BX Blackstone Inc.

XNYS Down Alert

Financials

· How we analyze

About the company

Blackstone is a manager of alternative assets. The New York company invests on behalf of pension funds, sovereign wealth funds and private investors in real estate, private equity, private credit and infrastructure and earns management and performance fees. As of Oct 13, 2026

Fact sheet (from the annual report) Asset management and investment advice · New York, USA

Blackstone manages alternative assets and is headquartered in New York. Its capital comes from pension funds, insurers and private investors, among others. The firm invests money in real estate, private equity, infrastructure, credit, secondaries and hedge funds, among other things. The business is divided into real estate, private equity, credit and insurance, and multi-asset investing. Revenue comes from management fees and performance-based compensation. Besides institutional clients, Blackstone also serves wealthy individuals in the United States and other countries.

Automatically summarized from SEC annual report (10-K, filed Feb 27, 2026) (website of the US Securities and Exchange Commission) · reviewed Oct 15, 2026

Price performance at a glance

Last 30 trading days
  • Today +0.9%
  • 7 days +11.2%
  • 30 days +0.5%
  • 1 year −23.0%
Day range (last trading day)
−1.3%Price at 81% of the range+0.3%
52-week range
−14.6%Price at 27% of the range+38.7%
Distance from the all-time high
−40.8%

Our own calculation from the exchange’s daily candles, as of Oct 26, 2026. “All-time” applies since the start of this series, not to the whole market. Changes in percent; the TradingView chart shows prices. “Today” = change of the last trading day versus the previous day. Not investment advice.

Fundamentals · Analysis method

Growth, margin and debt compared with the sector – in detail in the fundamental analysis further down. The chart shows the candles without a buy zone.

Growth: greenMargin: greenDebt: red

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Symbol on TradingView: NYSE:BX

Fundamental analysis

Blackstone Inc. · Sector Financials · amounts in USD

Information only – does not affect our buy zones, not investment advice. Source: SEC filings, As of Feb 27, 2026.

In short

  • Light green: Revenue grew over 5 years (+18.8% per year), at least as fast as the sector median.
  • Light green: Net income (total) grew over 5 years (+23.6% per year), at least as fast as the sector median; per share +20.9% per year.
  • Light green: Net margin 20.9%, above the sector median (19.4%).
  • Light red: Debt much higher than usual in the sector.
  • Light green: Profit in each of the last 10 fiscal years.
  • Light red: Dividend higher than earnings.

Summarized from the lights below. Describes the reported figures – not a recommendation to buy or sell.

RevenueNet income Net margin (below) in USD
  1. Fiscal year 2016 (Jan 1, 2016 – Dec 31, 2016): Revenue 5.1B USD · Net income 1.0B USD · Net margin 20.3%
  2. Fiscal year 2017 (Jan 1, 2017 – Dec 31, 2017): Revenue 7.1B USD · Net income 1.5B USD · Net margin 20.7%
  3. Fiscal year 2018 (Jan 1, 2018 – Dec 31, 2018): Revenue 6.8B USD · Net income 1.5B USD · Net margin 22.6%
  4. Fiscal year 2019 (Jan 1, 2019 – Dec 31, 2019): Revenue 7.3B USD · Net income 2.0B USD · Net margin 27.9%
  5. Fiscal year 2020 (Jan 1, 2020 – Dec 31, 2020): Revenue 6.1B USD · Net income 1.0B USD · Net margin 17.1%
  6. Fiscal year 2021 (Jan 1, 2021 – Dec 31, 2021): Revenue 22.6B USD · Net income 5.9B USD · Net margin 25.9%
  7. Fiscal year 2022 (Jan 1, 2022 – Dec 31, 2022): Revenue 8.5B USD · Net income 1.7B USD · Net margin 20.5%
  8. Fiscal year 2023 (Jan 1, 2023 – Dec 31, 2023): Revenue 8.0B USD · Net income 1.4B USD · Net margin 17.3%
  9. Fiscal year 2024 (Jan 1, 2024 – Dec 31, 2024): Revenue 13.2B USD · Net income 2.8B USD · Net margin 21.0%
  10. Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 14.5B USD · Net income 3.0B USD · Net margin 20.9%

Fiscal year 2025 (Jan 1, 2025 – Dec 31, 2025): Revenue 14.5B USD · Net income 3.0B USD · Net margin 20.9%

Key figures with traffic lights

Each light follows a simple, disclosed rule. The comparison is with the sector median of all 79 symbols in the Financials sector on our list (current members of the S&P 500 and other lists).

Revenue growth

Light green: above sector

+18.8% per year, last 5 years

Sector Financials: median +8.8% (73 symbols)

What does this mean? Revenue: over 5 years it grew by 18.8% per year on average – at least as fast as the median company in the sector (+8.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net income (total)

Light green: above sector

+23.6% per year, last 5 years

Sector Financials: median +13.8% (71 symbols)

per share: +20.9% per year (5 years, split-adjusted)

What does this mean? Total net income: over 5 years it grew by 23.6% per year on average – at least as fast as the median company in the sector (+13.8%).

Light rule: Green: grows at least as fast as the sector median (without a sector comparison: grows) · Yellow: grows more slowly · Red: shrinks.

Net margin

Light green: above sector

20.9% last fiscal year

Sector Financials: median 19.4% (75 symbols)

What does this mean? Of every 100 USD in revenue, 20.89 USD remained as profit – at least as much as the median company in the sector (19.4%). Five years ago the margin was 17.1%.

Light rule: Green: at least the sector median (without a sector comparison: profit) · Yellow: profit, but below the median · Red: loss.

Debt / equity

Light red: much higher

1.48 latest balance sheet

Sector Financials: median 0.63 (47 symbols)

What does this mean? For every 1 USD of equity there is 1.48 USD of financial debt – more than twice as much as the median company in the sector (0.63). For banks and insurers, debt is part of the business – so the comparison is only with their own sector.

Light rule: Green: at most the sector median · Yellow: up to twice the median · Red: more than twice · Gray: without a sector comparison.

Payout ratio

Light red: above earnings

121% Dividend / earnings per share

Sector Financials: median 34% (58 symbols)

What does this mean? The payout was higher than the earnings per share; it is paid from cash flow, from reserves or with new debt. Median company in the sector: 34%.

Light rule: Green: up to 60% of earnings · Yellow: up to 100% · Red: more than earnings or a dividend despite a loss · Gray for real estate (REITs). The sector median is for comparison only.

Profitable years

Light green: profit every year

10 of 10 fiscal years with a profit

What does this mean? In 10 of the last 10 fiscal years the bottom line showed a profit. There were no losses in this period.

Light rule: Green: profit in every year · Yellow: one loss year · Red: several loss years (at least 3 years needed).

Last fiscal year and 13F

Information, not a trading signal · Source: SEC EDGAR
Revenue (FY)
14.5B USD
Revenue vs. prior year
+9.2%
Net income (FY)
3.0B USD
Net income vs. prior year
+8.7%
EPS (FY)
3.87 USD
13F funds with a position
0 of 9
Funds vs. prior quarter
−1
Shares held vs. prior quarter
−100.0%
Fiscal year to Dec 31, 2025 · 10-K filed Feb 27, 2026 · Balance sheet Jun 30, 2026 (filed Aug 7, 2026) · Price-based figures (P/E, P/S, dividend yield, market cap) only when logged in. · Values as first reported; debt = reported financial debt (US GAAP: long-term). 13F: reporting date Jun 30, 2026, 9 tracked funds have filed (latest Aug 14, 2026), filed with up to 45 days of delay. Stock positions only; comparison with Mar 31, 2026 only across funds that filed for both quarters.
All figures as a table
Fiscal years (amounts in USD, per share in USD)
YearEndRevenueNet income MarginEarnings per shareDividend per sharePayout
2025Dec 31, 2025 14.5B3.0B 20.9% 3.87 4.69 121%
2024Dec 31, 2024 13.2B2.8B 21.0% 3.62 3.45 95%
2023Dec 31, 2023 8.0B1.4B 17.3% 1.84 3.32 180%
2022Dec 31, 2022 8.5B1.7B 20.5% 2.36 4.94 209%
2021Dec 31, 2021 22.6B5.9B 25.9% 8.13 3.57 44%
2020Dec 31, 2020 6.1B1.0B 17.1% 1.50 1.91 127%
2019Dec 31, 2019 7.3B2.0B 27.9% 3.03 1.92 63%
2018Dec 31, 2018 6.8B1.5B 22.6% 2.26 2.42 107%
2017Dec 31, 2017 7.1B1.5B 20.7% 2.21 2.32 105%
2016Dec 31, 2016 5.1B1.0B 20.3% 1.56 1.66 106%
Quarters (amounts in USD, per share in USD)
QuarterEndRevenueNet income MarginEarnings per shareDividend per sharePayout
Q2/26Jun 30, 2026 5.0B1.2B 24.4% 1.54 1.16 75%
Q1/26Mar 31, 2026 3.6B649.7M 18.0% 0.83 1.49 180%
Q4/25*Dec 31, 2025 4.4B1.0B 23.3% – 1.29 –
Q3/25Sep 30, 2025 3.1B624.9M 20.2% 0.80 1.03 129%
Q2/25Jun 30, 2025 3.7B764.2M 20.6% 0.98 0.93 95%
Q1/25Mar 31, 2025 3.3B614.9M 18.7% 0.80 1.44 180%
Q4/24*Dec 31, 2024 3.1B703.9M 22.8% – 0.86 –
Q3/24Sep 30, 2024 3.7B780.8M 21.3% 1.02 0.82 80%
Q2/24Jun 30, 2024 2.8B444.4M 15.9% 0.58 0.83 143%
Q1/24Mar 31, 2024 3.7B847.4M 23.0% 1.11 0.94 85%
Q4/23*Dec 31, 2023 1.3B151.8M 11.8% – 0.80 –
Q3/23Sep 30, 2023 2.5B552.0M 21.7% 0.73 0.79 108%

* Q4 derived: fiscal year minus the 9-month value (EPS cannot be derived this way); may be distorted by restatements.

How we calculate: values as first reported to the SEC (later corrections are left out), a fixed order of reporting tags per figure, partial sums are never added up. Growth per year over 5 years (otherwise 3 years). Quarters are labeled by the calendar quarter in which they end.

Insiders

All insider transactions
Insider purchases and sales on the market over 3, 6 and 12 months
PeriodPurchasesSalesNet
3 months $62.4K1 person $24.4M4 people −$24.4M
6 months $116.4K1 person $28.2M4 people −$28.1M
12 months $4.2M2 people $28.2M4 people −$24.0M

Latest transactions

  • Sep 18, 2026 Baratta Joseph Director Open-market sale 57,754 shares · $7.2M · SEC
  • Sep 18, 2026 Baratta Joseph Director Open-market sale 42,246 shares · $5.2M · SEC
  • Aug 11, 2026 Finley John G Officer Open-market sale 25,198 shares · $3.7M · SEC
  • Aug 11, 2026 Finley John G Officer Open-market sale 19,802 shares · $2.9M · SEC
  • Aug 11, 2026 Payne David Officer Open-market sale 9,500 shares · $1.4M · SEC
  • Aug 10, 2026 Porat Ruth Director Open-market purchase 84 shares · $11.5K · SEC

Source: mandatory filings with the SEC (Form 4), open-market purchases and sales only. General information, not investment advice.

Trend score -70

Price vs. EMA 50-15
Price vs. EMA 200-15
EMA 50 vs. EMA 200-20
ADX (trend strength)+15
Highs and lows-20
Relative strength-15

Volatility and trend strength

ADX 14 (trend strength)34.8
Rel. strength 60 d−9.0%

ATR and moving averages as price values only when logged in.

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All symbols in this sector

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