Blackstone Inc. $BX Stock Position Lifted by Embree Financial Group

Embree Financial Group increased its position in shares of Blackstone Inc. (NYSE:BX) by 10.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,204 shares of the asset manager’s stock after purchasing an additional 6,700 shares during the period. Blackstone accounts for about 1.3% of Embree Financial Group’s investment portfolio, making the stock its 19th largest holding. Embree Financial Group’s holdings in Blackstone were worth $10,975,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Redwood Financial Network Corp lifted its holdings in shares of Blackstone by 1.8% in the second quarter. Redwood Financial Network Corp now owns 3,588 shares of the asset manager’s stock valued at $537,000 after buying an additional 65 shares during the period. Obermeyer Wealth Partners raised its position in Blackstone by 2.3% in the third quarter. Obermeyer Wealth Partners now owns 2,993 shares of the asset manager’s stock worth $511,000 after acquiring an additional 66 shares in the last quarter. Klingman & Associates LLC lifted its holdings in Blackstone by 0.4% in the 3rd quarter. Klingman & Associates LLC now owns 15,116 shares of the asset manager’s stock valued at $2,583,000 after acquiring an additional 67 shares during the last quarter. Lazari Capital Management Inc. boosted its position in shares of Blackstone by 4.5% during the 3rd quarter. Lazari Capital Management Inc. now owns 1,578 shares of the asset manager’s stock valued at $270,000 after purchasing an additional 68 shares in the last quarter. Finally, MidWestOne Financial Group Inc. raised its holdings in shares of Blackstone by 0.8% in the 3rd quarter. MidWestOne Financial Group Inc. now owns 8,335 shares of the asset manager’s stock worth $1,424,000 after purchasing an additional 70 shares in the last quarter. 70.00% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on BX shares. Rothschild & Co Redburn decreased their price target on shares of Blackstone from $165.00 to $158.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. UBS Group reduced their price objective on Blackstone from $171.00 to $137.00 and set a “neutral” rating for the company in a research note on Friday, February 20th. Piper Sandler cut their target price on Blackstone from $168.00 to $158.00 and set a “neutral” rating on the stock in a research report on Monday, February 2nd. BNP Paribas Exane decreased their price target on Blackstone from $167.00 to $156.00 and set a “neutral” rating for the company in a research report on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on Blackstone from $164.00 to $185.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. Eleven research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Blackstone currently has a consensus rating of “Moderate Buy” and a consensus target price of $164.00.

Key Stories Impacting Blackstone

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone reported a strong Q1 intra-quarter realization update, which suggests favorable marks and realizations in its private assets so far this quarter — a sign that fee-related earnings and NAVs may be holding up. Blackstone Issues Strong Q1 Intra-Quarter Realization Update
• Positive Sentiment: Blackstone committed $250M to Advanced Digital Gaming Technology in the UAE — a direct deployment that demonstrates continued deal flow and regional conviction, which could support future fee income and growth. Blackstone invests $250 million in UAE despite war disruption
• Neutral Sentiment: UBS maintained a hold rating on BX, signaling analyst caution — the rating is not a downgrade but keeps expectations muted and reduces the likelihood of an immediate analyst-driven rerating. UBS Keeps Their Hold Rating on Blackstone Group (BX)
• Neutral Sentiment: Comparisons of BX vs. KKR highlight how private-credit market tightening is a sector-wide headwind; scale and insurance-backed strategies differ but both firms face pressure — this frames industry risk rather than a company-specific shock. BX vs. KKR: Which is a Smarter Bet as Private Credit Markets Tighten?
• Neutral Sentiment: Earnings previews and analyst write-ups are flagging potential volatility around upcoming results — these previews remind investors to watch fee-related disclosures and realization details that will move the stock. Blackstone’s quarterly earnings preview: What you need to know
• Neutral Sentiment: Market commentary asking whether BX is still a buy after recent weakness highlights that valuation and sentiment (YTD and 1Y declines) are factors keeping some investors on the sidelines. Is It Too Late To Consider Blackstone (BX) After Recent Share Price Weakness?
• Negative Sentiment: Barron’s flags stress in private-credit deals (example: Medallia’s LBO) and notes that legacy/private-credit exposures for firms like Blackstone could face mark/credit pressure — a meaningful downside risk if private-credit portfolios see widening losses or prolonged illiquidity. Software Firm Medallia Is a Problem for Private Credit. Blackstone, Thoma Bravo Have Exposure.

Blackstone Stock Performance

Shares of Blackstone stock opened at $108.08 on Monday. The stock has a market cap of $80.21 billion, a PE ratio of 27.86, a price-to-earnings-growth ratio of 0.86 and a beta of 1.79. Blackstone Inc. has a 12 month low of $101.73 and a 12 month high of $190.09. 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 business has a fifty day simple moving average of $125.12 and a 200-day simple moving average of $145.94.

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

Blackstone Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 9th were given a dividend of $1.49 per share. The ex-dividend date of this dividend was Monday, February 9th. This is a boost from Blackstone’s previous quarterly dividend of $1.29. This represents a $5.96 dividend on an annualized basis and a yield of 5.5%. Blackstone’s payout ratio is presently 153.61%.

Insiders Place Their Bets

In related news, major shareholder Holdings Iv Gp Mana Blackstone bought 2,868,069 shares of the business’s stock in a transaction on Friday, March 20th. The stock was bought at an average price of $26.15 per share, for a total transaction of $75,000,004.35. Following the transaction, the insider directly owned 18,628,295 shares in the company, valued at $487,129,914.25. This represents a 18.20% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total transaction of $26,246,039.04. Following the transaction, the insider owned 25,832 shares in the company, valued at approximately $90,670.32. This represents a 99.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders own 1.00% of the company’s stock.

Blackstone Company 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.