Blackstone 過去の業績
過去 基準チェック /46
Blackstoneの収益は年間平均-14.8%の割合で減少していますが、 Capital Markets業界の収益は年間 増加しています。収益は年間6.1% 8.7%割合で 減少しています。 Blackstoneの自己資本利益率は28.5%であり、純利益率は21.2%です。
主要情報
-14.78%
収益成長率
-16.96%
EPS成長率
| Capital Markets 業界の成長 | 10.26% |
| 収益成長率 | -8.67% |
| 株主資本利益率 | 28.46% |
| ネット・マージン | 21.21% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
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
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...収支内訳
収支内訳
Blackstone の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 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 |
質の高い収益: BXは 高品質の収益 を持っています。
利益率の向上: BXの現在の純利益率 (21.2%)は、昨年(20.6%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: BXの収益は過去 5 年間で年間14.8%減少しました。
成長の加速: BXの過去 1 年間の収益成長率 ( 20.1% ) は、5 年間の平均 ( 年間-14.8%を上回っています。
収益対業界: BXの過去 1 年間の収益成長率 ( 20.1% ) Capital Markets業界36.1%を上回りませんでした。
株主資本利益率
高いROE: BXの 自己資本利益率 ( 28.5% ) は 高い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/22 10:18 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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. 12 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。38
| アナリスト | 機関 |
|---|---|
| Stephen Biggar | Argus Research Company |
| Benjamin Budish | Barclays |
| Roger Freeman | Barclays |