Blackstone Inc. $BX Position Trimmed by Stephens Inc. AR

Posted by Brenda Bartman on May 16th, 2026

Stephens Inc. AR trimmed its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 2.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 296,169 shares of the asset manager’s stock after selling 7,267 shares during the quarter. Stephens Inc. AR’s holdings in Blackstone were worth $45,651,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the company. AlphaCore Capital LLC lifted its position in shares of Blackstone by 15.1% in the 4th quarter. AlphaCore Capital LLC now owns 9,554 shares of the asset manager’s stock valued at $1,473,000 after acquiring an additional 1,250 shares in the last quarter. Northwestern Mutual Investment Management Company LLC lifted its position in Blackstone by 0.4% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 23,595 shares of the asset manager’s stock worth $3,637,000 after buying an additional 102 shares in the last quarter. Kapstone Financial Advisors LLC lifted its position in Blackstone by 18.3% in the 4th quarter. Kapstone Financial Advisors LLC now owns 1,911 shares of the asset manager’s stock worth $295,000 after buying an additional 296 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in Blackstone by 41.7% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 402,059 shares of the asset manager’s stock worth $61,973,000 after buying an additional 118,260 shares in the last quarter. Finally, Thrivent Financial for Lutherans lifted its position in Blackstone by 50.4% in the 4th quarter. Thrivent Financial for Lutherans now owns 57,922 shares of the asset manager’s stock worth $8,936,000 after buying an additional 19,399 shares in the last quarter. Hedge funds and other institutional investors own 70.00% of the company’s stock.

Blackstone Stock Performance

NYSE:BX opened at $117.96 on Friday. Blackstone Inc. has a 1 year low of $101.73 and a 1 year high of $190.09. The firm’s fifty day simple moving average is $117.10 and its 200 day simple moving average is $134.76. The company has a current ratio of 0.76, a quick ratio of 0.76 and a debt-to-equity ratio of 0.66. The firm has a market capitalization of $87.63 billion, a PE ratio of 30.17, a PEG ratio of 1.34 and a beta of 1.63.

Blackstone (NYSE:BX – Get Free Report) last posted its earnings results on Thursday, April 23rd. The asset manager reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.34 by $0.02. Blackstone had a net margin of 20.67% and a return on equity of 22.86%. The business had revenue of $3.43 billion for the quarter, compared to analyst estimates of $3.45 billion. During the same period last year, the business posted $1.11 EPS. Blackstone’s revenue was up 10.0% compared to the same quarter last year. On average, sell-side analysts anticipate that Blackstone Inc. will post 5.89 EPS for the current year.

Blackstone Cuts Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, May 11th. Shareholders of record on Monday, May 4th were given a $1.16 dividend. This represents a $4.64 annualized dividend and a yield of 3.9%. The ex-dividend date was Monday, May 4th. Blackstone’s dividend payout ratio (DPR) is currently 118.67%.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on the stock. Morgan Stanley cut their price target on shares of Blackstone from $215.00 to $184.00 and set an “overweight” rating on the stock in a report on Tuesday, April 21st. Royal Bank Of Canada set a $173.00 price target on shares of Blackstone in a report on Friday, April 24th. Citigroup restated a “market outperform” rating on shares of Blackstone in a report on Friday, January 30th. Rothschild & Co Redburn cut their price target on shares of Blackstone from $138.00 to $134.00 and set a “neutral” rating on the stock in a report on Friday, April 24th. Finally, Citizens Jmp cut their price target on shares of Blackstone from $195.00 to $190.00 and set a “market outperform” rating on the stock in a report on Wednesday, April 22nd. Eleven equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $151.36.

Get Our Latest Research Report on Blackstone

Insider Buying and Selling

In other Blackstone news, major shareholder Holdings I. L.P. Blackstone sold 25,000 shares of the firm’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $19.00, for a total value of $475,000.00. Following the sale, the insider directly owned 125,000 shares in the company, valued at $2,375,000. This trade represents a 16.67% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Vikrant Sawhney sold 30,014 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $125.79, for a total transaction of $3,775,461.06. Following the completion of the sale, the insider owned 899,669 shares in the company, valued at $113,169,363.51. This represents a 3.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders acquired 4,015,297 shares of company stock worth $105,053,996 and sold 9,128,660 shares worth $46,457,920. Company insiders own 1.00% of the company’s stock.

Blackstone Profile

(Free Report)

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.