Border to Coast Pensions Partnership Ltd Decreases Stake in Blackstone Inc. $BX

Border to Coast Pensions Partnership Ltd decreased its position in Blackstone Inc. (NYSE:BX) by 10.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 125,000 shares of the asset manager’s stock after selling 15,000 shares during the period. Border to Coast Pensions Partnership Ltd’s holdings in Blackstone were worth $21,356,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Flagship Harbor Advisors LLC grew its holdings in Blackstone by 0.9% in the 3rd quarter. Flagship Harbor Advisors LLC now owns 24,899 shares of the asset manager’s stock worth $4,254,000 after acquiring an additional 231 shares during the last quarter. Bessemer Group Inc. grew its stake in shares of Blackstone by 0.6% in the third quarter. Bessemer Group Inc. now owns 737,929 shares of the asset manager’s stock worth $126,076,000 after purchasing an additional 4,081 shares during the last quarter. Cullen Capital Management LLC bought a new position in Blackstone during the 3rd quarter valued at approximately $240,000. Optimize Financial Inc bought a new stake in shares of Blackstone in the 3rd quarter worth approximately $454,000. Finally, Savant Capital LLC raised its holdings in shares of Blackstone by 2.4% during the third quarter. Savant Capital LLC now owns 18,694 shares of the asset manager’s stock valued at $3,194,000 after acquiring an additional 439 shares in the last quarter. Hedge funds and other institutional investors own 70.00% of the company’s stock.

Insiders Place Their Bets

In other Blackstone news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $10.00, for a total transaction of $15,961,420.00. Following the transaction, the insider owned 2,161 shares in the company, valued at approximately $21,610. This represents a 99.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Ruth Porat purchased 324 shares of Blackstone stock in a transaction dated Monday, November 10th. The stock was bought at an average price of $146.92 per share, with a total value of $47,602.08. Following the completion of the purchase, the director directly owned 39,077 shares of the company’s stock, valued at approximately $5,741,192.84. This trade represents a 0.84% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders acquired 770,078 shares of company stock valued at $20,058,800. 1.00% of the stock is owned by insiders.

Trending Headlines about Blackstone

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone reported strong Q4 results and Citizens maintained a market outperform rating — the quarter beat revenue and EPS estimates, supporting fee and performance-related revenue momentum. Blackstone (BX) reports strong Q4 earnings, Citizens maintains market outperform rating
• Positive Sentiment: Blackstone will pay a larger dividend than last year — a cash-return tailwind that supports the stock’s yield story and shareholder income thesis. Blackstone’s (NYSE:BX) Shareholders Will Receive A Bigger Dividend Than Last Year
• Positive Sentiment: CEO Jon Gray said 2026 could be a comeback year for IPOs — if public listings revive, Blackstone stands to benefit from capital markets activity, deal fees and realizations. Blackstone’s (BX) Jon Gray Says 2026 Will Be the Year IPOs Roar Back
• Neutral Sentiment: Reminders that BX will trade ex-dividend soon — relevant for dividend capture and short-term flows but routine. Four Days Left Until Blackstone Inc. (NYSE:BX) Trades Ex-Dividend
• Neutral Sentiment: Media roundups and analyst consensus pieces summarize mixed analyst views and model forecasts — useful context but not new catalysts on their own. Blackstone stock outlook: Is Wall Street bullish or bearish? Blackstone Inc. (BX) Stock Forecasts
• Negative Sentiment: Jon Gray also warned of “disruption risk” in private credit — a cautionary signal about asset-class stress that could pressure fundraising, valuations and fees. Blackstone’s Gray flags ‘disruption risk’ in private credit – report
• Negative Sentiment: Argus cut its price target to $163 (from $195) though it kept a buy rating — the lower target reduces upside expectations and may weigh on sentiment. Argus Research adjusts Blackstone price target to $163 from $195; maintains buy rating
• Negative Sentiment: Rothschild & Co Redburn published a pessimistic forecast for BX, and BMO lowered expectations — further analyst caution that could cap near-term upside. Rothschild & Co Redburn Issues Pessimistic Forecast for Blackstone (NYSE:BX) Stock Price BMO Capital Markets Has Lowered Expectations for Blackstone (NYSE:BX) Stock Price

Blackstone Stock Up 0.5%

Shares of Blackstone stock opened at $134.55 on Thursday. The company has a 50-day simple moving average of $152.62 and a two-hundred day simple moving average of $160.13. Blackstone Inc. has a 52-week low of $115.66 and a 52-week high of $190.09. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.75 and a current ratio of 0.76. The stock has a market capitalization of $99.36 billion, a PE ratio of 34.68, a price-to-earnings-growth ratio of 1.04 and a beta of 1.76.

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

Blackstone Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Monday, February 9th will be given a dividend of $1.49 per share. This represents a $5.96 annualized dividend and a dividend yield of 4.4%. This is a boost from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date of this dividend is Monday, February 9th. Blackstone’s payout ratio is 132.99%.

Analyst Ratings Changes

BX has been the topic of several recent analyst reports. TD Cowen reiterated a “buy” rating and issued a $183.00 price target on shares of Blackstone in a report on Friday, January 30th. Evercore ISI decreased their price target on shares of Blackstone from $175.00 to $170.00 and set an “outperform” rating for the company in a research note on Friday, January 30th. JMP Securities reiterated a “market outperform” rating and set a $195.00 target price on shares of Blackstone in a report on Friday, October 24th. The Goldman Sachs Group lowered their target price on Blackstone from $166.00 to $158.00 and set a “neutral” rating for the company in a research note on Friday, January 30th. Finally, Barclays decreased their price objective on Blackstone from $171.00 to $164.00 and set an “equal weight” rating for the company in a report on Friday, January 30th. Eleven analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $174.77.

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.