Blackstone tumbles on China tension and tariff turmoil — what investors must know now. 4.
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.
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.
Having $177 billion in capital available to invest gives the asset manager an advantage, its leaders said.
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.
Robust inflows, despite a challenging backdrop, lead to a higher AUM balance in Q1, which drives BX's segment revenues and earnings.
Blackstone Inc. (BX) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.04 per share. This compares to earnings of $0.98 per share a year ago.
The firm is joining with Vanguard and Wellington to offer portfolios with public and private assets.
Blackstone: 4 Reasons Why The Stock Is A Strong Buy
Blackstone's diversified private markets platform and leading position in the industry make it a compelling buy, especially given the current attractive valuation and 4.5% dividend yield. The firm's fee-earning AUM provides a stable revenue floor, ensuring dependable earnings even during market downturns, with significant growth potential in the private wealth channel. Despite recent market challenges, Blackstone's historical performance outpaces the S&P 500, making it a proven winner with a strong track record of delivering attractive returns.
Evaluate the expected performance of Blackstone Inc. (BX) for the quarter ended March 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Decent inflows and a decent rise in profits from deal exits are expected to have supported Blackstone's Q1 earnings.