8,116 Shares in Blackstone Inc. $BX Purchased by Caisse Des Depots ET Consignations

Caisse Des Depots ET Consignations purchased a new stake in shares of Blackstone Inc. (NYSE:BX) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 8,116 shares of the asset manager’s stock, valued at approximately $1,387,000.

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

Blackstone Trading Down 0.2%

Shares of BX opened at $133.60 on Thursday. The company has a market cap of $98.65 billion, a P/E ratio of 34.43, a P/E/G ratio of 1.04 and a beta of 1.76. Blackstone Inc. has a twelve month low of $115.66 and a twelve month high of $190.09. The company’s fifty day simple moving average is $151.00 and its 200-day simple moving average is $158.66. The company has a current ratio of 0.76, a quick ratio of 0.75 and a debt-to-equity ratio of 0.61.

Blackstone (NYSE:BX) last posted 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. The company had revenue of $4.36 billion for the quarter, compared to analyst estimates of $3.69 billion. Blackstone had a net margin of 20.89% and a return on equity of 22.17%. The firm’s revenue for the quarter was up 41.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.69 EPS. As a group, analysts expect that Blackstone Inc. will post 5.87 EPS for the current year.

Blackstone Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th will be given a $1.49 dividend. This is a boost from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date of this dividend is Monday, February 9th. This represents a $5.96 annualized dividend and a yield of 4.5%. Blackstone’s dividend payout ratio is currently 153.61%.

Key Blackstone News

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

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. UBS Group set a $171.00 price target on Blackstone in a report on Friday, January 30th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Blackstone from $164.00 to $185.00 and gave the stock a “buy” rating in a research report on Wednesday, December 17th. Morgan Stanley boosted their price target on shares of Blackstone from $200.00 to $215.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 21st. Jefferies Financial Group cut their price objective on Blackstone from $185.00 to $161.00 and set a “buy” rating for the company in a research report on Tuesday. Finally, Argus dropped their price target on Blackstone from $195.00 to $163.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Eleven equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $173.68.

Insiders Place Their Bets

In related news, major shareholder Holdings Iv Gp Mana Blackstone bought 384,468 shares of the stock in a transaction dated Friday, December 19th. The stock was purchased at an average cost of $26.01 per share, with a total value of $10,000,012.68. Following the completion of the purchase, the insider owned 16,525,117 shares of the company’s stock, valued at $429,818,293.17. This trade represents a 2.38% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the company’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $10.00, for a total transaction of $15,961,420.00. Following the completion of the transaction, the insider owned 2,161 shares in the company, valued at approximately $21,610. The trade was a 99.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.00% of the stock is currently owned by insiders.

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.