Blackstone Reports Strong Private Equity Performance Amid Market Turbulence
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6h ago
0mins
Source: Benzinga
- Asset Management Growth: Blackstone's total assets under management in private equity rose 18% to $416 billion in Q4 2025, with inflows of $20 billion in the quarter, demonstrating strong capital attraction amid market turbulence.
- Private Credit Channel Performance: The private credit channel also saw an 18% increase in assets under management to $443 billion, with inflows of $39 billion in the quarter, indicating significant capital inflows despite a high-cost capital environment.
- Successful Investment Strategy: Blackstone's investment in Medline is highlighted as a prime example of the effectiveness of its private equity model, having accelerated the company's growth through acquisitions since retaining ownership in 2021, thereby solidifying its market position.
- Future Investment Potential: With nearly $200 billion in dry powder, up 11% year-over-year, Blackstone is well-positioned to capitalize on investment opportunities in key sectors like AI and semiconductors, indicating promising growth prospects ahead.
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Analyst Views on BX
Wall Street analysts forecast BX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BX is 176.60 USD with a low forecast of 166.00 USD and a high forecast of 205.00 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.
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 146.790
Low
166.00
Averages
176.60
High
205.00
Current: 146.790
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.
Blackstone's Private Equity and Real Estate Are Recovering, While Private Credit Remains Stable.
- Strong Financial Performance: Blackstone has experienced significant inflows of new capital and robust returns in the past year.
- Revival of Private Equity: The firm reports that its private equity division is gaining momentum after a period of stagnation.
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Blackstone Set to Announce Q4 Earnings on January 29
- Earnings Announcement: Blackstone is set to release its Q4 earnings on January 29, with an expected EPS of $1.54, reflecting an 8.9% year-over-year decline, while revenue is projected at $3.69 billion, indicating a 19.8% increase, showcasing the company's growth potential.
- Performance Forecast: Over the past two years, Blackstone has beaten EPS estimates 75% of the time and revenue estimates 38% of the time, demonstrating its stable performance and investor confidence in the market.
- Asset Management Growth: Assets under management are expected to rise from $1.24 trillion to $1.27 trillion, driven by strong net inflows, which will further enhance the company's revenue growth.
- Market Risks: Despite strong asset management performance, Blackstone's stock has declined approximately 5% year-to-date due to President Trump's executive order limiting large institutional investors from purchasing single-family homes, posing potential legal challenges.
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