- Blackstone reported impressive first-quarter inflows of $61.64 billion, significantly surpassing the estimated $45.79 billion.
- The firm’s distributable income per share was $1.09, slightly ahead of the $1.05 estimate.
- Assets under management reached $1.17 trillion, exceeding the projected $1.15 trillion.
- Real estate assets accounted for $319.99 billion, marginally above the estimate of $319.08 billion.
- Private equity assets under management saw a 16% year-over-year increase, reaching $370.99 billion, outpacing the $360.16 billion estimate.
- Multi-asset investing assets grew by 12% year-over-year, totaling $87.76 billion, compared to the forecast of $84.91 billion.
- Credit and insurance assets under management increased by 21% year-over-year to $388.72 billion, slightly above the $388.39 billion estimate.
- Total segment revenue stood at $2.76 billion, surpassing the expected $2.63 billion.
- Fee-related earnings were reported at $1.26 billion, ahead of the $1.24 billion estimate.
- Fee-related earnings per share were $1.03, just above the predicted $1.02.
- Total outflows for the period amounted to $13.86 billion.
- Blackstone’s total dry powder was reported at $177.2 billion.
- The company realized $25.5 billion and deployed $36.4 billion, exceeding the deployment estimate of $30.68 billion.
- Net realizations were reported at $357.0 million.
- A quarterly dividend of $0.93 per common share has been declared, payable to record holders as of April 28, 2025, on May 5, 2025.
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Blackstone on Smartkarma
Analyst coverage of Blackstone on Smartkarma by Asia Real Estate Tracker has highlighted significant market movements and strategic deals in the real estate sector. In a recent report from 3rd April 2025, Warburg Pincus engaged in multiple acquisitions in Japan and India, partnering with Eastgate to acquire a Tokyo office as part of a Life Sciences joint venture. This move showcases Warburg Pincus’ expansion of their investment portfolio. Additionally, Greystar made a billion-dollar acquisition of Australian student housing, strengthening their foothold in the Australian real estate market. The report provides a bullish sentiment on these developments.
In a separate report dated 27th March 2025, Rava enlisted Blackstone MDs to lead their growth efforts in Japan, signaling their commitment to expanding operations in the region. The collaboration between GreenFort and Gaw for exploring land lease opportunities in Australia further underlines the dynamic activities within the real estate sector. SC Capital’s successful closure of a $900 million APAC fund demonstrates a positive investor sentiment towards opportunistic investments in the region. The report maintains a bullish outlook on these market trends and strategic partnerships.
A look at Blackstone Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on Smartkarma Smart Scores, Blackstone has a mixed long-term outlook. With a strong Dividend score of 4, investors can expect decent returns from dividend payouts. This indicates the company’s commitment to rewarding shareholders with consistent dividends. Moreover, its Resilience score of 4 suggests that Blackstone has the ability to withstand economic downturns and external shocks, making it a stable investment option even in challenging times.
On the other hand, Blackstone’s Value and Momentum scores are moderate at 2 and 3, respectively. This implies that the company may not currently be undervalued compared to its peers, and its stock price may not be experiencing significant positive momentum. However, with a Growth score of 3, Blackstone shows potential for expanding its business activities and generating increased revenue streams in the future. Overall, while Blackstone may not be a top performer in all aspects, its strong dividend and resilience scores make it a compelling choice for investors seeking consistent returns and stability in their investment portfolio.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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