Blackstone Inc. (BX) is up 3.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed enthusiasm around Blackstone’s role in large-scale AI infrastructure financing, which highlights the firm’s growing exposure to data centers, power, and digital infrastructure. The stock may also be getting support from Blackstone’s recent second-quarter results, which reinforced its scale, asset growth, and earnings power.
Details:
NVIDIA unveiled a financing effort aimed at mobilizing more than $500 billion of third-party capital for AI compute infrastructure, and Blackstone was named as one of the participating investment firms.Blackstone has been building a larger AI and data-center footprint through recent initiatives across compute, cloud, and infrastructure, which can strengthen the market’s view of its long-term growth opportunities.In late July, Blackstone reported second-quarter 2026 earnings and noted that assets under management were above $1.3 trillion, underscoring the firm’s broad fee-generating base.Earlier in the quarter, Blackstone also issued an intra-quarter realization update pointing to more than $500 million in realized performance revenues and principal investment income through June 23, which may have supported confidence in monetization activity.Sources:
Blackstone, NVIDIA, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$BX Insider Trading Activity
$BX insiders have traded $BX stock on the open market 10 times in the past 6 months. Of those trades, 6 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $BX stock by insiders over the last 6 months:
- VIKRANT SAWHNEY (Chief Administrative Officer) has made 0 purchases and 4 sales selling 60,014 shares for an estimated $7,842,052.
- RUTH PORAT has made 6 purchases buying 963 shares for an estimated $122,527 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$BX Hedge Fund Activity
We have seen 1,099 institutional investors add shares of $BX stock to their portfolio, and 1,055 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 17,007,658 shares (+390.8%) to their portfolio in Q1 2026, for an estimated $1,919,909,473
- CAPITAL RESEARCH GLOBAL INVESTORS added 8,359,119 shares (+131.0%) to their portfolio in Q1 2026, for an estimated $943,619,148
- CAPITAL WORLD INVESTORS removed 4,631,513 shares (-40.1%) from their portfolio in Q1 2026, for an estimated $522,828,345
- FMR LLC removed 3,889,929 shares (-74.4%) from their portfolio in Q1 2026, for an estimated $439,114,635
- ROYAL BANK OF CANADA removed 3,596,931 shares (-43.4%) from their portfolio in Q1 2026, for an estimated $406,039,555
- EDGEWOOD MANAGEMENT LLC removed 3,239,119 shares (-56.3%) from their portfolio in Q1 2026, for an estimated $365,647,948
- CLEARBRIDGE INVESTMENTS, LLC added 2,857,650 shares (+1438.6%) to their portfolio in Q1 2026, for an estimated $322,585,820
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$BX Congressional Stock Trading
Members of Congress have traded $BX stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BX stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$BX Price Targets
Multiple analysts have issued price targets for $BX recently. We have seen 13 analysts offer price targets for $BX in the last 6 months, with a median target of $137.0.
Here are some recent targets:
- Devin Ryan from Citizens set a target price of $165.0 on 07/09/2026
- Benjamin Budish from Barclays set a target price of $119.0 on 07/09/2026
- Bill Katz from TD Cowen set a target price of $133.0 on 05/18/2026
- Crispin Love from Piper Sandler set a target price of $130.0 on 04/27/2026
- Christopher Kotowski from Oppenheimer set a target price of $156.0 on 04/24/2026
- Kenneth Worthington from JP Morgan set a target price of $136.0 on 04/24/2026
- Michael Cyprys from Morgan Stanley set a target price of $184.0 on 04/21/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
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Blackstone gains as investors focus on AI infrastructure ties and recent earnings strength
Blackstone Inc. (BX) is up 3.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed enthusiasm around Blackstone’s role in large-scale AI infrastructure financing, which highlights the firm’s growing exposure to data centers, power, and digital infrastructure. The stock may also be getting support from Blackstone’s recent second-quarter results, which reinforced its scale, asset growth, and earnings power.
Details:
Sources:
Blackstone, NVIDIA, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$BX Insider Trading Activity
$BX insiders have traded $BX stock on the open market 10 times in the past 6 months. Of those trades, 6 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $BX stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$BX Hedge Fund Activity
We have seen 1,099 institutional investors add shares of $BX stock to their portfolio, and 1,055 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$BX Congressional Stock Trading
Members of Congress have traded $BX stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $BX stock by members of Congress over the last 6 months:
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$BX Price Targets
Multiple analysts have issued price targets for $BX recently. We have seen 13 analysts offer price targets for $BX in the last 6 months, with a median target of $137.0.
Here are some recent targets:
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Read full article here »