BX · Financials

Blackstone Inc.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Quarterly Dividend DeclarationImportance 50 · Surprise 58
  Blackstone cut its quarterly dividend from $1.29 to $1.12 per share, a decrease of $0.17 per share. The reduction was approximately 13.2%, exceeding the 10% change threshold. The report also said Blackstone posted EPS…
• Geographic Market CommentaryImportance 33 · Surprise 42
  Blackstone-backed Juno Hair, South Korea’s largest salon chain, plans to enter the US market. Its expansion model combines retail styling shops with a talent-training academy intended to build a pipeline of stylists.…
• Strategic InitiativesImportance 33 · Surprise 42
  Blackstone-backed Juno Hair plans to enter the U.S. market by combining retail styling shops with its talent-training academy model. The company sees potential for more than 1,000 new locations domestically and says…

News · 2026-11-07

• VITALYST Heart Pump FinancingImportance 52 · Surprise 42
  Blackstone Life Sciences committed up to US$455 million to co-fund development of Boston Scientific’s VITALYST heart pump. The reported financing supports the device’s development, and the article does not specify the…
• Reinsurance Platform ExpansionImportance 31 · Surprise 42
  Blackstone and Aon created Cortina, a Lloyd’s reinsurance syndicate numbered 1956. The platform is designed to provide multi-year reinsurance capacity to institutional insurance and risk-transfer clients. The launch…
• Reinsurance Capacity ExpansionImportance null · Surprise null
  Blackstone and Aon created Cortina, a long-term Lloyd’s reinsurance syndicate designated syndicate 1956. The platform is intended to provide multi-year reinsurance capacity to institutional insurance and risk-transfer…
• VITALYST Heart Pump DevelopmentImportance null · Surprise null
  Boston Scientific secured up to US$455 million from Blackstone Life Sciences to co-fund development of its VITALYST heart pump. The reported funding supports development of the medical device, although the digest…
• Insurance Partnership ExpansionImportance null · Surprise null
  Blackstone and Aon created Cortina, a long-term Lloyd’s reinsurance syndicate named syndicate 1956. The platform is designed to provide multi-year reinsurance capacity to institutional insurance and risk-transfer…
• VITALYST Development Co-FundingImportance null · Surprise null
  Blackstone Life Sciences has agreed to provide Boston Scientific with up to US$455 million to co-fund development of its VITALYST heart pump. The reported financing supports development of the medical device, with…

10-Q · 2026-11-06

• Liquidity and Debt PositionImportance 58 · Surprise 42
  At September 30, 2026, Blackstone reported $3.0 billion of cash and cash equivalents, $8.2 billion of liquid investments within Other Investments, and $13.1 billion of borrowings, including $700.0 million drawn on its…
• Accrued Performance RevenuesImportance 54 · Surprise 40
  Net accrued performance revenues totaled $7.3 billion at September 30, 2026, up from $6.5 billion a year earlier, an increase of approximately 12%. GAAP accrued performance allocations increased to $13.4 billion from…
• Distributable Earnings PerformanceImportance 54 · Surprise 40
  Distributable Earnings were $1.716 billion for the three months ended September 30, 2026, down 9.2% from $1.889 billion in the prior-year quarter. For the nine months ended September 30, 2026, Distributable Earnings…
• Income Tax Rate ChangesImportance 53 · Surprise 48
  The provision for taxes increased $165.1 million (22%) to $908.1 million for the nine months ended September 30, 2026, while income before taxes increased 20% to $5.795 billion. The effective tax rate was approximately…
• Private Equity Segment PerformanceImportance 53 · Surprise 48
  Private Equity Segment Distributable Earnings decreased 7% year over year to $813.1 million in the third quarter of 2026 because Net Realizations fell $186.0 million, partially offset by a $127.6 million increase in…
• Senior Notes IssuanceImportance 52 · Surprise 42
  On November 2, 2026, Blackstone, through subsidiary Blackstone Reg Finance Co. L.L.C., issued $600 million of 5.650% senior notes due November 3, 2031. It also issued $500 million of 5.900% senior notes due November 3,…
• Multi-Asset Segment PerformanceImportance 52 · Surprise 56
  Multi-Asset Investing segment distributable earnings rose 31% to $103.9 million in the third quarter of 2026 and 36% to $281.8 million for the first nine months, compared with the respective 2025 periods. Third-quarter…
• Remaining Capital CommitmentsImportance 49 · Surprise 6
  At September 30, 2026, Blackstone and its general partner had $7.64 billion of remaining capital commitments, including $2.80 billion for Private Equity, $931.3 million for Credit & Insurance, and $555.0 million for…
• Revenue Performance and MixImportance 48 · Surprise 40
  For the three months ended September 30, 2026, revenue was $3.063 billion, down $25.7 million (1%) year over year, as a $121.1 million decline in investment income and a $27.9 million decline in incentive fees offset a…
• Real Estate Segment PerformanceImportance 48 · Surprise 40
  Real Estate Segment Distributable Earnings fell 10% year over year to $553.7 million in the third quarter of 2026, as Fee Related Earnings declined $50.6 million and Net Realizations declined $14.1 million. Nine-month…
• Credit Insurance Segment PerformanceImportance 48 · Surprise 40
  Credit & Insurance Segment Distributable Earnings increased 4% year over year to $433.0 million in the third quarter of 2026, as Net Realizations rose $21.0 million and partly offset a $4.2 million decrease in Fee…
• Capital Markets ActivityImportance 46 · Surprise 56
  U.S. capital markets activity slowed in the third quarter of 2026 after an active first half. Initial public offering volumes declined 46% year over year, while announced merger and acquisition deal volumes fell 18%.…
• Management Fee GrowthImportance 44 · Surprise 24
  For the nine months ended September 30, 2026, Management and Advisory Fees, Net increased $596.7 million year over year. Private Equity contributed $389.1 million of the increase, primarily from higher Base Management…
• BCRED Redemption TrendsImportance 40 · Surprise 42
  Blackstone reported elevated redemption requests in BCRED in the third quarter of 2026, primarily carried over from the prior quarter, while subscriptions declined from the prior quarter and the fund experienced net…
• Interest Rate EnvironmentImportance 38 · Surprise 24
  Blackstone said higher base rates and continued rate volatility have slowed the commercial real estate recovery and are likely to pressure some holdings’ values and transaction activity, including realizations.…
• Operating Expense TrendsImportance 37 · Surprise 32
  For the three months ended September 30, 2026, total expenses decreased $125.4 million (7%) year over year to $1.625 billion. Total compensation and benefits fell $164.5 million, including a $207.0 million decrease in…
• Multi-Asset Fundraising DemandImportance 34 · Surprise 42
  Most strategies in Blackstone’s Multi-Asset Investing segment generated positive performance in the third quarter of 2026. The Absolute Return Composite recorded its twenty-sixth consecutive quarter of positive…
• Assets Under Management GrowthImportance 31 · Surprise 32
  Total AUM reached $1,368.3 billion at September 30, 2026, up $93.4 billion, or about 7.3%, from December 31, 2025. Private Equity AUM rose $49.0 billion to $465.4 billion, driven by $57.5 billion of inflows and $31.7…
• Real Estate Market Demand TrendsImportance 31 · Surprise 32
  Blackstone reported modestly lower overall real estate values in the third quarter of 2026, with multifamily holdings disproportionately affected by the volatile interest-rate environment. Digital infrastructure…
• Other Income GrowthImportance 30 · Surprise 40
  Other Income increased $30.7 million to $333.3 million for the nine months ended September 30, 2026, a 10.1% increase from $302.5 million in the prior-year period. The increase reflected a $30.7 million rise in Net…
• Private Market Demand TrendsImportance 26 · Surprise 24
  Total Assets Under Management reached $1,368.3 billion at September 30, 2026, up $93.4 billion from year-end 2025, with net inflows of $156.7 billion across the four segments. Credit & Insurance recorded the largest…
• Investment-Grade Private Credit DemandImportance 26 · Surprise 24
  Blackstone said its investment-grade private-credit platform grew substantially year over year in the third quarter of 2026, supported by strong engagement with insurance clients. It cited compelling investment-grade…
• Private Equity M&A ConditionsImportance 26 · Surprise 24
  Blackstone cited elevated base rates and geopolitical turbulence as factors likely to sustain equity-market volatility and negatively affect investor sentiment. These conditions could constrain transaction activity for…
• Performance Eligible AssetsImportance 25 · Surprise 32
  Credit & Insurance invested performance-eligible AUM was $120.8 billion at September 30, 2026, up from $119.3 billion a year earlier, while the estimated share above high-water marks or hurdles declined to 98% from…
• FX / Currency ImpactImportance 20 · Surprise 24
  For the nine months ended September 30, 2026, foreign-exchange movements reduced Total Assets Under Management by $3.4 billion, versus a $14.3 billion increase in the comparable 2025 period. The 2026 impact comprised…
• Private Equity Market DemandImportance 20 · Surprise 24
  Blackstone said its Private Equity segment performed well across nearly all strategies in the third quarter of 2026, led by digital infrastructure and energy investments, while publicly traded holdings were affected by…
• Stock Repurchase ProgramImportance 20 · Surprise 24
  Blackstone’s July 16, 2024 authorization permits up to $2.0 billion of repurchases of common stock and Blackstone Holdings Partnership Units. During the first nine months of 2026, it repurchased 0.6 million common…
• AI Valuation DisruptionImportance 17 · Surprise 24
  Blackstone is monitoring the potential for artificial-intelligence-driven disruption to valuations of companies in sectors such as software. Management expects the effects to vary substantially by company and believes…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  Blackstone paid a $1.12-per-share common stock dividend with respect to the third quarter of fiscal 2026. Dividends paid in respect of the two fiscal quarters ended September 30, 2026 aggregated $3.57 per share. For…
• Macroeconomic Factors ImpactImportance null · Surprise 24
  Blackstone said its businesses are materially affected by financial-market and economic conditions in the U.S., Europe and Asia. In the third quarter of 2026, the 10-year U.S. Treasury yield rose 82 basis points to…

News · 2026-11-06

• Acquisitions and PartnershipsImportance 34 · Surprise 42
  Blackstone-managed funds and Aon launched Cortina syndicate 1956 to provide dedicated, multi-year reinsurance capacity. Lloyd’s Council gave the syndicate in-principle approval on October 16, 2026, and it is expected…
• VITALYST Heart Pump DevelopmentImportance 34 · Surprise 42
  Blackstone Life Sciences and Boston Scientific agreed to co-fund development of the VITALYST Temporary Percutaneous Transvalvular Circulatory Support System through a $455 million collaboration. The miniature heart…
• Reinsurance Capacity ExpansionImportance 34 · Surprise 42
  Blackstone-managed funds and Aon launched Cortina syndicate 1956 within Lloyd’s to provide dedicated, multi-year reinsurance capacity. The syndicate is intended to broaden capital available to clients and support…
• Insurance Partnership ExpansionImportance 34 · Surprise 42
  Blackstone-managed funds and Aon launched Cortina syndicate 1956 to provide dedicated, multi-year reinsurance capacity and broaden capital available to clients. Lloyd’s Council gave the syndicate “in principle”…
• Assets Under Management GrowthImportance 30 · Surprise 40
  Blackstone reported Q3 2026 revenue was slightly lower year over year, while fee-related earnings grew 6.2%. Assets under management increased 10.2% year over year, exceeding the materiality rule for changes above 10%.…

News · 2026-11-05

• Shield AI Structured FinancingImportance 46 · Surprise 42
  Blackstone provided $1 billion in structured equity financing to Shield AI. The financing is part of a $2.5 billion funding package supporting Shield AI’s $5.3 billion radar-company acquisition. The package also…
• Defense Technology InvestmentImportance 46 · Surprise 42
  Blackstone is providing $1 billion in structured equity financing to support Shield AI’s $5.3 billion acquisition of a radar company. The financing is part of $2.5 billion in total new funding for the acquisition,…
• European Direct Lending FundraisingImportance 34 · Surprise 42
  Blackstone closed its fourth institutional European direct lending fund. The fund raised €13 billion in investable capital. The reported amount represents the fund’s total investable capital at close.
• Private Credit Fund ExpansionImportance 34 · Surprise 42
  Blackstone closed its fourth dedicated institutional European direct lending fund, raising €13 billion in investable capital. The fund expands Blackstone’s direct lending capacity in Europe. The report does not provide…

News · 2026-11-04

• Capital Markets ActivityImportance 25 · Surprise 42
  A Blackstone Inc. unit backed DIP Holding Plc’s $529 million Dubai IPO alongside Saudi Arabia’s Public Investment Fund. The offering was oversubscribed and priced at the midpoint of its marketed range. DIP Holding…
• Dubai IPO Investor DemandImportance null · Surprise null
  DIP Holding Plc’s $529 million IPO in Dubai attracted global investors, including Saudi Arabia’s Public Investment Fund and a Blackstone unit. The offering was oversubscribed and priced at the midpoint of its marketed…
• Dubai IPO InvestmentImportance null · Surprise null
  A Blackstone Inc. unit backed DIP Holding Plc’s $529 million initial public offering in Dubai alongside Saudi Arabia’s Public Investment Fund. The offering was oversubscribed and priced at the midpoint of its marketed…

News · 2026-11-03

• LNG Canada InvestmentImportance 34 · Surprise 42
  Blackstone Credit & Insurance and Canadian institutional investors agreed to invest $3.1 billion for a 49.9% noncontrolling interest in a Mitsubishi Corp. subsidiary holding an interest in LNG Canada. Mitsubishi will…
• Private Credit FinancingImportance 20 · Surprise 24
  Rhythm Pharmaceuticals secured a five-year, $750 million term-loan facility led by KKR’s HealthCare Royalty and Blackstone. The facility is intended to support Rhythm’s amended exclusive license agreement for…
• AI Infrastructure Financing DemandImportance 19 · Surprise 24
  At the Hong Kong Monetary Authority’s summit, Blackstone President Jon Gray said the scale of AI infrastructure investment is creating concentration risks for debt investors across the sector and at individual…
• LNG Canada Capacity ExpansionImportance null · Surprise null
  Blackstone Credit & Insurance and Canadian institutional investors agreed to invest in a 49.9% noncontrolling interest in a Mitsubishi subsidiary holding an interest in LNG Canada. The facility is planning a Phase 2…
• AI Infrastructure Financing OutlookImportance null · Surprise null
  At the Hong Kong Monetary Authority’s Global Financial Leaders’ Investment Summit on November 3, Blackstone President Jon Gray said AI infrastructure will require more equity financing as lenders’ exposure to the…
• LNG Canada Stake AcquisitionImportance null · Surprise null
  Blackstone and four Canadian institutional investors invested US$3.1 billion to acquire a 49.9% non-controlling stake in a Mitsubishi subsidiary holding an interest in LNG Canada. The investment supports LNG Canada’s…
• Bivamelagon Loan FinancingImportance null · Surprise null
  Rhythm Pharmaceuticals and LG Chem amended their exclusive license agreement for investigational drug bivamelagon. The revised agreement provides for Rhythm to make $350 million of additional fixed payments over four…

8-K · 2026-11-02

• Senior Notes IssuanceImportance 46 · Surprise 42
  On November 2, 2026, Blackstone completed a $1.1 billion senior notes offering through indirect subsidiary Blackstone Reg Finance Co. L.L.C. The offering comprised $600 million of 5.650% notes due 2031 and $500 million…

News · 2026-11-02

• Senior Notes IssuanceImportance 27 · Surprise 24
  Blackstone completed an offering of $600 million of 5.650% senior notes due 2031 and $500 million of 5.900% senior notes due 2033. The notes were issued by indirect subsidiary Blackstone Reg Finance Co. L.L.C. and are…