Blackstone Inc.

New York Stock Exchange
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Bullish +72

Blackstone Inc. stock holds firm as dividend and earnings stay robust

AI-generated analysis

📈 Blackstone reported second-quarter 2026 earnings of $1.52 per share, beating analyst estimates of $1.34 by $0.18.

💰 Revenue surged to $5.04 billion in the latest quarter, representing a 35.9% increase compared to the same period last year.

📊 Net margin reached 21.84% and return on equity stood at 23.77%, signaling strong profitability for the asset manager.

💵 The company raised its quarterly dividend to $1.29 per share, increasing the annualized payout to $5.16 with a yield of approximately 3.8%.

📉 Stock price traded around $136.12 on September 6, 2026, sitting modestly below the average analyst target of $149.43.

🔍 Analyst consensus is Moderate Buy with Oppenheimer lifting its price target to $171 and assigning an outperform rating.

🏢 Blackstone continues to focus on private equity and real estate platforms, including preparing Hotel Investment Partners for a public listing in Madrid.

📈 The firm's earnings are supported by recurring management fees and performance-related carried interest from its large-scale investments.

Bullish Signals
  • Blackstone reported second-quarter 2026 earnings of $1.52 per share, beating analyst estimates of $1.34 by $0.18.
  • Revenue surged to $5.04 billion in the latest quarter, representing a 35.9% increase compared to the same period last year.
  • Net margin reached 21.84% and return on equity stood at 23.77%, signaling strong profitability for the asset manager.
  • The company raised its quarterly dividend to $1.29 per share, increasing the annualized payout to $5.16 with a yield of approximately 3.8%.
  • Analyst consensus is Moderate Buy with Oppenheimer lifting its price target to $171 and assigning an outperform rating.
Full Analysis
Blackstone Inc. (BX) shares traded near $136 on September 6, 2026, as investors reacted to robust second-quarter 2026 earnings and a dividend increase. The company reported earnings per share of $1.52, surpassing analyst estimates of $1.34, driven by strong fee-related and performance income streams. This operating momentum allowed Blackstone to raise its quarterly dividend to $1.29 per share from the previous $1.16. Financial metrics for the quarter highlight significant growth, with revenue reaching $5.04 billion, a 35.9% increase year-over-year. Net margins improved to 21.84%, and return on equity stood at 23.77%, signaling attractive profitability levels for the large alternative asset manager. Despite a negative monthly return of 5.26% in September due to broader risk sentiment, the stock remains supported by its strong fundamentals and income-focused investor appeal. Analyst consensus remains constructive with a Moderate Buy rating and an average price target of $149.43. Notably, broker Oppenheimer recently lifted its target to $171 with an outperform rating, suggesting potential upside if Blackstone continues to deliver on earnings. The firm's core strategies in private equity and real estate continue to deploy capital effectively, including preparing portfolio companies like Hotel Investment Partners for public market listings.