Mitsubishi UFJ Asset Management Co. Ltd. Has $250.13 Million Stock Position in Blackstone Inc. $BX

Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of Blackstone Inc. (NYSE:BX) by 5.1% in the third quarter, HoldingsChannel.com reports. The firm owned 1,464,017 shares of the asset manager’s stock after purchasing an additional 71,592 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Blackstone were worth $250,127,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. REAP Financial Group LLC bought a new stake in Blackstone during the third quarter valued at $26,000. Traub Capital Management LLC bought a new stake in shares of Blackstone during the 2nd quarter valued at about $27,000. Redmont Wealth Advisors LLC acquired a new position in Blackstone in the third quarter valued at approximately $30,000. Parvin Asset Management LLC bought a new position in shares of Blackstone during the 2nd quarter worth approximately $35,000. Finally, Rexford Capital Inc. bought a new stake in shares of Blackstone in the 2nd quarter valued at $35,000. 70.00% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities research analysts have weighed in on BX shares. Rothschild & Co Redburn decreased their price target on shares of Blackstone from $165.00 to $158.00 and set a “neutral” rating for the company in a research note on Monday, February 2nd. Evercore dropped their price target on Blackstone from $175.00 to $170.00 and set an “outperform” rating on the stock in a research note on Friday, January 30th. The Goldman Sachs Group reduced their price objective on Blackstone from $166.00 to $158.00 and set a “neutral” rating for the company in a research note on Friday, January 30th. BMO Capital Markets lowered their target price on Blackstone from $180.00 to $165.00 and set an “outperform” rating on the stock in a research report on Monday, February 2nd. Finally, TD Cowen lowered their price objective on shares of Blackstone from $183.00 to $164.00 and set a “buy” rating on the stock in a report on Thursday, February 12th. Eleven research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, Blackstone currently has a consensus rating of “Moderate Buy” and an average target price of $169.38.

Insiders Place Their Bets

In other news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the 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 directly owned 2,161 shares of the company’s stock, valued at $21,610. This represents a 99.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Holdings Iv Gp Mana Blackstone acquired 1,146,789 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was purchased at an average price of $26.16 per share, for a total transaction of $30,000,000.24. Following the purchase, the insider owned 16,716,249 shares of the company’s stock, valued at $437,297,073.84. The trade was a 7.37% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 1.00% of the company’s stock.

Blackstone Stock Performance

Shares of BX stock opened at $118.14 on Thursday. Blackstone Inc. has a one year low of $111.04 and a one year high of $190.09. The company has a market cap of $87.24 billion, a P/E ratio of 30.45, a P/E/G ratio of 0.91 and a beta of 1.76. The firm has a 50-day moving average of $145.42 and a 200-day moving average of $155.40. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.76 and a quick ratio of 0.75.

Blackstone (NYSE:BX) last posted its quarterly earnings data on Thursday, January 29th. The asset manager reported $1.75 EPS for the quarter, beating the consensus estimate of $1.54 by $0.21. The firm had revenue of $4.36 billion during the quarter, compared to analyst estimates of $3.69 billion. Blackstone had a net margin of 20.89% and a return on equity of 22.17%. The company’s revenue for the quarter was up 41.4% on a year-over-year basis. During the same quarter last year, the business posted $1.69 EPS. Equities research analysts forecast that Blackstone Inc. will post 5.87 EPS for the current fiscal year.

Blackstone Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th were paid a $1.49 dividend. This is a boost from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date was Monday, February 9th. This represents a $5.96 dividend on an annualized basis and a yield of 5.0%. Blackstone’s dividend payout ratio is currently 153.61%.

Blackstone News Summary

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Major shareholder Holdings IV GP Mana Blackstone bought 1,146,789 BX shares (~$30.0M), increasing its stake ~7.4% — a strong insider vote of confidence that can support the stock. Insider filing
• Positive Sentiment: RBC Capital initiated coverage with an “Outperform” and a $179 price target (large upside vs. current levels), which can attract buyers and institutional flows. RBC coverage
• Positive Sentiment: Seeking Alpha published a bullish Strong Buy piece highlighting BX’s AUM growth (~13% to $1.27T), fee‑related and distributable earnings growth — a narrative that supports long‑term upside. Seeking Alpha bullish
• Positive Sentiment: Blackstone recently raised its quarterly dividend to $1.49 (annualized ~$5.96, ~5.1% yield), which supports income-focused demand. (See consolidated company news and filings.) MarketBeat BX summary
• Positive Sentiment: Blackstone Life Sciences agreed to co‑fund clinical development of an AML therapy — incremental portfolio diversification and upside if assets progress. BXLS AML co-funding
• Neutral Sentiment: Analysts and commentators are actively reframing BX’s valuation assumptions (some raising, others trimming price targets) — this creates both re-rating potential and uncertainty depending on fee/macro outcomes. Analyst valuation reset
• Negative Sentiment: Short interest jumped ~23.8% month‑over‑month to ~13.0M shares as of Feb. 13, signaling increased bearish positioning (though short interest remains a small share of float), which can pressure the stock or increase volatility.
• Negative Sentiment: Wider headwinds — rising Treasury yields, sector fundraising and fee‑realization anxiety and recent analyst price‑target trims — continue to weigh on BX’s longer‑term valuation. Valuation/sector anxiety

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.