Dimensional Fund Advisors LP Buys 52,270 Shares of Blackstone Inc. $BX

Key Points

• Dimensional Fund Advisors increased its Blackstone (BX) stake by 3.8%, buying 52,270 shares to hold 1,434,508 shares (about 0.19% of the company) valued at roughly $245.1 million.
• Blackstone faces liquidity pressure after a surge in redemptions at its BCRED private‑credit fund; the firm raised the repurchase cap and injected capital, a move that highlights stress in retail private‑credit and weighs on sentiment.
• Analysts have cut price targets and trimmed forecasts, producing a split view (11 Buy, 11 Hold) with a MarketBeat average rating of “Moderate Buy” and an average target of $165.86, while some banks have set much lower targets (e.g., JPMorgan $122, Barclays $126).

Dimensional Fund Advisors LP raised its stake in Blackstone Inc. (NYSE:BX - Free Report) by 3.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,434,508 shares of the asset manager's stock after acquiring an additional 52,270 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.19% of Blackstone worth $245,109,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the stock. Norges Bank bought a new stake in shares of Blackstone in the second quarter valued at $1,071,348,000. Vanguard Group Inc. increased its holdings in Blackstone by 2.2% in the 2nd quarter. Vanguard Group Inc. now owns 69,492,377 shares of the asset manager's stock worth $10,394,670,000 after acquiring an additional 1,494,796 shares during the last quarter. Close Asset Management Ltd increased its stake in shares of Blackstone by 16,035.1% in the third quarter. Close Asset Management Ltd now owns 1,140,264 shares of the asset manager's stock worth $194,746,000 after purchasing an additional 1,133,197 shares in the last quarter. Lazard Asset Management LLC raised its position in shares of Blackstone by 31.9% in the second quarter. Lazard Asset Management LLC now owns 3,803,344 shares of the asset manager's stock valued at $568,902,000 after purchasing an additional 919,773 shares during the period. Finally, Canada Pension Plan Investment Board boosted its holdings in Blackstone by 115.4% in the 2nd quarter. Canada Pension Plan Investment Board now owns 1,088,786 shares of the asset manager's stock worth $162,861,000 after buying an additional 583,384 shares during the period. Institutional investors own 70.00% of the company's stock.

Analyst Ratings Changes

Several research firms have issued reports on BX. HSBC dropped their target price on Blackstone from $178.00 to $174.00 and set a "hold" rating on the stock in a research report on Wednesday, January 28th. Jefferies Financial Group dropped their price objective on Blackstone from $185.00 to $161.00 and set a "buy" rating on the stock in a report on Tuesday, February 10th. Barclays reduced their target price on Blackstone from $164.00 to $126.00 and set an "equal weight" rating for the company in a report on Monday, March 2nd. The Goldman Sachs Group cut their price objective on shares of Blackstone from $166.00 to $158.00 and set a "neutral" rating for the company in a research report on Friday, January 30th. Finally, Citigroup reaffirmed a "market outperform" rating on shares of Blackstone 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 company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $165.86.

More Blackstone News

Here are the key news stories impacting Blackstone this week:

• Positive Sentiment: Oaktree co‑founder Howard Marks publicly said there’s “no systemic problem” with private credit, a comment that calms fears about contagion across the sector and can support sentiment for BX. Oaktree's Howard Marks says there's no systemic problem with private credit
• Neutral Sentiment: Barclays reinstated coverage of BX with an Equal Weight rating and a $126 price target after a brief restriction period — coverage resumption reduces uncertainty but the $126 PT is well below recent 200‑day averages. Blackstone (BX) Coverage Reinstated by Barclays with $126 Price Target
• Negative Sentiment: Blackstone’s BCRED fund has seen a surge in redemption requests; the firm raised the repurchase cap and injected capital to meet demand — action avoids a disorderly liquidity event but highlights stress in retail-facing private credit and likely weighs on sentiment and valuation. Blackstone Redemptions Test Liquidity As Shares Trade Below Fair Value
• Negative Sentiment: Analysts cut targets: JPMorgan lowered its BX target to $122 and Barclays’s published target sits at $126 — fresh downward pressure from the sell‑side. JPMorgan Chase & Co. Lowers Blackstone Price Target to $122
• Negative Sentiment: A major shareholder sold roughly $15.96M of BX stock, a transaction that can amplify intraday selling pressure and signal reduced insider conviction. Blackstone Major Shareholder Sells $15,961,420.00 in Stock
• Negative Sentiment: Reports Bloomberg/Reuters that talks for a ~$4B New World deal have stalled over control issues; market reaction to deal uncertainty pressured related shares and sentiment toward BX. Blackstone's $4 billion New World talks stall over control
• Negative Sentiment: Critical analyst pieces and commentary argue valuation and liquidity risks remain elevated (e.g., Seeking Alpha take and broader coverage of retail private‑credit redemptions), sustaining bearish narratives. Avoiding Blackstone And Blackstone Secured Lending...

Insider Transactions at Blackstone

In other Blackstone news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the firm's stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $10.00, for a total transaction of $15,961,420.00. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, major shareholder Holdings Iv Gp Mana Blackstone acquired 1,146,789 shares of the business's stock in a transaction dated Monday, February 23rd. The stock was purchased at an average price of $26.16 per share, with a total value of $30,000,000.24. Following the completion of the acquisition, the insider directly owned 16,716,249 shares in the company, valued at approximately $437,297,073.84. This represents a 7.37% increase in their position. The disclosure for this purchase is available in the SEC filing. Company insiders own 1.00% of the company's stock.

Blackstone Stock Performance

NYSE:BX opened at $110.20 on Friday. Blackstone Inc. has a twelve month low of $105.09 and a twelve month high of $190.09. 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 market cap of $81.79 billion, a P/E ratio of 28.40, a PEG ratio of 0.95 and a beta of 1.79. The business's 50-day moving average price is $139.66 and its two-hundred day moving average price is $152.56.

Blackstone (NYSE:BX - Get Free Report) last posted its quarterly earnings data on Thursday, January 29th. The asset manager reported $1.75 earnings per share for the quarter, topping the consensus estimate of $1.54 by $0.21. Blackstone had a net margin of 20.89% and a return on equity of 22.17%. The company had revenue of $4.36 billion for the quarter, compared to analysts' expectations of $3.69 billion. During the same period in the prior year, the business earned $1.69 earnings per share. Blackstone's revenue for the quarter was up 41.4% compared to the same quarter last year. As a group, equities analysts predict that Blackstone Inc. will post 5.87 EPS for the current fiscal 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 $1.49 dividend. This represents a $5.96 annualized dividend and a yield of 5.4%. This is a boost from Blackstone's previous quarterly dividend of $1.29. The ex-dividend date was Monday, February 9th. Blackstone's dividend payout ratio (DPR) is presently 153.61%.

About Blackstone

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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