price objective among analysts that have covered the stock in the last year is $177.05.

A number of research analysts have recently issued reports on BX shares. Barclays lowered their price target on Blackstone from $172.00 to $171.00 and set an “equal weight” rating on the stock in a report on Friday, January 9th. Jefferies Financial Group dropped their price target on shares of Blackstone from $187.00 to $185.00 and set a “buy” rating on the stock in a report on Thursday, January 8th. HSBC dropped their target price on shares of Blackstone from $178.00 to $174.00 and set a “hold” rating on the stock in a report on Wednesday. The Goldman Sachs Group increased their price target on Blackstone from $173.00 to $174.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Finally, Bank of America reduced their price objective on Blackstone from $199.00 to $189.00 in a research report on Wednesday, December 10th.

Insider Buying and Selling

In related news, major shareholder Holdings Iv Gp Mana Blackstone acquired 384,468 shares of the stock in a transaction dated Friday, December 19th. The shares were purchased at an average cost of $26.01 per share, with a total value of $10,000,012.68. Following the transaction, the insider directly owned 16,525,117 shares in the company, valued at approximately $429,818,293.17. This represents a 2.38% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $10.00, for a total transaction of $15,961,420.00. Following the sale, the insider owned 2,161 shares in the company, valued at approximately $21,610. The trade was a 99.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have bought 783,978 shares of company stock valued at $22,058,454. Company insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Norges Bank bought a new stake in Blackstone during the second quarter valued at about $1,071,348,000. Vanguard Group Inc. raised its stake in Blackstone by 2.2% during the 2nd quarter. Vanguard Group Inc. now owns 69,492,377 shares of the asset manager’s stock valued at $10,394,670,000 after purchasing an additional 1,494,796 shares during the period. Close Asset Management Ltd boosted its stake in Blackstone by 16,035.1% in the 3rd quarter. Close Asset Management Ltd now owns 1,140,264 shares of the asset manager’s stock worth $194,746,000 after purchasing an additional 1,133,197 shares during the period. Lazard Asset Management LLC grew its holdings in Blackstone by 31.9% during the 2nd quarter. Lazard Asset Management LLC now owns 3,803,344 shares of the asset manager’s stock valued at $568,902,000 after buying an additional 919,773 shares in the last quarter. Finally, Canada Pension Plan Investment Board lifted its holdings in shares of Blackstone by 115.4% in the second quarter. Canada Pension Plan Investment Board now owns 1,088,786 shares of the asset manager’s stock worth $162,861,000 after buying an additional 583,384 shares in the last quarter. Hedge funds and other institutional investors own 70.00% of the company’s stock.

Blackstone Stock Down 2.7%

NYSE:BX opened at $142.86 on Friday. The firm has a 50-day simple moving average of $153.03 and a two-hundred day simple moving average of $160.96. The firm has a market cap of $105.49 billion, a P/E ratio of 40.82, a P/E/G ratio of 1.03 and a beta of 1.75. Blackstone has a fifty-two week low of $115.66 and a fifty-two week high of $190.09. The company has a debt-to-equity ratio of 0.60, a quick ratio of 0.75 and a current ratio of 0.75.

Blackstone (NYSE:BX) last posted its quarterly earnings results on Thursday, January 29th. The asset manager reported $1.75 EPS for the quarter, beating analysts’ consensus estimates of $1.54 by $0.21. Blackstone had a net margin of 20.56% and a return on equity of 22.30%. The firm had revenue of $4.36 billion for the quarter, compared to analysts’ expectations of $3.69 billion. During the same quarter in the prior year, the company posted $1.69 earnings per share. The business’s revenue for the quarter was up 41.4% on a year-over-year basis. Analysts predict that Blackstone will post 5.87 earnings per share for the current fiscal year.

Blackstone Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Monday, February 9th will be given a dividend of $1.49 per share. This represents a $5.96 annualized dividend and a yield of 4.2%. This is a positive change from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date is Monday, February 9th. Blackstone’s dividend payout ratio (DPR) is presently 147.43%.

Blackstone News Roundup

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Q4 beats — Blackstone topped estimates on both revenue ($4.36B) and EPS ($1.75), driven by dealmaking and fee strength; management highlighted record distributable earnings on the call, supporting the firm’s earnings quality. Blackstone Inc (BX) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Record AUM and inflows — AUM reached about $1.27T with roughly $71.5B of inflows in the quarter, boosting management fees and long-term revenue visibility. That inflow momentum underpins future fee growth. BX’s Q4 Earnings Beat as AUM Touches Record High on Solid Inflows
• Positive Sentiment: Data-center & infrastructure tailwinds — Management cited growth in the data-center business and infrastructure strategy as key contributors to the “blowout” quarter, signaling durable growth areas. Blackstone’s Private Equity and Real Estate Are Bouncing Back. Private Credit Is Fine, Too.
• Neutral Sentiment: Macro/tech theme — Executives pointed to AI development as a major economic growth driver and are positioning capital accordingly; positive for strategy but with execution/timing uncertainty. AI development is biggest economic growth driver, Blackstone says
• Neutral Sentiment: Potential opportunistic deals — Reports that Blackstone is weighing deeper investments in data-center opportunities and a possible New World Development move signal deal flow upside but also execution and geopolitical considerations. Blackstone mulls deeper bet on Oracle’s Michigan data center – report
• Negative Sentiment: Costs and segment softness — Some segments showed weaker revenue and operating expenses rose, which could pressure margins if inflows or fee rates slow. Blackstone Inc. (BX) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Analyst target trim — HSBC trimmed its price target (hold), which can amplify post-earnings selling and short-term headwinds for the shares. HSBC adjusts price target on Blackstone

About Blackstone

Blackstone Inc (NYSE: BX) is a global investment firm focused on alternative asset management. Founded in 1985 by Stephen A. Schwarzman and Peter G. Peterson and headquartered in New York City, the firm organizes and manages investment vehicles that acquire and operate businesses, real estate and credit investments, as well as provide hedge fund solutions and other alternative strategies for institutional and individual investors.

Blackstone’s business is organized around several principal investment platforms.