Blackstone Secured Lending Fund (NYSE:BXSL) Hits New 12-Month Low – Should You Sell?

Blackstone Secured Lending Fund (NYSE:BXSL) shares hit a new 52-week low during mid-day trading on Monday . The stock traded as low as $23.41 and last traded at $23.5550, with a volume of 1257145 shares traded. The stock had previously closed at $23.71.

Key Stories Impacting Blackstone Secured Lending Fund

Here are the key news stories impacting Blackstone Secured Lending Fund this week:

• Positive Sentiment: Management signaled substantial capital returns — $550M of borrower repayments and a $250M share buyback authorization, and reported a strong portfolio return on equity (11.8%) which supports future distributions and buybacks. Blackstone Secured Lending Fund signals $550M repayments and $250M buyback authorization while
• Positive Sentiment: Board declared a quarterly dividend of $0.77 per share (ex-dividend/record: Mar 31; pay Apr 24) implying a ~12.5% yield — a clear positive for income-focused investors and supportive of the NAV/stability narrative.
• Positive Sentiment: Q4 net investment income / EPS of $0.80 beat consensus by $0.01 and management said NII fully covered the dividend; new deal flow exceeded $1B for a second straight quarter, signaling ongoing portfolio deployment. Blackstone Secured Lending Fund Reports Fourth Quarter and Full-Year 2025 Results
• Neutral Sentiment: Earnings call and full-transcript materials are available for deeper read — useful for assessing management tone on credit quality, pipeline and capital allocation. BXSL Earnings Call Transcript
• Neutral Sentiment: Management will present at the Raymond James Institutional Investors Conference (Mar 4), offering another opportunity for guidance/clarity on buybacks and portfolio credit metrics. Blackstone Secured Lending to Present at the Raymond James Institutional Investors Conference 2026
• Negative Sentiment: Top-line and context risks: reported revenue ($196.5M) missed analyst expectations (~$359.6M) and EPS declined vs. year-ago ($0.84 → $0.80), which could feed BDC-sector volatility and investor concerns about pace of portfolio growth. Blackstone Secured Lending Fund (BXSL) Q4 Earnings Beat Estimates

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Bank of America reduced their target price on shares of Blackstone Secured Lending Fund from $33.50 to $29.00 and set a “buy” rating on the stock in a report on Friday, November 28th. Wells Fargo & Company lowered Blackstone Secured Lending Fund from an “equal weight” rating to an “underweight” rating and cut their price objective for the stock from $26.00 to $24.00 in a research report on Wednesday, January 7th. Wall Street Zen upgraded Blackstone Secured Lending Fund from a “sell” rating to a “hold” rating in a research note on Saturday. Royal Bank Of Canada decreased their target price on Blackstone Secured Lending Fund from $32.00 to $29.00 and set an “outperform” rating for the company in a report on Wednesday, November 12th. Finally, B. Riley Financial cut their price target on Blackstone Secured Lending Fund from $32.00 to $30.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. Six analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $29.13.

Blackstone Secured Lending Fund Stock Performance

The company’s 50-day moving average price is $25.82 and its 200-day moving average price is $27.00. The firm has a market capitalization of $5.70 billion, a PE ratio of 9.26 and a beta of 0.41.

Blackstone Secured Lending Fund (NYSE:BXSL) last posted its earnings results on Wednesday, February 25th. The company reported $0.80 EPS for the quarter, beating the consensus estimate of $0.79 by $0.01. The firm had revenue of $196.54 million for the quarter, compared to analyst estimates of $359.59 million. Blackstone Secured Lending Fund had a return on equity of 11.85% and a net margin of 42.38%. As a group, analysts anticipate that Blackstone Secured Lending Fund will post 3.54 earnings per share for the current year.

Blackstone Secured Lending Fund Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 24th. Investors of record on Tuesday, March 31st will be issued a $0.77 dividend. This represents a $3.08 dividend on an annualized basis and a yield of 12.5%. The ex-dividend date of this dividend is Tuesday, March 31st. Blackstone Secured Lending Fund’s dividend payout ratio is 115.79%.

Institutional Trading of Blackstone Secured Lending Fund

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in BXSL. Armstrong Advisory Group Inc. grew its position in shares of Blackstone Secured Lending Fund by 135.1% in the 4th quarter. Armstrong Advisory Group Inc. now owns 999 shares of the company’s stock valued at $26,000 after buying an additional 574 shares during the last quarter. Osterweis Capital Management Inc. acquired a new position in Blackstone Secured Lending Fund in the fourth quarter valued at $33,000. Hilton Head Capital Partners LLC purchased a new position in shares of Blackstone Secured Lending Fund during the fourth quarter worth about $34,000. Evolution Wealth Management Inc. purchased a new position in shares of Blackstone Secured Lending Fund during the second quarter worth about $37,000. Finally, Spire Wealth Management increased its position in shares of Blackstone Secured Lending Fund by 109.6% during the second quarter. Spire Wealth Management now owns 1,467 shares of the company’s stock worth $45,000 after purchasing an additional 767 shares in the last quarter. Institutional investors and hedge funds own 36.49% of the company’s stock.

About Blackstone Secured Lending Fund

Blackstone Secured Lending Fund (NYSE: BXSL) is a closed-end management investment company sponsored by Blackstone Credit, the credit-oriented business of Blackstone Inc Launched in May 2020, BXSL seeks to deliver attractive risk-adjusted returns primarily through current income and, to a lesser extent, capital appreciation. The fund raises capital from institutional and retail investors and deploys it into a diversified portfolio of senior secured loans and other credit instruments.

The fund’s principal investment focus is on first-lien senior secured loans and unitranche debt extended to middle-market companies across North America.