ArrowMark Colorado Holdings LLC Trims Holdings in Blackstone Inc. $BX

ArrowMark Colorado Holdings LLC cut its position in shares of Blackstone Inc. (NYSE:BX) by 10.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,200 shares of the asset manager’s stock after selling 5,500 shares during the quarter. ArrowMark Colorado Holdings LLC’s holdings in Blackstone were worth $7,722,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. REAP Financial Group LLC acquired a new position in Blackstone in the 3rd quarter valued at $26,000. Traub Capital Management LLC purchased a new stake in shares of Blackstone in the second quarter valued at $27,000. Redmont Wealth Advisors LLC purchased a new position in Blackstone during the third quarter worth about $30,000. Kelleher Financial Advisors acquired a new stake in Blackstone in the 3rd quarter worth about $34,000. Finally, Parvin Asset Management LLC acquired a new position in shares of Blackstone during the 2nd quarter valued at about $35,000. 70.00% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on BX shares. Citizens Jmp restated a “market outperform” rating and issued a $195.00 target price on shares of Blackstone in a report on Friday, January 30th. Argus decreased their price target on shares of Blackstone from $195.00 to $163.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. BMO Capital Markets dropped their price objective on Blackstone from $180.00 to $165.00 and set an “outperform” rating for the company in a report on Monday, February 2nd. UBS Group reduced their target price on Blackstone from $171.00 to $137.00 and set a “neutral” rating on the stock in a report on Friday, February 20th. Finally, Deutsche Bank Aktiengesellschaft upped their price target on Blackstone from $164.00 to $185.00 and gave the stock a “buy” rating in a research note on Wednesday, December 17th. Eleven investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $165.86.

Insider Transactions at Blackstone

In other Blackstone news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the stock in a transaction that occurred 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 transaction was disclosed in a filing with the SEC, which is available at this link. Also, major shareholder Holdings Iv Gp Mana Blackstone purchased 1,146,789 shares of the stock in a transaction dated Monday, February 23rd. The stock was purchased at an average price of $26.16 per share, with a total value 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. The trade was a 7.37% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 1.00% of the company’s stock.

Key Blackstone News

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Sector rebound lifts BX — Blackstone rose as private‑credit stocks broadly recovered, helping shares rebound after recent weakness in the group. Why Blackstone (BX) Stock Is Up Today
• Positive Sentiment: Record AUM supports fee growth — Blackstone’s assets under management hit about $1.27 trillion, boosting fee‑bearing capital and underpinning longer‑term earnings potential despite private‑credit headline risk. Will Blackstone’s Rising AUM Balance Aid Long-Term Earnings Growth?
• Positive Sentiment: Long‑term performance track record — Analysis showing strong 10‑year returns highlights BX’s compounding of fee and carry businesses, supporting investor confidence over multi‑year horizons. $100 Invested In Blackstone 10 Years Ago Would Be Worth This Much Today
• Neutral Sentiment: AI/portfolio strategy talks — Reports that Anthropic has discussed a joint venture to embed AI across PE portfolios could lower software spend and boost margins, but implications and timing are uncertain. Private equity is about to eat its own software portfolio
• Negative Sentiment: Earlier private‑credit scare pushed shares down — A prior drop was linked to investor concern about private‑credit stability after a major bank announcement, feeding volatility in BX and peers. Why Blackstone (BX) Stock Is Trading Lower Today
• Negative Sentiment: Recent 52‑week low highlights downside sensitivity — Coverage noting BX at a 52‑week low underscores how quickly sentiment can swing on private‑credit headlines and macro concerns. Blackstone Stock Falls To 52-Week Low: Here’s Why

Blackstone Price Performance

Shares of NYSE BX opened at $106.62 on Monday. The business has a 50 day moving average price of $134.85 and a two-hundred day moving average price of $150.29. Blackstone Inc. has a fifty-two week low of $101.73 and a fifty-two week high of $190.09. The firm has a market cap of $79.13 billion, a PE ratio of 27.48, a price-to-earnings-growth ratio of 0.85 and a beta of 1.80. The company has a quick ratio of 0.76, a current ratio of 0.76 and a debt-to-equity ratio of 0.61.

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

Blackstone Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th were given a $1.49 dividend. This represents a $5.96 annualized dividend and a dividend yield of 5.6%. The ex-dividend date of this dividend was Monday, February 9th. This is an increase from Blackstone’s previous quarterly dividend of $1.29. Blackstone’s payout ratio is presently 153.61%.

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.