SeekingAlpha · Sep 27, 2026
BXMT: Down -35% This Year, What Is Next
BXMT is under pressure from CECL reserves and weak CRE marks; book value is questioned and dividend cut risk is rising. Read the full analysis here.
NYSE · BXMT
Blackstone Mortgage Trust, Inc.
Real Estate · REIT - Mortgage
$12.31
Down-$0.42 (-3.37%)
Updated Sep 30, 2026, 2:27 PM
SID Score
3.8/10
Composite research score
Smart Money
58/100
Neutral
- Market cap
- 3.53B
- P/E ratio
- 32.81
- Dividend yield
- 15.27%
- 52-week range
- $12.23 – $20.67
- Volume
- 2.86M
- Avg. volume
- 1.45M
Price performance · BXMT
BXMT price history
1M range · 20 trading sessions · Daily adjusted prices
Prices through Sep 29, 2026
BXMT closed at $12.31 after 20 trading sessions, down 10.86% for the selected period.
- Last close
- $12.31
- Period change
- -10.86%
- Period low
- $12.31
- Period high
- $14.20
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 29, 2026 | $12.44 | $12.525 | $12.22 | $12.31 | 2.86M |
| Sep 28, 2026 | $12.39 | $12.49 | $12.225 | $12.41 | 2.24M |
| Sep 25, 2026 | $12.44 | $12.605 | $12.3801 | $12.50 | 1.81M |
| Sep 24, 2026 | $12.62 | $12.68 | $12.31 | $12.39 | 2.73M |
| Sep 23, 2026 | $13.14 | $13.16 | $12.53 | $12.57 | 3.78M |
| Sep 22, 2026 | $13.35 | $13.40 | $13.135 | $13.14 | 1.89M |
| Sep 21, 2026 | $13.40 | $13.43 | $13.185 | $13.27 | 2.06M |
| Sep 18, 2026 | $13.455 | $13.58 | $13.27 | $13.27 | 7.97M |
| Sep 17, 2026 | $13.42 | $13.61 | $13.37 | $13.50 | 2.83M |
| Sep 16, 2026 | $13.43 | $13.585 | $13.17 | $13.29 | 2.1M |
| Sep 15, 2026 | $13.13 | $13.425 | $13.10 | $13.30 | 2.23M |
| Sep 14, 2026 | $13.30 | $13.455 | $13.11 | $13.17 | 1.85M |
| Sep 11, 2026 | $13.53 | $13.60 | $13.34 | $13.35 | 1.9M |
| Sep 10, 2026 | $13.85 | $13.90 | $13.44 | $13.48 | 2.38M |
| Sep 9, 2026 | $13.86 | $14.0574 | $13.785 | $13.87 | 2.06M |
| Sep 8, 2026 | $14.09 | $14.14 | $13.86 | $13.87 | 1.59M |
| Sep 4, 2026 | $14.02 | $14.27 | $14.01 | $14.20 | 1.15M |
| Sep 3, 2026 | $14.09 | $14.175 | $13.89 | $14.16 | 1.44M |
| Sep 2, 2026 | $13.86 | $14.07 | $13.81 | $14.02 | 1.48M |
| Sep 1, 2026 | $13.81 | $13.86 | $13.72 | $13.81 | 2.11M |
Latest BXMT news
The latest Smart Investors Daily articles mentioning BXMT.
Stock researchCompany · Overview
Company
OverviewForecastEarnings — requires Earnings Calls and Results accessDividend — requires Dividend Research accessFinancials
Market Activity
OptionsInsider Trades — requires Insider Buying and Selling accessShort InterestInstitutional Ownership — requires Institutional Ownership accessSentiment
Research & News
BXMT research
Overview
Company profile and research snapshot.
Company profile
Blackstone Mortgage Trust Inc is a real estate finance company involved in the origination and purchase of senior loans collateralized by commercial properties in North America, Europe, and Australia. The vast majority of the company's asset portfolio is comprised of floating rate loans secured by priority mortgages. These mortgages are mainly derived from office, hotel, and manufactured housing properties. A percentage of the collateralized real estate properties are located in New York, California, and the United Kingdom. Blackstone Mortgage Trust is managed by a subsidiary of The Blackstone Group and benefits from the market data provided by its parent company. Nearly all of Blackstone Mortgage Trust's revenue is generated in the form of interest income.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- —
- Average target
- —
- Implied upside
- —
- Analysts
- —
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 6, 2026 | Raymond James | Market Perform | — |
| Aug 3, 2026 | Wells Fargo | Overweight | — |
| Jul 31, 2026 | JP Morgan | Overweight | — |
| Jul 31, 2026 | Keefe, Bruyette & Woods | Market Perform | — |
| Jul 17, 2026 | JP Morgan | Overweight | — |
News briefing
Generated Sep 29, 2026, 9:07 PM
Why Is BXMT Down Today?
Blackstone Mortgage Trust (BXMT) declined $0.10 (0.81%) today, continuing its challenging performance as the stock has tumbled 35% year-to-date. The modest daily decline reflects broader concerns about the company's valuation and operational headwinds that have pressured mortgage REITs in the current interest rate environment.
Bottom line: BXMT's 0.81% decline today is emblematic of a much larger 35% decline year-to-date, reflecting significant challenges in the mortgage REIT sector from rising rates and commercial real estate uncertainty. While the weak performance has created potential value for contrarian investors, near-term risks remain elevated; investors should monitor upcoming earnings reports and loan performance metrics closely before establishing positions.
Yahoo · Sep 21, 2026
Baron Capital Sees Blackstone Mortgage Trust (BXMT) as a Compelling Opportunity
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased 11.84%. The letter can be downloaded here. Its long-term performance also remains strong, with Morningstar ranking it the #2 […]
Yahoo · Sep 15, 2026
Blackstone Mortgage Trust Declares $0.47 Per Share Dividend
NEW YORK, September 15, 2026--Blackstone Mortgage Trust, Inc. (NYSE: BXMT) declared a dividend of $0.47 per share of class A common stock with respect to the third quarter of 2026. This dividend is payable on October 15, 2026, to stockholders of record as of the close of business on September 30, 2026.
Yahoo · Aug 17, 2026
Director's Big Bet: Blackstone Mortgage Trust Leader Buys 10,000 Shares
Henry N. Nassau's $143,400 purchase expands his direct stake to 218,523 shares worth $3.15 million, signaling confidence despite the company's issues.
AI research layers
Interpretive context generated from the platform’s current data sources.
No results
AI research layers have not been published yet.
