Blackstone Mortgage TrustBXMT
BXMT
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
0
Funds holding %
of 7,428 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
8% less repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 117
1.04% less ownership
Funds ownership: 63.1% [Q1] → 62.06% (-1.04%) [Q2]
5% less funds holding
Funds holding: 324 [Q1] → 308 (-16) [Q2]
5% less capital invested
Capital invested by funds: $2.17B [Q1] → $2.05B (-$116M) [Q2]
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
67% less funds holding in top 10
Funds holding in top 10: 3 [Q1] → 1 (-2) [Q2]
71% less call options, than puts
Call options by funds: $23.5M | Put options by funds: $82.3M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$19.50
1%
upside
Avg. target
$19.75
2%
upside
High target
$20
4%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Keefe, Bruyette & Woods Jade Rahmani | 1%upside $19.50 | Market Perform Maintained | 31 Jul 2025 |
UBS Douglas Harter | 4%upside $20 | Neutral Maintained | 15 Jul 2025 |
Financial journalist opinion
Based on 6 articles about BXMT published over the past 30 days
Positive
Seeking Alpha
1 day ago
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.
Positive
Seeking Alpha
1 week ago
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.
Negative
Seeking Alpha
3 weeks ago
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.
Negative
Zacks Investment Research
3 weeks ago
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.
Neutral
Business Wire
3 weeks ago
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.
Neutral
Seeking Alpha
4 weeks ago
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.
Neutral
Benzinga
1 month ago
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.
Neutral
Seeking Alpha
1 month ago
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.
Negative
Seeking Alpha
1 month ago
Trade War Redux
U.S. equity markets retreated from record highs this week after the White House reignited its tariff offensive with a wave of aggressive levies and additional punitive threats. While inflation data has indicated that the 10% tariffs were efficiently absorbed, the pivot back towards Liberation Day tariff levels raises concern that recent deflationary offsets may be overwhelmed. After closing at record highs for two straight weeks, the S&P 500 retreated by 0.3% this past week, trading in a relatively tight trading range as investors geared up for earnings season.
Positive
Seeking Alpha
1 month ago
Blackstone Mortgage Trust: Buying Net Lease Properties Will Make It Stronger
Blackstone Mortgage Trust, Inc. is recovering from a loss, creating a new strategy for profitability. Blackstone's global scale, conservative loan-to-value, and new joint venture into net lease properties provide strategic advantages and potential for stabilization. BXMT's 9.3% yield is appealing, but recent dividend cuts and sector headwinds warrant caution until Q2 results confirm a turnaround.
Charts implemented using Lightweight Charts™