Baltimore Washington Financial Advisors Inc. Has $38.16 Million Stock Position in Blackstone Inc. $BX

Baltimore Washington Financial Advisors Inc. increased its stake in shares of Blackstone Inc. (NYSE:BX) by 3.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 223,352 shares of the asset manager’s stock after buying an additional 6,768 shares during the period. Blackstone accounts for about 1.6% of Baltimore Washington Financial Advisors Inc.’s portfolio, making the stock its 23rd largest holding. Baltimore Washington Financial Advisors Inc.’s holdings in Blackstone were worth $38,160,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. grew its holdings in shares of Blackstone by 2.2% during the 2nd quarter. Vanguard Group Inc. now owns 69,492,377 shares of the asset manager’s stock worth $10,394,670,000 after purchasing an additional 1,494,796 shares in the last quarter. Whittier Trust Co. boosted 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 buying an additional 7,053 shares during the period. Close Asset Management Ltd boosted its holdings in Blackstone by 16,035.1% in 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 acquiring an additional 1,133,197 shares during the last quarter. Exchange Traded Concepts LLC boosted its position in Blackstone by 733.2% during the third quarter. Exchange Traded Concepts LLC now owns 13,715 shares of the asset manager’s stock valued at $2,343,000 after acquiring an additional 12,069 shares during the last quarter. Finally, Longfellow Investment Management Co. LLC grew its position in shares of Blackstone by 259.8% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 22,160 shares of the asset manager’s stock worth $3,315,000 after buying an additional 16,001 shares during the period. Institutional investors and hedge funds own 70.00% of the company’s stock.

Key Blackstone News

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Oaktree co‑founder Howard Marks publicly said there’s “no systemic problem” with private credit, a comment that calms fears about contagion across the sector and can support sentiment for BX. Oaktree’s Howard Marks says there’s no systemic problem with private credit
• Neutral Sentiment: Barclays reinstated coverage of BX with an Equal Weight rating and a $126 price target after a brief restriction period — coverage resumption reduces uncertainty but the $126 PT is well below recent 200‑day averages. Blackstone (BX) Coverage Reinstated by Barclays with $126 Price Target
• Negative Sentiment: Blackstone’s BCRED fund has seen a surge in redemption requests; the firm raised the repurchase cap and injected capital to meet demand — action avoids a disorderly liquidity event but highlights stress in retail-facing private credit and likely weighs on sentiment and valuation. Blackstone Redemptions Test Liquidity As Shares Trade Below Fair Value
• Negative Sentiment: Analysts cut targets: JPMorgan lowered its BX target to $122 and Barclays’s published target sits at $126 — fresh downward pressure from the sell‑side. JPMorgan Chase & Co. Lowers Blackstone Price Target to $122
• Negative Sentiment: A major shareholder sold roughly $15.96M of BX stock, a transaction that can amplify intraday selling pressure and signal reduced insider conviction. Blackstone Major Shareholder Sells $15,961,420.00 in Stock
• Negative Sentiment: Reports Bloomberg/Reuters that talks for a ~$4B New World deal have stalled over control issues; market reaction to deal uncertainty pressured related shares and sentiment toward BX. Blackstone’s $4 billion New World talks stall over control
• Negative Sentiment: Critical analyst pieces and commentary argue valuation and liquidity risks remain elevated (e.g., Seeking Alpha take and broader coverage of retail private‑credit redemptions), sustaining bearish narratives. Avoiding Blackstone And Blackstone Secured Lending…

Insider Buying and Selling at Blackstone

In other news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $10.00, for a total transaction of $15,961,420.00. The sale was disclosed in a filing with the SEC, 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 that occurred on Monday, February 23rd. The stock was bought at an average price of $26.16 per share, for a total transaction of $30,000,000.24. Following the acquisition, the insider directly owned 16,716,249 shares of the company’s stock, valued at $437,297,073.84. The trade was a 7.37% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 1.00% of the stock is owned by insiders.

Analyst Ratings Changes

A number of brokerages have commented on BX. Deutsche Bank Aktiengesellschaft raised their price objective on Blackstone from $164.00 to $185.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Piper Sandler decreased their price objective on shares of Blackstone from $168.00 to $158.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. JPMorgan Chase & Co. lowered their price objective on Blackstone from $158.00 to $122.00 and set a “neutral” rating on the stock in a research note on Tuesday. Royal Bank Of Canada initiated coverage on Blackstone in a report on Monday, February 23rd. They set an “outperform” rating and a $179.00 price objective on the stock. Finally, Citizens Jmp reiterated a “market outperform” rating and set a $195.00 target price on shares of Blackstone in a research report on Friday, January 30th. Eleven equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, Blackstone has an average rating of “Moderate Buy” and a consensus price target of $165.86.

Blackstone Trading Down 4.6%

Shares of BX opened at $110.20 on Friday. The firm has a market capitalization of $81.79 billion, a price-to-earnings ratio of 28.40, a PEG ratio of 0.99 and a beta of 1.79. The firm’s 50-day moving average price is $139.66 and its 200-day moving average price is $152.66. Blackstone Inc. has a 1-year low of $105.09 and a 1-year high of $190.09. 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 (EPS) for the quarter, topping analysts’ consensus estimates of $1.54 by $0.21. Blackstone had a return on equity of 22.17% and a net margin of 20.89%.The business had revenue of $4.36 billion during the quarter, compared to the consensus estimate of $3.69 billion. During the same quarter in the prior year, the company earned $1.69 earnings per share. The firm’s quarterly revenue was up 41.4% compared to the same quarter last year. Sell-side analysts anticipate that Blackstone Inc. will post 5.87 EPS for the current year.

Blackstone Increases Dividend

The company also recently announced 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 yield of 5.4%. This is a boost from Blackstone’s previous quarterly dividend of $1.29. The ex-dividend date of this dividend was Monday, February 9th. Blackstone’s dividend payout ratio is presently 153.61%.

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.