20,863 Shares in Blackstone Inc. $BX Acquired by Caprock Group LLC

Caprock Group LLC purchased a new stake in Blackstone Inc. (NYSE:BX) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 20,863 shares of the asset manager’s stock, valued at approximately $3,576,000.

Several other hedge funds also recently modified their holdings of BX. Vanguard Group Inc. boosted its position in Blackstone by 2.2% during the second quarter. Vanguard Group Inc. now owns 69,492,377 shares of the asset manager’s stock valued at $10,394,670,000 after buying an additional 1,494,796 shares during the period. Redmond Asset Management LLC boosted its holdings in Blackstone by 21.2% during the 2nd quarter. Redmond Asset Management LLC now owns 18,785 shares of the asset manager’s stock valued at $2,810,000 after acquiring an additional 3,281 shares during the period. Whittier Trust Co. grew its position in Blackstone by 2.1% during the 3rd quarter. Whittier Trust Co. now owns 346,318 shares of the asset manager’s stock worth $58,337,000 after acquiring an additional 7,053 shares during the last quarter. Exchange Traded Concepts LLC lifted its position in Blackstone by 733.2% in the third quarter. Exchange Traded Concepts LLC now owns 13,715 shares of the asset manager’s stock valued at $2,343,000 after purchasing an additional 12,069 shares during the last quarter. Finally, Longfellow Investment Management Co. LLC grew its holdings in shares of Blackstone by 259.8% in the second quarter. Longfellow Investment Management Co. LLC now owns 22,160 shares of the asset manager’s stock worth $3,315,000 after purchasing an additional 16,001 shares during the last quarter. Institutional investors own 70.00% of the company’s stock.

Insider Transactions at Blackstone

In related news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the 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 sale, the insider directly owned 2,161 shares of the company’s stock, valued at approximately $21,610. This represents a 99.86% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, major shareholder Holdings Iv Gp Mana Blackstone bought 385,208 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was purchased at an average cost of $25.96 per share, with a total value of $9,999,999.68. Following the completion of the acquisition, the insider directly owned 16,332,883 shares of the company’s stock, valued at approximately $424,001,642.68. The trade was a 2.42% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 1.00% of the company’s stock.

Key Stories Impacting Blackstone

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone significantly increased its stake in AI startup Anthropic to roughly $1 billion, giving BX bigger exposure to high‑growth generative AI opportunities that could boost future fee‑earning businesses and valuation upside if the AI platform scales. Blackstone boosts stake in AI startup Anthropic to about $1 billion, source says
• Positive Sentiment: Reports say Brookfield is in talks to buy Blackstone’s Fidere business for about $1.2 billion — a potential asset sale that could crystallize value, free capital for higher‑return deployments or shareholder returns, and de‑risk the portfolio. Brookfield in talks to buy Blackstone’s Fidere for $1.2 bln, Expansion reports
• Neutral Sentiment: Coverage highlights BX shifting capital toward data centers and healthtech — sectors with secular demand but mixed near‑term valuations; this signals strategic focus on growth themes but also highlights valuation sensitivity across new investments. Blackstone Targets Data Centers And Healthtech As Valuation Signals Mixed
• Neutral Sentiment: Analyst and press pieces are re‑framing Blackstone’s story as it shifts away from legacy segments and leans into buyouts, AI, real assets and net‑asset monetizations — useful for long‑term thesis but not an immediate catalyst on its own. What Analysts Think Is Quietly Reshaping The Blackstone (BX) Story Now
• Neutral Sentiment: Investor resources — a Zacks comparison of XP vs BX and a Seeking Alpha transcript of BX’s Bank of America presentation — provide valuation context and management commentary but contain no single market‑moving surprise. XP or BX: Which Is the Better Value Stock Right Now? Blackstone Inc. (BX) Presents at Bank of America Financial Services Conference 2026 Transcript
• Neutral Sentiment: Founder Steve Schwarzman’s high‑profile philanthropic plans (focus on culture, education and AI) are notable for governance/PR but are unlikely to materially change near‑term financials. Blackstone Founder Steve Schwarzman Aims to Build a Top 10 Private Foundation
• Negative Sentiment: Jefferies cut its price target on BX from $185 to $161 while keeping a Buy rating — the downgrade trims upside in sell‑side expectations and can pressure the stock in the short term despite the maintained positive stance. Jefferies adjusts price target on Blackstone to 161 from 185; maintains buy rating

Analyst Ratings Changes

Several brokerages have weighed in on BX. The Goldman Sachs Group dropped their price target on shares of Blackstone from $166.00 to $158.00 and set a “neutral” rating for the company in a research report on Friday, January 30th. JMP Securities reissued a “market outperform” rating and issued a $195.00 target price on shares of Blackstone in a research note on Friday, October 24th. HSBC lowered their price target on Blackstone from $178.00 to $174.00 and set a “hold” rating for the company in a research report on Wednesday, January 28th. Barclays reduced their target price on Blackstone from $171.00 to $164.00 and set an “equal weight” rating on the stock in a research note on Friday, January 30th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on shares of Blackstone from $164.00 to $185.00 and gave the company a “buy” rating in a report on Wednesday, December 17th. Eleven analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, Blackstone currently has a consensus rating of “Moderate Buy” and a consensus price target of $173.68.

Blackstone Trading Down 0.2%

NYSE:BX opened at $133.60 on Thursday. Blackstone Inc. has a one year low of $115.66 and a one year high of $190.09. The company’s 50-day simple moving average is $151.00 and its 200 day simple moving average is $158.66. The firm has a market capitalization of $98.65 billion, a P/E ratio of 34.43, a PEG ratio of 1.04 and a beta of 1.76. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.76 and a quick ratio of 0.75.

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

Blackstone Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th will be issued a dividend of $1.49 per share. The ex-dividend date is Monday, February 9th. This is a boost from Blackstone’s previous quarterly dividend of $1.29. This represents a $5.96 annualized dividend and a dividend yield of 4.5%. Blackstone’s dividend payout ratio is 153.61%.

Blackstone 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.