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Blackstone Rises as Inflows, AUM Growth, and Dividend Support Q3 Readout

Investivoq PriceTracker

Blackstone Inc. (BX) is up 6.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to Blackstone’s third-quarter earnings release, where softer exit-driven profits were offset by strong fundraising, higher fee-related earnings, and assets under management climbing to nearly $1.4 trillion. The stock may also be reacting to relief that recurring fee income and inflows remained resilient even as realizations and overall profit faced pressure. ([marketscreener.com](https://www.marketscreener.com/news/blackstone-s-profit-falls-as-choppy-market-tempers-investment-exits-ce785cdedb8bf323?utm_source=openai))

Details:

  • Blackstone reported a drop in third-quarter earnings as a choppy market made it harder to monetize investments through exits, which weighed on realization-driven income. ([marketscreener.com](https://www.marketscreener.com/news/blackstone-s-profit-falls-as-choppy-market-tempers-investment-exits-ce785cdedb8bf323?utm_source=openai))
  • Even with that pressure, the firm generated more than $63 billion of net inflows, and assets under management rose to about $1.37 trillion, helping fee-related earnings increase 6%. ([marketscreener.com](https://www.marketscreener.com/news/blackstone-s-profit-falls-as-choppy-market-tempers-investment-exits-ce785cdedb8bf323?utm_source=openai))
  • Before the quarter ended, Blackstone had already told investors it expected more than $350 million of realization-related revenue for the period through September 22, which likely helped frame expectations ahead of the release. ([blackstone.com](https://www.blackstone.com/news/press/blackstone-announces-intra-quarter-realization-update-relating-to-the-third-quarter-3/?utm_source=openai))
  • The board also declared a quarterly dividend of $1.12 per share, payable November 9, which may have added support for sentiment around the report. ([marketscreener.com](https://www.marketscreener.com/news/blackstone-inc-announces-quarterly-dividend-to-record-holders-of-common-stock-payable-november-9-ce785cdedb88f323?utm_source=openai))

    • Sources:

    Blackstone, SEC, Reuters, MarketScreener

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $BX Insider Trading Activity

    BX Insider Trades

    $BX insiders have traded $BX stock on the open market 15 times in the past 6 months. Of those trades, 6 have been purchases and 9 have been sales.

    Here’s a breakdown of recent trading of $BX stock by insiders over the last 6 months:

    • JOSEPH BARATTA has made 0 purchases and 2 sales selling 100,000 shares for an estimated $12,380,048.
    • VIKRANT SAWHNEY (Chief Administrative Officer) has made 0 purchases and 4 sales selling 60,014 shares for an estimated $7,842,052.
    • JOHN G FINLEY (Chief Legal Officer) has made 0 purchases and 2 sales selling 45,000 shares for an estimated $6,620,110.
    • DAVID PAYNE (Chief Accounting Officer) sold 9,500 shares for an estimated $1,379,685
    • RUTH PORAT has made 6 purchases buying 893 shares for an estimated $116,418 and 0 sales.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $BX Hedge Fund Activity

    We have seen 1,082 institutional investors add shares of $BX stock to their portfolio, and 891 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 23,500,355 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,765,286,772
    • JPMORGAN CHASE & CO added 19,156,246 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,254,115,466
    • CLEARBRIDGE INVESTMENTS, LLC added 2,855,787 shares (+93.4%) to their portfolio in Q2 2026, for an estimated $336,040,456
    • MORGAN STANLEY added 2,347,894 shares (+7.2%) to their portfolio in Q2 2026, for an estimated $276,276,686
    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 2,140,746 shares (+10.0%) to their portfolio in Q2 2026, for an estimated $251,901,581
    • D. E. SHAW & CO., INC. added 1,689,284 shares (+5366.0%) to their portfolio in Q2 2026, for an estimated $198,778,048
    • NORGES BANK removed 1,557,044 shares (-18.8%) from their portfolio in Q2 2026, for an estimated $183,217,367

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $BX Price Targets

    Multiple analysts have issued price targets for $BX recently. We have seen 4 analysts offer price targets for $BX in the last 6 months, with a median target of $131.5.

    Here are some recent targets:

    • Devin Ryan from Citizens set a target price of $165.0 on 07/09/2026
    • Benjamin Budish from Barclays set a target price of $119.0 on 07/09/2026
    • Bill Katz from TD Cowen set a target price of $133.0 on 05/18/2026
    • Crispin Love from Piper Sandler set a target price of $130.0 on 04/27/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.