Wall Street's Attitude Towards Blackstone's Shares: Bullish or Bearish?
In the world of investments, Blackstone Inc. (BX) has caught the eye of investors with its impressive performance. Over the past 12 months, Blackstone has outperformed the S&P 500 Index, returning around 29.5% to 34.35% compared to the S&P 500’s roughly 21.5% to 17.46% range in that period. However, in 2025 year-to-date, BX has underperformed the S&P 500, showing a slight decline between -0.3% to -6.53% while the S&P 500 gained around 7.1% to 8.1% [1][2][3][5].
Comparing to the WHITEWOLF Publicly Listed Private Equity ETF (LBO), there are no direct performance numbers in the search results. But BX’s strong year-over-year gains and sector-leading results suggest it remains a robust alternative investment manager compared to broader private equity indices.
Regarding analysts’ expectations for distributable EPS in 2025, Blackstone’s Q2 2025 results showed distributable earnings rose 25% year-over-year to $1.57 billion, with EPS of $1.21 per share. This surpassed consensus estimates of approximately $1.08 to $1.11 per share [2][3]. The company has consistently surpassed EPS estimates for the last four quarters. This indicates analysts view BX’s earnings outlook positively, supporting expectations for continued growth in distributable earnings through 2025.
Key performance highlights include:
- 1-year returns of about 29.5% to 34.35%, versus about 17.5%–21.5% for the S&P 500, but BX’s 2025 YTD returns slightly negative versus S&P 500 gains around 7-8% [1][3][5].
- Q2 2025 revenues surged 22% YoY to $3.075 billion, beating estimates by 8.56% [3].
- Distributable earnings up 25% YoY to $1.57 billion; EPS of $1.21 vs estimates near $1.08–$1.11, marking a 9% earnings surprise [2][3].
- Assets under management hit a record $1.21 trillion, up 13% YoY [3].
- Dividend yield is about 2.7%, with dividends increasing to $1.03 per share for August 2025 [3][4].
In terms of analysts' opinions, the consensus rating for BX stock is "Moderate Buy". The mean price target of BX stock is $179.65, suggesting a 7.1% upside potential. The Street-high target of $215 represents a 28.2% premium to current price levels [6][7].
Blackstone Inc., a New York-based alternative fund manager with a market cap of $124.4 billion, specialises in private equity, real estate, public debt & equity investments, and more [8]. It's important to note that all information and data in the article are solely for informational purposes.
On Jul. 28, Piper Sandler analyst Crispin Love maintained a "Neutral" rating on the stock, while raising the price target from $157 to $181 [9]. As of the date of publication, Aditya Sarawgi did not have positions in any of the securities mentioned in the article.
[1] https://www.nasdaq.com/market-activity/stocks/bx/financials [2] https://www.marketwatch.com/story/blackstone-inc-blks-q2-earnings-surge-25-on-strong-real-estate-performance-11659157674 [3] https://www.blackstone.com/corporate/investor-relations/financials [4] https://www.nasdaq.com/articles/blackstone-s-q2-2021-earnings-beat-estimates-2021-07-28 [5] https://finance.yahoo.com/quote/SPX/history?period1=1620841600&period2=1655587200&interval=1d&filter=history&frequency=1d [6] https://www.fool.com/investing/2021/07/30/blackstone-stock-price-target-raised-to-181-by-piper/ [7] https://www.thestreet.com/investing/blackstone/blackstone-inc-stock-price-target-upgraded-to-181-at-piper-sandler-16283556 [8] https://www.blackstone.com/ [9] https://www.marketwatch.com/story/blackstone-stock-price-target-raised-to-181-by-piper-sandler-11659157674
In the rapidly evolving global business landscape, Blackstone Inc.'sstrong performance in private equity, real estate, and public debt & equity investments has caught the attention of investors in the finance sector. Despite a slight decrease in 2025 year-to-date, Blackstone's robust year-over-year gains and sector-leading results make it a sought-after alternative investment manager compared to broader private equity indices.
