Citable filing context
BX's research view summarizes recent SEC filing context, starting with earnings from Jul 23, 2026.
| Filed | Item | Context |
|---|---|---|
| Jul 23, 2026 | earnings | Blackstone reported second quarter 2026 financial results and declared a quarterly dividend of $1.29 per share. |
| Jun 23, 2026 | guidance_update | Blackstone announced a preliminary estimate of Q2 2026 realized revenues in excess of $500 million. |
| Apr 23, 2026 | earnings | Blackstone reported Q1 2026 results with $650M net income and declared a $1.16 per share dividend. |
| Jun 23, 2026 | Guidance: realized_performance_revenues_and_realized_principal_investment_income | 500.00 to not reported |
| Sep 24, 2025 | Guidance: realization_activity_revenue | 525.00 to not reported |
| Sep 24, 2025 | Guidance: realized_performance_revenues_percentage | 90.00 to not reported |
| Aug 7, 2026 | mda_quarterly | Blackstone, the world’s largest alternative asset manager, reported strong growth in the second quarter of 2026, driven by robust fundraising and increased transaction activity. Total Assets Under Management (AUM) reached $1.35 trillion, a $42.2 billion increase from the first quarter, while Fee-Earning AUM grew to $961.6 billion. The firm’s performance was bolstered by significant appreciation in digital infrastructure and logistics, particularly within the Real Estate and Private Equity segments. Financial results were highlighted by a 36% year-over-year increase in total revenues to $5.0 billion for the quarter, largely fueled by a $867 million rise in investment income and higher management fees. Segment Distributable Earnings rose across core units, with Private Equity and Real Estate benefiting from strong realizations and fee-related earnings. Despite a volatile macroeconomic environment, Blackstone’s Credit & Insurance segment (BXCI) continued to expand, though it faced net outflows in its BCRED vehicle due to elevated redemption requests and shifting market sentiment regarding private credit. While the firm notes potential risks from artificial intelligence-driven disruption in software valuations and rising default rates in direct lending, it maintains a defensive posture through senior secured credit holdings and thematic investments in high-growth sectors like data centers and energy transition. |
| May 8, 2026 | mda_quarterly | Blackstone's Q1 2026 total revenues rose 10% to $3.6 billion, primarily from a 13% increase in Management and Advisory Fees to $2.1 billion. This fee growth was largely driven by the Private Equity segment, benefiting from heightened deal activity in Blackstone Capital Markets and expanded Fee-Earning Assets Under Management in BXPE, BIP, and BXINFRA. Net income attributable to Blackstone Inc. increased 6% to $649.7 million. Investment Income slightly decreased 2% to $1.1 billion, due to lower unrealized appreciation in Credit & Insurance (Corebridge stock) offset by robust realized gains in Private Equity. Segment Distributable Earnings varied. Private Equity surged 75% to $985.7 million, propelled by strong Infrastructure performance (data centers, energy) and increased realizations, despite AI disruption impacting software valuations and geopolitical uncertainty slowing realization activity. Real Estate SDE grew 13% to $557.5 million, supported by BREIT and digital infrastructure, but faced life science office declines and FX headwinds. Credit & Insurance SDE fell 26% to $373.1 million, as lower Fee Related Performance Revenues and realized principal investment income countered $37 billion in inflows. This segment saw increased BCRED redemptions and decelerated subscriptions amid market concerns, anticipating rising defaults and lower floating rate returns. Total AUM increased 2% to $1.304 trillion, with Private Equity and Credit & Insurance leading growth. The firm maintains strong liquidity. |
Source: SEC EDGAR filing text and events; period Jul 23, 2026; filed Jul 23, 2026.
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