Blackstone Inc. $BX Shares Bought by Guardian Investment Management

Key Points

• Guardian Investment Management boosted its Blackstone stake by 358.7% in Q4 to 79,429 shares—about 9.5% of its portfolio and its third-largest holding—worth roughly $12.24 million.
• Major insiders sold large blocks: Tactical Opportunities sold ~1.596M shares at ~$10 (~$15.96M) and Bx Buzz Ml‑1 Gp LLC sold ~7.48M shares at $3.51 (~$26.25M), leaving insiders with about 1% ownership.
• Dividend raised but analyst caution: Blackstone lifted its quarterly dividend to $1.49 (annualized $5.96, ~5.2% yield), while several brokerages cut price targets and the consensus rating is "Hold" (average target ≈ $155).

Guardian Investment Management increased its stake in Blackstone Inc. (NYSE:BX - Free Report) by 358.7% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 79,429 shares of the asset manager's stock after purchasing an additional 62,114 shares during the period. Blackstone accounts for about 9.5% of Guardian Investment Management's portfolio, making the stock its 3rd largest position. Guardian Investment Management's holdings in Blackstone were worth $12,243,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of BX. Brighton Jones LLC boosted its stake in Blackstone by 34.6% in the 4th quarter. Brighton Jones LLC now owns 7,917 shares of the asset manager's stock worth $1,365,000 after purchasing an additional 2,035 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in Blackstone by 9.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 2,076 shares of the asset manager's stock valued at $310,000 after acquiring an additional 177 shares during the period. United Bank lifted its stake in Blackstone by 14.7% during the 2nd quarter. United Bank now owns 13,528 shares of the asset manager's stock valued at $2,024,000 after acquiring an additional 1,729 shares during the period. Nebula Research & Development LLC acquired a new stake in Blackstone during the 2nd quarter valued at approximately $1,124,000. Finally, Sei Investments Co. lifted its stake in Blackstone by 1.9% during the 2nd quarter. Sei Investments Co. now owns 452,619 shares of the asset manager's stock valued at $67,703,000 after acquiring an additional 8,655 shares during the period. 70.00% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the business's stock in a transaction on Friday, February 27th. The shares were sold at an average price of $10.00, for a total value of $15,961,420.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the business's stock in a transaction on 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 approximately $90,670.32. The trade was a 99.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.00% of the stock is owned by insiders.

Blackstone Price Performance

NYSE:BX opened at $114.86 on Friday. The company has a debt-to-equity ratio of 0.61, a current ratio of 0.76 and a quick ratio of 0.76. The firm has a market cap of $85.25 billion, a price-to-earnings ratio of 29.60, a price-to-earnings-growth ratio of 1.17 and a beta of 1.74. The company has a 50 day moving average price of $117.75 and a 200-day moving average price of $141.57. Blackstone Inc. has a 1-year low of $101.73 and a 1-year high of $190.09.

Blackstone (NYSE:BX - Get Free Report) last posted its earnings results on Thursday, January 29th. The asset manager reported $1.75 earnings per share for the quarter, beating the consensus estimate 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 quarterly revenue was up 41.4% on a year-over-year basis. During the same period in the previous year, the firm earned $1.69 EPS. Equities research analysts forecast that Blackstone Inc. will post 5.87 EPS for the current year.

Blackstone Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 9th were issued a $1.49 dividend. This represents a $5.96 annualized dividend and a yield of 5.2%. The ex-dividend date of this dividend was Monday, February 9th. This is a boost from Blackstone's previous quarterly dividend of $1.29. Blackstone's payout ratio is presently 153.61%.

Blackstone News Roundup

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Blackstone is accelerating into AI/data‑center infrastructure, reportedly considering a $2bn IPO vehicle to buy data centers — a strategic push that supports long‑term growth in infrastructure assets. Article Title
• Positive Sentiment: Blackstone acquired a significant minority stake in Rowan Digital Infrastructure (hyperscale, sustainable data centers), providing immediate exposure to hyperscale demand and capacity expansion. Article Title
• Positive Sentiment: Blackstone Credit partnered with Dubai Aerospace Enterprise to launch an aircraft‑leasing programme targeting ~$1.6bn of annual deployment, diversifying fee streams and deploying capital into an income‑oriented asset class. Article Title
• Neutral Sentiment: Analysts’ ratings are mixed but broadly cautious: the street consensus sits at “Hold,” reflecting balanced views on valuation vs. growth prospects. Article Title
• Neutral Sentiment: Some research notes highlight stable fee revenues and record AUM that help buffer volatility, though they flag premium valuation and credit risks. Article Title
• Negative Sentiment: Short interest jumped ~44.9% in March to ~21.5M shares (≈2.9% of float), raising short‑pressure risk and suggesting some investors are betting on near‑term downside — days‑to‑cover ~1.8.
• Negative Sentiment: Private‑credit redemptions shocked the sector in Q1 (FT calculates ~$20bn attempted withdrawals), and Blackstone was named among managers facing outflows — a cyclical risk to credit businesses and fee generation. Article Title
• Negative Sentiment: Multiple brokerages trimmed price targets this week (HSBC to $131/hold; Piper Sandler to $122; Rothschild/TD Cowen lowered PTs), reducing near‑term analyst upside and adding selling pressure. Article Title Article Title Article Title

Analyst Ratings Changes

BX has been the subject of several research reports. JPMorgan Chase & Co. decreased their price objective on shares of Blackstone from $158.00 to $122.00 and set a "neutral" rating for the company in a research note on Tuesday, March 3rd. Rothschild & Co Redburn decreased their price objective on shares of Blackstone from $158.00 to $138.00 and set a "neutral" rating for the company in a research note on Thursday. Citizens Jmp restated a "market outperform" rating and set a $195.00 price objective on shares of Blackstone in a research note on Friday, January 30th. Weiss Ratings restated a "hold (c)" rating on shares of Blackstone in a research note on Wednesday, January 21st. Finally, Barclays cut their target price on shares of Blackstone from $126.00 to $124.00 and set an "equal weight" rating for the company in a report on Wednesday. Ten equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $155.33.

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.

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