

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 30, 26 | Sp Marigold Acquisitions L.P. | 10 percent owner | 0 | — | |
| Sep 23, 26 |
| Blackstone Holdings Iv L.P. |
| 10 percent owner |
| P-Purchase |
| 191,058 @ $26.17 |
| $5.00M |
| Sep 23, 26 | Blackstone Holdings Iv L.P. | 10 percent owner | P-Purchase | 637 @ $26.17 | $16.66K |
| Sep 18, 26 | Baratta Joseph | director | S-Sale | 42,246 @ $123.35 | $5.21M |
| Sep 18, 26 | Baratta Joseph | director | S-Sale | 57,754 @ $124.13 | $7.17M |
| Aug 21, 26 | Blackstone Holdings Iv L.P. | 10 percent owner | P-Purchase | 248,661 @ $26.14 | $6.50M |
| Aug 21, 26 | Blackstone Holdings Iv L.P. | 10 percent owner | P-Purchase | 23,981 @ $26.14 | $626.9K |
| Jun 23, 26 | Blackstone Holdings Iv L.P. | 10 percent owner | P-Purchase | 765,111 @ $26.14 | $20.00M |
FY2025 · 10-K disclosure
Stock news · updated daily
Schwab US Dividend Equity ETF has outperformed SPY YTD, up over 25% versus SPY's ~12%. SCHD's top holdings, including DINO, APA, and TXN, have delivered strong double- and triple-digit returns, driving ETF performance. Dividend growth remains robust, with eight SCHD constituents announcing increases averaging 5.73%, supporting the ETF's income appeal.
Anthropic is offering Blackstone a yield of more than 10% to finance its latest chip deal, the Financial Times reported on Friday.
Blackstone BX is scheduled to announce third-quarter 2026 results on Oct. 22, before the opening bell. As a leading global alternative asset manager, the company's results are expected to draw significant attention, offering insights into its capital deployment strategies and those of its peers amid macroeconomic volatility.
AI startups are scaling faster, and demanding more capital, than any generation before them. Jas Khaira, Global Head of Blackstone N1, shares what separates enduring companies from early momentum, how founders should think about capital as they scale, and what Blackstone looks for when backing category-defining businesses.
Blackstone has built one of Wall Street's broadest bets on AI, investing across the ecosystem from data centers, power and cooling to chip financing and companies including OpenAI, Anthropic and SpaceX. Bloomberg's Preeti Singh explains how President and COO Jon Gray spotted the infrastructure opportunity early and why he sees AI as a generational economic shift that investors can't afford to ignore.
Blackstone Inc. (BX) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Blackstone President Jonathan Gray discusses the firm's investments in India, his views on Prime Minister Narendra Modi and why he's confident about the artificial intelligence infrastructure buildout. "We think focusing on the AI infrastructure here in India and around the world is the right place to be," Gray says in an interview with Yvonne Man on the sidelines of the Bloomberg New Economy Forum in New Delhi.
The AI boom could transform the global economy. However, a massive, overlooked problem threatens to undermine the investment returns of some of the market's most popular stocks. I believe there is a much safer way to profit from the AI boom, and detail why I think that leading AI stocks may underperform moving forward.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Jul 23, 2026 | 1.34 | 1.52 | Beat 13.4% | $3.80B |
| Apr 23, 2026 | 1.34 | 1.36 | Beat 1.5% | $3.43B |
| Jan 29, 2026 | 1.54 | 1.75 | Beat 13.6% | $3.94B |
| Oct 23, 2025 | 1.23 | 1.52 | Beat 23.6% | $2.81B |
| Jul 24, 2025 | 1.10 | 1.21 | Beat 10.0% | $3.71B |
| Apr 17, 2025 | 1.05 | 1.09 | Beat 3.8% | $2.94B |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Oct 15, 2026 | 2026-10-15 16:12:04 | View |
| 4 | Oct 14, 2026 | 2026-10-14 19:18:26 | View |
| 13F-HR/A | Oct 9, 2026 | 2026-10-09 16:15:03 | View |
| 13F-HR/A | Oct 9, 2026 | 2026-10-09 16:10:03 | View |
| 13F-HR/A | Oct 9, 2026 | 2026-10-09 16:05:02 | View |
| 3 | Oct 7, 2026 | 2026-10-07 17:37:01 | View |
| 4 | Sep 30, 2026 | 2026-09-30 17:17:15 | View |
| 4 | Sep 28, 2026 | 2026-09-28 16:30:07 | View |
| 4 | Sep 24, 2026 | 2026-09-24 18:44:09 | View |
| 8-K | Sep 22, 2026 | 2026-09-22 17:00:58 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | BX | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 23.7x | 40.9x · sector 20.4x | Elevated |
| Forward P/E (FY26E) | 18.0x | EPS est. 5.92 | Discount |
| Price / Book | 9.3x | 12.3x | Discount |
| Price / Sales | 7.6x | 9.2x | Discount |
| EV / EBITDA | 16.0x | 30.0x | Discount |
| Return on equity | 40.9% | — | Top tier |
| Gross margin | 88.8% | 94.2% | In line |
| Debt / Equity | 1.56 | 1.50 | Levered |
| Piotroski / Altman Z | 7/9 | Z 3.55 | Safe zone |
Discounted cash flow model
Current price $106.63
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 13, 26 | UBS | maintain | Neutral | Neutral |
| Oct 12, 26 | TD Cowen | maintain | Buy | Buy |
| Oct 8, 26 | Barclays | maintain | Equal Weight | Equal Weight |
| Aug 27, 26 | Oppenheimer | maintain | Outperform | Outperform |
| Jul 30, 26 | Argus Research | maintain | Buy | Buy |
| Jul 24, 26 | Goldman Sachs | maintain | Neutral | Neutral |
| Jul 24, 26 | Barclays | maintain | Equal Weight | Equal Weight |
| Jul 24, 26 | RBC Capital | maintain | Outperform | Outperform |
| Jul 24, 26 | TD Cowen | maintain | Buy | Buy |
1254 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-16
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 30.85 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 16.20 | Oscillator | Buy |
| Williams %R (14) | -88.46 | Oscillator | Buy |
| MACD (12, 26, 9) | -5.19 (Hist 0.00) | Oscillator | Buy |
| Average Directional Index (14) | 44.21 (+DI 11.9 / -DI 35.9) | Trend | Strong Sell |
| EMA 20 | 114.59 | MA | Strong Sell |
| SMA 20 | 114.03 | MA | Strong Sell |
| EMA 50 | 121.71 | MA | Strong Sell |
| SMA 50 | 128.20 | MA | Strong Sell |
| SMA 200 | 126.24 | MA | Strong Sell |