Blackstone jumps as new energy-transition deal and deal chatter lift sentiment

Blackstone Inc. (BX) is up 4.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to fresh deal activity and improving sentiment after recent private-credit headlines. A newly announced agreement by Blackstone’s Energy Transition Partners to buy into a thermal-management platform, plus ongoing market focus on potential real-estate M&A involving Blackstone, likely helped drive buying interest.

Details:

Blackstone’s Energy Transition Partners agreed to acquire a majority stake in Advanced Cooling Technologies, a U.S.-based provider of engineered thermal management and energy-efficiency solutions.

The transaction positioned Blackstone to benefit from demand for cooling and heat-transfer equipment used in energy and industrial applications, including infrastructure tied to electrification and data-center buildouts.

Separately, private equity interest (including Blackstone) has been linked to a potential take-private process around shopping-center owner Whitestone REIT, keeping investor attention on Blackstone’s real estate deal pipeline.

This could also be a rebound/short-covering move after heightened attention on redemption requests in Blackstone’s flagship private credit fund earlier in March, which had pressured the broader alternatives group.

Sources:

Blackstone, Investing.com, Benzinga, Stock Analysis

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 insiders have traded $BX stock on the open market 11 times in the past 6 months. Of those trades, 9 have been purchases and 2 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 113,000 shares for an estimated $19,853,482.
JAMES BREYER has made 3 purchases buying 27,070 shares for an estimated $3,991,334 and 0 sales.
RUTH PORAT has made 6 purchases buying 926 shares for an estimated $127,388 and 0 sales.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$BX Hedge Fund Activity

We have seen 1,078 institutional investors add shares of $BX stock to their portfolio, and 1,004 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 70,132,441 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $11,982,127,544
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 11,851,280 shares (-73.0%) from their portfolio in Q4 2025, for an estimated $1,826,756,299
JPMORGAN CHASE & CO removed 4,945,060 shares (-19.9%) from their portfolio in Q4 2025, for an estimated $762,231,548
CAPITAL WORLD INVESTORS removed 4,455,811 shares (-27.8%) from their portfolio in Q4 2025, for an estimated $686,818,707
CAPITAL RESEARCH GLOBAL INVESTORS added 3,178,133 shares (+99.2%) to their portfolio in Q4 2025, for an estimated $489,877,420
LAZARD ASSET MANAGEMENT LLC removed 2,131,240 shares (-59.0%) from their portfolio in Q4 2025, for an estimated $328,509,333
EDGEWOOD MANAGEMENT LLC removed 2,112,578 shares (-26.9%) from their portfolio in Q4 2025, for an estimated $325,632,772

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$BX Congressional Stock Trading

Members of Congress have traded $BX stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

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

REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$BX Analyst Ratings

Wall Street analysts have issued reports on $BX in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citizens issued a "Market Outperform" rating on 01/30/2026
JMP Securities issued a "Market Outperform" rating on 10/24/2025
TD Cowen issued a "Buy" rating on 10/24/2025
Morgan Stanley issued a "Overweight" rating on 10/21/2025
BMO Capital issued a "Outperform" rating on 10/03/2025

To track analyst ratings and price targets for $BX, check out Quiver Quantitative's $BX forecast page.

$BX Price Targets

Multiple analysts have issued price targets for $BX recently. We have seen 11 analysts offer price targets for $BX in the last 6 months, with a median target of $179.0.

Here are some recent targets:

Kenneth Worthington from JP Morgan set a target price of $122.0 on 03/03/2026
Benjamin Budish from Barclays set a target price of $126.0 on 03/02/2026
Bart Dziarski from RBC Capital set a target price of $179.0 on 02/24/2026
Michael Brown from UBS set a target price of $137.0 on 02/20/2026
Crispin Love from Piper Sandler set a target price of $158.0 on 02/02/2026
Brian McKenna from Citizens set a target price of $195.0 on 01/30/2026
Bill Katz from TD Cowen set a target price of $183.0 on 01/30/2026

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