American Century Companies Inc. Decreases Position in Blackstone Inc. $BX

American Century Companies Inc. reduced its stake in shares of Blackstone Inc. (NYSE:BX) by 6.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 88,690 shares of the asset manager’s stock after selling 6,494 shares during the quarter. American Century Companies Inc.’s holdings in Blackstone were worth $15,153,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently made changes to their positions in the company. Rafferty Asset Management LLC lifted its holdings in Blackstone by 0.8% in the 3rd quarter. Rafferty Asset Management LLC now owns 247,417 shares of the asset manager’s stock worth $42,271,000 after buying an additional 2,028 shares in the last quarter. Huntington National Bank increased its position in shares of Blackstone by 25.8% during the third quarter. Huntington National Bank now owns 30,535 shares of the asset manager’s stock worth $5,217,000 after acquiring an additional 6,255 shares during the last quarter. Argent Trust Co boosted its holdings in Blackstone by 1.5% in the third quarter. Argent Trust Co now owns 68,788 shares of the asset manager’s stock valued at $11,752,000 after purchasing an additional 1,002 shares during the last quarter. Ibex Wealth Advisors grew its stake in Blackstone by 1.7% during the 3rd quarter. Ibex Wealth Advisors now owns 47,186 shares of the asset manager’s stock valued at $8,062,000 after purchasing an additional 803 shares in the last quarter. Finally, 1ST Source Bank raised its position in shares of Blackstone by 1.0% in the 3rd quarter. 1ST Source Bank now owns 32,160 shares of the asset manager’s stock valued at $5,495,000 after purchasing an additional 305 shares in the last quarter. Hedge funds and other institutional investors own 70.00% of the company’s stock.

Blackstone Stock Performance

Shares of NYSE BX opened at $109.92 on Wednesday. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.61. The firm’s 50-day moving average price is $137.88 and its two-hundred day moving average price is $151.68. Blackstone Inc. has a 52-week low of $105.09 and a 52-week high of $190.09. The stock has a market capitalization of $81.58 billion, a P/E ratio of 28.33, a P/E/G ratio of 0.95 and a beta of 1.79.

Blackstone (NYSE:BX) last released its quarterly earnings results on Thursday, January 29th. The asset manager reported $1.75 EPS for the quarter, topping 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 business had revenue of $4.36 billion during the quarter, compared to analyst estimates of $3.69 billion. During the same quarter in the prior year, the firm earned $1.69 earnings per share. The company’s quarterly revenue was up 41.4% on a year-over-year basis. As a group, sell-side analysts forecast that Blackstone Inc. will post 5.87 earnings per share for the current year.

Blackstone Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th were issued a $1.49 dividend. This represents a $5.96 annualized dividend and a dividend yield of 5.4%. This is a boost from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date was Monday, February 9th. Blackstone’s payout ratio is 153.61%.

Trending Headlines about Blackstone

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone and Blue Owl Capital agreed to acquire a stake in private‑equity firm Atlas, signaling continued deal flow and partnership activity that can drive fee and carry income. Article Title
• Positive Sentiment: Blackstone Life Sciences struck a co‑funding arrangement with Johnson & Johnson on a cancer therapy trial and the firm is exploring an acquisition of Whitestone REIT—moves that diversify revenue sources beyond private credit. Article Title
• Neutral Sentiment: Commentary in the WSJ highlights that large, diversified asset managers like Blackstone and BlackRock are better positioned to absorb shocks in private credit, suggesting resilience but not immediate relief to valuation pressure. Article Title
• Negative Sentiment: Short interest jumped ~27.8% in February to 16.63M shares (about 2.3% of float), increasing bearish pressure and potential downward momentum if shorts accelerate. (Days‑to‑cover ≈ 1.6.)
• Negative Sentiment: Unusually large put option activity — ~29,939 puts traded (up 62% vs. norm) — indicates elevated hedging or outright bearish bets from options traders.
• Negative Sentiment: Ongoing concerns about heavy redemptions in Blackstone’s flagship BCRED private‑credit fund (record requests, a $400M capital injection and higher share repurchase cap) are weighing on sentiment and valuation. Article Title
• Negative Sentiment: Barclays cut its price target on BX to $126 from $164, reflecting revised estimates for alternative asset managers and contributing to near‑term selling pressure. Article Title
• Negative Sentiment: Multiple analyst pieces and commentaries are questioning whether to sell given private‑credit woes and recent share weakness, which can amplify outflows and downward momentum. Article Title

Insider Activity at Blackstone

In other Blackstone news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the company’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $10.00, for a total value of $15,961,420.00. 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 purchased 1,146,789 shares of the stock in a transaction dated Monday, February 23rd. The shares were purchased at an average price of $26.16 per share, for a total transaction of $30,000,000.24. Following the completion of the transaction, the insider owned 16,716,249 shares in the company, 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 owned by insiders.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Citizens Jmp reissued a “market outperform” rating and set a $195.00 price target on shares of Blackstone in a research report on Friday, January 30th. The Goldman Sachs Group reduced their price objective on shares of Blackstone from $166.00 to $158.00 and set a “neutral” rating on the stock in a research note on Friday, January 30th. Weiss Ratings reissued a “hold (c)” rating on shares of Blackstone in a research report on Wednesday, January 21st. Barclays reduced their price target on shares of Blackstone from $164.00 to $126.00 and set an “equal weight” rating on the stock in a research report on Monday, March 2nd. Finally, Rothschild & Co Redburn cut their price objective on Blackstone from $165.00 to $158.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Eleven investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $165.86.

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.