Blackstone Stock Falls 14% YTD: Buying Opportunity or Warning Sign?
BX shares fall 14% in 2025. Is it a bargain buy or a risky investment?
Blackstone Secured Lending: My Favorite BDC Right Now
Blackstone Secured Lending Fund is a top BDC for passive income, offering high credit quality, stable NAV, and strong net investment income growth. BXSL's portfolio is 98% First Lien debt, with a low non-accrual ratio of 0.1%, the lowest in its peer group. The BDC has a safe dividend with a 93% payout ratio, supported by robust interest income and consistent new investment fundings.
Blackstone Mortgage Trust: Alive And Well, 10% Yield
Blackstone Mortgage Trust, a real estate finance company, originates senior loans collateralized by commercial properties, attracting retail investors seeking yield. We previously reviewed the fund after its Q2 results last year and provided projections. With Q1 2025 results now available, we assess the company's performance against our pro forma.
Blackstone Mortgage Trust: Various Dislocations Might Materialize In Late 2025
Blackstone Mortgage Trust: Various Dislocations Might Materialize In Late 2025
Blackstone: Let's Go REIT Shopping
Blackstone's scale and diverse investment strategies, including significant REIT acquisitions, provide a strong economic moat and position the company for dynamic growth. The company's robust cost of capital, with $180 billion in dry powder, allows it to capitalize on market dislocations and generate excess returns. Strong management and disciplined risk practices have enabled Blackstone to deliver consistent growth, making it an attractive investment, despite current market volatility.
6 Dividend Growth Stocks I'm Buying As The Trade War Hits Stalemate
Tariffs, especially on China, remain a significant risk, causing market uncertainty, potential shortages, inflation, and economic strain, despite the potential for reductions. Recession odds for 2025 have dipped but remain elevated due to lingering trade policy uncertainty and reduced business investment. I remain fully invested and am currently buying REITs, a blue-chip asset manager, market-leading utility, and high-quality tech stock, anticipating rate cuts and eventual market recovery.
Blackstone: Why I Am Moving Back To Buy (Rating Upgrade)
Blackstone's strong 1Q25 results, with $1.4 billion in distributable earnings and a 10% YoY increase in asset inflows, justify a moderate 'Buy' rating. Lower interest rates and a favorable private equity market outlook could spur deal-making and profit growth for Blackstone in 2025. The stock's valuation has become more attractive, now trading below 20x 2026 earnings, with a 3.3% yield and potential for dividend growth.
Blackstone Stock Crashes - Is It Finally Time To Buy?
Blackstone tumbles on China tension and tariff turmoil — what investors must know now. 4.
Blackstone Secured Lending: Price Drop Creates Attractive Opportunity (Rating Upgrade)
Blackstone Secured Lending Fund offers a compelling 10.6% dividend yield and has a diverse, high-quality portfolio, making it a strong buy after recent price declines. The portfolio's focus on first lien debt and floating rate structures enhances security and income potential, especially in a high-interest-rate environment. Despite increased operating expenses and debt, BXSL's net investment income and NAV have shown consistent growth, reinforcing management's capital efficiency.
Blackstone Secured Lending Fund Is A Buy Once Again
BXSL is a top-tier, defensive BDC with a strong first-lien debt focus, making it resilient in uncertain market conditions. Despite market challenges, BXSL's diversified portfolio and low non-accrual metrics make it a solid investment opportunity. The recent price drop makes BXSL attractive, with potential for over 14% capital upside and a 10.6% dividend yield.
Blackstone Sees Opportunity in Tariff-Driven Market Turmoil
Having $177 billion in capital available to invest gives the asset manager an advantage, its leaders said.
Blackstone Inc. (BX) Q1 2025 Earnings Call Transcript
Blackstone Inc. (NYSE:BX ) Q1 2025 - Earnings Conference Call April 17, 2025 9:00 AM ET Company Participants Steve Schwarzman - Chairman and CEO Jon Gray - President and COO Michael Chae - Vice Chairman and CFO Weston Tucker - Head of Shareholder Relations Conference Call Participants Michael Cyprys - Morgan Stanley Brian McKenna - Citizens Craig Siegenthaler - Bank of America Bill Katz - TD Cowen Glenn Schorr - Evercore ISI Alex Blostein - Goldman Sachs Brian Bedell - Deutsche Bank Mike Brown - Wells Fargo Securities Brendan O'Brien - Wolfe Research Ben Budish - Barclays Ken Worthington - JPMorgan Kyle Voigt - KBW Patrick Davitt - Autonomous Research Crispin Love - Piper Sandler Operator Good day and welcome to the Blackstone first quarter 2025 investor call. Today's call is being recorded at this time all participants are in a listen only mode.
