Blackstone Beats Q1 Estimates, AUM Climbs to $1.17 Trillion, Inflows Hit 3-Year High
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 17 2025
0mins
Source: Benzinga
Financial Performance: Blackstone Inc reported strong first-quarter results with revenues of $2.763 billion, an 8% increase year-over-year, and distributable earnings rising 11% to $1.41 billion, exceeding expectations. The company also saw a significant inflow of $61.6 billion, the highest in nearly three years.
Strategic Positioning: CEO Stephen A. Schwarzman highlighted Blackstone's resilience in turbulent markets, emphasizing their $177 billion in dry powder for investment and a robust capital-light business model, while announcing a quarterly dividend of $0.93 per share.
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Analyst Views on BX
Wall Street analysts forecast BX stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 133.470
Low
166.00
Averages
176.60
High
205.00
Current: 133.470
Low
166.00
Averages
176.60
High
205.00
About BX
Blackstone Inc. is an alternative asset manager. Its asset management includes global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Its Real Estate segment comprises its management of opportunistic real estate funds, Core+ real estate funds, and real estate debt strategies. Its Private Equity segment includes its management of flagship Corporate Private Equity funds, sector and geographically focused Corporate Private Equity funds, core private equity funds, an investment platform, and others. Its Credit & Insurance segment consists of Blackstone Credit & Insurance, which is organized into three overarching strategies: private corporate credit, liquid corporate credit and infrastructure and asset-based credit. Its Multi-Asset Investing segment is organized into four investment platforms: Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets.
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.
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See More
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- Wealth Transfer Expectations: Lee noted that while these young customers are not wealthy today, a significant wealth transfer of trillions is anticipated in the coming decades, providing long-term growth opportunities for MrBeast's financial platform.
- MrBeast's Influence: With 330 million subscribers, Lee described MrBeast as one of the most impactful entertainment brands globally, and the integration of cryptocurrency into his financial services platform is expected to attract a large number of young users, further solidifying his market position.
- Strategic Partnership with Step: MrBeast's investment in Step allows BitMine to align with Step, focusing on Gen Z and Gen Alpha consumers while leveraging the rise of a
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- Equity Structure: Blackstone and EQT will each hold a 50% stake in Urbaser and jointly manage the company, aiming to enhance operational efficiency and market competitiveness through synergies.
- Expansion Support: Blackstone and EQT plan to support Urbaser’s expansion in the industrial waste segment while further strengthening its core municipal waste operations, which is expected to drive market share growth across 15 countries.
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- Seller Background: The seller is a limited liability company linked to Jersey Mike's Subs founder Peter Cancro, who sold a majority stake in the sandwich chain to Blackstone for $8 billion in 2024, highlighting the active high-end real estate market and diverse investment strategies.
- Migration Trend: Zuckerberg's home purchase aligns with California's proposed 5% billionaire tax set to take effect in January, prompting many ultra-high net worth individuals to relocate to Florida to benefit from its zero state income tax, which offers substantial financial advantages.
- Market Reaction: Miami real estate agents report that California's billionaire tax is significantly driving wealthy individuals out, resulting in a drop in taxable billionaire wealth from over $2 trillion to under $1 trillion, demonstrating the profound impact of tax policies on the high-end market.
See More
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- Funding Details: The additional $200 million is part of Anthropic's ongoing funding round, indicating Blackstone's optimistic outlook on the company's long-term potential, especially in the increasingly competitive generative AI landscape.
- New Product Launch: Anthropic recently launched its new flagship system, Opus 4.6, which offers significant improvements in reasoning, coding, and complex text generation capabilities, aimed at providing more advanced tools for enterprise and consumer use, thereby enhancing its market competitiveness.
- Market Reaction: The release of the new model coincided with a selloff in traditional software stocks, as investor concerns grew over the potential disruption of established business models by generative AI, highlighting the vulnerability of the software industry in the face of rapid advancements in AI technology.
See More
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- Significant Valuation Rise: This investment values Anthropic at around $350 billion, showcasing the strong demand for leading generative AI companies, particularly with backing from Amazon and Alphabet.
- New Product Launch: Anthropic recently launched its flagship system Opus 4.6, which offers significant improvements in reasoning, coding, and complex text generation capabilities, aimed at providing more advanced tools for enterprise and consumer use.
- Cautious Market Reaction: Despite rapid advancements in AI raising concerns about traditional software industries, leading to a decline in software stocks in Europe and the U.S., investors remain optimistic about the transformative potential of generative AI in driving industry change.
See More
