BXMT logo

Blackstone Mortgage Trust, Inc. Stock Price

NYSE:BXMT Community·US$3.1b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 15 Fair Values set on narratives written by author

BXMT Share Price Performance

US$18.58
-0.26 (-1.38%)
US$21.00
Fair Value
US$18.58
-0.26 (-1.38%)
11.5% undervalued intrinsic discount
US$21.00
Fair Value
Price US$18.58
AnalystConsensusTarget US$21.00

BXMT Community Narratives

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Fair Value US$21 11.5% undervalued intrinsic discount

Asset Resolution And Net Lease Investments Will Strengthen Portfolio Quality

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US$21
11.5% undervalued intrinsic discount
Revenue
-13.21% p.a.
Profit Margin
89.41%
Future PE
15.94x
Price in 2029
US$26.71

Trending Discussion

Updated Narratives

BXMT logo

BXMT: Mixed Rating Shifts And Buybacks May Support Gradual Re Rating

Fair Value: US$21 11.5% undervalued intrinsic discount
5 users have set this as their fair value
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Snowflake Analysis

Moderate growth potential second-rate dividend payer.

2 Risks
2 Rewards

Blackstone Mortgage Trust, Inc. Key Details

US$467.0m

Revenue

US$0

Cost of Revenue

US$467.0m

Gross Profit

US$363.3m

Other Expenses

US$103.6m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.61
100.00%
22.19%
465.2%
View Full Analysis

About BXMT

Founded
1998
Employees
n/a
CEO
Timothy Johnson
WebsiteView website
www.blackstonemortgagetrust.com

Blackstone Mortgage Trust, Inc., a real estate finance company, originates, acquires, and manages loans and other debt or credit-oriented investments collateralized by or relating to commercial real estate. The company's investment portfolio consists of senior floating rate mortgage loans that are secured by a first-priority mortgage on commercial real estate assets. It has operations in the United States, the United Kingdom, Ireland, Australia, Spain, Sweden, Canada, rest of Europe, and internationally. It operates as a real estate investment trust for federal income tax purposes. The company was formerly known as Capital Trust, Inc. and changed its name to Blackstone Mortgage Trust, Inc. in May 2013. Blackstone Mortgage Trust, Inc. was incorporated in 1998 and is headquartered in New York, New York.

Recent BXMT News & Updates

Seeking Alpha May 15

Blackstone Mortgage Trust: Back At The Bottom Of The Range, But Something Has Changed (Rating Downgrade)

Summary With $46M in charge-offs this quarter, CECL reserves are no longer just "paper losses"—they are crystallized hits to Blackstone Mortgage Trust’s capital, proving that lent money is officially not coming back. Earnings of $0.21 per share significantly trail the $0.47 dividend. While the company highlights "distributable earnings," the persistent need for massive credit reserves suggests the current payout is increasingly fragile. Blackstone Mortgage Trust now holds over $1.15 billion in foreclosed real estate. Far from being a "hidden value" play, these assets are currently a "negative carry." Resurgent inflation and the geopolitical strain of the Iran war have pushed the yield curve higher. Since real estate valuations are inextricably linked to rates BXMT is under pressure. Read the full article on Seeking Alpha
Narrative Update May 10

BXMT: Mixed Rating Shifts And Buybacks May Support Gradual Re Rating

The Analyst Price Target for Blackstone Mortgage Trust has shifted slightly to $21.00 from $21.29 as analysts incorporate updated assumptions on discount rates, revenue trends, profitability, and future P/E expectations following recent target changes and rating actions from major firms. Analyst Commentary Recent research updates on Blackstone Mortgage Trust highlight a mix of optimism around execution and earnings visibility, alongside some caution reflected in price target revisions.

Recent updates

No updates