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

Blackstone (NYSE:BX) had its target price reduced by research analysts at Rothschild & Co Redburn from $138.00 to $134.00 in a report issued on Friday,MarketScreener reports. The firm currently has a “neutral” rating on the asset manager’s stock. Rothschild & Co Redburn’s price objective would indicate a potential upside of 10.04% from the stock’s previous close.

Other analysts also recently issued reports about the stock. Royal Bank Of Canada dropped their price objective on shares of Blackstone from $179.00 to $176.00 and set an “outperform” rating for the company in a report on Monday, April 20th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Blackstone in a report on Monday, April 20th. Piper Sandler lowered their price target on shares of Blackstone from $158.00 to $122.00 and set a “neutral” rating for the company in a research note on Tuesday, April 7th. Evercore reissued an “outperform” rating and issued a $150.00 price target on shares of Blackstone in a research note on Tuesday. Finally, Deutsche Bank Aktiengesellschaft lowered their price target on shares of Blackstone from $156.00 to $146.00 and set a “buy” rating for the company in a research note on Friday. Eleven analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, Blackstone currently has a consensus rating of “Moderate Buy” and a consensus price target of $151.36.

Blackstone Stock Performance

NYSE BX opened at $121.77 on Friday. Blackstone has a 52-week low of $101.73 and a 52-week high of $190.09. The company has a debt-to-equity ratio of 0.66, a quick ratio of 0.76 and a current ratio of 0.76. The company has a market capitalization of $90.38 billion, a P/E ratio of 31.14, a P/E/G ratio of 1.27 and a beta of 1.74. The company has a fifty day moving average of $116.60 and a 200-day moving average of $138.16.

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

Insider Buying and Selling at Blackstone

In other Blackstone news, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $3.51, for a total value of $26,246,039.04. Following the transaction, the insider owned 25,832 shares in the company, valued at approximately $90,670.32. The trade was a 99.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 transaction of $15,961,420.00. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.00% of the company’s stock.

Hedge Funds Weigh In On Blackstone

A number of hedge funds have recently modified their holdings of 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 increased its position in shares of Blackstone by 99.2% during the fourth quarter. Capital Research Global Investors now owns 6,381,767 shares of the asset manager’s stock valued at $983,690,000 after buying an additional 3,178,133 shares during the period. Vanguard Group Inc. increased its position in shares of Blackstone by 1.9% during the third quarter. Vanguard Group Inc. now owns 70,827,437 shares of the asset manager’s stock valued at $12,100,868,000 after buying an additional 1,335,060 shares during the period. Amundi increased its position in shares of Blackstone by 85.6% during the fourth quarter. Amundi now owns 2,709,345 shares of the asset manager’s stock valued at $417,620,000 after buying an additional 1,249,269 shares during the period. Finally, Close Asset Management Ltd increased its position in shares of Blackstone by 16,035.1% during the third quarter. Close Asset Management Ltd now owns 1,140,264 shares of the asset manager’s stock valued at $194,746,000 after buying an additional 1,133,197 shares during the period. Hedge funds and other institutional investors own 70.00% of the company’s stock.

Blackstone News Summary

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”

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.