Blackstone (NYSE:BX – Get Free Report) had its price target decreased by investment analysts at JPMorgan Chase & Co. from $176.00 to $158.00 in a report released on Friday,MarketScreener reports. The brokerage currently has a “neutral” rating on the asset manager’s stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 12.50% from the stock’s previous close.
A number of other research firms also recently issued reports on BX. HSBC lowered their target price on shares of Blackstone from $178.00 to $174.00 and set a “hold” rating for the company in a report on Wednesday. Barclays set a $164.00 target price on shares of Blackstone in a research report on Friday. Morgan Stanley boosted their target price on shares of Blackstone from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Tuesday, October 21st. Citigroup reiterated a “market outperform” rating on shares of Blackstone in a research note on Friday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Blackstone in a report on Wednesday, January 21st. Ten equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $177.38.
Blackstone Stock Down 1.7%
Blackstone (NYSE:BX – Get Free Report) last announced its earnings results on Thursday, January 29th. The asset manager reported $1.75 earnings per share (EPS) for the quarter, topping 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 business had revenue of $4.36 billion for the quarter, compared to analyst estimates of $3.69 billion. During the same period last year, the firm posted $1.69 earnings per share. The company’s revenue for the quarter was up 41.4% compared to the same quarter last year. Equities research analysts expect that Blackstone will post 5.87 earnings per share for the current year.
Insider Transactions at Blackstone
In other news, Director James Breyer acquired 13,900 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The stock was acquired at an average cost of $143.86 per share, for a total transaction of $1,999,654.00. Following the completion of the acquisition, the director owned 68,906 shares in the company, valued at $9,912,817.16. This represents a 25.27% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, major shareholder Holdings Iv Gp Mana Blackstone purchased 385,208 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The stock was acquired at an average price of $25.96 per share, for a total transaction of $9,999,999.68. Following the purchase, the insider owned 16,332,883 shares in the company, valued at $424,001,642.68. This trade represents a 2.42% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 783,978 shares of company stock valued at $22,058,454 over the last 90 days. 1.00% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On Blackstone
A number of large investors have recently added to or reduced their stakes in the stock. Arcus Capital Partners LLC increased its position in shares of Blackstone by 1.2% in the second quarter. Arcus Capital Partners LLC now owns 4,937 shares of the asset manager’s stock worth $739,000 after purchasing an additional 58 shares during the period. GHP Investment Advisors Inc. increased its holdings in Blackstone by 3.5% in the 2nd quarter. GHP Investment Advisors Inc. now owns 1,784 shares of the asset manager’s stock worth $267,000 after purchasing an additional 61 shares in the last quarter. WNY Asset Management LLC raised its stake in shares of Blackstone by 1.7% during the second quarter. WNY Asset Management LLC now owns 3,852 shares of the asset manager’s stock valued at $576,000 after acquiring an additional 64 shares during the last quarter. Redwood Financial Network Corp lifted its stake in shares of Blackstone by 1.8% in the second quarter. Redwood Financial Network Corp now owns 3,588 shares of the asset manager’s stock worth $537,000 after acquiring an additional 65 shares during the period. Finally, Obermeyer Wealth Partners boosted its position in Blackstone by 2.3% during the third quarter. Obermeyer Wealth Partners now owns 2,993 shares of the asset manager’s stock valued at $511,000 after acquiring an additional 66 shares during the last quarter. Institutional investors and hedge funds own 70.00% of the company’s stock.
More Blackstone News
Here are the key news stories impacting Blackstone this week:
- Positive Sentiment: Q4 results beat expectations — EPS $1.75 vs. $1.54 expected and revenue $4.36B vs. $3.69B; management reported record distributable earnings, AUM of ~$1.27T and heavy inflows, which support fee growth and performance earnings. Blackstone beats estimates on strong dealmaking activity
- Positive Sentiment: Dividend raised — BX declared a quarterly dividend of $1.49 (15.5% increase vs. prior $1.29), implying a ~4.2% yield and supporting income‑oriented demand for the stock (record/ex‑dividend dates noted by the company).
- Positive Sentiment: Business mix showing momentum — management highlighted rebound in private equity and real estate plus growth in data‑center and infrastructure investments, which drove higher fees and helped beat profit forecasts. Blackstone’s Private Equity and Real Estate Are Bouncing Back
- Neutral Sentiment: Macro/strategy commentary — Blackstone executives called AI development a key U.S. growth driver; positive long‑term for infrastructure and data center demand but not an immediate earnings catalyst. AI development is biggest economic growth driver, Blackstone says
- Neutral Sentiment: Investor access/visibility — CFO Michael Chae will present at the BofA Financial Services Conference on Feb. 10 (webcast available), which may provide additional detail but is routine. Blackstone to Present at the Bank of America Securities Financial Services Conference 2026
- Negative Sentiment: Analyst price‑target tweak — HSBC trimmed its BX price target slightly (from $178 to $174) and kept a “hold” rating; this is a modest headwind for sentiment but the target still implies upside vs. current levels. HSBC adjusts price target on Blackstone
Blackstone Company Profile
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.
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