Blackstone Inc.

NYSE:BX 株式レポート

時価総額：US$174.9b

Blackstone 将来の成長

Future 基準チェック /56

Blackstone利益と収益がそれぞれ年間26.1%と13.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に42% 18.8%なると予測されています。

主要情報

26.1%

収益成長率

18.77%

EPS成長率

Capital Markets 収益成長12.2%
収益成長率13.3%
将来の株主資本利益率42.02%
アナリストカバレッジ

Good

最終更新日03 Aug 2026

今後の成長に関する最新情報

更新なし

Recent updates

ナラティブ更新 • Jul 27

BX: AI Infrastructure Deals And Fee Stability Will Shape Future Execution Risks

Blackstone's analyst fair value estimate has been nudged up from $116 to $119 as analysts factor in recent price target increases, stronger than expected Q2 transaction fees and fundraising, and updated earnings assumptions that reflect resilient fee streams and a more constructive outlook on alternative asset managers. Analyst Commentary Recent Street research on Blackstone points to a mixed picture, with several firms lifting price targets after Q2 results while others highlight risks around flows, valuation, and earnings visibility.
Seeking Alpha • Jul 24

A Golden Opportunity To Buy The King Of Alternative Asset Managers: Blackstone

Summary Blackstone reported very strong Q2 results. However, it remains out of favor with Mr. Market. I take a look at the headwinds and share why I believe that the current stock price weakness presents a golden buying opportunity. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 13

BX: Private Wealth And AI Infrastructure Deals Will Sustain Earnings Power

For Blackstone, the analyst price target in the model edged lower by about $5 to $177.81, as analysts recalibrated assumptions for growth, margins, and future P/E multiples in light of recent sector-wide target cuts and the view that some high-quality alternative asset managers remain undervalued, despite mixed earnings quality. Analyst Commentary Recent research on Blackstone points to a mix of recalibrated targets and ongoing support for the business model, with several firms highlighting selective opportunities in alternative asset managers even as they adjust assumptions around earnings quality and valuation.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.

業績と収益の成長予測

NYSE:BX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202820,80610,7297,3994,5162
12/31/202718,6229,62611,2218,7566
12/31/202615,0307,7149,5024,8915
6/30/202615,4833,5195,4865,598N/A
3/31/202614,3973,0544,4254,545N/A
12/31/202514,2133,0194,5474,663N/A
9/30/202512,7912,7083,6523,757N/A
6/30/202513,5062,8643,2803,381N/A
3/31/202512,3732,5443,5783,651N/A
12/31/202412,6632,7773,4203,482N/A
9/30/202411,1382,2244,1354,216N/A
6/30/20249,8571,9963,9534,077N/A
3/31/20249,9272,1524,4724,644N/A
12/31/20237,6841,3913,8334,057N/A
9/30/20238,2441,7973,6353,876N/A
6/30/20236,6551,2473,5123,776N/A
3/31/20234,3216173,6923,940N/A
12/31/20228,0161,7486,1016,336N/A
9/30/202211,8242,5884,6014,807N/A
6/30/202217,1543,9885,2975,428N/A
3/31/202221,9695,3264,3384,438N/A
12/31/202122,1765,8573,9223,986N/A
9/30/202120,2475,2085,0255,110N/A
6/30/202117,3254,6013,5203,641N/A
3/31/202114,6383,8603,1133,233N/A
12/31/20206,1891,0451,8241,936N/A
9/30/20204,4997802,1342,216N/A
6/30/20202,9027643,1073,159N/A
3/31/20201,830502N/A2,832N/A
12/31/20197,0592,050N/A1,963N/A
9/30/20195,4821,556N/A2,759N/A
6/30/20195,7791,219N/A3,001N/A
3/31/20196,9111,655N/A1,946N/A
12/31/20185,9971,542N/A46N/A
9/30/20188,0941,857N/A-1,735N/A
6/30/20187,9021,792N/A-3,865N/A
3/31/20186,8041,387N/A-3,949N/A
12/31/20176,9481,471N/A-1,626N/A
9/30/20176,5911,535N/A-2,434N/A
6/30/20176,2921,470N/A-1,210N/A
3/31/20175,9531,331N/A-209N/A
12/31/20164,9941,039N/A-89N/A
9/30/20164,303872N/A1,676N/A
6/30/20162,884305N/A1,044N/A
3/31/20162,916240N/A2,138N/A
12/31/20154,502710N/A2,397N/A
9/30/20155,6291,060N/A971N/A

アナリストによる今後の成長予測

収入対貯蓄率: BXの予測収益成長率 (年間26.1% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: BXの収益 ( 26.1% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: BXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: BXの収益 ( 13.3% ) US市場 ( 13% ) よりも速いペースで成長すると予測されています。

高い収益成長: BXの収益 ( 13.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BXの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 42 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/19 02:32
終値2026/08/19 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Blackstone Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。39

アナリスト機関
Stephen BiggarArgus Research Company
Roger FreemanBarclays
Benjamin BudishBarclays