Blackstone Inc.

BX · NYSE

Company research

Blackstone Inc. (NYSE: BX) is a leading global alternative asset management firm founded in 1985 by Stephen A. Schwarzman and headquartered in New York City, with a market capitalization of approximately $152.6 billion. The firm operates across a broad range of investment strategies, including real estate, private equity, credit, hedge fund solutions, and multi-asset class approaches, managing over $1.3 trillion in assets under management as of early 2026. Blackstone's private equity business is one of the largest investors in leveraged buyouts globally, while its real estate division pursues opportunistic, core-plus, and income-generating commercial property investments across North America, Europe, and Asia. As the world's largest alternative asset manager, Blackstone serves institutional and individual investors alike, offering both commingled and customized fund solutions across its diversified platform.

Research reports

Macroaxis · July 15, 2026Blackstone Group Stock Analysis

Data-driven HTML report providing comprehensive diagnostics on Blackstone’s valuation, profitability, leverage, margins, ESG profile, technical drivers, and analyst consensus, concluding the company is unlikely to face financial distress in the next two years and carries a Buy consensus with moderate implied upside.

Margin Of Insight · May 29, 2026Blackstone Inc. (BX) — Equity Research

Deep-dive equity research note positioning Blackstone as a structurally advantaged alternatives platform with $1.3T AUM, fee-related earnings and distributable earnings as primary valuation lenses, growing perpetual capital, and well-defined catalysts, while outlining detailed bull/base/bear scenarios and highlighting secular tailwinds in private markets.

StockStory · March 30, 2026Blackstone (BX) Research Report – Q4 CY2025 Update

Analyst report that labels Blackstone “High Quality – we’d invest,” emphasizing strong multi-year revenue and EPS growth, double‑digit AUM expansion, robust fee-related earnings and ANI per share, and a solid balance sheet, while noting the shares trade at a relatively lofty forward P/E and recommending long-term ownership of a high-quality business.

Flash (StockSentinel.ai) · March 16, 2026Blackstone Inc. (BX) Stock Research Report

Lengthy multi‑section research report portraying Blackstone as a trillion‑dollar, perpetual‑capital fee compounding platform with $1.275T AUM and record 2025 distributable earnings, arguing the stock is derated versus intrinsic value and offering scenario analysis with substantial upside, while explicitly assessing private‑credit liquidity, geopolitical, macro, and regulatory risks.

Sure Dividend · February 1, 2026Blackstone Group Inc. (BX) – Sure Analysis

Dividend‑focused PDF research report that projects approximately 15% annual total returns over five years from distributable EPS and dividend growth, but assigns a hold rating as shares trade near estimated fair value, highlighting lumpy performance fees, variable payouts, and sensitivity to capital‑markets conditions as key risks.

Consortium Research Group (University Of Virginia Student-led) · October 31, 2025Blackstone ($BX) – Rock Solid: Blackstone builds the Foundations of Tomorrow’s Markets

University-affiliated initial coverage PDF assigning a $167 price target and equal‑weight rating, stressing Blackstone’s record AUM growth, expansion in energy and infrastructure (including data centers and LNG), scaling secondaries and private credit platforms, and upside/downside cases driven by fundraising momentum, realization timing, and regulatory developments.

DBS Bank (US Equity Research) · August 12, 2025Blackstone – A Scalable Compounder in the Era of Alternative Asset Dominance

Institutional US Equity Research report from DBS that maintains a BUY rating with a USD190 12‑month target price, framing Blackstone as a durable, secular growth “compounder” with leadership in private credit, infrastructure and real estate, resilient fee‑based earnings, strong balance sheet and dividend, and noting cyclicality in performance fees, fundraising risks, valuation uncertainty, and regulatory/operational challenges as key risks.

Documents

MorningstarBlackstone Will Face Some Headwinds From the Turmoil in the Private Credit Markets
MorningstarUS-Based Alternative Asset Managers: Reduced Uncertainties and More Stable Markets Would Lift Shares
MorningstarBlackstone: Lowering Fair Value Estimate Slightly to $140 From $145; Shares Modestly Undervalued
MorningstarBlackstone Earnings: Solid Q1 from the Alternative Asset Managers; Shares Modestly Undervalued
MorningstarBlackstone: Fair Value Estimate Lowered by 17% on Private Credit Headwinds
MorningstarBlackstone's Private Credit Exposure Creates Headwinds for Fundraising and Will Increase Redemptions
MorningstarAlternative Asset Managers: Blue Owl Disclosure Drives Share Prices of Alternative Managers Lower
MorningstarBlackstone: The Firm's Shares Are Cheap After the Recent Selloff of the Alternative Asset Managers
MorningstarBlackstone Earnings: Solid Quarter From the Alternative Asset Managers; Shares Modestly Undervalued
MorningstarBlackstone: Raising Moat Rating to Wide for This Bellwether of the Private Capital Markets
MorningstarBlackstone Earnings: Shares Sell Off Despite Solid Results; Fair Value Estimate Remains at $165
MorningstarBlackstone: Raising Fair Value Estimate on Improved Near-Term Outlook
MorningstarBlackstone Earnings: Solid Second-Quarter Results as Markets Ignore Tariff-Driven Uncertainty
MorningstarTariff-Induced Volatile Equity and Credit Markets Will Overshadow Blackstone's Near-Term Results