Worth Asset Management LLC Makes New $1.23 Million Investment in Blackstone Inc. $BX

28 Dec 2025, 13:36 by Danessa Lincoln · The Markets Daily

Worth Asset Management LLC acquired a new position in shares of Blackstone Inc. (NYSE:BX – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,204 shares of the asset manager’s stock, valued at approximately $1,231,000.

A number of other institutional investors have also bought and sold shares of BX. 1248 Management LLC bought a new position in shares of Blackstone in the 1st quarter worth about $25,000. Traub Capital Management LLC acquired a new position in Blackstone in the second quarter valued at approximately $27,000. Anderson Financial Strategies LLC bought a new position in shares of Blackstone during the 1st quarter worth approximately $28,000. Family CFO Inc bought a new stake in shares of Blackstone in the 2nd quarter valued at $28,000. Finally, Livelsberger Financial Advisory acquired a new position in shares of Blackstone during the 2nd quarter valued at $30,000. Institutional investors own 70.00% of the company’s stock.

Blackstone Trading Down 0.1%

Shares of Blackstone stock opened at $155.34 on Friday. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 0.60. The stock has a fifty day simple moving average of $149.04 and a 200 day simple moving average of $159.70. Blackstone Inc. has a 12-month low of $115.66 and a 12-month high of $190.09. The company has a market capitalization of $114.71 billion, a P/E ratio of 44.38, a price-to-earnings-growth ratio of 1.32 and a beta of 1.76.

Blackstone (NYSE:BX – Get Free Report) last posted its quarterly earnings data on Friday, November 22nd. The asset manager reported $0.97 earnings per share (EPS) for the quarter. The firm had revenue of $2.49 billion for the quarter. Blackstone had a net margin of 20.56% and a return on equity of 22.30%. On average, sell-side analysts anticipate that Blackstone Inc. will post 5.87 earnings per share for the current fiscal year.

Blackstone Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, November 10th. Shareholders of record on Monday, November 3rd were paid a $1.29 dividend. This is a positive change from Blackstone’s previous quarterly dividend of $1.03. The ex-dividend date was Monday, November 3rd. This represents a $5.16 annualized dividend and a yield of 3.3%. Blackstone’s dividend payout ratio (DPR) is 147.43%.

Wall Street Analysts Forecast Growth

BX has been the subject of several research analyst reports. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Blackstone from $164.00 to $185.00 and gave the company a “buy” rating in a research note on Wednesday, December 17th. Evercore ISI dropped their price target on Blackstone from $197.00 to $180.00 and set an “outperform” rating on the stock in a research note on Wednesday, October 22nd. Barclays boosted their price objective on Blackstone from $165.00 to $172.00 and gave the company an “equal weight” rating in a report on Friday, December 12th. JPMorgan Chase & Co. cut their target price on Blackstone from $177.00 to $176.00 and set a “neutral” rating on the stock in a report on Friday, October 24th. Finally, Keefe, Bruyette & Woods lowered their price objective on shares of Blackstone from $180.00 to $171.00 and set a “market perform” rating on the stock in a report on Monday, October 13th. Ten research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $179.95.

View Our Latest Stock Report on Blackstone

Insiders Place Their Bets

In other news, major shareholder Tactical Opportunit Blackstone sold 1,596,142 shares of the company’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $10.00, for a total value of $15,961,420.00. Following the completion of the transaction, the insider directly owned 2,161 shares of the company’s stock, valued at $21,610. This represents a 99.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director James Breyer acquired 13,900 shares of the business’s stock in a transaction on Tuesday, November 4th. The stock was acquired at an average cost of $143.86 per share, for a total transaction of $1,999,654.00. Following the transaction, the director owned 68,906 shares of the company’s stock, valued at approximately $9,912,817.16. The trade was a 25.27% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 797,148 shares of company stock worth $24,050,153 over the last 90 days. 1.00% of the stock is currently owned by corporate insiders.

Blackstone Profile

(Free Report)

Blackstone Inc (NYSE: BX) is a global investment firm focused on alternative asset management. Founded in 1985 by Stephen A. Schwarzman and Peter G. Peterson and headquartered in New York City, the firm organizes and manages investment vehicles that acquire and operate businesses, real estate and credit investments, as well as provide hedge fund solutions and other alternative strategies for institutional and individual investors.