BX
Blackstone Inc.Evidence as of 2026-10-01The desk's Snapshot
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Overview · Blackstone Inc.
Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in opportunistic, core+ investments as well as debt investment opportunitie…
Management team
- Mr. Mustafa M. Siddiqui · Senior MD of BXMA - New York & Co-Head of Strategic Capital GroupFind on LinkedIn
- Mr. John Gary Finley · Chief Legal OfficerFind on LinkedIn
- Mr. Vikrant Sawhney J.D. · Chief Administrative Officer & Global Head of Institutional Client SolutionsFind on LinkedIn
- Mr. Michael S. Chae J.D. · Chief Financial OfficerFind on LinkedIn
Start free to see the full management team.
Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it, not a rating or a recommendation.
−0.5 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled. The rest of the page is the evidence behind it.
The packet leaves a cautious evidence balance ( Cautious, −0.5 of a possible +2; confidence high ). Revenues for fiscal Q2 2026 (fiscal quarter ended 2026-07-31) were $ 5,043,978,000, up $ 1,332,078,000 (≈ 36% ) from the comparable quarter reported as 2025-04-01 to 2025-06-30. Net income in fiscal Q2 2026 was $ 1,229,189,000, rising from $ 649,729,000 in fiscal Q1 2026 (fiscal quarter ended 2026-05-01).
Balance-sheet and market metrics show mixed signals: weighted-average diluted shares rose by 13,601,125 to 799,897,435 in fiscal Q2 2026; long-term debt moved from about $ 12.13B to about $ 13.32B across the reported periods; cash and equivalents fluctuated roughly between $ 2.24B and $ 2.63B; and stockholders’ equity climbed to $ 9,014,543,000 as of 2026-06-30. Institutional 13F-reported holdings total $ 66.24B as of 2026-06-30 (a quarter-over-quarter reported value change of −9.9% ), and valuation ratios in the packet show P/FCF at 27.65 (TTM FCF $ 3,242,838,000 implying FCF per share $ 4.0541), trailing P/E 27.01 (EPS TTM $ 4.15), market cap $ 84,137,569,028 and enterprise value $ 94,949,132,028. The model-derived implied FCF growth consistent with today’s price is stated as 17.06% per year under the packet’s discount and terminal assumptions.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else (no outside knowledge, no browsing), so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC (revenue, margins, income, debt and share count, quarter by quarter) and reports which way the trend is running.
Revenues were $5,043,978,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001193125-26-340208Revenues were $3,711,900,000 in the quarter 2025-04-01 to 2025-06-30 (filed as 'Q2 2026' in one filing), which compared with $5,043,978,000 for fiscal Q2 2026 represents an increase of $1,332,078,000 (≈36%).
XBRL companyfacts · 0001193125-26-340208Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full: its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet; its risk analysis fills in once that lands.
The 10-K filed 27 February 2026 added risk language stating that "Geopolitical concerns and other global events outside of our control have contributed and may continue to contribute to volatile global equity and debt markets," calling out trade conflict, civil unrest and national security events as examples.
10-K filed 2026-02-27weakened in debateThe 10-K filed 27 February 2026 added language emphasizing uncertainty in the economic outlook for 2026 and noting that "inflation has remained above the U.S. Federal Reserve’s target level, and interest rates remain elevated," and that uncertainty regarding inflation and interest rates "creates the potential for volatility in debt and equity markets."
10-K filed 2026-02-27weakened in debateReads the signal panel above (momentum, volatility, drawdown, relative strength and beta) and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings total $66.24B as of 2026-06-30, with 2,162 reporting holders and a quarter-over-quarter reported value change of -9.9%.
13F holdings · 2162 filers · as of 2026-06-30Top reported institutional holders in the 13F data as of 2026-06-30 include BlackRock, Inc. ($6.11B), VANGUARD CAPITAL MANAGEMENT LLC ($5.71B), MORGAN STANLEY ($4.10B), STATE STREET CORP ($3.82B), and CHARLES SCHWAB INVESTMENT MANAGEMENT INC ($2.77B).
13F holdings · 2162 filers · as of 2026-06-30Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Headlines report that Blackstone-linked entities executed a forward sale to reduce Bumble (BMBL) holdings.
News · kalkinemedia.com · 2026-09-30Blackstone filed an update to its disclosure on Bumble Inc. Class A stock holdings.
News · kalkinemedia.com · 2026-09-30Reads parsed Forms 3/4/5: who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model-derived implied free-cash-flow (FCF) growth rate that today's price would justify, under the stated discount and terminal assumptions, is 17.06% per year.
Valuation inputs · SEC XBRL + stored EOD closePrice to trailing-twelve-month free cash flow (P/FCF) is 27.65 and trailing twelve-month FCF is $3,242,838,000, which implies FCF per share of $4.0541.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score. The argument is shown, not hidden, so you can judge the reasoning yourself.
SEC-filed results show a large, recent increase in reported revenues (+36% year-over-year in the comparable quarter) and a meaningful rise in quarterly net income, both drawn from company 10-Q/K filings and therefore strong primary-source evidence. Stockholders’ equity has trended upward across reported periods and 13F data show substantial institutional ownership by major managers, which together provide medium-strength corroboration of balance-sheet resilience and investor interest. The bear points about share-count increases and added risk language in the 10-K are factually supported but weaker relative to the magnitude of the revenue/net-income expansion; dilution appears modest in percentage terms against the revenue uplift, and risk-discussion language is qualitative cautionary text that many firms expanded in 2026. Valuation metrics (P/FCF ~27.7, P/E ~27.0, implied FCF growth needed per the model) are neutral facts that, when paired with the strong revenue and earnings evidence, support a favorable read based on fundamentals and institutional backing.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
29 surviving claims rest on 15 distinct sources; the heaviest analyst carries 28% of them, and 95% of what the desk raised survived the debate.
The evidence base is moderately resilient: 29 surviving claims draw on 15 distinct sources and most points survived internal debate. However, one analyst (or source) accounting for 28% of surviving claims creates meaningful concentration risk, and the high debate-survival rate means the desk’s views were persistent but not necessarily diverse. Taken together, the read can carry informative weight for descriptive reporting, but source concentration and analyst dependence reduce how heavily to lean on these claims for broader inferences.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment. When the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here (no outside knowledge, no browsing), and each card shows who read it and what it contributed to the score.
16 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data, not retyped or estimated.
Read by Mercer+0.3 to the score
8 documents· 3 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes−0.9 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.5 to the score
5 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only; it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal; the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
The full terminal on BX Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.