Bessemer Group Inc. Purchases 4,081 Shares of Blackstone Inc. $BX

Bessemer Group Inc. increased its position in shares of Blackstone Inc. (NYSE:BX) by 0.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 737,929 shares of the asset manager’s stock after acquiring an additional 4,081 shares during the quarter. Bessemer Group Inc.’s holdings in Blackstone were worth $126,076,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Norges Bank purchased a new stake in Blackstone in the second quarter valued at about $1,071,348,000. Vanguard Group Inc. grew its holdings in shares of Blackstone by 2.2% during the second quarter. Vanguard Group Inc. now owns 69,492,377 shares of the asset manager’s stock valued at $10,394,670,000 after buying an additional 1,494,796 shares during the last quarter. Lazard Asset Management LLC increased its holdings in Blackstone by 31.9% in the 2nd quarter. Lazard Asset Management LLC now owns 3,803,344 shares of the asset manager’s stock worth $568,902,000 after buying an additional 919,773 shares during the period. Canada Pension Plan Investment Board raised its position in Blackstone by 115.4% during the 2nd quarter. Canada Pension Plan Investment Board now owns 1,088,786 shares of the asset manager’s stock worth $162,861,000 after buying an additional 583,384 shares during the last quarter. Finally, Amundi boosted its holdings in shares of Blackstone by 19.9% in the 2nd quarter. Amundi now owns 2,904,030 shares of the asset manager’s stock valued at $444,494,000 after acquiring an additional 482,528 shares during the last quarter. 70.00% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on BX. UBS Group set a $171.00 target price on shares of Blackstone in a research report on Friday, January 30th. TD Cowen restated a “buy” rating and set a $183.00 target price on shares of Blackstone in a research report on Friday, January 30th. Jefferies Financial Group reduced their price objective on shares of Blackstone from $187.00 to $185.00 and set a “buy” rating for the company in a research report on Thursday, January 8th. JMP Securities restated a “market outperform” rating and issued a $195.00 target price on shares of Blackstone in a research report on Friday, October 24th. Finally, The Goldman Sachs Group lowered their price target on shares of Blackstone from $166.00 to $158.00 and set a “neutral” rating on the stock in a research report on Friday, January 30th. Eleven research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, Blackstone presently has a consensus rating of “Moderate Buy” and a consensus price target of $174.77.

Insiders Place Their Bets

In other Blackstone news, Director Ruth Porat purchased 324 shares of the stock in a transaction on Monday, November 10th. The stock was bought at an average price of $146.92 per share, for a total transaction of $47,602.08. Following the acquisition, the director directly owned 39,077 shares of the company’s stock, valued at $5,741,192.84. This represents a 0.84% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, major shareholder Holdings Iv Gp Mana Blackstone purchased 385,208 shares of the stock in a transaction on Friday, November 21st. The shares were purchased at an average cost of $25.96 per share, with a total value of $9,999,999.68. Following the transaction, the insider owned 16,332,883 shares of the company’s stock, valued at $424,001,642.68. This trade represents a 2.42% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders acquired 770,078 shares of company stock worth $20,058,800. Insiders own 1.00% of the company’s stock.

Blackstone Stock Performance

Shares of BX stock opened at $126.70 on Friday. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.75 and a current ratio of 0.76. Blackstone Inc. has a 1 year low of $115.66 and a 1 year high of $190.09. The stock’s 50-day moving average is $152.25 and its two-hundred day moving average is $159.90. The firm has a market cap of $93.56 billion, a price-to-earnings ratio of 32.65, a PEG ratio of 1.05 and a beta of 1.76.

Blackstone (NYSE:BX) last announced its earnings results on Thursday, January 29th. The asset manager reported $1.75 EPS for the quarter, beating analysts’ consensus estimates of $1.54 by $0.21. Blackstone had a net margin of 20.89% and a return on equity of 22.17%. The business had revenue of $4.36 billion during the quarter, compared to analysts’ expectations of $3.69 billion. During the same period in the prior year, the company earned $1.69 earnings per share. The business’s revenue was up 41.4% compared to the same quarter last year. Analysts predict that Blackstone Inc. will post 5.87 earnings per share for the current year.

Blackstone Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th will be given a dividend of $1.49 per share. This represents a $5.96 dividend on an annualized basis and a dividend yield of 4.7%. The ex-dividend date is Monday, February 9th. This is a positive change from Blackstone’s previous quarterly dividend of $1.29. Blackstone’s payout ratio is 132.99%.

Key Stories Impacting Blackstone

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Q4 results and presentation showed an earnings beat and strong revenue growth, supporting fees and performance-linked income — a clear fundamental positive. Blackstone Inc. 2025 Q4 – Results – Earnings Call Presentation
• Positive Sentiment: India expansion: India’s central bank approved Blackstone to acquire up to 9.99% of Federal Bank, giving BX a clearer path to increase its India exposure and potential future deal/fee opportunities. Blackstone gets India’s central bank nod to buy up to 9.99% stake in Federal Bank
• Positive Sentiment: CEO Jon Gray’s commentary that 2026 could see a meaningful IPO recovery is bullish for fundraising, exits and fee generation if market activity accelerates. Blackstone’s (BX) Jon Gray Says 2026 Will Be the Year IPOs Roar Back
• Neutral Sentiment: Blackstone will trade ex-dividend in a few days — relevant to income investors but neutral for long-term fundamentals. Four Days Left Until Blackstone Inc. (NYSE:BX) Trades Ex-Dividend
• Neutral Sentiment: Analyst Q&A coverage from the Q4 call provides useful detail for modeling but is primarily informational rather than a direct catalyst. 5 Revealing Analyst Questions From Blackstone’s Q4 Earnings Call
• Negative Sentiment: Argus cut its price target to $163 from $195 (still a buy), which reduces near-term upside expectations and can pressure sentiment. Argus Research Adjusts Blackstone Price Target
• Negative Sentiment: Independent broker notes (Rothschild & Co Redburn, BMO) issued more pessimistic forecasts or lowered expectations, adding downside pressure from the sell-side. Rothschild & Co Redburn Issues Pessimistic Forecast for Blackstone BMO Lowers Expectations for Blackstone
• Negative Sentiment: Management also flagged “disruption risk” in private credit markets, a caution that could weigh on a core growth area for Blackstone. Blackstone’s Gray flags ‘disruption risk’ in private credit

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.