Blackstone Performance degli utili passati
Criteri Il passato verificati 4/6
Gli utili di Blackstone sono diminuiti a un tasso medio annuo di -14.8%, mentre il settore Capital Markets ha visto gli utili crescere a un tasso medio annuo di 6.3%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 8.7%. Il ritorno sul capitale proprio di Blackstone è 28.5% e ha margini netti di 21.2%.
Informazioni chiave
-14.78%
Tasso di crescita degli utili
-16.96%
Tasso di crescita dell'EPS
| Capital Markets Crescita del settore | 10.26% |
| Tasso di crescita dei ricavi | -8.67% |
| Rendimento del capitale proprio | 28.46% |
| Margine netto | 21.21% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Seeking Alpha • May 09
Blackstone: Be Greedy When Others Are Fearful
Summary Blackstone retains a buy rating as fundamentals remain robust despite recent private credit concerns and stock underperformance since January. Inflows rose to $68.5B in Q1, with Credit & Insurance inflows up 22% YoY, and dry powder reaching $213.3B, positioning Blackstone to capitalize on opportunities. Q1 fee-related earnings increased 23% YoY to $1.55B, distributable EPS rose 25% to $1.36, and operating expenses were well-controlled. Blackstone is aggressively expanding into AI, with a $160B data center pipeline and the launch of Blackstone N1, enhancing long-term growth prospects. Read the full article on Seeking Alpha
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Nuova narrazione • Apr 08
Blackstone Inc. (BX): The "Global Landlord" Powering the AI Infrastructure Supercycle
Blackstone Inc. (BX) , the world’s largest alternative asset manager, closed the April 8, 2026, trading session at $117.67 USD on the NYSE.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • Jul 28
Blackstone's (NYSE:BX) Shareholders Will Receive A Bigger Dividend Than Last Year
Blackstone Inc. ( NYSE:BX ) has announced that it will be increasing its dividend from last year's comparable payment...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Blackstone guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 14,397 | 3,054 | 7,543 | 0 |
| 31 Dec 25 | 14,213 | 3,019 | 7,194 | 0 |
| 30 Sep 25 | 12,791 | 2,708 | 6,582 | 0 |
| 30 Jun 25 | 13,506 | 2,864 | 6,742 | 0 |
| 31 Mar 25 | 12,373 | 2,544 | 6,470 | 0 |
| 31 Dec 24 | 12,663 | 2,777 | 6,376 | 0 |
| 30 Sep 24 | 11,138 | 2,224 | 5,824 | 0 |
| 30 Jun 24 | 9,857 | 1,996 | 5,303 | 0 |
| 31 Mar 24 | 9,927 | 2,152 | 5,147 | 0 |
| 31 Dec 23 | 7,684 | 1,391 | 4,549 | 0 |
| 30 Sep 23 | 8,244 | 1,797 | 4,687 | 0 |
| 30 Jun 23 | 6,655 | 1,247 | 4,303 | 0 |
| 31 Mar 23 | 4,321 | 617 | 3,610 | 0 |
| 31 Dec 22 | 8,016 | 1,748 | 4,656 | 0 |
| 30 Sep 22 | 11,824 | 2,588 | 4,574 | 0 |
| 30 Jun 22 | 17,154 | 3,988 | 4,449 | 0 |
| 31 Mar 22 | 21,969 | 5,326 | 4,490 | 0 |
| 31 Dec 21 | 22,176 | 5,857 | 9,278 | 0 |
| 30 Sep 21 | 20,247 | 5,208 | 2,877 | 0 |
| 30 Jun 21 | 17,325 | 4,601 | 2,756 | 0 |
| 31 Mar 21 | 14,638 | 3,860 | 2,672 | 0 |
| 31 Dec 20 | 6,189 | 1,045 | 2,580 | 0 |
| 30 Sep 20 | 4,499 | 780 | 2,544 | 0 |
| 30 Jun 20 | 2,902 | 764 | 2,548 | 0 |
| 31 Mar 20 | 1,830 | 502 | 2,536 | 0 |
| 31 Dec 19 | 7,059 | 2,050 | 2,517 | 0 |
| 30 Sep 19 | 5,482 | 1,556 | 2,409 | 0 |
| 30 Jun 19 | 5,779 | 1,219 | 2,361 | 0 |
| 31 Mar 19 | 6,911 | 1,655 | 2,333 | 0 |
| 31 Dec 18 | 5,997 | 1,542 | 2,283 | 0 |
| 30 Sep 18 | 8,094 | 1,857 | 2,288 | 0 |
| 30 Jun 18 | 7,902 | 1,792 | 2,204 | 0 |
| 31 Mar 18 | 6,804 | 1,387 | 2,150 | 0 |
| 31 Dec 17 | 6,948 | 1,471 | 2,064 | 0 |
| 30 Sep 17 | 6,591 | 1,535 | 1,998 | 0 |
| 30 Jun 17 | 6,292 | 1,470 | 1,960 | 0 |
| 31 Mar 17 | 5,953 | 1,331 | 1,919 | 0 |
| 31 Dec 16 | 4,994 | 1,039 | 1,929 | 0 |
| 30 Sep 16 | 4,303 | 872 | 1,881 | 0 |
| 30 Jun 16 | 2,884 | 305 | 1,982 | 0 |
| 31 Mar 16 | 2,916 | 240 | 2,149 | 0 |
| 31 Dec 15 | 4,502 | 710 | 2,382 | 0 |
| 30 Sep 15 | 5,629 | 1,060 | 2,457 | 0 |
| 30 Jun 15 | 7,302 | 1,566 | 2,550 | 0 |
Guadagni di qualità: BX ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di BX (21.2%) BX sono più alti rispetto allo scorso anno (20.6%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di BX sono diminuiti del 14.8% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di BX nell'ultimo anno ( 20.1% ) supera la media quinquennale ( -14.8% all'anno).
Guadagni vs Settore: La crescita degli utili BX nell'ultimo anno ( 20.1% ) non ha superato quella del settore Capital Markets 37.2%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 28.5% ) di BX è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 21:58 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Blackstone Inc. è coperta da 38 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Stephen Biggar | Argus Research Company |
| Benjamin Budish | Barclays |
| Roger Freeman | Barclays |