Blackstone Secured Lending Fund experienced a price decline of 3.69%, hitting a 20-day low. This movement occurs amid broader market strength, with the Nasdaq-100 up 0.52% and the S&P 500 up 0.13%. The stock's drop suggests sector rotation as investors shift their focus to other sectors despite the overall market gains.
The decline in Blackstone Secured Lending Fund's stock price reflects a potential shift in investor sentiment, as they may be reallocating their investments towards sectors that are currently performing better. This sector rotation indicates that while the overall market is gaining, certain stocks may be experiencing downward pressure due to changing investor preferences.
Investors should monitor the ongoing market trends and sector performances, as these factors could influence future movements in Blackstone Secured Lending Fund's stock price. Understanding the dynamics of sector rotation will be crucial for making informed investment decisions.
Wall Street analysts forecast BXSL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BXSL is 31.67 USD with a low forecast of 27.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast BXSL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BXSL is 31.67 USD with a low forecast of 27.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
3 Hold
0 Sell
Moderate Buy
Current: 26.040
Low
27.00
Averages
31.67
High
35.00
Current: 26.040
Low
27.00
Averages
31.67
High
35.00
Wells Fargo
Finian O'Shea
Equal Weight -> Underweight
downgrade
$24
2026-01-07
Reason
Wells Fargo
Finian O'Shea
Price Target
$24
AI Analysis
2026-01-07
downgrade
Equal Weight -> Underweight
Reason
Wells Fargo analyst Finian O'Shea downgraded Blackstone Secured Lending Fund to Underweight from Equal Weight with a $24 price target.
BofA
Derek Hewett
Buy
downgrade
$29
2025-11-28
Reason
BofA
Derek Hewett
Price Target
$29
2025-11-28
downgrade
Buy
Reason
BofA analyst Derek Hewett lowered the firm's price target on Blackstone Secured Lending Fund to $29 from $33.50 and keeps a Buy rating on the shares. The firm, which adjusted its 2025 and 2026 EPS estimates after a Q3 beat, reduced its target and multiple due to industry multiple contraction related to lower rates and private credit concerns and a lower earnings forecast in 2026.
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B. Riley
Buy
downgrade
$32 -> $30
2025-11-12
Reason
B. Riley
Price Target
$32 -> $30
2025-11-12
downgrade
Buy
Reason
B. Riley lowered the firm's price target on Blackstone Secured Lending Fund to $30 from $32 and keeps a Buy rating on the shares. Q3 results were strong, with net interest income surpassing estimates, while NAV/share declined slightly to $27.15 due to net realized and unrealized losses, the analyst tells investors in a research note. Credit quality remained solid, the portfolio expanded significantly, and a 4Q25 dividend of 77c was announced, though the price target was lowered on more conservative credit cost assumptions, the firm says.
RBC Capital
Outperform
maintain
$32 -> $29
2025-11-12
Reason
RBC Capital
Price Target
$32 -> $29
2025-11-12
maintain
Outperform
Reason
RBC Capital lowered the firm's price target on Blackstone Secured Lending Fund to $29 from $32 and keeps an Outperform rating on the shares after its Q3 results. Positively, the company's credit performance was still solid and non-accruals are still de minimis, the analyst tells investors in a research note. RBC warns however that Blackstone Secured Lending Fund may reduce common dividends modestly sometime in 2026 given potential base rate reductions.
About BXSL
Blackstone Secured Lending Fund is an externally managed, non-diversified, closed-end management investment company. The Company’s investment objectives are to generate current income and, to a lesser extent, long-term capital appreciation. It invests at least 80% of its total assets in secured debt investments. The Company seeks to achieve its investment objectives primarily through originated loans and other securities, including syndicated loans, of private U.S. companies, typically in the form of first lien senior secured and unitranche loans (including first out/last out loans), and to a lesser extent, second lien, third lien, unsecured and subordinated loans and other debt and equity securities. It invests across various sectors, which include aerospace and defense, air freight and logistics, building products, commercial services and supplies, healthcare providers and services and others. The Company is externally managed by Blackstone Credit BDC Advisors LLC.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
