Blackstone Group Inc (BX)

Sep 26, 2026

Carlyle Group Inc. (NASDAQ:CG) has an average "Hold" rating from sixteen research firms, with an average 12-month price target of $58.93. The company recently reported strong quarterly results, beating EPS and revenue expectations, but its stock is trading near its 52-week low. Insider David Rubenstein sold 400,000 shares, while institutional investors hold a significant portion of the stock.

Sep 26, 2026

Bank of America Corp DE acquired a new position of 764,474 shares in Sixth Street Specialty Lending, Inc. (TSLX) during the second quarter, valued at approximately $13.1 million. This purchase represents about 0.8% of the company, with institutional investors collectively owning 70.25% of TSLX. The company recently reported quarterly EPS of $0.43, exceeding estimates, and declared a quarterly dividend of $0.42 per share, yielding 9.2%.

Sep 25, 2026

The Fidelis Partnership, an insurance underwriter backed by Blackstone, has filed for a U.S. initial public offering, aiming to capitalize on the fall listing window. This move comes as the broader IPO market has seen a tepid start to the fall season due to surging bond yields and tightening rates. TFP Group, founded by Richard Brindle, reported strong financials with net income of $127.5 million and revenue of $407.5 million for the first half of the year.

Sep 25, 2026

Joseph Baratta, Blackstone's global head of private equity and one of its most senior executives, is reportedly preparing to leave the firm. Having been with Blackstone for nearly three decades, Baratta's departure would mark another significant exit from the private-investment giant, with the timing likely to be around the end of this year.

Sep 25, 2026

Boyd Gaming sold the former Eastside Cannery Casino site in Las Vegas for $28.8 million, incurring a $16.2 million loss after purchasing it for $45 million in 2025. The 29.5-acre property will be developed into a subdivision of 279 single-family homes. This sale is part of a trend of recent land and casino deals in Las Vegas, including MGM Resorts' "asset-light" strategy and the reopening of Club Fortune Casino North.

Sep 25, 2026

KKR & Co. Inc. (KKR) is an $85.8 billion market cap global investment firm specializing in various asset classes, known for its diversified, fee-generating model. Despite a strong Q2 2026 performance and a significant sale of USI Insurance Services, KKR's stock has underperformed the Nasdaq, dipping below key moving averages due to investor caution regarding interest rates and AI disruption. Analysts, however, remain highly bullish on KKR, with a "Strong Buy" consensus and a significant upside potential.

Sep 25, 2026

Blackstone's major shareholder, Holdings Iv L.P. Blackstone, acquired an additional 191,695 shares of the company's stock for approximately $5.02 million, increasing its direct ownership to 8.9 million shares. This comes as Blackstone reported strong quarterly results, with EPS of $1.52 exceeding estimates and revenue rising 35.9% year-over-year, leading to an increased quarterly dividend of $1.29 per share. Despite a consensus "Moderate Buy" rating and an average price target of $148.71, the stock faces risks from sector pressure, higher bond yields, and private-credit valuation concerns.

Sep 24, 2026

Blackstone has purchased a former Nvidia R&D building in Sunnyvale for $95 million. The property at 350 Cobalt Way is notable for its nearly 10 megawatts of electrical capacity, a crucial asset for AI and advanced manufacturing companies in Silicon Valley where high-power infrastructure is becoming increasingly scarce. This acquisition highlights the growing demand for power-rich real estate in the tech sector.

Sep 24, 2026

Howmet Aerospace Inc. (NYSE: HWM) stock has pulled back to a historical support level coinciding with its 320-day moving average after hitting a record high. Historical data suggests the stock is poised for a bounce, with previous similar setups leading to an average gain of 11.3% one month later. Additionally, short-term options traders are unusually pessimistic, and the stock's RSI is nearing oversold territory, further indicating a potential rebound.

Sep 24, 2026

Blackstone Inc. (BX) has launched the Blackstone Private Markets Fund (BXPM), a new perpetual flagship strategy. This fund is designed to simplify access to the firm's private markets platform through a single allocation. The company announced the launch on Thursday.

Sep 24, 2026

Blackstone Inc. is launching a new private markets fund, BXPM, for retail investors, debuting first in Canada and Japan. This fund offers individual investors exposure to a diverse portfolio of private equity, infrastructure, real estate, and credit investments. The initiative is part of Blackstone's broader expansion strategy in Canada, aiming to meet growing demand from wealthy individuals for private asset investments, despite recent volatility in private credit markets.

Sep 24, 2026

QRG Capital Management Inc. increased its stake in Blackstone Inc. (NYSE:BX) by 8.6% in the second quarter, acquiring an additional 9,953 shares to bring its total holdings to 125,182 shares valued at $14.73 million. Blackstone reported strong quarterly results, surpassing analyst expectations with $1.52 EPS and $5.04 billion in revenue. The company also raised its quarterly dividend, and analysts maintain a "Moderate Buy" rating with a consensus target price of $148.71 despite recent insider share sales.

Sep 23, 2026

Apollo Global Management's $26 billion Apollo Debt Solutions BDC fund is experiencing elevated redemption requests for the third consecutive quarter, capping withdrawals at 5% of outstanding shares. Despite these pressures, which are also seen in other private credit funds like Morgan Stanley's and Blackstone's, Apollo has seen $200 million in gross inflows. Blackstone's President Jon Gray believes investor confidence in private credit will eventually recover, leading to renewed inflows.

Sep 23, 2026

Blackstone (BX) shares fell 3.5% due to broader weakness in financial and alternative-asset-management stocks, driven by rising bond yields and investor caution. This macro pressure overshadowed an otherwise positive update from Blackstone about strong third-quarter realization activity. The decline was also influenced by peer trading and a minor headline regarding a rejected takeover proposal for IDP Education.

Sep 23, 2026

Brookfield's financial infrastructure arm is reportedly in exclusive talks to acquire Actimize, a financial crime and compliance specialist, from Nasdaq-listed NICE for approximately $2 billion. This potential acquisition would further deepen Brookfield's investment in financial infrastructure assets, following its stake in Barclays' merchant acquiring arm. Actimize, which develops AI-driven fraud prevention and anti-money laundering products, was put up for sale earlier this year, attracting interest from several private equity firms.

Sep 23, 2026

Blackstone Mortgage Trust (NYSE:BXMT) has received an average "Hold" recommendation from nine brokerages, with an average 12-month price target of $19.20 against an opening price of $13.15. The REIT recently reported quarterly EPS of $0.31, missing consensus, but its revenue slightly exceeded expectations, and it declared a high quarterly dividend of $0.47 per share, yielding 14.3%. Recent analyst rating changes include downgrades from Wall Street Zen and Raymond James, while UBS Group initiated coverage with a "Buy" rating.

Sep 23, 2026

State Street Corp increased its stake in ONEOK, Inc. by 5%, acquiring an additional 2.06 million shares, bringing its total holdings to 43.63 million shares valued at $3.79 billion. Other institutional investors also adjusted their positions in ONEOK, which currently has a "Hold" rating from analysts with an average price target of $96.88. The company recently reported strong quarterly earnings and pays a quarterly dividend of $1.07 per share.

Sep 23, 2026

Bank of America Corp DE has acquired a new position in AAR Corp. (NYSE:AIR) during the second quarter, purchasing 235,422 shares valued at approximately $33.6 million. This investment makes Bank of America Corp DE the owner of 0.59% of AAR. Several other hedge funds also either increased or initiated stakes in AAR, highlighting growing institutional interest in the aerospace company.

Sep 23, 2026

This article provides an exclusive look into various deals across venture capital and private equity. Key highlights include Mirendil's reported talks for a $5 billion valuation, the launch of The Horowitz Andreessen Academy by a16z with $42 million in funding, and Blackstone and EQT's completion of a $6.6 billion buyout of Urbaser. It also covers numerous other funding rounds for startups in AI, medical devices, semiconductor materials, and more.

Sep 22, 2026

Cisco Systems (NASDAQ:CSCO) saw its shares drop by 5.1% after Piper Sandler lowered its price target from $132 to $125 while maintaining a neutral rating. Despite this downgrade, analyst sentiment for Cisco remains largely positive, with a consensus "Moderate Buy" rating and strong quarterly results including a 17.6% revenue increase and an EPS of $1.22. The company's AI and cybersecurity strategy, particularly the Splunk integration, is viewed as a key long-term growth driver, and it continues to offer a quarterly dividend of $0.42.

Sep 22, 2026

IDP Education has rejected an improved takeover proposal from Blackstone, valued at approximately A$694.7 million ($493.8 million). The Australian firm deemed the sweetened bid "highly opportunistic" and undervalued the business, citing its ongoing multi-year transformation program and future earnings potential. This rejection highlights a broader disagreement between private equity buyers and company boards in Australia regarding the valuation of businesses facing temporary industry challenges.

Sep 21, 2026

A Goldman Sachs-led group is marketing $1.1 billion in high-yield debt to finance a new data center near Richmond, Virginia. The Digital Drive campus will provide 76 megawatts of IT capacity, fully contracted by CoreWeave for 15 years in a $2.94 billion deal. The bonds are expected to yield in the low to mid 9 percent range, with pricing anticipated for Wednesday.

Sep 21, 2026

Morgan Stanley's North Haven Private Income Fund continues to face high redemption demands, with investors requesting to withdraw 11.4% of shares, more than double the 5% the fund plans to repurchase. This redemption level is slightly down from the previous quarter's 11.6%, with a significant portion of requests coming from investors who were previously unable to fully exit. Similar trends are observed in other private credit funds, highlighting ongoing liquidity and asset quality concerns in the sector.

Sep 21, 2026

Hudson Pacific Properties and Blackstone Inc. have secured a 15-month extension on a $1.1 billion loan for their Hollywood studio portfolio, pushing the due date to November 2027. The agreement allows the REIT additional time to stabilize its production properties, including restructuring underperforming assets like Quixote. Despite this positive development, Hudson Pacific has faced significant losses in its broader portfolio, primarily due to its office holdings in the San Francisco Bay Area and issues with its Quixote acquisition.

Sep 21, 2026

Blackstone is reportedly exploring a secondary sale for its $11 billion Commercial Real Estate (CRE) fund. This move comes amidst a challenging environment for private equity exits due to higher interest rates and a fragmented recovery in commercial property rents. The article highlights potential implications for the CRE market.

Sep 20, 2026

As the super-rich acquire larger and more expensive boats, the demand for suitable docking and repair facilities has surged, leading to significant investment in the marina business. Blackstone, a private equity firm, has capitalized on this trend, expanding its marina portfolio from zero in 2024 to approximately 200 globally, including a $5.6 billion acquisition of Safe Harbor in early 2025. This consolidation reflects a growing recognition of marinas as valuable waterfront infrastructure and entertainment destinations.

Sep 20, 2026

Bank of America Corp DE has acquired a new stake of 275,322 shares in Essex Property Trust, Inc. (NYSE:ESS), valued at approximately $80.28 million, making them a significant institutional investor with about 0.43% ownership. Several other institutional investors also adjusted their positions in Essex Property Trust during recent quarters. The article also provides details on ESS's price performance, dividend announcement, and recent analyst ratings, noting a consensus "Hold" rating with an average target price of $303.24.

Sep 20, 2026

Nykredit A/S has made a new $21.08 million investment in Blackstone Inc. (NYSE:BX), acquiring 179,180 shares during the second quarter. This move aligns with broader institutional interest, as approximately 70% of Blackstone's stock is owned by institutional investors. The investment follows strong quarterly results from Blackstone, which reported higher-than-expected earnings and revenue, and an increased quarterly dividend.

Sep 19, 2026

Bank of America Corp DE has acquired a new stake of 818,301 shares, valued at approximately $113.69 million, in Mid-America Apartment Communities (MAA) during the second quarter. This move gives Bank of America a 0.71% ownership in the apartment REIT, which saw its stock open at $118.98, near its 12-month low, despite reporting strong quarterly EPS of $2.08 against a consensus estimate of $0.76. Institutional investors collectively own 93.6% of MAA, and analysts currently maintain a consensus "Hold" rating with an average price target of $142.31.

Sep 18, 2026

This "Deal Dispatch" report highlights significant M&A activities and financial news. Egg producer Vital Farms is considering a take-private deal due to a substantial drop in market value, while financial software provider Finastra is also exploring strategic alternatives. Blackstone has acquired Flow Control Holdings, and The Baldwin Group is going private in a $7.7 billion all-cash deal. The Kennedy Center faces potential bankruptcy due to financial issues and declining ticket sales, while AirBaltic also filed for Chapter 11.

Sep 17, 2026

AAR (NYSE:AIR) shares experienced a 4.6% drop during mid-day trading, reaching $111.84, with significantly lower trading volume. Despite the dip, analysts generally maintain a "Moderate Buy" rating with a consensus price target of $135.60, and the company recently surpassed quarterly earnings and revenue expectations. Institutional investors hold a substantial 90.74% of the company's shares.

Sep 17, 2026

Blackstone is exploring a secondary sale for its $11 billion BPP U.S. real estate fund to allow existing investors to liquidate their holdings. This move comes as investors seek exits due to revenue performance issues and interest rate hikes since 2022. Other firms like Invesco are also utilizing secondary markets as an exit strategy for real estate investors.

Sep 17, 2026

Corient Private Wealth LP increased its stake in First Industrial Realty Trust, Inc. by 15% in the second quarter, now owning 173,817 shares valued at $10.7 million. While the company reported an 8.2% year-over-year revenue increase to $194.94 million, its EPS of $0.58 missed analyst estimates of $0.80. Analysts maintain a "Moderate Buy" rating with an average price target of $67.43, noting the company's 3.3% dividend yield.

Sep 17, 2026

AAR Corp. (NYSE:AIR) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $135.60. This follows stronger-than-expected quarterly results, where the company reported $1.53 EPS on revenue of $928 million, exceeding estimates. Institutional investors, including BlackRock and Barrow Hanley, hold over 90% of the stock.

Sep 16, 2026

KKR & Co. Inc. (KKR) stock fell 3.16% on Wednesday, closing at $96.84. This underperformance occurred during a generally poor trading session, with the S&P 500 Index (SPX) down 0.45% and the Dow Jones Industrial Average (DJIA) down 1.21%. This marks the second consecutive day of losses for KKR.

Sep 16, 2026

Starbucks is reportedly considering selling a majority stake in its Japanese operations, which could value the business at approximately $3 billion. This potential divestment is part of a broader portfolio review and aims to attract interest from international and Japanese private equity firms. Starbucks Japan currently operates 1,883 stores and is the company's largest company-operated market outside the U.S.

Sep 16, 2026

Corient Private Wealth LP significantly increased its stake in Ventas, Inc. (NYSE:VTR) by 114.8% during the second quarter, bringing its total holdings to $15.13 million. This comes as other large institutional investors also adjusted their positions, and several Wall Street analysts have issued "Buy" or "Outperform" ratings for the real estate investment trust, with a consensus target price of $99.11. Ventas recently reported earnings that topped analyst estimates and declared a quarterly dividend.

Sep 16, 2026

Bank of America Corp DE has acquired a significant new stake in Enbridge Inc, purchasing over 7 million shares valued at approximately $380.9 million. This investment highlights strong institutional interest, with a total of 54.6% of Enbridge's stock owned by institutional investors. Enbridge maintains a "Moderate Buy" consensus rating from analysts, a healthy dividend yield of 8.0%, and recently reported stronger-than-expected quarterly earnings.

Sep 15, 2026

Blackstone Mortgage Trust, Inc. (NYSE: BXMT) has declared a dividend of $0.47 per share of Class A common stock for the third quarter of 2026. This dividend is payable on October 15, 2026, to stockholders of record as of September 30, 2026. Blackstone Mortgage Trust is a real estate finance company that specializes in originating, acquiring, and managing senior loans and other debt investments related to commercial real estate.

Sep 15, 2026

Starwood Capital Group has appointed Michael Eglit, formerly of Blackstone, as its new head of U.S. originations. Eglit's move strengthens Starwood Capital's debt business, building on existing relationships and aiming to expand into new loan portfolios. This hire follows Jonathan Pollack, another former Blackstone colleague, joining Starwood as president 17 months prior.

Sep 15, 2026

Broadridge Financial Solutions has expanded its digital assets platform to U.S. wealth management firms, allowing broker-dealers, RIAs, and wealth managers to offer cryptocurrencies and tokenized securities alongside traditional investments through a single integrated environment. The platform, supported by Anchorage Digital and Galaxy Digital, aims to simplify the operational complexities of digital assets for advisors. This launch coincides with a surge in advisor crypto adoption, with Broadridge addressing concerns around operational complexity, compliance, and education to facilitate broader uptake.

Sep 15, 2026

Realty Income, a US-based net-lease giant, is expanding its focus to European data centers, eyeing markets like Frankfurt, London, Paris, and Barcelona, to capitalize on growing digital infrastructure demand. This expansion follows a $6bn deal in the US and aims to replicate its successful net-lease strategy in Europe, targeting single-tenant facilities with long-duration leases. The company sees attractive risk-adjusted opportunities in Europe due to less competition and a fragmented real estate market, further bolstered by a recent joint venture with KKR for European net-lease assets.

Sep 15, 2026

Bank of America Corp DE has acquired a new position in Blackstone Inc. (NYSE:BX) worth $1.36 billion during the second quarter, purchasing over 11.59 million shares. This move makes Bank of America one of several institutional investors to adjust their holdings in Blackstone, which recently reported strong quarterly results with EPS beating estimates and revenue increasing by 35.9%. Analysts maintain a "Moderate Buy" rating for Blackstone, with an average price target of $149.43, and the company also increased its quarterly dividend to $1.29 per share.

Sep 15, 2026

AAR (AIR) is scheduled to release its Q1 fiscal 2027 earnings after market close on Tuesday, September 22, 2026. Analysts are projecting earnings of $1.33 per share on revenue of approximately $880.7 million. In its last quarter, AAR surpassed estimates with $1.53 EPS and revenue of $928 million, a 23% year-over-year increase.

Sep 14, 2026

The New Mexico Department of Justice is raising fresh questions regarding the Blackstone-TXNM acquisition, specifically concerning the financial implications for ratepayers following TXNM's reversal of a $400 million stock sale. Although TXNM repaid a Blackstone affiliate and canceled shares, the DOJ is seeking more details on the replacement financing and its potential impact on Public Service Company of New Mexico customers. This scrutiny comes as regulatory review of the merger continues, with both companies extending their termination deadline to May 31, 2027.

Sep 14, 2026

Brookfield is reportedly in advanced negotiations to acquire Indian glass-packaging company PGP Glass from Blackstone for $1.3 billion to $1.5 billion. Blackstone has been seeking an exit from PGP Glass, which it acquired in 2020, and had previously explored an initial public offering for the company. PGP Glass serves the cosmetics, pharmaceutical, and food industries and is a major exporter.

Sep 13, 2026

Corient Private Wealth LP reduced its stake in Blackstone Inc. by 10.7% in the second quarter, selling 42,331 shares and now holding 351,704 shares valued at $41.385 million. Other institutional investors have also adjusted their holdings, with hedge funds collectively owning 70% of the company's stock. Analysts have given Blackstone a "Moderate Buy" consensus rating with a target price of $149.43, following various upgrades and downgrades.

Sep 12, 2026

Baird Financial Group Inc. reduced its stake in Churchill Downs (NASDAQ:CHDN) by 16.7% in the second quarter, selling 41,134 shares but still holding 205,640 shares valued at approximately $18.4 million. The company reported strong Q2 earnings, matching EPS estimates at $3.45 and exceeding revenue expectations with $980 million, a 4.9% increase year-over-year. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $134.89, significantly above the current stock price of $83.86.

Sep 12, 2026

Carmignac Gestion has made a new investment in Global Business Travel Group, Inc. (GBTG), acquiring 316,463 shares valued at approximately $2.97 million. While institutional investors collectively own a significant portion of the company, and GBTG reported strong revenue growth, its earnings per share missed analyst estimates. The stock is trading near its 12-month high, but analysts have a "Hold" rating, and company insiders have recently sold a substantial number of shares.