Blackstone Inc.

Informe acción NYSE:BX

Capitalización de mercado: US$151.4b

Blackstone Resultados de beneficios anteriores

Pasado controles de criterios 4/6

Los beneficios de Blackstone han disminuido a una tasa media anual de -14.8%, mientras que en la industria Capital Markets los beneficios crecieron en un 5.8% anualmente. Los ingresos han ido disminuyendo a una tasa media de 8.7% al año. La rentabilidad financiera de Blackstone es de 28.5%, y sus márgenes netos son de 21.2%.

Información clave

-14.78%

Tasa de crecimiento de los beneficios

-16.96%

Tasa de crecimiento del BPA

Crecimiento de la industria Capital Markets 10.26%
Tasa de crecimiento de los ingresos-8.67%
Rentabilidad financiera28.46%
Margen neto21.21%
Próxima actualización de resultados23 Jul 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa Jun 29

BX: AI Data Center Buildout Will Drive Future Earnings Resilience

The updated analyst price target for Blackstone has shifted from about $162 to $143, reflecting a recalibration that balances softer earnings quality and trimmed estimates across several firms with ongoing support from BREIT fee-related revenue and recent target increases by some banks. Analyst Commentary Recent research on Blackstone points to a mixed but constructive tone, with analysts weighing the quality of current earnings against fee-related growth drivers such as BREIT.
Artículo de análisis Jun 20

Blackstone (BX) Stock Could Be 23.7% Undervalued After Credit Launch And Real Estate Hire

Why Blackstone’s latest hiring move and credit launch matter for investors Blackstone (BX) is drawing attention after expanding its private credit platform with SablePointe Credit Strategies and hiring Carey S. Roberts as Senior Managing Director and General Counsel for its real estate business. Together, these developments highlight how the company is placing more emphasis on private lending and real estate, two areas that already account for large portions of its US$14.4b in revenue across...
Actualización de narrativa Jun 15

BX: AI Infrastructure Deals And Private Credit Flows Will Shape Future Execution Risks

Analysts have trimmed their average price targets on Blackstone by double digit dollar amounts, with recent cuts such as TD Cowen's move to $133 from $140 reflecting updated models that acknowledge solid long term earnings power while pointing to weaker current earnings quality across alternative asset managers. Analyst Commentary Across Wall Street, Blackstone is drawing mixed reactions, with some firms trimming targets while others make more moderate upward adjustments.
Seeking Alpha Jun 10

Blackstone: The Market Is Selling Over A Problem That Doesn't Exist

Summary Blackstone Inc. (BX) is rated a Buy, offering quality growth at discounted valuations despite sector-wide private credit concerns. BX's diversified model, robust credit underwriting, and focus on investment-grade secured debt position it to absorb private credit shocks better than peers. Key growth catalysts in AI/data center infrastructure, 401(k) regulatory changes, and perpetual capital, are not fully priced into BX shares. Fee-related earnings are compounding, with forward EPS growth at 16.75% and a trailing P/E of ~19.5, below the 5-year average. Read the full article on Seeking Alpha
Actualización de narrativa Jun 01

BX: Retail Credit Flows And AI Financing Deals Will Shape Future Execution Risks

Analysts have trimmed the Blackstone fair value estimate by $2 to $116, reflecting slightly softer revenue growth assumptions, a modestly lower discount rate, and a reduced future P/E multiple. These factors are partly offset by a small improvement in projected profit margins and a wave of recent Street price target cuts alongside a few upward revisions.
Actualización de narrativa May 08

BX: Private Wealth And AI Partnerships Will Offset Redemption Concerns

Blackstone's updated analyst price target has shifted to $183.06 from $202.91, reflecting analysts' recent recalibration of growth, margins and P/E assumptions following a mix of price target cuts and selective raises across the Street. Analyst Commentary Recent research has been mixed, but there is a clear pocket of optimism emerging around Blackstone, especially from bullish analysts who see current pricing and recent volatility as an entry point rather than a warning sign.
Actualización de narrativa Apr 21

BX: Future Fee Pressures And AI Deal Pipeline Will Shape Execution Risks

Analysts have reduced the Blackstone fair value estimate from $156 to $118, citing lower assumed revenue growth, slimmer profit margins, and a more conservative future P/E multiple in light of recent price target cuts across several firms, alongside one upgrade highlighting share price dislocation. Analyst Commentary Recent Street research on Blackstone reflects a mix of cautious and constructive views, with several bearish analysts trimming price targets while a few larger banks and an upgrade highlight more balanced or supportive stances.
Actualización de narrativa Apr 07

BX: Private Wealth And AI Exposure Will Offset Redemption Headwinds

Blackstone's updated fair value moved from about $204.21 to $202.91 per share as analysts trimmed price targets across the group, citing higher redemption activity in BCRED, softer expected management fee flows, and revised earnings assumptions for business development company exposures. Analyst Commentary Recent research updates around Blackstone point to a mix of caution on near term flows and fees, paired with ongoing interest in the firm's scale positions across alternatives and private wealth.
Actualización de narrativa Mar 24

BX: Private Wealth Platform Will Offset Redemption Pressure Over Time

Blackstone's updated fair value estimate has shifted higher to $204.21, with analysts pointing to mixed signals from BCRED redemption and fee headwinds on one side, and ongoing support for the broader alternatives and private wealth platform on the other, as key drivers of the revised price target framework. Analyst Commentary Recent research on Blackstone has centered on BCRED redemption activity, fee sensitivity and how these factors feed into valuation for a large alternatives platform.
Actualización de narrativa Mar 09

BX: AI Exposure And Active Deal Pipeline Will Support Future Resilience

Analysts trimmed our Blackstone fair value estimate to $162.26 per share from $166.72, reflecting a slightly higher discount rate, a modestly lower future P/E assumption of 15.62, and recent Street concerns around weaker flows and management fee headwinds linked to BCRED redemptions. Analyst Commentary Recent research paints a mixed picture for Blackstone, with price targets and commentary clustering around two themes: how well the firm can manage current redemption pressures in its wealth products, and how effectively it can still grow and monetize its broader alternatives platform over time.
Actualización de narrativa Feb 23

BX: Large AI And Deal Pipeline Will Support Long-Term Resilience

The analyst price target for Blackstone has been trimmed by about $4 to reflect a slightly lower fair value estimate of roughly $166.72, as analysts reset their targets across alternative asset managers following recent broad based reductions from several firms. Analyst Commentary Recent Street research on Blackstone has centered on recalibrating price targets, with several firms tightening their views around execution, growth prospects, and the valuation investors are willing to pay for the business.
Actualización de narrativa Feb 09

BX: New Large Deals And Realizations Will Support Long-Term Resilience

Analysts have trimmed their price expectations for Blackstone, with the updated fair value estimate moving from about $179.78 to $171.00 as they factor in lower assumed revenue growth, a slightly reduced future P/E, and higher profit margins supported by recent target cuts from several major firms across the alternative asset manager group. Analyst Commentary Recent research on Blackstone has focused on resetting expectations rather than making wholesale calls on the business.
Artículo de análisis Feb 02

Blackstone (NYSE:BX) Is Increasing Its Dividend To $1.49

Blackstone Inc. ( NYSE:BX ) has announced that it will be increasing its dividend from last year's comparable payment...
Actualización de narrativa Jan 25

BX: Future Deals And Fee Margins Will Balance Execution And Integration Risks

Narrative update on Blackstone Analysts have trimmed their blended price target for Blackstone by about $10 to reflect modestly lower assumed fair value and P/E multiples, while still pointing to ongoing revenue growth expectations and updated views following recent target resets at several firms. Analyst Commentary Recent Street research has tilted more cautious on Blackstone, with several bearish analysts trimming price targets and highlighting pockets of execution and deal related risk.
Actualización de narrativa Jan 11

BX: Future Deals And Fee Margins Will Shape Balanced Return Outlook

Narrative Update Our Blackstone analyst price target is adjusted slightly lower from $167 to $166. This reflects analysts' mixed but generally constructive research updates that balance modest target trims tied to margin and fee concerns with higher targets supported by expectations for improving realizations and a recovering capital markets backdrop.
Actualización de narrativa Dec 26

BX: Future Deal Activity And Fee Margins Will Drive Returns Balance

Analysts have made a modest upward revision to their Blackstone price target, raising fair value by $3 to $167 per share, as they balance slightly stronger long term growth and margin assumptions against near term concerns around fee growth and capital markets volatility. Analyst Commentary Recent Street research highlights a divided view on Blackstone, with some bearish analysts trimming price targets and stressing execution and growth risks even as others lift their expectations on the back of resilient alternative asset flows and an improving capital markets backdrop.
Actualización de narrativa Dec 12

BX: Mixed Fee Momentum And Deals Will Shape Future Performance Outlook

Analysts have raised their price target on Blackstone to about $164, up from roughly $125, citing expectations for faster revenue growth, stronger profit margins, and a more attractive future earnings multiple, despite mixed short term views on fee momentum and fundraising. Analyst Commentary Recent Street research presents a mixed picture, with some firms lifting long term valuation targets on expectations for a healthier capital markets backdrop, while others trim their outlooks in response to nearer term margin and fee growth pressures.
Actualización de narrativa Nov 08

BX: Portfolio Repositioning And New Deals Will Drive Long-Term Resilience

Analysts have slightly increased their price target for Blackstone, raising it by approximately $1 to $179.78. They cite steady forecast margins and a stable growth outlook amid mixed near-term industry views.
Artículo de análisis Oct 28

Blackstone's (NYSE:BX) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Blackstone Inc. ( NYSE:BX ) has announced that it will be paying its dividend of $1.29 on the 10th of...
Actualización de narrativa Oct 25

Recent Partnerships And Capital Flows Will Shape New Opportunities Ahead

Blackstone's average analyst price target has been adjusted modestly lower, decreasing by approximately $3 to $178.79. Analysts cite factors such as margin pressure, shifting management fee expectations, and a mixed outlook for future results despite ongoing portfolio growth.
Actualización de narrativa Sep 04

Capital Inflows And Alliances Will Create Future Opportunities

Analysts maintain a positive outlook on Blackstone due to its strong positioning in private markets, increased investor interest, and expectations of structural growth, leading the consensus price target to remain unchanged at $181.68. Analyst Commentary Bullish analysts highlight long-term structural growth opportunities for Blackstone in private wealth, credit, insurance, and capital markets.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Blackstone. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:BX Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2614,3973,0547,5430
31 Dec 2514,2133,0197,1940
30 Sep 2512,7912,7086,5820
30 Jun 2513,5062,8646,7420
31 Mar 2512,3732,5446,4700
31 Dec 2412,6632,7776,3760
30 Sep 2411,1382,2245,8240
30 Jun 249,8571,9965,3030
31 Mar 249,9272,1525,1470
31 Dec 237,6841,3914,5490
30 Sep 238,2441,7974,6870
30 Jun 236,6551,2474,3030
31 Mar 234,3216173,6100
31 Dec 228,0161,7484,6560
30 Sep 2211,8242,5884,5740
30 Jun 2217,1543,9884,4490
31 Mar 2221,9695,3264,4900
31 Dec 2122,1765,8579,2780
30 Sep 2120,2475,2082,8770
30 Jun 2117,3254,6012,7560
31 Mar 2114,6383,8602,6720
31 Dec 206,1891,0452,5800
30 Sep 204,4997802,5440
30 Jun 202,9027642,5480
31 Mar 201,8305022,5360
31 Dec 197,0592,0502,5170
30 Sep 195,4821,5562,4090
30 Jun 195,7791,2192,3610
31 Mar 196,9111,6552,3330
31 Dec 185,9971,5422,2830
30 Sep 188,0941,8572,2880
30 Jun 187,9021,7922,2040
31 Mar 186,8041,3872,1500
31 Dec 176,9481,4712,0640
30 Sep 176,5911,5351,9980
30 Jun 176,2921,4701,9600
31 Mar 175,9531,3311,9190
31 Dec 164,9941,0391,9290
30 Sep 164,3038721,8810
30 Jun 162,8843051,9820
31 Mar 162,9162402,1490
31 Dec 154,5027102,3820
30 Sep 155,6291,0602,4570

Ingresos de calidad: BX tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (21.2%) de BX son superiores a los del año pasado (20.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de BX han disminuido en un 14.8% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de BX en el último año (20.1%) supera su media de 5 años (-14.8% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de BX en el último año (20.1%) no superó al de la industria Capital Markets 38.3%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (28.5%) de BX se considera alta.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/12 02:30
Precio de las acciones al final del día2026/07/10 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Blackstone Inc. está cubierta por 38 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Stephen BiggarArgus Research Company
Roger FreemanBarclays
Benjamin BudishBarclays