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

Bessemer Group Inc. raised its position in shares of Blackstone Inc. (NYSE:BX) by 0.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 737,929 shares of the asset manager’s stock after purchasing an additional 4,081 shares during the quarter. Bessemer Group Inc. owned 0.10% of Blackstone worth $126,076,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Traub Capital Management LLC purchased a new stake in shares of Blackstone during the second quarter worth about $27,000. Parvin Asset Management LLC bought a new stake in shares of Blackstone during the second quarter valued at approximately $35,000. Rexford Capital Inc. bought a new position in shares of Blackstone during the second quarter worth $35,000. Greykasell Wealth Strategies Inc. purchased a new stake in Blackstone in the 3rd quarter worth $45,000. Finally, Carolina Wealth Advisors LLC purchased a new position in shares of Blackstone during the third quarter valued at about $50,000. Institutional investors own 70.00% of the company’s stock.

Key Headlines 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

Insider Buying and Selling

In other Blackstone news, Director Ruth Porat acquired 324 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were bought at an average cost of $146.92 per share, with a total value of $47,602.08. Following the completion of the acquisition, the director directly owned 39,077 shares in the company, valued at $5,741,192.84. This represents a 0.84% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, major shareholder Holdings Iv Gp Mana Blackstone bought 384,468 shares of the stock in a transaction on Friday, December 19th. The shares were bought at an average price of $26.01 per share, with a total value of $10,000,012.68. Following the acquisition, the insider owned 16,525,117 shares of the company’s stock, valued at $429,818,293.17. This trade represents a 2.38% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired a total of 770,078 shares of company stock valued at $20,058,800 over the last three months. 1.00% of the stock is owned by company insiders.

Blackstone Trading Down 5.8%

NYSE BX opened at $126.70 on Friday. Blackstone Inc. has a 12 month low of $115.66 and a 12 month high of $190.09. The company’s 50-day moving average price is $152.25 and its 200-day moving average price is $159.90. The stock has a market cap of $93.56 billion, a PE ratio of 32.65, a PEG ratio of 1.05 and a beta of 1.76. The company has a current ratio of 0.76, a quick ratio of 0.75 and a debt-to-equity ratio of 0.61.

Blackstone (NYSE:BX) last released its quarterly earnings data on Thursday, January 29th. The asset manager reported $1.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.54 by $0.21. Blackstone had a net margin of 20.89% and a return on equity of 22.17%. The company had revenue of $4.36 billion during the quarter, compared to analysts’ expectations of $3.69 billion. During the same period in the previous year, the company earned $1.69 EPS. The firm’s quarterly revenue was up 41.4% on a year-over-year basis. Equities research analysts forecast that Blackstone Inc. will post 5.87 earnings per share for the current year.

Blackstone Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th will be issued a $1.49 dividend. The ex-dividend date is Monday, February 9th. This represents a $5.96 annualized dividend and a dividend yield of 4.7%. This is a positive change from Blackstone’s previous quarterly dividend of $1.29. Blackstone’s dividend payout ratio (DPR) is currently 132.99%.

Wall Street Analyst Weigh In

BX has been the subject of a number of research reports. Weiss Ratings reissued a “hold (c)” rating on shares of Blackstone in a research note on Wednesday, January 21st. Royal Bank Of Canada set a $195.00 price objective on shares of Blackstone in a research report on Friday, January 30th. JMP Securities restated a “market outperform” rating and set a $195.00 target price on shares of Blackstone in a research report on Friday, October 24th. Deutsche Bank Aktiengesellschaft lifted their target price on Blackstone from $164.00 to $185.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Finally, Barclays cut their price objective on shares of Blackstone from $171.00 to $164.00 and set an “equal weight” rating on the stock in a research report on Friday, January 30th. Eleven equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $174.77.

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.