Border to Coast Pensions Partnership Ltd Trims Stock Position in Blackstone Inc. $BX

Border to Coast Pensions Partnership Ltd decreased its holdings in Blackstone Inc. (NYSE:BX) by 10.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 125,000 shares of the asset manager’s stock after selling 15,000 shares during the quarter. Border to Coast Pensions Partnership Ltd’s holdings in Blackstone were worth $21,356,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in BX. Traub Capital Management LLC purchased a new stake in Blackstone in the second quarter worth about $27,000. Parvin Asset Management LLC purchased a new stake in Blackstone in the 2nd quarter worth approximately $35,000. Rexford Capital Inc. bought a new stake in Blackstone during the 2nd quarter worth approximately $35,000. RMG Wealth Management LLC bought a new position in shares of Blackstone in the second quarter worth approximately $40,000. Finally, Greykasell Wealth Strategies Inc. bought a new stake in shares of Blackstone during the 3rd quarter valued at $45,000. 70.00% of the stock is currently owned by institutional investors.

Blackstone Stock Up 0.5%

Shares of NYSE BX opened at $134.55 on Thursday. The stock’s fifty day simple moving average is $152.62 and its two-hundred day simple moving average is $160.13. 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 Inc. has a 12-month low of $115.66 and a 12-month high of $190.09. The stock has a market capitalization of $99.36 billion, a PE ratio of 34.68, a price-to-earnings-growth ratio of 1.04 and a beta of 1.76.

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

Blackstone Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th will be paid a dividend of $1.49 per share. This represents a $5.96 dividend on an annualized basis and a dividend yield of 4.4%. The ex-dividend date of this dividend is Monday, February 9th. This is a positive change from Blackstone’s previous quarterly dividend of $1.29. Blackstone’s dividend payout ratio is 132.99%.

Key Headlines Impacting Blackstone

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone reported strong Q4 results and Citizens maintained a market outperform rating — the quarter beat revenue and EPS estimates, supporting fee and performance-related revenue momentum. Blackstone (BX) reports strong Q4 earnings, Citizens maintains market outperform rating
• Positive Sentiment: Blackstone will pay a larger dividend than last year — a cash-return tailwind that supports the stock’s yield story and shareholder income thesis. Blackstone’s (NYSE:BX) Shareholders Will Receive A Bigger Dividend Than Last Year
• Positive Sentiment: CEO Jon Gray said 2026 could be a comeback year for IPOs — if public listings revive, Blackstone stands to benefit from capital markets activity, deal fees and realizations. Blackstone’s (BX) Jon Gray Says 2026 Will Be the Year IPOs Roar Back
• Neutral Sentiment: Reminders that BX will trade ex-dividend soon — relevant for dividend capture and short-term flows but routine. Four Days Left Until Blackstone Inc. (NYSE:BX) Trades Ex-Dividend
• Neutral Sentiment: Media roundups and analyst consensus pieces summarize mixed analyst views and model forecasts — useful context but not new catalysts on their own. Blackstone stock outlook: Is Wall Street bullish or bearish? Blackstone Inc. (BX) Stock Forecasts
• Negative Sentiment: Jon Gray also warned of “disruption risk” in private credit — a cautionary signal about asset-class stress that could pressure fundraising, valuations and fees. Blackstone’s Gray flags ‘disruption risk’ in private credit – report
• Negative Sentiment: Argus cut its price target to $163 (from $195) though it kept a buy rating — the lower target reduces upside expectations and may weigh on sentiment. Argus Research adjusts Blackstone price target to $163 from $195; maintains buy rating
• Negative Sentiment: Rothschild & Co Redburn published a pessimistic forecast for BX, and BMO lowered expectations — further analyst caution that could cap near-term upside. Rothschild & Co Redburn Issues Pessimistic Forecast for Blackstone (NYSE:BX) Stock Price BMO Capital Markets Has Lowered Expectations for Blackstone (NYSE:BX) Stock Price

Insider Activity

In other Blackstone news, major shareholder Holdings Iv Gp Mana Blackstone purchased 384,468 shares of the stock in a transaction on Friday, December 19th. The shares were bought at an average price of $26.01 per share, for a total transaction of $10,000,012.68. Following the completion of the transaction, 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 position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $10.00, for a total value of $15,961,420.00. Following the transaction, the insider directly owned 2,161 shares of the company’s stock, valued at $21,610. The trade was a 99.86% decrease in their position. The SEC filing for this sale provides additional information. Insiders have acquired 770,078 shares of company stock worth $20,058,800 in the last ninety days. Company insiders own 1.00% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on BX. Piper Sandler dropped their price objective on Blackstone from $168.00 to $158.00 and set a “neutral” rating for the company in a research note on Monday. The Goldman Sachs Group cut their price objective on shares of Blackstone from $166.00 to $158.00 and set a “neutral” rating for the company in a report on Friday, January 30th. HSBC lowered their target price on shares of Blackstone from $178.00 to $174.00 and set a “hold” rating on the stock in a report on Wednesday, January 28th. UBS Group set a $171.00 price target on shares of Blackstone in a report on Friday, January 30th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Blackstone in a research report on Wednesday, January 21st. Eleven analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $174.77.

Blackstone 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.