Insider Buying: Blackstone (NYSE:BX) Major Shareholder Acquires $75,000,004.35 in Stock

Blackstone Inc. (NYSE:BX) major shareholder Holdings Iv Gp Mana Blackstone bought 2,868,069 shares of Blackstone stock in a transaction that occurred on Friday, March 20th. The shares were acquired at an average price of $26.15 per share, for a total transaction of $75,000,004.35. Following the acquisition, the insider directly owned 18,628,295 shares in the company, valued at approximately $487,129,914.25. This represents a 18.20% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Major shareholders that own 10% or more of a company’s shares are required to disclose their sales and purchases with the SEC.

Holdings Iv Gp Mana Blackstone also recently made the following trade(s):

• On Monday, February 23rd, Holdings Iv Gp Mana Blackstone bought 1,146,789 shares of Blackstone stock. The stock was bought at an average price of $26.16 per share, with a total value of $30,000,000.24.

Blackstone Stock Performance

Blackstone stock opened at $108.36 on Thursday. 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 Inc. has a one year low of $101.73 and a one year high of $190.09. The stock’s 50 day moving average price is $127.26 and its 200 day moving average price is $147.07. The firm has a market capitalization of $80.42 billion, a PE ratio of 27.93, a price-to-earnings-growth ratio of 0.86 and a beta of 1.79.

Blackstone (NYSE:BX) last posted its quarterly earnings data on Thursday, January 29th. The asset manager reported $1.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.21. The company had revenue of $4.36 billion for the quarter, compared to analyst estimates of $3.69 billion. Blackstone had a net margin of 20.89% and a return on equity of 22.17%. The business’s quarterly revenue was up 41.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.69 earnings per share. As a group, sell-side analysts expect that Blackstone Inc. will post 5.87 EPS for the current fiscal year.

Blackstone Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th were issued a $1.49 dividend. The ex-dividend date was Monday, February 9th. This represents a $5.96 dividend on an annualized basis and a yield of 5.5%. This is an increase from Blackstone’s previous quarterly dividend of $1.29. Blackstone’s dividend payout ratio (DPR) is presently 153.61%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Rothschild & Co Redburn cut their price target on Blackstone from $165.00 to $158.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Citigroup restated a “market outperform” rating on shares of Blackstone in a report on Friday, January 30th. BMO Capital Markets cut their target price on Blackstone from $165.00 to $126.00 and set an “outperform” rating on the stock in a research report on Tuesday. UBS Group decreased their price target on shares of Blackstone from $171.00 to $137.00 and set a “neutral” rating for the company in a research report on Friday, February 20th. Finally, Citizens Jmp reaffirmed a “market outperform” rating and issued a $195.00 price target on shares of Blackstone in a report on Friday, January 30th. Eleven investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $164.00.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. Vanguard Group Inc. raised its position in shares of Blackstone by 1.2% during the 4th quarter. Vanguard Group Inc. now owns 71,667,695 shares of the asset manager’s stock valued at $11,046,859,000 after acquiring an additional 840,258 shares in the last quarter. Morgan Stanley increased its stake in Blackstone by 2.0% during the fourth quarter. Morgan Stanley now owns 32,862,165 shares of the asset manager’s stock valued at $5,065,374,000 after purchasing an additional 636,613 shares during the last quarter. State Street Corp raised its holdings in shares of Blackstone by 0.6% during the fourth quarter. State Street Corp now owns 31,542,009 shares of the asset manager’s stock worth $4,861,885,000 after purchasing an additional 179,213 shares during the period. Norges Bank bought a new position in shares of Blackstone in the 4th quarter worth about $1,275,747,000. Finally, Northern Trust Corp grew its position in shares of Blackstone by 4.7% during the 3rd quarter. Northern Trust Corp now owns 7,324,989 shares of the asset manager’s stock valued at $1,251,474,000 after buying an additional 329,379 shares during the last quarter. Institutional investors and hedge funds own 70.00% of the company’s stock.

Key Blackstone News

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Major insider purchase — Holdings IV GP Mana Blackstone bought ~2.87M BX shares (~$75M), increasing its stake; this large insider buy is a vote of confidence that can support sentiment. InsiderTrades: Major Shareholder Buys
• Positive Sentiment: Strategic sports investment — A Blackstone‑backed consortium (with David Blitzer and Indian partners) agreed to buy IPL team Royal Challengers Bengaluru for ~$1.78–1.8B, signaling continued deployment into alternative/consumer assets with strong monetization potential. Reuters: RCB Sale
• Positive Sentiment: Large real‑estate deployment planned — Reports say Blackstone intends to invest ~$15B in Japanese property over three years, showing capacity to deploy capital and generate fee/income streams. MSN: Japan Property Plan
• Neutral Sentiment: Analyst target cut but bullish rating maintained — BMO trimmed its BX price target from $165 to $126 while keeping an “outperform” stance; this narrows upside expectations but leaves a constructive view intact. Benzinga: BMO Price Target Cut
• Negative Sentiment: Private‑credit concern from investors — Montaka highlighted risks in private credit in its Q4 2025 letter, citing weaker loan quality and fund strains; that commentary has been cited as a reason BX‑linked names slipped. Yahoo Finance: Montaka Letter
• Negative Sentiment: Sector stress and redemption limits — Reports that peers (Apollo, Ares) are limiting redemptions and that private‑credit defaults/withdrawals are rising are creating contagion risk for asset managers with large private‑credit exposure. That macro/sector pressure is pulling BX lower short‑term. CNBC: Private Credit Defaults

Blackstone Company 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.