Blackstone Inc. $BX Shares Sold by Fishman Jay A Ltd. MI

Fishman Jay A Ltd. MI trimmed its holdings in Blackstone Inc. (NYSE:BX) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 358,762 shares of the asset manager’s stock after selling 6,690 shares during the period. Blackstone accounts for 4.5% of Fishman Jay A Ltd. MI’s holdings, making the stock its 7th largest position. Fishman Jay A Ltd. MI’s holdings in Blackstone were worth $55,300,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. REAP Financial Group LLC acquired a new stake in shares of Blackstone in the third quarter valued at approximately $26,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Blackstone in the third quarter valued at approximately $30,000. Strive Asset Management LLC acquired a new stake in shares of Blackstone in the third quarter valued at approximately $30,000. Family CFO Inc acquired a new stake in shares of Blackstone in the fourth quarter valued at approximately $28,000. Finally, Richardson Financial Services Inc. bought a new position in Blackstone in the fourth quarter valued at approximately $29,000. 70.00% of the stock is currently owned by institutional investors and hedge funds.

Blackstone Stock Performance

NYSE BX opened at $129.85 on Thursday. The firm’s fifty day moving average price is $116.92 and its two-hundred day moving average price is $138.77. The stock has a market cap of $96.37 billion, a PE ratio of 33.47, a PEG ratio of 1.33 and a beta of 1.74. Blackstone Inc. has a fifty-two week low of $101.73 and a fifty-two week high of $190.09. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.76 and a current ratio of 0.76.

Blackstone (NYSE:BX) last posted its earnings results on Thursday, January 29th. The asset manager reported $1.75 earnings per share for the quarter, topping analysts’ consensus estimates of $1.54 by $0.21. The firm had revenue of $4.36 billion for the quarter, compared to analysts’ expectations of $3.69 billion. Blackstone had a net margin of 20.89% and a return on equity of 22.17%. The company’s revenue was up 41.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.69 earnings per share. On average, equities analysts expect that Blackstone Inc. will post 6.16 EPS for the current fiscal year.

Blackstone Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th were paid a dividend of $1.49 per share. The ex-dividend date of this dividend was Monday, February 9th. This is a boost from Blackstone’s previous quarterly dividend of $1.29. This represents a $5.96 dividend on an annualized basis and a dividend yield of 4.6%. Blackstone’s payout ratio is presently 153.61%.

Insider Buying and Selling

In related news, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total value of $26,246,039.04. Following the sale, the insider owned 25,832 shares of the company’s stock, valued at $90,670.32. The trade was a 99.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, major shareholder Holdings Iv Gp Mana Blackstone acquired 2,868,069 shares of Blackstone stock in a transaction that occurred on Friday, March 20th. The stock was acquired at an average cost of $26.15 per share, for a total transaction of $75,000,004.35. Following the purchase, the insider owned 18,628,295 shares of the company’s stock, valued at $487,129,914.25. The trade was a 18.20% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 1.00% of the stock is currently owned by insiders.

Analysts Set New Price Targets

BX has been the topic of a number of recent analyst reports. Royal Bank Of Canada decreased their price objective on shares of Blackstone from $179.00 to $176.00 and set an “outperform” rating on the stock in a research note on Monday. Barclays decreased their price objective on shares of Blackstone from $126.00 to $124.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 8th. BNP Paribas Exane decreased their price objective on shares of Blackstone from $167.00 to $156.00 and set a “neutral” rating on the stock in a research note on Monday, January 12th. JPMorgan Chase & Co. lifted their price objective on shares of Blackstone from $122.00 to $142.00 and gave the company a “neutral” rating in a research note on Friday, April 17th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Blackstone in a research note on Monday. Eleven research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $153.77.

Blackstone News Roundup

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone‑backed data‑center operator AirTrunk is exploring an A$500 million bond to finance expansion amid surging AI infrastructure demand — a sign Blackstone portfolio companies are accessing capital to scale in a hot growth segment. Article Title
• Positive Sentiment: Kindle Energy (backed by Blackstone Energy Transition Partners) has broken ground on a fully contracted $1.2B, 600‑MW combined‑cycle gas plant in West Virginia — demonstrates active deployment and fee/return potential from Blackstone’s energy transition strategy. Article Title
• Positive Sentiment: Pre‑earnings coverage highlights real estate strength and private credit as focal points for Q1 — underlying AUM growth and realized gains could support management fees and performance fees. Article Title
• Positive Sentiment: Jersey Mike’s confidential IPO filing (after Blackstone’s majority take‑private) signals a potential near‑term exit route and value realization from the consumer portfolio. Article Title
• Positive Sentiment: Industry coverage ranks Blackstone among Q4 asset‑management standouts — reinforces the firm’s relative operating momentum heading into reporting. Article Title
• Neutral Sentiment: Major firms trimmed Blackstone price targets (Morgan Stanley to $184; Citizens Jmp to $190) but kept constructive ratings, reflecting slightly lower upside assumptions rather than a change in thesis. Article Title
• Neutral Sentiment: Pre‑earnings think pieces weigh BX’s premium valuation versus AUM growth — useful for positioning but not new company‑specific catalysts. Article Title
• Negative Sentiment: Blackstone’s private‑credit fund marked down holdings in ACI Group, reflecting valuation pressure in parts of the credit book and highlighting mark‑to‑market/event‑driven downside for net asset values. Article Title
• Negative Sentiment: Royal Bank of Canada issued a pessimistic forecast for BX’s stock — adds a cautious voice that could weigh sentiment ahead of results. Article Title
• Negative Sentiment: J.P. Morgan moved to a hold on BX, a reminder some large brokerages are neutral on near‑term upside despite long‑term strengths. Article Title

Blackstone Profile

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.