Partners Group Holding AG Sells 41,081 Shares of Blackstone Inc. $BX

Partners Group Holding AG lessened its stake in shares of Blackstone Inc. (NYSE:BX) by 11.5% in the third quarter, Holdings Channel.com reports. The fund owned 314,721 shares of the asset manager’s stock after selling 41,081 shares during the quarter. Blackstone comprises about 3.0% of Partners Group Holding AG’s holdings, making the stock its 9th biggest position. Partners Group Holding AG’s holdings in Blackstone were worth $53,770,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. lifted its stake in Blackstone by 1.9% during the third quarter. Vanguard Group Inc. now owns 70,827,437 shares of the asset manager’s stock valued at $12,100,868,000 after buying an additional 1,335,060 shares in the last quarter. Geode Capital Management LLC boosted its stake in Blackstone by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 16,542,863 shares of the asset manager’s stock worth $2,462,706,000 after purchasing an additional 227,416 shares during the period. Norges Bank acquired a new stake in Blackstone during the 2nd quarter valued at $1,071,348,000. Legal & General Group Plc boosted its position in shares of Blackstone by 4.7% in the second quarter. Legal & General Group Plc now owns 4,532,941 shares of the asset manager’s stock worth $678,037,000 after buying an additional 202,245 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its position in Blackstone by 0.9% during the second quarter. Charles Schwab Investment Management Inc. now owns 4,200,194 shares of the asset manager’s stock valued at $628,265,000 after buying an additional 37,327 shares during the period. Institutional investors and hedge funds own 70.00% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have weighed in on BX. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Blackstone in a research note on Wednesday, January 21st. Bank of America cut their target price on shares of Blackstone from $199.00 to $189.00 in a research report on Wednesday, December 10th. Piper Sandler dropped their price target on shares of Blackstone from $168.00 to $158.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Barclays lowered their target price on Blackstone from $171.00 to $164.00 and set an “equal weight” rating on the stock in a research note on Friday, January 30th. Finally, TD Cowen reduced their price target on Blackstone from $183.00 to $164.00 and set a “buy” rating for the company in a report on Thursday, February 12th. Eleven equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $169.38.

Blackstone Stock Up 1.5%

Shares of Blackstone stock opened at $118.14 on Thursday. The company has a quick ratio of 0.75, a current ratio of 0.76 and a debt-to-equity ratio of 0.61. The stock has a 50 day moving average price of $145.42 and a two-hundred day moving average price of $155.40. The stock has a market capitalization of $87.24 billion, a P/E ratio of 30.45, a PEG ratio of 0.91 and a beta of 1.76. Blackstone Inc. has a 12-month low of $111.04 and a 12-month high of $190.09.

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

Blackstone Increases Dividend

The business also recently announced 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. 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. The ex-dividend date of this dividend was Monday, February 9th. Blackstone’s payout ratio is presently 153.61%.

Insiders Place Their Bets

In other news, major shareholder Holdings Iv Gp Mana Blackstone acquired 1,146,789 shares of Blackstone stock in a transaction on Monday, February 23rd. The stock was bought at an average price of $26.16 per share, for a total transaction of $30,000,000.24. Following the transaction, the insider owned 16,716,249 shares of the company’s stock, valued at $437,297,073.84. The trade was a 7.37% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 value of $15,961,420.00. Following the sale, the insider owned 2,161 shares in the company, valued at approximately $21,610. This represents a 99.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.00% of the stock is owned by corporate insiders.

Key Blackstone News

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

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.