Blackstone Inc. $BX Stake Boosted by APG Asset Management N.V.

APG Asset Management N.V. grew its holdings in Blackstone Inc. (NYSE:BX) by 1.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 410,300 shares of the asset manager’s stock after purchasing an additional 7,400 shares during the quarter. APG Asset Management N.V. owned about 0.06% of Blackstone worth $70,100,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also modified their holdings of the company. GHP Investment Advisors Inc. boosted its position in Blackstone by 3.5% in the second quarter. GHP Investment Advisors Inc. now owns 1,784 shares of the asset manager’s stock valued at $267,000 after buying an additional 61 shares in the last quarter. Redwood Financial Network Corp boosted its holdings in shares of Blackstone by 1.8% in the 2nd quarter. Redwood Financial Network Corp now owns 3,588 shares of the asset manager’s stock worth $537,000 after acquiring an additional 65 shares in the last quarter. Obermeyer Wealth Partners increased its holdings in Blackstone by 2.3% during the 3rd quarter. Obermeyer Wealth Partners now owns 2,993 shares of the asset manager’s stock valued at $511,000 after purchasing an additional 66 shares in the last quarter. Klingman & Associates LLC boosted its stake in Blackstone by 0.4% in the third quarter. Klingman & Associates LLC now owns 15,116 shares of the asset manager’s stock worth $2,583,000 after purchasing an additional 67 shares in the last quarter. Finally, Lazari Capital Management Inc. grew its holdings in shares of Blackstone by 4.5% during the third quarter. Lazari Capital Management Inc. now owns 1,578 shares of the asset manager’s stock worth $270,000 after purchasing an additional 68 shares during the last quarter. 70.00% of the stock is currently owned by institutional investors.

Blackstone Stock Performance

Shares of NYSE:BX opened at $113.22 on Friday. The company has a market capitalization of $83.61 billion, a price-to-earnings ratio of 29.18, a P/E/G ratio of 0.97 and a beta of 1.76. The firm’s 50 day simple moving average is $143.94 and its 200 day simple moving average is $154.61. 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 Inc. has a fifty-two week low of $111.04 and a fifty-two week high of $190.09.

Blackstone (NYSE:BX) last posted its earnings results on Thursday, January 29th. The asset manager reported $1.75 earnings per share for the quarter, topping 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 company had revenue of $4.36 billion for the quarter, compared to analyst estimates of $3.69 billion. During the same period last year, the business posted $1.69 earnings per share. The business’s revenue for the quarter was up 41.4% compared to the same quarter last year. As a group, sell-side analysts forecast that Blackstone Inc. will post 5.87 earnings per share for the current year.

Blackstone Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th were issued a $1.49 dividend. This represents a $5.96 annualized dividend and a dividend yield of 5.3%. This is an increase from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date was Monday, February 9th. Blackstone’s dividend payout ratio is currently 153.61%.

Analyst Ratings Changes

BX has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Blackstone from $164.00 to $185.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. BMO Capital Markets lowered their price target on shares of Blackstone from $180.00 to $165.00 and set an “outperform” rating for the company in a report on Monday, February 2nd. Argus reduced their price objective on Blackstone from $195.00 to $163.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Rothschild & Co Redburn dropped their target price on Blackstone from $165.00 to $158.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Blackstone in a report on Wednesday, January 21st. Eleven equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $169.38.

Key Blackstone News

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Strong Q4 results: Blackstone reported substantial revenue and margin growth in Q4 (robust cash generation and improved profitability), which supports earnings momentum and valuation. Blackstone Inc. (BX) Releases Q4 2025 Earnings
• Positive Sentiment: RBC initiation: RBC Capital started coverage with an Outperform and $179 target, citing Blackstone’s first‑mover advantages in alternatives — a potential catalyst for investor confidence and price support. RBC Capital Initiates Blackstone (BX) Coverage
• Positive Sentiment: AI/data-center push: Bloomberg reports Blackstone plans a public vehicle to buy AI data centers — a move that could monetize and scale a fast-growing, high‑demand asset class. That strategy can boost fee‑bearing AUM if executed well. Blackstone plans public vehicle to buy AI data centers – Bloomberg
• Positive Sentiment: Life‑sciences funding: Blackstone Life Sciences (BXLS) agreed to fund development of bleximenib for AML — a growth/exit option in health‑tech that can produce high-return realizations for investors if trials succeed. Is Blackstone Inc. (BX) One of the Best Cheap Blue Chip Stocks to Buy According to Analysts?
• Positive Sentiment: Portfolio reshaping and new assets: Completed acquisition of Champions Group (home services) and first hydrogen-capable plant (Magnolia) expand fee and infrastructure exposure — diversification that can lift long‑term AUM and cash flow. Blackstone Reshapes Portfolio With Home Services And Hydrogen While Shares Slide
• Neutral Sentiment: Industry comparisons and valuation pieces (XP vs BX, value investor writeups) are circulating; useful for framing relative value but unlikely to trigger immediate stock moves. XP vs. BX: Which Stock Should Value Investors Buy Now?
• Negative Sentiment: ESOP-linked shelf registration (~$1.47B / 12.8M shares): Blackstone filed a large shelf tied to an ESOP offering — this increases near‑term equity capacity and can create selling pressure or dilution concerns for holders. Is Blackstone’s (BX) ESOP Stock Offering Quietly Reframing Its Private Credit And Power Ambitions?
• Negative Sentiment: Shares lagging/underperforming coverage: Several articles note BX underperforming the Dow and recent share slide, reflecting market skepticism about near‑term catalysts despite strategic moves — a factor pressuring the stock. Is Blackstone Stock Underperforming the Dow?

Insider Activity

In related news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $10.00, for a total value of $15,961,420.00. Following the completion of the transaction, the insider directly owned 2,161 shares in the company, valued at approximately $21,610. The trade was a 99.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, major shareholder Holdings Iv Gp Mana Blackstone bought 1,146,789 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were bought at an average price of $26.16 per share, for a total transaction of $30,000,000.24. Following the completion of the acquisition, the insider directly owned 16,716,249 shares in the company, valued at approximately $437,297,073.84. This trade represents a 7.37% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 1.00% of the company’s stock.

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.