US Bancorp DE Grows Stock Position in Blackstone Inc. $BX

US Bancorp DE lifted its holdings in shares of Blackstone Inc. (NYSE:BX) by 4.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 163,194 shares of the asset manager’s stock after purchasing an additional 7,075 shares during the period. US Bancorp DE’s holdings in Blackstone were worth $27,882,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of BX. REAP Financial Group LLC acquired a new position in Blackstone in the 3rd quarter valued at about $26,000. Traub Capital Management LLC purchased a new position in Blackstone during the second quarter worth about $27,000. Redmont Wealth Advisors LLC purchased a new position in shares of Blackstone during the 3rd quarter worth about $30,000. Parvin Asset Management LLC purchased a new stake in shares of Blackstone during the 2nd quarter valued at $35,000. Finally, Rexford Capital Inc. purchased a new position in shares of Blackstone in the 2nd quarter worth $35,000. Hedge funds and other institutional investors own 70.00% of the company’s stock.

Blackstone News Roundup

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Stronger-than-expected Q4 results reinforce fundamentals: Blackstone reported robust Q4 revenue and margin expansion, with big year-over-year revenue growth and improved cash generation — evidence that its fee and investment income mix is recovering and supporting earnings power. Q4 2025 Earnings Details
• Positive Sentiment: RBC initiation with an Outperform and $179 target highlights upside expectations: New analyst coverage calling out Blackstone’s scale and “first-mover” advantage in alternatives can support sentiment and institutional interest. RBC Initiates Coverage
• Positive Sentiment: Progress in energy transition and infrastructure: Blackstone Energy Transition Partners completed the 694MW Magnolia hydrogen-capable power plant — advancing its renewables/energy-infra strategy that can generate steady, long-dated cash flows. Magnolia Power Completion
• Positive Sentiment: Life sciences R&D funding (BXLS) could add long-term upside: Blackstone Life Sciences announced funding to advance bleximenib (a menin inhibitor for AML), which diversifies fee and carry opportunities if clinical progress continues. BXLS Funding Agreement
• Positive Sentiment: Expanding into data centers and strategic M&A: Reports say Blackstone is creating a public vehicle to buy AI/data-center assets and closed the Champions home-services deal — moves that deploy capital into high-demand, fee-generating infrastructure and services. These growth actions support future fee and investment returns. Plans Public Vehicle for AI Data Centers
• Neutral Sentiment: ESOP-linked shelf registration (~$1.47B) could increase share supply but is framed as employee-linked equity capacity to support private credit and power investments — the long-term impact depends on issuance timing and use of proceeds. ESOP Shelf Registration
• Neutral Sentiment: Analyst and value-comparison pieces keep BX on investor radars: Multiple outlets compare BX to peers and debate valuation vs. alternatives (XP, value screens), which sustains trading interest but doesn’t move fundamentals by itself. XP vs BX Comparison
• Negative Sentiment: Short-term selling pressure and relative underperformance: Coverage notes that BX has been underperforming the Dow and that shares slid after the flurry of strategic moves — investors may be trimming on uncertainty around capital issuance, portfolio sales, or near-term cash flows. Underperformance Article
• Negative Sentiment: Portfolio reshaping creates execution risk and near-term volatility: Moves to sell or rework businesses (e.g., Nucleus Network) and new sector entries create execution and integration risk that can pressure the stock while investors reassess growth trajectories. Portfolio Reshaping

Blackstone Price Performance

Shares of NYSE BX opened at $113.22 on Friday. The stock has a market cap of $83.61 billion, a P/E ratio of 29.18, a P/E/G ratio of 1.01 and a beta of 1.76. The company has a quick ratio of 0.75, a current ratio of 0.76 and a debt-to-equity ratio of 0.61. The firm’s 50-day simple moving average is $143.94 and its 200 day simple moving average is $154.74. Blackstone Inc. has a fifty-two week low of $111.04 and a fifty-two week high of $190.09.

Blackstone (NYSE:BX) last posted its quarterly earnings data 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 20.89% and a return on equity of 22.17%. The business had revenue of $4.36 billion for the quarter, compared to analyst estimates of $3.69 billion. During the same quarter last year, the business earned $1.69 earnings per share. The business’s revenue for the quarter was up 41.4% on a year-over-year basis. Equities analysts expect that Blackstone Inc. will post 5.87 EPS for the current year.

Blackstone Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th were given a dividend of $1.49 per share. This is a positive change from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date was Monday, February 9th. This represents a $5.96 annualized dividend and a dividend yield of 5.3%. Blackstone’s payout ratio is 153.61%.

Wall Street Analysts Forecast Growth

BX has been the topic of a number of research reports. Citizens Jmp reissued a “market outperform” rating and issued a $195.00 target price on shares of Blackstone in a research note on Friday, January 30th. UBS Group decreased their price target on Blackstone from $171.00 to $137.00 and set a “neutral” rating for the company in a report on Friday, February 20th. Citigroup reaffirmed a “market outperform” rating on shares of Blackstone in a research note on Friday, January 30th. Jefferies Financial Group dropped their target price on Blackstone from $185.00 to $161.00 and set a “buy” rating on the stock in a research report on Tuesday, February 10th. Finally, JPMorgan Chase & Co. dropped their price objective on Blackstone from $176.00 to $158.00 and set a “neutral” rating on the stock in a report on Friday, January 30th. Eleven analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $169.38.

Insider Buying and Selling

In related news, major shareholder Holdings Iv Gp Mana Blackstone bought 1,146,789 shares of the business’s stock in a transaction dated Monday, February 23rd. The shares were bought at an average cost of $26.16 per share, with a total value of $30,000,000.24. Following the completion of the transaction, the insider directly owned 16,716,249 shares of the company’s stock, valued at approximately $437,297,073.84. This trade represents a 7.37% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the business’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $10.00, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is owned by insiders.

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.