BX is a high-quality asset manager with 32% ROE and a 4.4% dividend, but weak growth, a confirmed downtrend, heavy insider selling and only 5.5% upside to the analyst target argue for holding rather than adding.
Thesis pillars
- High Quality Asset Manager→Stable
- Weak Growth→Stable
- Thin Upside To Target↓Deteriorating
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Feb 27, 2026
Blackstone Inc. (BX) Stock Analysis
Recovery setup
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $125.57, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Weak growth.
Blackstone manages $1.3 trillion in total assets across four segments — Real Estate ($319 billion AUM), Private Equity ($416 billion), Credit & Insurance ($443 billion), and Multi-Asset Investing ($96 billion). The firm earns management fees and performance allocations on behalf... Read more
Hold if already holding. Not a fresh buy at $125.57, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Weak growth. Chart setup: Death cross but MACD improving, RSI 73. Maintain position. Not compelling to add more. Score 5.6/10, moderate confidence.
Passes 8/10 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 84d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Blackstone Inc.
About Blackstone Inc.
Blackstone managed $1.3 trillion in total assets under management at December 31, 2025, with Credit & Insurance leading at $443.0 billion, followed by Private Equity at $416.4 billion, Real Estate at $319.3 billion, and Multi-Asset Investing at $96.2 billion. The firm employed approximately 5,285 professionals including 268 senior managing directors, deployed across institutional and private wealth channels in the Americas, Europe, and Asia.
Blackstone earns management fees as a percentage of AUM — calculated on committed capital, invested capital, or net asset value depending on fund structure — plus Performance Revenues once funds achieve preferred return thresholds. Perpetual capital vehicles such as BREIT, BXMT, BCRED, BXSL, BIP, and BXPE generate continuously recurring management fees and have substantially increased as a share of total AUM in recent years. Performance Allocations from traditional drawdown carry funds depend on realizations, creating quarterly cash flow volatility. In recent periods, the Credit & Insurance segment's credit portfolios benefited from elevated interest rates because a substantial majority of that portfolio is floating rate; a decline in rates could weigh on that tailwind. Investors include pension funds, insurance companies, sovereign wealth funds, and a growing base of high-net-worth individuals through the Private Wealth channel.
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Blackstone's real estate segment is particularly exposed to the pace of interest rate normalization. The 10-K notes that elevated rates have reduced real estate valuations, slowed fundraising in private wealth-targeted real estate strategies, and made it harder to exit investments in life science office and traditional office sectors where long-term leases do not permit near-term rent increases. If rates remain elevated longer than anticipated, real estate valuations may face continued pressure, while a rapid rate decline could simultaneously compress the floating-rate credit income advantage embedded in the Credit & Insurance portfolios — exposing the company to asymmetric risk across segments depending on rate trajectory.
See also: Financial Services · Asset Management
From Blackstone Inc.'s most recent 10-K filing, extracted June 9, 2026.
Recent developments
updated Oct 28, 2026Recent Developments — Blackstone Inc.
Latest news
- NEWS What Is Blackstone (BX) Signaling With A $1.3 Billion Portfolio Deal? - Yahoo Finance — Yahoo Finance Oct 28, 2026 neutral
- NEWS Blackstone (BX) Prepares Q3 Earnings Amid Improved Redemption Tr - GuruFocus — GuruFocus Oct 21, 2026 positive
- NEWS Blackstone (NYSE:BX) Stock Price - Simply Wall Street — Simply Wall Street Sep 30, 2026 neutral
- NEWS A Look at Blackstone Inc (BX) After 3.8% Decline -- GF Value $17 - GuruFocus — GuruFocus Sep 23, 2026 negative
- NEWS Blackstone Inc Stock (BX) Moved Down by 3.72% on Sep 23: What Signal Does It Send? - TradingKey — TradingKey Sep 23, 2026 negative
Latest item Oct 28, 2026 · Generated 2026-11-05T11:49:09Z.
Upcoming dated catalysts
Thesis
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Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
Revenue shrinking — -0.5% YoY. Growth thesis broken unless recovery story develops.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $125.57, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Weak growth. Chart setup: Death cross but MACD improving, RSI 73. Maintain position. Not compelling to add more. Analyst target $124.98 reached (−0.5%), stop $116.78 (−7.5%), A.R:R -0.0:1. Score 5.6/10, moderate confidence.
Analyst target $124.98 reached (−0.5% from $125.57); no take-profit level is published. Analyst target $124.98 reached (−0.5%), stop $116.78 (−7.5%), A.R:R -0.0:1. Stop-loss: $116.78.
Analyst target reached - limited upside remaining; Weak growth.
Blackstone Inc. trades at a P/E of 28.0 (forward 17.0). TrendMatrix value score: 5.2/10. Verdict: Hold.
33 analysts rate BX, with a consensus score of 3.8/5. 22 analysts publish price targets averaging $139.
What does Blackstone Inc. do?Blackstone manages $1.3 trillion in total assets across four segments — Real Estate ($319 billion AUM), Private Equity...
Blackstone manages $1.3 trillion in total assets across four segments — Real Estate ($319 billion AUM), Private Equity ($416 billion), Credit & Insurance ($443 billion), and Multi-Asset Investing ($96 billion). The firm earns management fees and performance allocations on behalf of pension funds, insurance companies, and individual investors, employing approximately 5,285 people globally.