Blackstone Inc.

NYSE:BX 주식 리포트

시가총액: US$151.0b

Blackstone 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Steve Schwarzman

최고경영자

US$125.6m

총 보수

CEO 급여 비율0.28%
CEO 재임 기간19.3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간9.5yrs
이사회 평균 재임 기간11.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.

CEO 보수 분석

Steve Schwarzman의 보수는 Blackstone의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$126mUS$350k

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$84mUS$350k

US$3b

Sep 30 2024n/an/a

US$2b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$120mUS$350k

US$1b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$617m

Dec 31 2022US$253mUS$350k

US$2b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$4b

Mar 31 2022n/an/a

US$5b

Dec 31 2021US$160mUS$350k

US$6b

Sep 30 2021n/an/a

US$5b

Jun 30 2021n/an/a

US$5b

Mar 31 2021n/an/a

US$4b

Dec 31 2020US$86mUS$350k

US$1b

Sep 30 2020n/an/a

US$780m

Jun 30 2020n/an/a

US$764m

Mar 31 2020n/an/a

US$502m

Dec 31 2019US$57mUS$350k

US$2b

보상 대 시장: Steve의 총 보수(USD125.64M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.46M)보다 높습니다.

보상과 수익: Steve의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Steve Schwarzman (79 yo)

19.3yrs
재임 기간
US$125,641,824
보수

Mr. Stephen Allen Schwarzman, also known as Steve, is Co-Founder of Blackstone Inc., which he joined in 1985, and also serves as Chairman and Chief Executive Officer. He is Founder of Blackstone Group Mana...


리더십 팀

이름직위재임 기간보수지분
Stephen Schwarzman
Co-Founder19.3yrsUS$125.64m데이터 없음
Jonathan Gray
President8.3yrsUS$96.09m0.29%
$ 436.5m
Michael Chae
CFO & Vice Chairman6.5yrsUS$29.28m0.076%
$ 115.0m
Vikrant Sawhney
Chief Administrative Officer & Global Head of Institutional Client Solutionsno dataUS$27.78m0.075%
$ 114.0m
John Finley
Chief Legal Officerno dataUS$23.66m0.020%
$ 30.1m
Joseph Baratta
Global Head of Private Equity Strategies & Directorno data데이터 없음0.062%
$ 93.1m
William Stein
Senior Managing Director of Real Estate- New Yorkno data데이터 없음데이터 없음
Robert Heady
Senior MD - Hong Kongno dataUS$7.05m데이터 없음
Mustafa Siddiqui
Former Senior MD of BXMA - New York & Co-Head of Strategic Capital Groupno data데이터 없음데이터 없음
Seth Meisel
Senior Managing Director of Private Equity - New York10.8yrs데이터 없음데이터 없음
Juergen Pinker
Senior MD of BXCI - Berkeley Square House London & Head of Germany for BXCIno data데이터 없음데이터 없음
M. Shepherd
Senior Managing Director of Blackstone Life Sciences — Cambridgeno data데이터 없음데이터 없음
9.5yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: BX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.5 년).


이사회 구성원

이름직위재임 기간보수지분
Stephen Schwarzman
Co-Founder19.3yrsUS$125.64m데이터 없음
Jonathan Gray
President14.4yrsUS$96.09m0.29%
$ 436.5m
Joseph Baratta
Global Head of Private Equity Strategies & Director6.3yrs데이터 없음0.062%
$ 93.1m
Dan Gillerman
Senior Advisor & Chairman of Blackstone Israel and Member of International Advisory Boardno data데이터 없음데이터 없음
Ryusuke Shigetomi
Sr. MD of Tokyo-Regional Management & Chairman and Representative Director for Japan K. K4.7yrs데이터 없음데이터 없음
Thomas Nides
Chairman of the Defined Contribution Unit & Vice Chairman of Strategy and Client Relations2.5yrs데이터 없음데이터 없음
Claudio Boada Pallerés
Senior Advisor & Chairman of Blackstone Iberiano data데이터 없음데이터 없음
Roger Deromedi
Chairman of Pinnacle Foods Group Incno data데이터 없음데이터 없음
Andrea Valeri
Chairman of EMEA of Regional Management of Italyno data데이터 없음데이터 없음
Gérard Errera
Senior Advisor & Chairman of Blackstone France14yrs데이터 없음데이터 없음
Mimi Alemayehou
Executive Advisor & Chair of Blackstone Africa Infrastructure LPno data데이터 없음데이터 없음
Muhammad Sanusi
Chairman of Black Rhino Unit11.1yrs데이터 없음데이터 없음
11.1yrs
평균 재임 기간
69yo
평균 나이

경험이 풍부한 이사회: BX의 이사회는 노련하고 경험이 풍부합니다(평균 재임 11.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/06 05:30
종가2026/07/02 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Blackstone Inc.는 37명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Stephen BiggarArgus Research Company
Benjamin BudishBarclays
Roger FreemanBarclays