US Bancorp DE Has $27.88 Million Stock Position in Blackstone Inc. $BX

US Bancorp DE increased its stake in Blackstone Inc. (NYSE:BX) by 4.5% in the 3rd quarter, Holdings Channel reports. The firm owned 163,194 shares of the asset manager’s stock after purchasing an additional 7,075 shares during the period. US Bancorp DE’s holdings in Blackstone were worth $27,882,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the stock. Norges Bank bought a new stake in shares of Blackstone in the second quarter valued at about $1,071,348,000. Vanguard Group Inc. increased its stake in shares of Blackstone by 2.2% in 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 in the last quarter. Lazard Asset Management LLC lifted its position in Blackstone by 31.9% during 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 in the last quarter. Canada Pension Plan Investment Board raised its position in Blackstone by 115.4% in 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 purchasing an additional 583,384 shares during the last quarter. Finally, Amundi boosted its position in 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 buying an additional 482,528 shares during the last quarter. 70.00% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. HSBC dropped their price objective on Blackstone from $178.00 to $174.00 and set a “hold” rating for the company in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft increased their target price on Blackstone from $164.00 to $185.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. The Goldman Sachs Group reduced their price target on shares of Blackstone from $166.00 to $158.00 and set a “neutral” rating for the company in a report on Friday, January 30th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Blackstone in a research report on Wednesday, January 21st. Finally, Bank of America lowered their target price on Blackstone from $199.00 to $189.00 in a report on Wednesday, December 10th. Eleven equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $169.38.

Blackstone News Summary

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Stronger-than-expected Q4 results reinforce fundamentals: Blackstone reported robust Q4 revenue and margin expansion, with big year-over-year revenue growth and improved cash generation — evidence that its fee and investment income mix is recovering and supporting earnings power. Q4 2025 Earnings Details
• Positive Sentiment: RBC initiation with an Outperform and $179 target highlights upside expectations: New analyst coverage calling out Blackstone’s scale and “first-mover” advantage in alternatives can support sentiment and institutional interest. RBC Initiates Coverage
• Positive Sentiment: Progress in energy transition and infrastructure: Blackstone Energy Transition Partners completed the 694MW Magnolia hydrogen-capable power plant — advancing its renewables/energy-infra strategy that can generate steady, long-dated cash flows. Magnolia Power Completion
• Positive Sentiment: Life sciences R&D funding (BXLS) could add long-term upside: Blackstone Life Sciences announced funding to advance bleximenib (a menin inhibitor for AML), which diversifies fee and carry opportunities if clinical progress continues. BXLS Funding Agreement
• Positive Sentiment: Expanding into data centers and strategic M&A: Reports say Blackstone is creating a public vehicle to buy AI/data-center assets and closed the Champions home-services deal — moves that deploy capital into high-demand, fee-generating infrastructure and services. These growth actions support future fee and investment returns. Plans Public Vehicle for AI Data Centers
• Neutral Sentiment: ESOP-linked shelf registration (~$1.47B) could increase share supply but is framed as employee-linked equity capacity to support private credit and power investments — the long-term impact depends on issuance timing and use of proceeds. ESOP Shelf Registration
• Neutral Sentiment: Analyst and value-comparison pieces keep BX on investor radars: Multiple outlets compare BX to peers and debate valuation vs. alternatives (XP, value screens), which sustains trading interest but doesn’t move fundamentals by itself. XP vs BX Comparison
• Negative Sentiment: Short-term selling pressure and relative underperformance: Coverage notes that BX has been underperforming the Dow and that shares slid after the flurry of strategic moves — investors may be trimming on uncertainty around capital issuance, portfolio sales, or near-term cash flows. Underperformance Article
• Negative Sentiment: Portfolio reshaping creates execution risk and near-term volatility: Moves to sell or rework businesses (e.g., Nucleus Network) and new sector entries create execution and integration risk that can pressure the stock while investors reassess growth trajectories. Portfolio Reshaping

Insiders Place Their Bets

In other news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the firm’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 transaction, the insider directly owned 2,161 shares of the company’s stock, valued at approximately $21,610. This trade represents a 99.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, major shareholder Holdings Iv Gp Mana Blackstone purchased 1,146,789 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was bought at an average price of $26.16 per share, with a total value of $30,000,000.24. Following the completion of the purchase, the insider owned 16,716,249 shares of the company’s stock, valued at $437,297,073.84. This trade represents a 7.37% increase in their position. The SEC filing for this purchase provides additional information. 1.00% of the stock is currently owned by company insiders.

Blackstone Stock Performance

Shares of NYSE BX opened at $113.22 on Friday. The stock has a market capitalization of $83.61 billion, a PE ratio of 29.18, a price-to-earnings-growth ratio of 1.01 and a beta of 1.76. Blackstone Inc. has a 52 week low of $111.04 and a 52 week high of $190.09. The stock has a 50 day moving average price of $143.94 and a 200 day moving average price of $154.74. 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 (NYSE:BX) last posted its quarterly earnings results on Thursday, January 29th. The asset manager reported $1.75 EPS for the quarter, topping analysts’ consensus estimates of $1.54 by $0.21. Blackstone had a return on equity of 22.17% and a net margin of 20.89%.The business had revenue of $4.36 billion during the quarter, compared to analysts’ expectations of $3.69 billion. During the same quarter last year, the company posted $1.69 earnings per share. Blackstone’s quarterly revenue was up 41.4% on a year-over-year basis. Analysts predict that Blackstone Inc. will post 5.87 earnings per share for the current fiscal year.

Blackstone Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 9th were issued a dividend of $1.49 per share. This represents a $5.96 annualized dividend and a yield of 5.3%. The ex-dividend date of this dividend was Monday, February 9th. This is an increase from Blackstone’s previous quarterly dividend of $1.29. Blackstone’s payout ratio is 153.61%.

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.