Rothschild & Co Redburn Issues Pessimistic Forecast for Blackstone (NYSE:BX) Stock Price

Blackstone (NYSE:BX) had its price objective lowered by equities research analysts at Rothschild & Co Redburn from $158.00 to $138.00 in a research note issued to investors on Thursday,MarketScreener reports. The firm presently has a “neutral” rating on the asset manager’s stock. Rothschild & Co Redburn’s price target would indicate a potential upside of 20.15% from the stock’s previous close.

A number of other research analysts have also recently issued reports on BX. Argus lowered their price objective on Blackstone from $195.00 to $163.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Evercore reduced their target price on Blackstone from $175.00 to $170.00 and set an “outperform” rating for the company in a report on Friday, January 30th. The Goldman Sachs Group reduced their target price on Blackstone from $158.00 to $118.00 and set a “neutral” rating for the company in a report on Monday, April 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Blackstone in a report on Wednesday, January 21st. Finally, Citizens Jmp reissued a “market outperform” rating and issued a $195.00 target price on shares of Blackstone in a report on Friday, January 30th. Ten equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $155.33.

Blackstone Stock Down 1.7%

Shares of NYSE:BX opened at $114.86 on Thursday. The stock has a fifty day simple moving average of $117.75 and a two-hundred day simple moving average of $141.57. The stock has a market capitalization of $85.25 billion, a price-to-earnings ratio of 29.60, a PEG ratio of 1.17 and a beta of 1.74. Blackstone has a 12-month low of $101.73 and a 12-month high of $190.09. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.61.

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, beating analysts’ consensus estimates of $1.54 by $0.21. The business had revenue of $4.36 billion during the quarter, compared to analysts’ expectations of $3.69 billion. Blackstone had a return on equity of 22.17% and a net margin of 20.89%.The firm’s quarterly revenue was up 41.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.69 earnings per share. On average, research analysts anticipate that Blackstone will post 5.87 earnings per share for the current fiscal year.

Insider Buying and Selling at Blackstone

In related news, major shareholder Holdings Iv Gp Mana Blackstone purchased 2,868,069 shares of the business’s stock in a transaction on Friday, March 20th. The stock was acquired at an average price of $26.15 per share, with a total value of $75,000,004.35. Following the completion of the acquisition, the insider owned 18,628,295 shares of the company’s stock, valued at approximately $487,129,914.25. This trade represents a 18.20% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the business’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $10.00, for a total value of $15,961,420.00. The SEC filing for this sale provides additional information. 1.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Blackstone

Several large investors have recently made changes to their positions in BX. Norges Bank purchased a new position in shares of Blackstone in the fourth quarter valued at about $1,275,747,000. Capital Research Global Investors lifted its position in shares of Blackstone by 99.2% in the fourth quarter. Capital Research Global Investors now owns 6,381,767 shares of the asset manager’s stock worth $983,690,000 after buying an additional 3,178,133 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Blackstone by 1.9% in the third quarter. Vanguard Group Inc. now owns 70,827,437 shares of the asset manager’s stock worth $12,100,868,000 after buying an additional 1,335,060 shares in the last quarter. Amundi lifted its position in shares of Blackstone by 85.6% in the fourth quarter. Amundi now owns 2,709,345 shares of the asset manager’s stock worth $417,620,000 after buying an additional 1,249,269 shares in the last quarter. Finally, Close Asset Management Ltd lifted its position in shares of Blackstone by 16,035.1% in the third quarter. Close Asset Management Ltd now owns 1,140,264 shares of the asset manager’s stock worth $194,746,000 after buying an additional 1,133,197 shares in the last quarter. 70.00% of the stock is currently owned by hedge funds and other institutional investors.

More Blackstone News

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone is accelerating into AI/data‑center infrastructure, reportedly considering a $2bn IPO vehicle to buy data centers — a strategic push that supports long‑term growth in infrastructure assets. Article Title
• Positive Sentiment: Blackstone acquired a significant minority stake in Rowan Digital Infrastructure (hyperscale, sustainable data centers), providing immediate exposure to hyperscale demand and capacity expansion. Article Title
• Positive Sentiment: Blackstone Credit partnered with Dubai Aerospace Enterprise to launch an aircraft‑leasing programme targeting ~$1.6bn of annual deployment, diversifying fee streams and deploying capital into an income‑oriented asset class. Article Title
• Neutral Sentiment: Analysts’ ratings are mixed but broadly cautious: the street consensus sits at “Hold,” reflecting balanced views on valuation vs. growth prospects. Article Title
• Neutral Sentiment: Some research notes highlight stable fee revenues and record AUM that help buffer volatility, though they flag premium valuation and credit risks. Article Title
• Negative Sentiment: Short interest jumped ~44.9% in March to ~21.5M shares (≈2.9% of float), raising short‑pressure risk and suggesting some investors are betting on near‑term downside — days‑to‑cover ~1.8.
• Negative Sentiment: Private‑credit redemptions shocked the sector in Q1 (FT calculates ~$20bn attempted withdrawals), and Blackstone was named among managers facing outflows — a cyclical risk to credit businesses and fee generation. Article Title
• Negative Sentiment: Multiple brokerages trimmed price targets this week (HSBC to $131/hold; Piper Sandler to $122; Rothschild/TD Cowen lowered PTs), reducing near‑term analyst upside and adding selling pressure. Article Title Article Title Article Title

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.