Citizens Jmp Reiterates Market Outperform Rating for Blackstone (NYSE:BX)

Blackstone (NYSE:BX)‘s stock had its “market outperform” rating reiterated by equities research analysts at Citizens Jmp in a research note issued to investors on Friday,Benzinga reports. They presently have a $195.00 price objective on the asset manager’s stock. Citizens Jmp’s price target indicates a potential upside of 36.50% from the stock’s current price.

Several other research analysts also recently commented on BX. Citigroup reaffirmed a “market outperform” rating on shares of Blackstone in a research note on Friday. Piper Sandler decreased their price objective on shares of Blackstone from $173.00 to $168.00 and set a “neutral” rating on the stock in a research report on Friday, October 24th. Evercore ISI reduced their price target on Blackstone from $197.00 to $180.00 and set an “outperform” rating on the stock in a report on Wednesday, October 22nd. Jefferies Financial Group cut their price objective on Blackstone from $187.00 to $185.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. Finally, Morgan Stanley upped their target price on Blackstone from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Tuesday, October 21st. Ten research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat, Blackstone currently has a consensus rating of “Hold” and an average target price of $179.00.

Blackstone Stock Down 2.7%

Shares of NYSE:BX opened at $142.86 on Friday. The stock has a market capitalization of $105.49 billion, a P/E ratio of 40.82, a price-to-earnings-growth ratio of 1.03 and a beta of 1.75. The stock’s 50-day moving average price is $153.03 and its 200-day moving average price is $160.96. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 0.60. Blackstone has a 12-month low of $115.66 and a 12-month high of $190.09.

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

Insider Buying and Selling at Blackstone

In other Blackstone news, 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 shares were sold at an average price of $10.00, for a total transaction of $15,961,420.00. Following the completion of the transaction, the insider owned 2,161 shares of the company’s stock, valued at approximately $21,610. This trade represents a 99.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director James Breyer acquired 13,900 shares of the stock in a transaction on Tuesday, November 4th. The shares were bought at an average price of $143.86 per share, with a total value of $1,999,654.00. Following the purchase, the director directly owned 68,906 shares of the company’s stock, valued at $9,912,817.16. The trade was a 25.27% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 783,978 shares of company stock worth $22,058,454 in the last ninety days. 1.00% of the stock is owned by company insiders.

Institutional Investors Weigh In On Blackstone

A number of institutional investors have recently bought and sold shares of BX. Brighton Jones LLC grew its holdings in Blackstone by 34.6% during the 4th quarter. Brighton Jones LLC now owns 7,917 shares of the asset manager’s stock valued at $1,365,000 after buying an additional 2,035 shares in the last quarter. Sivia Capital Partners LLC increased its position in Blackstone by 9.3% in the second quarter. Sivia Capital Partners LLC now owns 2,076 shares of the asset manager’s stock worth $310,000 after purchasing an additional 177 shares during the last quarter. Trust Co. of Vermont raised its stake in Blackstone by 25.2% during the second quarter. Trust Co. of Vermont now owns 2,388 shares of the asset manager’s stock valued at $357,000 after purchasing an additional 481 shares in the last quarter. Woodward Diversified Capital LLC bought a new stake in shares of Blackstone in the 2nd quarter worth about $222,000. Finally, Pure Financial Advisors LLC purchased a new stake in shares of Blackstone during the 2nd quarter valued at about $657,000. Hedge funds and other institutional investors own 70.00% of the company’s stock.

Key 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.