Why Blackstone (BX) Stock Is Up Today

Blackstone Inc. (BX) is up 4.0% today. Here is some analysis on what might have caused this price movement.

Analysis: A single fresh headline does not fully explain the move, so the catalyst appears to be a mix of improving sentiment and company-specific developments. This could be because investors are looking past last month’s private-credit redemption worries and refocusing on Blackstone’s realization activity, asset sales, and the approaching second-quarter earnings update.

Details:

Blackstone disclosed an intra-quarter realization update in late June, giving the market an early read on revenue tied to asset monetizations during the second quarter.

The company has scheduled its second-quarter 2026 investor call for July 23, which can support buying interest as traders position ahead of a major earnings event.

Blackstone also announced that Digital Realty agreed to buy its stake in three fully leased Northern Virginia data centers at a gross asset value of $7.8 billion, with Blackstone’s equity consideration valued at $3.5 billion.

In first-quarter results, Blackstone reported more than $1.3 trillion of assets under management, reinforcing the scale of its fee base even after recent concerns around withdrawals in parts of private credit.

Sources:

Blackstone, SEC, Yahoo 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.

EARLY ACCESS

Receive BX Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$BX Hedge Fund Activity

We have seen 972 institutional investors add shares of $BX stock to their portfolio, and 1,016 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 1 times in the past 6 months. Of those trades, 0 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 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 Analyst Ratings

Wall Street analysts have issued reports on $BX in the last several months. We have seen 1 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

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 14 analysts offer price targets for $BX in the last 6 months, with a median target of $143.5.

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
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.