Why Blackstone (BX) Stock Is Down Today

Blackstone (BX) is down 3.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is a sector-wide selloff in alternative asset managers rather than a new company-specific setback. Blackstone recently posted strong second-quarter results, so today’s decline looks more like investors rotating out of the group and continuing to discount private-credit and liquidity concerns that have weighed on peers in 2026. This could also be simple profit-taking after the earnings release last week.

Details:

Blackstone reported second-quarter 2026 distributable earnings of $1.52 per share, up from $1.21 a year earlier, with fee-related earnings of $1.43 per share.

Total assets under management reached about $1.35 trillion, while quarterly inflows were $68.3 billion, pointing to continued fundraising strength.

The company also declared a quarterly dividend of $1.29 per share, with an August 3, 2026 record date and August 10, 2026 payment date.

Other large alternative asset managers were also trading lower today, which supports the view that the move was driven by broader sentiment around the space instead of a fresh Blackstone-specific negative development.

Sources:

Blackstone, Blackstone Investor Relations, OpenAI Finance

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 8 times in the past 6 months. Of those trades, 6 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:

VIKRANT SAWHNEY (Chief Administrative Officer) has made 0 purchases and 2 sales selling 30,014 shares for an estimated $3,775,565.
RUTH PORAT has made 6 purchases buying 963 shares for an estimated $122,527 and 0 sales.

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

$BX Hedge Fund Activity

We have seen 1,010 institutional investors add shares of $BX stock to their portfolio, and 1,011 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 17,007,658 shares (+390.8%) to their portfolio in Q1 2026, for an estimated $1,919,909,473
CAPITAL RESEARCH GLOBAL INVESTORS added 8,359,119 shares (+131.0%) to their portfolio in Q1 2026, for an estimated $943,619,148
CAPITAL WORLD INVESTORS removed 4,631,513 shares (-40.1%) from their portfolio in Q1 2026, for an estimated $522,828,345
FMR LLC removed 3,889,929 shares (-74.4%) from their portfolio in Q1 2026, for an estimated $439,114,635
ROYAL BANK OF CANADA removed 3,596,931 shares (-43.4%) from their portfolio in Q1 2026, for an estimated $406,039,555
EDGEWOOD MANAGEMENT LLC removed 3,239,119 shares (-56.3%) from their portfolio in Q1 2026, for an estimated $365,647,948
CLEARBRIDGE INVESTMENTS, LLC added 2,857,650 shares (+1438.6%) to their portfolio in Q1 2026, for an estimated $322,585,820

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

$BX Congressional Stock Trading

Members of Congress have traded $BX stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

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

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$BX Price Targets

Multiple analysts have issued price targets for $BX recently. We have seen 13 analysts offer price targets for $BX in the last 6 months, with a median target of $137.0.

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
Christopher Kotowski from Oppenheimer set a target price of $156.0 on 04/24/2026
Kenneth Worthington from JP Morgan set a target price of $136.0 on 04/24/2026
Glenn Schorr from Evercore ISI Group set a target price of $150.0 on 04/21/2026

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.