Inside the research

Blackstone Inc.

BX Research profile · latest available data

Price overview

$118.42

▲ +1.21 (+1.0%)

52w hi$169.27
52w lo$100.16
Vol4.50M
As of25 Sep 2026

The Verdict

Hold

Our score +0.24

Short+0.20
Medium+0.19
Long+0.43

computed 2026-09-27

Key fundamentals

Blackstone Inc.

Financial Services · Asset Management

Market cap$141.55B
Enterprise value$120.79B
Trailing P/E26.55x
Forward P/E15.82x
P / S (ttm)9.14x
Profit margin22.7%
Return on equity31.4%
Revenue growth+28.6%
Earnings growth+57.3%
Debt / equity68.19

Layer Breakdown

LayerRawContribution
Fundamental+0.39
Sector+0.02
Technical-0.06
Earnings+0.00
Sentiment+0.33

macro × 1.00 · 2026-09-27

Business overview

Blackstone Inc. is an alternative asset management firm specializing in private equity, venture capital, real estate, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage, seed, middle market, mature, late venture, growth capital, emerging growth, turnaround, and later stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investments as well as debt investment opportunities collateralized by commercial real estate, and stabilized income-oriented commercial real estate across North America, Europe and Asia. Within fund of fund investments, it seeks to invest in private equity funds, venture capital funds, mezzanine funds, distressed debt/turnaround funds, secondary investment funds & real estate funds. The firm's corporate private equity business pursues transactions throughout the world across a variety of transaction types, including large buyouts, recapitalization, special situations, distressed mortgage loans, mid-cap buyouts, buy and build platforms, which involves multiple acquisitions behind a single management team and platform, and growth equity/development projects involving significant majority stakes in portfolio companies and minority investments in operating companies, shipping, real estate, corporate or consumer loans, and alternative energy greenfield development projects in energy and power, property, dislocated markets, shipping opportunities, financial institution breakups, re-insurance, and improving freight mobility, financial services, cargo, data processing, oil & gas production, oil & gas refining, oil & gas storage, building products, home entertainment, B2B, consumer electronics, home supply store, lodging, commercial services & supplies, metal & mineral mining machinery, coal, hazardous waste collection, solid waste collection, waste water treatment, renewable electricity, equity REITs, power generation by nuclear & fossil fuels, personal loan services, chemicals, other specialty retail, biotech, pharmaceuticals, metal, aerospace, healthcare, cable, entertainment services, infrastructure services, transportation infrastructure, exhaust, life sciences, alternative carriers, infrastructure, system software, manufacturing services, enterprise tech and consumer, enterprise software & application, as well as consumer technologies. The firm considers investment in Asia, Latin America, Japan, Australia, South Korea, Singapore, Hong Kong, Africa, Middle East, Beijing, Shanghai, India, Belgium, France, Ireland, Luxembourg, Monaco, Netherlands, United Kingdom, North America and South America. It seeks to invest between $0.25 million and $900 million per transaction. It invests in companies with enterprise value between $500 million and $5000 million. It makes equity investments up to $300 million through fund of fund investments. It has a three year investment period. The firm prefers to take majority and minority stakes. Its hedge fund business manages a broad range of commingled and customized fund solutions and its credit business focuses on loans, and securities of non-investment grade companies spread across the capital structure including senior debt, subordinated debt, preferred stock and common equity. Blackstone Inc. through its subsidiary South City Projects (Kolkata) Limited offers residential and commercial real estate development services that include development of township, residential towers, malls, IT parks, stadiums, resorts, hospitals, and schools. Blackstone Inc. was founded in 1985 and is based in New York, New York with additional offices across Asia, Europe, North America and Central America.

United States · www.blackstone.com

Risk Metrics

Beta vs SPX1.54
Corr SPX0.66
Annual vol37.4%
Annual ret-7.5%
Sharpe-0.20
Max DD-48.7%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$143.70
High / Low$190.00 / $116.00
Median$141.00
Analysts20
Strong Buy3
Buy9
Hold10
Sell0
Strong Sell0

Recent rating actions

2026-04-27Piper Sandler→ Neutral
2026-04-24TD Cowen→ Buy
2026-04-24Oppenheimer→ Outperform
2026-04-24JP Morgan→ Neutral
2026-04-22Citizens→ Market Outperform
2026-04-21Morgan Stanley→ Overweight

Material Events

DateEvent8-K
2026-07-23Earnings Release, Exhibitsread
2026-06-23Reg FD Disclosure, Exhibitsread
2026-04-23Earnings Release, Exhibitsread
2026-03-24Reg FD Disclosure, Exhibitsread
2026-01-29Earnings Release, Exhibitsread
2025-11-03Material Agreement, Material Obligation…read
2025-10-28Other Material Event, Exhibitsread
2025-10-28Other Material Event, Exhibitsread
2025-10-23Earnings Release, Exhibitsread
2025-10-17Material Agreement, Material Obligation…read
2025-09-24Reg FD Disclosure, Exhibitsread
2025-07-24Earnings Release, Exhibitsread

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders8
Top-5 share95.6%
HHI4,107 (concentrated)

Top Holders

HolderValueShares
State Street Corp$3.82B32.46M
Capital Research / Capital World$992.43M8.43M
Citadel Advisors$844.28M7.17M
Millennium Management$199.26M1.69M
Renaissance Technologies$184.78M1.57M
Fidelity / FMR LLC$174.76M1.49M
AQR Capital Management$104.07M892.18K
T. Rowe Price Group$170.73K1.45M

As of 2026-06-30

Connections

Subsidiarys: blackstone.com

Dividends

Yield (TTM)3.33%
$ / share (TTM)$3.94
5y CAGR+19.7%

Annual dividend per share

2021$3.57
2022$4.94
2023$3.32
2024$3.45
2025$4.69
2026$2.65

Federal Contracts

AmountAgencyDescription
$2.87MDepartment of DefenseDINING FACILITY SUPPORT SERVICES
$1.46MDepartment of DefenseTHIS ORDER IS ISSUED UNDER/PURSUANT TO THE PROVISIONS OF HQ084724D0001 (THE CONT
$1.35MDepartment of DefenseCUSTODIAL SERVICES IN SUPPORT OF DECA COMMISSAIRES, UNITED KINGDOM
$1.28MDepartment of DefenseDINING FACILITY OPERATIONAL SUPPORT SERVICES
$948.29KDepartment of DefenseDINING FACILITY OPERATIONS
$842.73KDepartment of DefenseDINING FACILITY SERVICES FOR GEORGE C. MARSHALL CENTER FOR SECURITY STUDIES
$775.56KDepartment of DefenseMEALS AND OPERATIONAL SUPPORT
$550.37KDepartment of Veterans AffairsEXPRESS REPORT: COMMUNITY NURSING HOME SERVICES FY24 Q1 AND Q2

SEC Filings

DateFormDoc
2026-08-1413F-HR/Aview
2026-08-1413F-HR/Aview
2026-08-1413F-HRview
2026-08-1413F-HR/Aview
2026-08-134view
2026-08-124view
2026-08-124view
2026-08-124view
2026-08-124view
2026-08-0710-Qview
2026-08-064view
2026-08-054view
2026-08-054view
2026-08-044view
2026-07-303view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
Revenue$8.02B+6.5%
Net income$2.78B+23.6%
Cash from ops$3.48B+6.3%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$117.50$119.50$117.19$118.424.50M
Sep 24$118.50$119.43$115.28$117.215.29M
Sep 23$121.83$122.48$118.76$119.275.70M
Sep 22$127.63$127.75$123.27$124.013.02M
Sep 21$126.35$127.08$124.55$126.412.87M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →