Blackstone Mortgage Trust

BXMT

Market cap $3.27B

U.S. equity markets slumped this week - while interest rates tumbled to multi-year lows- as investors weighed unresolved AI questions and a flight to safety sparked by escalating Middle East tensions. The defensive "risk-off" posture took sharper relevance over the weekend after a dramatic U.S.-led strike of Iranian leadership that sought to topple the Islamic regime. The S&P 500 slipped 0.6%, while Small-Caps slid nearly 2%. The policy-sensitive 2-Year Treasury Yield dipped to the lowest level since August 2022. Oil prices swelled to seven-month highs.

Blackstone Mortgage Trust: Portfolio Shift, Growth, Cheap (Rating Upgrade)

U.S. equity markets advanced this week as investors parsed a deluge of headlines, including a major Supreme Court tariff ruling, escalating Middle East tensions, soft economic data, and hawkish Fed-speak. The Supreme Court ruled 6-3 to restrict the President's authority to impose broader tariffs under the IEEPA framework, a widely expected move that was quickly countered by the White House. Investors also shrugged off renewed tensions between the U.S. and Iran, which sent oil prices to seven-month highs. The S&P 500 advanced 1.1% - its best weekly gains since early January.

Blackstone Mortgage Trust: Attractive Valuation After Q4 2025 Earnings

Blackstone Mortgage Trust's Dividend Yield Nears Double Digits As Impairments Dip

Blackstone Mortgage Trust: Stabilization Achieved, Risks Still Linger

Blackstone Mortgage Trust, Inc. (BXMT) Q4 2025 Earnings Call Transcript

Blackstone Mortgage Trust (BXMT) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to earnings of $0.44 per share a year ago.

NEW YORK--(BUSINESS WIRE)--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) today reported its fourth-quarter and full-year 2025 results. The net income attributable to Blackstone Mortgage Trust for the year was $110 million. Full year EPS, Distributable EPS, Distributable EPS prior to charge-offs, and dividends paid per basic share were $0.64, $(1.43), $1.86, and $1.88 respectively. Tim Johnson, Chief Executive Officer said, “BXMT's strong fourth quarter results demonstrate continued positive mome.

U.S. equity markets diverged sharply as cooling labor data revived Fed rate-cut expectations, accelerating a value rotation and pressuring growth amid scrutiny and an unwind of the dollar debasement trade. With the January BLS payrolls report delayed, investors instead reacted to softer-than-expected JOLTS, ADP, Challenger, and initial claims data, interrupting a stretch of resilient economic releases and tempering risk sentiment. Meanwhile, the busiest week of corporate earnings season raised questions around where long-term value from booming AI spending ultimately accrues, both within the AI ecosystem and across the broader economy.