Blackstone's fiscal year 2025 fee-related earnings increased by 9% to approximately $5.7 billion, driven by an 11% growth in fee-paying assets under management (AUM). Nearly half of its AUM is now perpetual, improving earnings stability. Distributable earnings rose 19% to about $7.1 billion, and net realizations jumped around 50%, showing strong monetization despite macroeconomic challenges affecting exit timing. While timing of carry realization remains uneven due to economic headwinds, Blackstone's significant deployment of $138 billion in 2025 positions it well for future high-return investments, making it an attractive buy opportunity.
Anthropic has launched Ode, a $1.5 billion AI implementation company formed through a joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and others. Ode builds on the acquisition of Fractional AI, focusing on deploying elite AI enginee...
Williams Companies secured a $5.34 billion investment from Blackstone for AI-driven Power Innovation projects, reducing its capital needs while retaining 51% ownership. CIBC adjusted its price target to $83, suggesting potential stock price upside fr...
Blackstone Inc. is viewed as a high-quality asset manager trading at a discounted valuation with a 3.8% dividend yield. The company benefits from favorable industry trends like rising inflation, global wealth growth, demographic changes, and AI infra...
