Mitsubishi UFJ Asset Management Co. Ltd. Has $250.13 Million Stake in Blackstone Inc. $BX

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of Blackstone Inc. (NYSE:BX) by 5.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,464,017 shares of the asset manager’s stock after purchasing an additional 71,592 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.20% of Blackstone worth $250,127,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of BX. AlphaCore Capital LLC lifted its stake in Blackstone by 17.1% in the 3rd quarter. AlphaCore Capital LLC now owns 8,304 shares of the asset manager’s stock valued at $1,419,000 after acquiring an additional 1,210 shares in the last quarter. Intech Investment Management LLC lifted its position in shares of Blackstone by 39.3% in the third quarter. Intech Investment Management LLC now owns 15,542 shares of the asset manager’s stock worth $2,655,000 after purchasing an additional 4,382 shares in the last quarter. US Bancorp DE grew its position in Blackstone by 4.5% in the third quarter. US Bancorp DE now owns 163,194 shares of the asset manager’s stock valued at $27,882,000 after purchasing an additional 7,075 shares in the last quarter. Catalyst Financial Partners LLC lifted its position in Blackstone by 4.3% during the 3rd quarter. Catalyst Financial Partners LLC now owns 2,457 shares of the asset manager’s stock worth $420,000 after buying an additional 101 shares in the last quarter. Finally, MAI Capital Management boosted its stake in shares of Blackstone by 1.6% during the 3rd quarter. MAI Capital Management now owns 64,292 shares of the asset manager’s stock worth $10,984,000 after buying an additional 1,033 shares during the last quarter. 70.00% of the stock is currently owned by institutional investors.

Key Stories Impacting Blackstone

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Major shareholder Holdings IV GP Mana Blackstone bought 1,146,789 BX shares (~$30.0M), increasing its stake ~7.4% — a strong insider vote of confidence that can support the stock. Insider filing
• Positive Sentiment: RBC Capital initiated coverage with an “Outperform” and a $179 price target (large upside vs. current levels), which can attract buyers and institutional flows. RBC coverage
• Positive Sentiment: Seeking Alpha published a bullish Strong Buy piece highlighting BX’s AUM growth (~13% to $1.27T), fee‑related and distributable earnings growth — a narrative that supports long‑term upside. Seeking Alpha bullish
• Positive Sentiment: Blackstone recently raised its quarterly dividend to $1.49 (annualized ~$5.96, ~5.1% yield), which supports income-focused demand. (See consolidated company news and filings.) MarketBeat BX summary
• Positive Sentiment: Blackstone Life Sciences agreed to co‑fund clinical development of an AML therapy — incremental portfolio diversification and upside if assets progress. BXLS AML co-funding
• Neutral Sentiment: Analysts and commentators are actively reframing BX’s valuation assumptions (some raising, others trimming price targets) — this creates both re-rating potential and uncertainty depending on fee/macro outcomes. Analyst valuation reset
• Negative Sentiment: Short interest jumped ~23.8% month‑over‑month to ~13.0M shares as of Feb. 13, signaling increased bearish positioning (though short interest remains a small share of float), which can pressure the stock or increase volatility.
• Negative Sentiment: Wider headwinds — rising Treasury yields, sector fundraising and fee‑realization anxiety and recent analyst price‑target trims — continue to weigh on BX’s longer‑term valuation. Valuation/sector anxiety

Insider Activity

In other Blackstone news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The shares were sold at an average price of $10.00, for a total transaction of $15,961,420.00. Following the sale, 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 transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, major shareholder Holdings Iv Gp Mana Blackstone purchased 1,146,789 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were acquired at an average cost of $26.16 per share, with a total value of $30,000,000.24. Following the purchase, the insider directly owned 16,716,249 shares of the company’s stock, valued at approximately $437,297,073.84. The trade was a 7.37% increase in their position. The disclosure for this purchase is available in the SEC filing. 1.00% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Evercore reduced their price target on Blackstone from $175.00 to $170.00 and set an “outperform” rating for the company in a research report on Friday, January 30th. TD Cowen cut their price objective on Blackstone from $183.00 to $164.00 and set a “buy” rating for the company in a report on Thursday, February 12th. HSBC dropped their price target on shares of Blackstone from $178.00 to $174.00 and set a “hold” rating on the stock in a research report on Wednesday, January 28th. Argus lowered their price objective on shares of Blackstone from $195.00 to $163.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Finally, JPMorgan Chase & Co. reduced their price target on Blackstone from $176.00 to $158.00 and set a “neutral” rating for the company in a report on Friday, January 30th. Eleven research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $169.38.

Blackstone Trading Up 1.5%

Shares of BX opened at $118.14 on Thursday. The business’s fifty day moving average is $145.42 and its 200-day moving average is $155.40. Blackstone Inc. has a 52-week low of $111.04 and a 52-week high of $190.09. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.75 and a current ratio of 0.76. The firm has a market cap of $87.24 billion, a price-to-earnings ratio of 30.45, a PEG ratio of 0.91 and a beta of 1.76.

Blackstone (NYSE:BX) last released its quarterly earnings data on Thursday, January 29th. The asset manager reported $1.75 earnings per share (EPS) 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 business had revenue of $4.36 billion during the quarter, compared to analysts’ expectations of $3.69 billion. During the same period in the prior year, the company earned $1.69 EPS. The firm’s quarterly revenue was up 41.4% compared to the same quarter last year. Equities analysts anticipate 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 was paid on Tuesday, February 17th. Investors of record on Monday, February 9th were given a dividend of $1.49 per share. The ex-dividend date was Monday, February 9th. This represents a $5.96 dividend on an annualized basis and a yield of 5.0%. This is an increase from Blackstone’s previous quarterly dividend of $1.29. Blackstone’s dividend payout ratio is presently 153.61%.

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.