Blackstone Mortgage Trust

BXMT

Market cap $3.34B

Overview Fund Activity

19.45 USD

+0.11

0.57%

At close Updated Sep 18, 4:00 PM EDT

Pre-market

After hours

19.72

+0.27

1.39%

1 day

0.57%

5 days

-1.27%

1 month

4.23%

3 months

0.67%

6 months

-6.98%

Year to date

9.45%

1 year

-0.82%

5 years

-17.23%

10 years

-32.82%

About: Blackstone Mortgage Trust Inc is a real estate finance company involved in the origination and purchase of senior loans collateralized by commercial properties in North America, Europe, and Australia. The vast majority of the company's asset portfolio is comprised of floating rate loans secured by priority mortgages. These mortgages are mainly derived from office, hotel, and manufactured housing properties. A percentage of the collateralized real estate properties are located in New York, California, and the United Kingdom. Blackstone Mortgage Trust is managed by a subsidiary of The Blackstone Group and benefits from the market data provided by its parent company. Nearly all of Blackstone Mortgage Trust's revenue is generated in the form of interest income.

Employees: 29

Real Estate Mortgage REIT

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

0.88% less ownership

Funds ownership: 63.17% [Q1] → 62.3% (-0.88%) [Q2]

6% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 118

4% less funds holding

Funds holding: 325 [Q1] → 312 (-13) [Q2]

5% less capital invested

Capital invested by funds: $2.17B [Q1] → $2.06B (-$110M) [Q2]

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

66% less call options, than puts

Call options by funds: $30.5M | Put options by funds: $90.4M

67% less funds holding in top 10

Funds holding in top 10: 3 [Q1] → 1 (-2) [Q2]

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Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$19.5

0% upside

Avg. target

$19.75

2% upside

High target

$20

3% upside

2 analyst ratings

0 positive

0%

2 neutral

100%

0 negative

0%

Keefe, Bruyette & Woods Jade Rahmani	$19.5	Market Perform Maintained	31 Jul 2025
UBS Douglas Harter	$20	Neutral Maintained	15 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 3 articles about BXMT published over the past 30 days

Blackstone Mortgage Trust Declares $0.47 Per Share Dividend

NEW YORK--(BUSINESS WIRE)--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) declared a dividend of $0.47 per share of class A common stock with respect to the third quarter of 2025. This dividend is payable on October 15, 2025, to stockholders of record as of the close of business on September 30, 2025. About Blackstone Mortgage Trust Blackstone Mortgage Trust (NYSE: BXMT) is a real estate finance company that originates, acquires and manages senior loans and other debt or credit-oriented investmen.

Blackstone Mortgage Trust Declares $0.47 Per Share Dividend

Blackstone Mortgage Trust: Stay On The Sidelines

BXMT cut its dividend by 24% last year, yet still fails to fully cover it with distributable earnings, signaling continual dividend risk. The REIT has aggressively reduced its office loan exposure, but asset sales—often at a loss—haven't fully resolved net interest income pressure. BXMT trades at a 7% discount to book value, justified by persistent credit quality issues and insufficient dividend coverage..

Blackstone Mortgage Trust: Stay On The Sidelines

Powell Pivot Sparks REIT Rebound

U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.

Powell Pivot Sparks REIT Rebound

Inflation Fails To Chill Fed Cut Momentum

U.S. equity markets climbed to fresh record highs this week despite a jump in producer prices, but consumer inflation remained "cool enough" to keep the Fed on-course for September rate cuts. Despite the inflation uptick in July, all three major CPI and PPI metrics remained below the annualized levels seen in January preceding the initial wave of tariffs. Ahead of the Chair Powell's "farewell tour" in Jackson Hole, the inevitability of significantly easier monetary policy by mid-2026 - at the latest- has fully taken hold in recent weeks.

Inflation Fails To Chill Fed Cut Momentum

Behind The (Revised) Curve

U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.

Behind The (Revised) Curve

Zacks Investment Research

Blackstone Mortgage Trust (BXMT) Lags Q2 Earnings and Revenue Estimates

Blackstone Mortgage Trust (BXMT) came out with quarterly earnings of $0.19 per share, missing the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.56 per share a year ago.

Blackstone Mortgage Trust (BXMT) Lags Q2 Earnings and Revenue Estimates

Blackstone Mortgage Trust Reports Second-Quarter 2025 Results

NEW YORK--(BUSINESS WIRE)--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) today reported its second-quarter 2025 results. The net income attributable to Blackstone Mortgage Trust for the quarter was $7.0 million. Second quarter EPS, Distributable EPS, Distributable EPS prior to charge-offs, and dividends paid per basic share were $0.04, $0.19, $0.45, and $0.47 respectively. In light of the recent tragedy, Blackstone Mortgage Trust has cancelled its conference call scheduled for 9:00 a.m. ET and h.

Blackstone Mortgage Trust Reports Second-Quarter 2025 Results

I'm Avoiding Most High-Yielding Mortgage REITs, Except For A Few

I avoid highly leveraged, high-yield mREITs due to unsustainable dividends and elevated risk of cuts, especially in volatile markets. Most commercial mortgage REITs with yields above 10% are red flags; I recommend steering clear of 'sucker yields' like SACH and KREF. Starwood Property Trust and Ladder Capital stand out for strong balance sheets, prudent management, and compelling growth prospects.

I'm Avoiding Most High-Yielding Mortgage REITs, Except For A Few

Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Delivering High-Dividend Yields

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Delivering High-Dividend Yields

High Yields, Weird Prices

Similar preferred shares trade at materially different prices. One of these preferred shares is surprisingly expensive. One of the best BDCs is nearing an incredibly rare threshold.

High Yields, Weird Prices

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