Oppenheimer Forecasts Strong Price Appreciation for Blackstone (NYSE:BX) Stock

Blackstone (NYSE:BX) had its price target hoisted by investment analysts at Oppenheimer from $154.00 to $156.00 in a research report issued to clients and investors on Friday, Marketbeat.com reports. The firm presently has an “outperform” rating on the asset manager’s stock. Oppenheimer’s target price indicates a potential upside of 28.11% from the stock’s previous close.

Other research analysts have also issued research reports about the company. Morgan Stanley reduced their price target on Blackstone from $215.00 to $184.00 and set an “overweight” rating for the company in a research report on Tuesday, April 21st. TD Cowen reduced their price target on Blackstone from $164.00 to $141.00 and set a “buy” rating for the company in a research report on Thursday, April 9th. Citizens Jmp reduced their price target on Blackstone from $195.00 to $190.00 and set a “market outperform” rating for the company in a research report on Wednesday. Barclays reduced their price target on Blackstone from $126.00 to $124.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 8th. Finally, Evercore reiterated an “outperform” rating and set a $150.00 price target on shares of Blackstone in a research report on Tuesday. Eleven analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $151.36.

Blackstone Price Performance

Shares of BX opened at $121.77 on Friday. The company has a market cap of $90.38 billion, a P/E ratio of 31.14, a PEG ratio of 1.27 and a beta of 1.74. The stock has a fifty day moving average price of $116.60 and a 200 day moving average price of $138.16. The company has a debt-to-equity ratio of 0.66, a current ratio of 0.76 and a quick ratio of 0.76. Blackstone has a 12 month low of $101.73 and a 12 month high of $190.09.

Blackstone (NYSE:BX) last issued its quarterly earnings data on Thursday, April 23rd. The asset manager reported $1.36 EPS for the quarter, topping analysts’ consensus estimates of $1.34 by $0.02. The firm had revenue of $3.62 billion during the quarter, compared to the consensus estimate of $3.45 billion. Blackstone had a return on equity of 22.86% and a net margin of 20.67%.The firm’s revenue was up 10.0% on a year-over-year basis. During the same period in the prior year, the business earned $1.11 EPS. On average, research analysts forecast that Blackstone will post 6.12 earnings per share for the current year.

Insider Activity

In other news, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $3.51, for a total value of $26,246,039.04. Following the completion of the sale, the insider owned 25,832 shares in the company, valued at $90,670.32. This represents a 99.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the company’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $10.00, for a total value of $15,961,420.00. The disclosure for this sale is available in the SEC filing. Insiders own 1.00% of the company’s stock.

Institutional Investors Weigh In On Blackstone

Hedge funds have recently modified their holdings of the stock. REAP Financial Group LLC purchased a new stake in shares of Blackstone during the third quarter valued at $26,000. Redmont Wealth Advisors LLC purchased a new stake in shares of Blackstone during the third quarter valued at $30,000. Strive Asset Management LLC purchased a new stake in shares of Blackstone during the third quarter valued at $30,000. Family CFO Inc purchased a new stake in shares of Blackstone during the fourth quarter valued at $28,000. Finally, Ares Financial Consulting LLC purchased a new stake in shares of Blackstone during the fourth quarter valued at $28,000. 70.00% of the stock is owned by hedge funds and other institutional investors.

Key Blackstone News

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Q1 beat and record AUM — Blackstone reported Q1 results above estimates, fee‑earning AUM hit a record and management flagged strong AI infrastructure and fee‑related earnings growth, a clear fundamental positive for growth and fee visibility. Blackstone Inc (BX) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Dividend boost — Blackstone declared a $1.16 quarterly dividend (annualized yield ~3.8%), supporting income investors and providing a valuation floor.
• Positive Sentiment: Oppenheimer raised its price target to $156 (outperform), signaling some buy‑side conviction that valuation upside remains despite recent volatility. Oppenheimer raises Blackstone PT to $156
• Positive Sentiment: AI infrastructure exposure — Blackstone‑backed AirTrunk exploring bonds to fund data center expansion highlights the firm’s exposure to growing AI infrastructure demand, a growth theme investors like. Blackstone-Backed AirTrunk Explores A$500M Bond
• Neutral Sentiment: Mixed analyst moves — Several firms trimmed price targets but left ratings intact (Deutsche Bank to $146, TD Cowen to $140, Rothschild & Co Redburn to $134), reflecting modestly reduced upside assumptions but not broad sell calls. Deutsche Bank adjusts Blackstone PT to $146 Rothschild & Co Redburn adjusts PT to $134 TD Cowen adjusts PT to $140
• Neutral Sentiment: Other analyst note — Morgan Stanley issued a different PT action (recent coverage note), adding to mixed signals from brokers. Morgan Stanley Lowers Blackstone PT to $184
• Negative Sentiment: Private‑credit stress — WSJ reports two large loan defaults (Medallia, Affordable Care) that hit private‑credit lenders including Blackstone, raising short‑term loss and mark risks in Blackstone’s private‑credit portfolios. Two Big Loan Defaults Add to Pain in Private‑Credit Funds
• Negative Sentiment: Negative market narrative / short interest — Jim Cramer noted heavy short‑seller interest in BX, which can amplify downside on mixed headlines even if fundamentals remain intact. Jim Cramer on Blackstone: “Too Many Short Sellers, But Not a Lot of Failures”

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.