Blackstone (NYSE:BX) Given “Market Outperform” Rating at Citizens Jmp

Blackstone (NYSE:BX)‘s stock had its “market outperform” rating restated by stock analysts at Citizens Jmp in a report issued on Friday,Benzinga reports. They currently have a $195.00 target price on the asset manager’s stock. Citizens Jmp’s price target suggests a potential upside of 36.50% from the company’s previous close.

A number of other research firms have also recently issued reports on BX. Barclays set a $164.00 price objective on Blackstone in a report on Friday. BNP Paribas Exane cut their price target on shares of Blackstone from $167.00 to $156.00 and set a “neutral” rating on the stock in a report on Monday, January 12th. Royal Bank Of Canada set a $195.00 price objective on shares of Blackstone in a research report on Friday. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Blackstone from $164.00 to $185.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Finally, Bank of America dropped their price objective on Blackstone from $199.00 to $189.00 in a research note on Wednesday, December 10th. Ten equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $179.00.

Blackstone Trading Down 2.7%

Shares of BX opened at $142.86 on Friday. Blackstone has a twelve month low of $115.66 and a twelve month high of $190.09. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 0.60. The company’s fifty day simple moving average is $153.03 and its 200-day simple moving average is $160.96. The company has a market cap of $105.49 billion, a P/E ratio of 40.82, a P/E/G ratio of 1.03 and a beta of 1.75.

Blackstone (NYSE:BX) last posted its quarterly earnings data 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 company had revenue of $4.36 billion for the quarter, compared to analyst estimates of $3.69 billion. Blackstone had a net margin of 20.56% and a return on equity of 22.30%. The firm’s revenue for the quarter was up 41.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.69 EPS. As a group, analysts expect that Blackstone will post 5.87 EPS for the current year.

Insider Buying and Selling

In related news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $10.00, for a total transaction of $15,961,420.00. Following the completion of the transaction, the insider owned 2,161 shares in the company, valued at $21,610. The trade was a 99.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director James Breyer bought 13,900 shares of the stock in a transaction on Tuesday, November 4th. The stock was purchased at an average price of $143.86 per share, with a total value of $1,999,654.00. Following the completion of the purchase, the director owned 68,906 shares of the company’s stock, valued at $9,912,817.16. This represents a 25.27% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have bought 783,978 shares of company stock valued at $22,058,454. Company insiders own 1.00% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. REAP Financial Group LLC acquired a new stake in shares of Blackstone in the third quarter worth $26,000. Traub Capital Management LLC purchased a new stake in Blackstone in the second quarter valued at $27,000. Family CFO Inc purchased a new position in shares of Blackstone during the 2nd quarter valued at about $28,000. Ares Financial Consulting LLC purchased a new stake in shares of Blackstone in the fourth quarter worth about $28,000. Finally, Richardson Financial Services Inc. acquired a new stake in Blackstone during the fourth quarter worth about $29,000. 70.00% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Blackstone

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Q4 results beat expectations — EPS $1.75 vs. $1.54 expected and revenue $4.36B vs. $3.69B; management reported record distributable earnings, AUM of ~$1.27T and heavy inflows, which support fee growth and performance earnings. Blackstone beats estimates on strong dealmaking activity
• Positive Sentiment: Dividend raised — BX declared a quarterly dividend of $1.49 (15.5% increase vs. prior $1.29), implying a ~4.2% yield and supporting income‑oriented demand for the stock (record/ex‑dividend dates noted by the company).
• Positive Sentiment: Business mix showing momentum — management highlighted rebound in private equity and real estate plus growth in data‑center and infrastructure investments, which drove higher fees and helped beat profit forecasts. Blackstone’s Private Equity and Real Estate Are Bouncing Back
• Neutral Sentiment: Macro/strategy commentary — Blackstone executives called AI development a key U.S. growth driver; positive long‑term for infrastructure and data center demand but not an immediate earnings catalyst. AI development is biggest economic growth driver, Blackstone says
• Neutral Sentiment: Investor access/visibility — CFO Michael Chae will present at the BofA Financial Services Conference on Feb. 10 (webcast available), which may provide additional detail but is routine. Blackstone to Present at the Bank of America Securities Financial Services Conference 2026
• Negative Sentiment: Analyst price‑target tweak — HSBC trimmed its BX price target slightly (from $178 to $174) and kept a “hold” rating; this is a modest headwind for sentiment but the target still implies upside vs. current levels. HSBC adjusts price target on Blackstone

About Blackstone

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.