Blackstone
About: Blackstone is the world's largest alternative-asset manager with $1.108 trillion in total asset under management, including $820.5 billion in fee-earning assets under management, at the end of September 2024. The company has four core business segments: private equity (25% of fee-earning AUM and 30% of base management fees), real estate (35% and 39%), credit and insurance (31% and 24%), and multi-asset investing (9% and 7%). While the firm primarily serves institutional investors (87% of AUM), it also caters to clients in the high-net-worth channel (13%). Blackstone operates through 25 offices in the Americas (8), Europe and the Middle East (9), and the Asia-Pacific region (8).
Employees: 4,895
0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
299% more first-time investments, than exits
New positions opened: 287 | Existing positions closed: 72
41% more funds holding in top 10
Funds holding in top 10: 75 [Q3] → 106 (+31) [Q4]
15% more capital invested
Capital invested by funds: $76.7B [Q3] → $88B (+$11.2B) [Q4]
9% more funds holding
Funds holding: 1,917 [Q3] → 2,098 (+181) [Q4]
1% more repeat investments, than reductions
Existing positions increased: 763 | Existing positions reduced: 753
0.41% more ownership
Funds ownership: 70.24% [Q3] → 70.65% (+0.41%) [Q4]
22% less call options, than puts
Call options by funds: $2.68B | Put options by funds: $3.43B
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$136
3%
upside
Avg. target
$155
17%
upside
High target
$207
57%
upside
11 analyst ratings
6 positive
55%
5 neutral
45%
0 negative
0%
JMP Securities Brian McKenna 7% 1-year accuracy 1 / 15 met price target | 25%upside $165 | Market Outperform Reiterated | 24 Apr 2025 |
UBS Brennan Hawken 55% 1-year accuracy 18 / 33 met price target | 33%upside $175 | Buy Maintained | 22 Apr 2025 |
Keefe, Bruyette & Woods Michael Brown 39% 1-year accuracy 29 / 75 met price target | 6%upside $139 | Market Perform Maintained | 22 Apr 2025 |
Barclays Benjamin Budish 66% 1-year accuracy 88 / 133 met price target | 3%upside $136 | Equal-Weight Maintained | 21 Apr 2025 |
Morgan Stanley Michael Cyprys 52% 1-year accuracy 13 / 25 met price target | 14%upside $150 | Overweight Maintained | 14 Apr 2025 |
Financial journalist opinion
Based on 49 articles about BX published over the past 30 days
Neutral
The Motley Fool
4 hours ago
Why Blackstone Stock Stumbled Today
The powerful investment management company Blackstone (BX -1.45%) wasn't looking all that mighty on the stock exchange Wednesday. On news that it's considering the sale of a promising, next-generation tech company, investors were wary of its stock.
Neutral
Business Wire
5 hours ago
Blackstone Infrastructure Completes Acquisition of Safe Harbor
NEW YORK--(BUSINESS WIRE)--Blackstone (NYSE: BX) announced today that funds managed by Blackstone Infrastructure (“Blackstone”) have completed their acquisition of Safe Harbor Marinas (“Safe Harbor”), the largest marina and superyacht servicing business in the United States, from Sun Communities, Inc. (NYSE: SUI) for $5.65 billion. Heidi Boyd, a Senior Managing Director in Blackstone's infrastructure business, said, “We're pleased to close this transaction and look forward to working with Safe.
Neutral
Reuters
1 day ago
Blackstone explores $3 billion sale of sustainability software firm Sphera, sources say
Blackstone is exploring a $3 billion sale of Sphera, a sustainability software and consulting services provider, according to three people familiar with the matter.
Neutral
Seeking Alpha
1 day ago
Baron Real Estate Fund Q1 2025 Top Contributors And Detractors
Welltower Inc. outperformed due to its strong senior housing portfolio, cyclical and secular growth prospects, and strategic acquisition of Amica. American Tower Corporation showed solid performance driven by carrier bookings and a positive 2025 outlook post its exit from India. Equinix, Inc. and Digital Realty Trust, Inc. underperformed due to valuation normalization, earnings headwinds, and evolving concerns in the data center sector.
Positive
Seeking Alpha
3 days ago
The More It Underperforms, The More I Buy
Three sectors of the market have soared in recent years. However, there are laggards in each of them. I discuss why these underperformers are a golden buying opportunity for investors today.
Positive
Seeking Alpha
3 days ago
Blackstone: Let's Go REIT Shopping
Blackstone's scale and diverse investment strategies, including significant REIT acquisitions, provide a strong economic moat and position the company for dynamic growth. The company's robust cost of capital, with $180 billion in dry powder, allows it to capitalize on market dislocations and generate excess returns. Strong management and disciplined risk practices have enabled Blackstone to deliver consistent growth, making it an attractive investment, despite current market volatility.
Positive
Seeking Alpha
4 days ago
6 Dividend Growth Stocks I'm Buying As The Trade War Hits Stalemate
Tariffs, especially on China, remain a significant risk, causing market uncertainty, potential shortages, inflation, and economic strain, despite the potential for reductions. Recession odds for 2025 have dipped but remain elevated due to lingering trade policy uncertainty and reduced business investment. I remain fully invested and am currently buying REITs, a blue-chip asset manager, market-leading utility, and high-quality tech stock, anticipating rate cuts and eventual market recovery.
Positive
Zacks Investment Research
5 days ago
IFS or BX: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Financial - Miscellaneous Services sector have probably already heard of Intercorp Financial Services Inc. (IFS) and Blackstone Inc. (BX). But which of these two stocks is more attractive to value investors?
Positive
Seeking Alpha
1 week ago
Blackstone: Why I Am Moving Back To Buy (Rating Upgrade)
Blackstone's strong 1Q25 results, with $1.4 billion in distributable earnings and a 10% YoY increase in asset inflows, justify a moderate 'Buy' rating. Lower interest rates and a favorable private equity market outlook could spur deal-making and profit growth for Blackstone in 2025. The stock's valuation has become more attractive, now trading below 20x 2026 earnings, with a 3.3% yield and potential for dividend growth.
Negative
Seeking Alpha
1 week ago
Blackstone Stock Crashes - Is It Finally Time To Buy?
Blackstone tumbles on China tension and tariff turmoil — what investors must know now. 4.
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