Yahoo · Nov 4, 2026
Industrial CMBS Issuance Hits $22.3B, Nearing 2021 Record
Industrial CMBS issuance hit $22.3 billion through October, nearing the 2021 record as refinancings and data center deals reshape lending.

NYSE · BX
Financial Services · Asset Management
$125.57
Down-$5.52 (-4.40%)
Updated Nov 5, 2026, 4:23 PM
SID Score
5.3/10
Composite research score
Smart Money
53/100
Neutral
Price performance · BX
1M range · 21 trading sessions · Daily adjusted prices
Prices through Nov 4, 2026
BX closed at $125.57 after 21 trading sessions, up 12.29% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Nov 4, 2026 | $121.40 | $126.68 | $121.19 | $125.57 | 6.69M |
| Nov 3, 2026 | $119.65 | $119.65 | $116.88 | $118.19 | 3.7M |
| Nov 2, 2026 | $118.535 | $122.47 | $117.80 | $120.14 | 5.48M |
| Oct 30, 2026 | $119.435 | $120.525 | $117.65 | $118.51 | 5.19M |
| Oct 29, 2026 | $118.33 | $120.909 | $117.49 | $120.60 | 4.16M |
| Oct 28, 2026 | $116.41 | $118.61 | $116.14 | $117.06 | 5.44M |
| Oct 27, 2026 | $120.00 | $120.55 | $116.545 | $116.70 | 5.33M |
| Oct 26, 2026 | $117.90 | $119.421 | $117.56 | $119.06 | 5.88M |
| Oct 23, 2026 | $116.85 | $118.07 | $115.9405 | $117.97 | 7.21M |
| Oct 22, 2026 | $107.32 | $118.93 | $105.50 | $118.75 | 11.85M |
| Oct 21, 2026 | $111.74 | $112.00 | $109.00 | $109.57 | 5.46M |
| Oct 20, 2026 | $107.33 | $112.39 | $107.12 | $110.34 | 6.24M |
| Oct 19, 2026 | $107.50 | $107.94 | $106.705 | $107.09 | 4.03M |
| Oct 16, 2026 | $110.375 | $110.94 | $105.965 | $106.61 | 7.11M |
| Oct 15, 2026 | $107.15 | $110.04 | $105.695 | $109.20 | 8.67M |
| Oct 14, 2026 | $108.90 | $109.99 | $105.44 | $106.21 | 7.59M |
| Oct 13, 2026 | $114.96 | $115.24 | $109.84 | $109.98 | 5.57M |
| Oct 12, 2026 | $114.70 | $114.85 | $113.465 | $114.78 | 2.58M |
| Oct 9, 2026 | $113.53 | $115.56 | $112.2052 | $114.29 | 3.99M |
| Oct 8, 2026 | $110.72 | $112.90 | $110.26 | $112.68 | 6.47M |
| Oct 7, 2026 | $111.22 | $112.845 | $110.1478 | $111.83 | 4.34M |
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Company
Market Activity
Research & News
BX research
Company profile and research snapshot.
Blackstone is the world's largest alternative-asset manager with $1.242 trillion in total asset under management, including $906.2 billion in fee-earning assets under management, at the end of September 2025. The company operates with scale in each of its major product lines: private equity (26% of fee-earning AUM and 33% of base management fees), real estate/real assets (31% and 35%), private credit (34% and 25%), and other alternatives (9% and 7%). While the firm primarily serves institutional investors (84% of AUM), it also caters to clients in the high-net-worth channel (16%). Blackstone operates through 25 offices in the Americas (8), Europe and the Middle East (9), and the Asia-Pacific region (8).
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 23, 2026 | JP Morgan | Neutral | — |
| Oct 23, 2026 | Piper Sandler | Neutral | — |
| Oct 23, 2026 | Oppenheimer | Outperform | — |
| Oct 23, 2026 | UBS | Neutral | — |
| Oct 19, 2026 | Piper Sandler | Neutral | — |
Generated Nov 5, 2026, 3:19 PM
Blackstone shares declined 2.25% today amid a broad market pullback, though the company remains active on multiple fronts including strategic financing and notable business expansions. While recent news is largely neutral-to-positive on fundamentals, investor sentiment appears focused on broader macroeconomic concerns, particularly around the company's cautionary stance on AI investment risks.
Bottom line: Blackstone's 2.25% decline appears driven by macro headwinds rather than company-specific negative developments, as the firm continues to demonstrate strategic execution through major healthcare collaborations and disciplined capital management. Investors should monitor the company's positioning on AI leverage risks and watch for catalysts in portfolio exits and deployment activity in the coming quarters, while remaining aware of potential regulatory scrutiny on the alternative asset management industry.
Yahoo · Nov 4, 2026
Industrial CMBS issuance hit $22.3 billion through October, nearing the 2021 record as refinancings and data center deals reshape lending.
Yahoo · Nov 4, 2026
Hamilton Lane just bumped its dividend for the ninth consecutive year, but a 32% stock selloff and management's own warning about uneven growth raise a pointed question: does the income hold up when private markets hit a rough patch?
Yahoo · Nov 3, 2026
IPO Edge hosted a fireside chat from the floor of the New York Stock Exchange during the 3rd Annual Private Equity IPO Summit with Don Duffy, President and Chairman of […]
Yahoo · Nov 3, 2026
Some of Silicon Valley’s wealthiest investors and technology founders contributed tens of millions of dollars to political committees ahead of the 2026 midterm elections, with venture capital firm Andreessen Horowitz and Blackstone‘s (NYSE:BX) CEO ranking among the country’s biggest donors....
Interpretive context generated from the platform’s current data sources.
Blackstone Inc. shares currently trade at $125.57, reflecting a mixed performance profile across multiple time horizons. Per SID market data, the stock has gained 5.86% over the past month, recovering from a broader downturn that saw shares decline 13.11% over three months and 23.05% over the trailing twelve months. The stock is currently trading above both its 50-day moving average of $121.67 and its 200-day moving average of $121.33, suggesting near-term upward momentum following the recent rebound. The 14-day RSI stands at 68.1, approaching overbought territory but not yet breaching the traditional 70 threshold. According to Massive/Polygon data, Blackstone carries a beta of 1.762, indicating significantly higher volatility than the broader market. Average daily trading volume stands at approximately 4.16 million shares, supporting adequate liquidity for the firm's $184.9 billion market capitalization.
Blackstone Inc. trades at a price-to-earnings ratio of 44.52, a premium valuation relative to the broader Financial Services sector, according to SID market data. The elevated P/E reflects the market's historical willingness to pay up for Blackstone's fee-based alternative asset management model, though recent price declines have compressed the multiple from prior highs. The company's price-to-book ratio stands at 14.36, underscoring the asset-light nature of its business and the significant intangible value embedded in its franchise. Per SEC filings, Blackstone currently offers a dividend yield of approximately 3.04%, providing income to shareholders alongside capital appreciation potential. The PEG ratio registers at negative 7.53, a figure driven by negative or declining earnings growth estimates that limits the metric's interpretive utility. Investors weigh these valuation metrics against Blackstone's dominant position in the global alternative asset management industry and its recurring fee revenue streams.
Blackstone Inc. registers a composite smart money score of 51 out of 100, signaling a neutral overall positioning among sophisticated market participants, per SID market data. Institutional ownership sentiment scores a perfect 25 out of 25, reflecting strong conviction from major fund managers and asset allocators who maintain substantial positions in the stock. In contrast, insider activity scores a modest 4.1 out of 25, with SEC Form 4 filings revealing 10 insider transactions over the past 90 days — comprising 4 purchases and 6 sales. The net selling bias among corporate insiders suggests executives have modestly reduced exposure during the recent price recovery. Dark pool activity scores 10.3 out of 25, indicating moderate levels of off-exchange trading interest. Congressional trading activity registers at 12 out of 25, reflecting middling engagement from elected officials. According to 13F institutional filings, the strong institutional score contrasts with the tepid insider sentiment, creating a divergence that characterizes the current neutral composite reading.
Blackstone Inc. has demonstrated a consistent pattern of exceeding analyst expectations across recent reporting periods, according to company earnings reports. In the most recent quarter reported on October 22, the company posted earnings per share of $1.32 against a consensus estimate of $1.27, representing a positive surprise of $0.05. The prior quarter saw a more pronounced beat, with actual EPS of $1.52 versus the $1.35 estimate, delivering a $0.17 upside surprise. The April quarter showed a narrower beat, with $1.36 in actual earnings against a $1.34 estimate. Looking ahead, per analyst estimates, the upcoming quarter carries a consensus EPS expectation of $1.38, with no reported results yet available. Across the three completed quarters, Blackstone generated cumulative EPS of $4.20, surpassing aggregate estimates of $3.96 by approximately 6.1%. This earnings consistency underscores the resilience of Blackstone's fee-related revenue model.
Wall Street coverage of Blackstone Inc. reflects a predominantly cautious stance, per SID consensus data. Among the most recent analyst actions dated October 23, three of four firms maintained neutral-equivalent ratings: JP Morgan reiterated its Neutral rating, Piper Sandler held at Neutral, and UBS sustained its Neutral assessment. Oppenheimer stood as the lone bullish voice, reiterating its Outperform rating on the stock. Piper Sandler had also previously reaffirmed its Neutral stance on October 19, according to Wall Street analyst reports. The clustering of three neutral ratings against a single outperform signals that the majority of covering analysts view Blackstone's current valuation as fairly reflecting its near-term fundamentals. Notably, none of the recent ratings actions involved upgrades or downgrades, with all five entries confirming prior positions. This stability in ratings suggests analysts are awaiting clearer catalysts — such as shifts in fundraising momentum or realization activity — before adjusting their outlooks on the alternative asset manager.


The latest Smart Investors Daily articles mentioning BX.