Fishman Jay A Ltd. MI Trims Stock Position in Blackstone Inc. $BX

Fishman Jay A Ltd. MI decreased its position in Blackstone Inc. (NYSE:BX) by 1.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 358,762 shares of the asset manager’s stock after selling 6,690 shares during the period. Blackstone makes up 4.5% of Fishman Jay A Ltd. MI’s holdings, making the stock its 7th biggest holding. Fishman Jay A Ltd. MI’s holdings in Blackstone were worth $55,300,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of BX. REAP Financial Group LLC acquired a new position in Blackstone in the third quarter valued at $26,000. Family CFO Inc acquired a new position in Blackstone in the fourth quarter valued at $28,000. Richardson Financial Services Inc. acquired a new position in Blackstone in the fourth quarter valued at $29,000. Redmont Wealth Advisors LLC acquired a new position in Blackstone in the third quarter valued at $30,000. Finally, Strive Asset Management LLC acquired a new position in Blackstone in the third quarter valued at $30,000. Institutional investors and hedge funds own 70.00% of the company’s stock.

Insider Buying and Selling

In other Blackstone news, major shareholder Holdings Iv Gp Mana Blackstone bought 2,868,069 shares of the stock in a transaction that occurred on Friday, March 20th. The shares were bought at an average price of $26.15 per share, for a total transaction of $75,000,004.35. Following the acquisition, the insider directly owned 18,628,295 shares of the company’s stock, valued at approximately $487,129,914.25. The trade was a 18.20% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $3.51, for a total transaction of $26,246,039.04. Following the completion of the sale, the insider directly owned 25,832 shares of the company’s stock, valued at $90,670.32. The trade was a 99.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is currently owned by company insiders.

Blackstone Trading Up 1.0%

BX opened at $129.85 on Thursday. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.76 and a quick ratio of 0.76. 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 capitalization of $96.37 billion, a PE ratio of 33.47, a P/E/G ratio of 1.33 and a beta of 1.74. The company’s 50-day moving average is $116.92 and its 200 day moving average is $138.77.

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 analysts’ consensus estimates 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 quarter in the prior year, the business posted $1.69 EPS. The firm’s revenue was up 41.4% compared to the same quarter last year. As a group, research analysts predict that Blackstone Inc. will post 6.16 earnings per share for the current fiscal year.

Blackstone Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 9th were issued a $1.49 dividend. The ex-dividend date was Monday, February 9th. This represents a $5.96 dividend on an annualized basis and a dividend yield of 4.6%. This is a boost from Blackstone’s previous quarterly dividend of $1.29. Blackstone’s dividend payout ratio (DPR) is currently 153.61%.

Blackstone News Summary

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone?backed data?center operator AirTrunk is exploring an A$500 million bond to finance expansion amid surging AI infrastructure demand — a sign Blackstone portfolio companies are accessing capital to scale in a hot growth segment. Article Title
• Positive Sentiment: Kindle Energy (backed by Blackstone Energy Transition Partners) has broken ground on a fully contracted $1.2B, 600?MW combined?cycle gas plant in West Virginia — demonstrates active deployment and fee/return potential from Blackstone’s energy transition strategy. Article Title
• Positive Sentiment: Pre?earnings coverage highlights real estate strength and private credit as focal points for Q1 — underlying AUM growth and realized gains could support management fees and performance fees. Article Title
• Positive Sentiment: Jersey Mike’s confidential IPO filing (after Blackstone’s majority take?private) signals a potential near?term exit route and value realization from the consumer portfolio. Article Title
• Positive Sentiment: Industry coverage ranks Blackstone among Q4 asset?management standouts — reinforces the firm’s relative operating momentum heading into reporting. Article Title
• Neutral Sentiment: Major firms trimmed Blackstone price targets (Morgan Stanley to $184; Citizens Jmp to $190) but kept constructive ratings, reflecting slightly lower upside assumptions rather than a change in thesis. Article Title
• Neutral Sentiment: Pre?earnings think pieces weigh BX’s premium valuation versus AUM growth — useful for positioning but not new company?specific catalysts. Article Title
• Negative Sentiment: Blackstone’s private?credit fund marked down holdings in ACI Group, reflecting valuation pressure in parts of the credit book and highlighting mark?to?market/event?driven downside for net asset values. Article Title
• Negative Sentiment: Royal Bank of Canada issued a pessimistic forecast for BX’s stock — adds a cautious voice that could weigh sentiment ahead of results. Article Title
• Negative Sentiment: J.P. Morgan moved to a hold on BX, a reminder some large brokerages are neutral on near?term upside despite long?term strengths. Article Title

Analyst Ratings Changes

Several equities analysts recently issued reports on BX shares. Morgan Stanley dropped their target price on shares of Blackstone from $215.00 to $184.00 and set an “overweight” rating on the stock in a report on Tuesday. Citizens Jmp dropped their price objective on shares of Blackstone from $195.00 to $190.00 and set a “market outperform” rating on the stock in a report on Wednesday. Barclays dropped their price objective on shares of Blackstone from $126.00 to $124.00 and set an “equal weight” rating on the stock in a report on Wednesday, April 8th. BNP Paribas Exane dropped their price objective on shares of Blackstone from $167.00 to $156.00 and set a “neutral” rating on the stock in a report on Monday, January 12th. Finally, BMO Capital Markets upped their price objective on shares of Blackstone from $126.00 to $132.00 and gave the company an “outperform” rating in a report on Monday, April 13th. Eleven analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat.com, Blackstone presently has a consensus rating of “Moderate Buy” and an average target price of $153.77.

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.