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Blackstone Group's Strategic Focus and Market Position
Financial Modeling Prep· 2025-12-11 13:06
UBS sets a price target of $175 for Blackstone Group (NYSE:BX), indicating an 11.75% potential upside.Blackstone's strategic investment in data centers aligns with its long-term growth strategy, emphasizing the importance of infrastructure supporting technological advancements.The company's market capitalization stands at approximately $187.93 billion, with recent trading activity showing a high level of investor interest.Blackstone Group (NYSE:BX) is a leading global investment firm known for its expertise ...
Blackstone Group (NYSE:BX) Receives Upgrade from UBS
Financial Modeling Prep· 2025-12-11 12:06
UBS upgraded Blackstone Group (NYSE:BX) to "Buy" from "Neutral," indicating strong confidence in the company's investment strategies and future performance.Blackstone's strategic focus on data centers is highlighted as a key investment opportunity, aligning with long-term investment trends.The stock price of BX has shown volatility but maintains a strong market presence with a market capitalization of approximately $187.93 billion.Blackstone Group (NYSE:BX) is a leading global alternative asset manager, kno ...
ABN AMRO announces significant risk transfer transaction with Blackstone
Globenewswire· 2025-12-11 07:00
ABN AMRO announces significant risk transfer transaction with Blackstone 11 December 2025 Today, ABN AMRO announces a significant risk transfer (SRT) transaction with funds manged by Blackstone. This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans. The transaction underscores our commitment to creating more room for further profitable growth by actively managing portfolios. We expect the transaction will reduce the bank's risk-weighted assets by EUR 1.6 billi ...
美银调整贝莱德和黑石的目标价
Ge Long Hui· 2025-12-11 06:43
美银证券将贝莱德的目标价从1456美元上调至1464美元,将黑石的目标价从199美元下调至189美元。 (格隆汇) ...
Blackstone's Gray says data centers still an attractive investment
Reuters· 2025-12-10 19:59
Blackstone , the world's largest alternative asset manager, still sees good opportunities to invest in data centers despite a rush of investment into the hardware supporting the development of artific... ...
Blackstone Inc. (BX) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Seeking Alpha· 2025-12-10 19:42
PresentationAlexander BlosteinGoldman Sachs Group, Inc., Research Division All right. Good afternoon, everybody. Thank you for joining us. We'll get started with our next session. Hopefully, everybody is well fed. Next up, it's my pleasure to introduce Jon Gray, President and COO of Blackstone. With more than $1.2 trillion in assets under management, Blackstone is the world's largest and most diversified alternative asset manager, distinguished by its expertise across effectively all major subverticals with ...
We're seeing pretty good macro environment, says Blackstone's Jonathan Gray
Youtube· 2025-12-10 19:20
over at Goldman's 36th annual financial services conference underway in New York City. You've seen great content from there over the past day or so. Leslie Picker is there now joined exclusively by Blackstone President and COO Jonathan [music] Gray.Perfect timing as we're about to hear from the Fed. Leslie, over to you. >> Perfect timing indeed.Kelly. John, thank you so much for joining us. As Kelly mentioned, it's a great day to have you and get your perspective really on the macro.I'm just curious what yo ...
黑石集团总裁乔恩・格雷:预期美联储将降息。
Sou Hu Cai Jing· 2025-12-10 18:57
黑石集团总裁乔恩・格雷:预期美联储将降息。 来源:滚动播报 ...
Blackstone (NYSE:BX) Conference Transcript
2025-12-10 18:22
Summary of Blackstone Conference Call - December 10, 2025 Company Overview - **Company**: Blackstone (NYSE: BX) - **Assets Under Management**: Over $1.2 trillion, making it the world's largest alternative asset manager [1][1] Economic Outlook - **General Sentiment**: More optimistic than most, citing resilience in the U.S. economy despite challenges like government shutdowns and high short rates [4][4] - **Private Equity Performance**: Q3 revenue growth of 9% for private equity companies [4][4] - **AI Capital Expenditure Cycle**: Identified as a major growth driver, positively impacting the alternative investment space [4][4] - **Inflation and Labor Market**: Inflation data appears better than reported; hiring difficulties have decreased significantly from 93% to 30% among CEOs [7][7] Investment Activity - **Capital Deployment**: Approximately $140 billion deployed over the last 12 months, with an acceleration in investment pace [10][10] - **Key Investment Themes**: - **Infrastructure**: Significant investments in data centers and energy transition [11][11] - **Secondary Market**: Strong position in the secondary space, providing liquidity at scale [12][12] - **Geographic Focus**: Positive outlook on India and Japan for real estate and private equity investments [13][13] - **Areas to Avoid**: Emerging markets outside India and the Middle East, and businesses at risk of disruption from AI [14][14][16][16] AI Investment Strategy - **AI as a Transformative Force**: Investments in infrastructure supporting AI, including data centers and energy [19][19] - **Risk Management**: Continuous assessment of AI risks in investment memos; focus on transforming legacy businesses with AI [25][25] Credit Market Insights - **Private Credit Growth**: Rapid growth in private credit, with a $500 billion portfolio that does not rely on balance sheets [32][32] - **Credit Quality**: Generally good credit quality with low loan-to-value ratios; EBITDA growth of 9% in portfolio companies [34][34] - **Market Dynamics**: Private credit is seen as a structural change benefiting borrowers and investors, with enduring premiums expected [40][40] Wealth Management - **Market Share**: Blackstone holds approximately 50% of the industry fee pool in the wealth market, with $290 billion in assets [41][41] - **Product Innovation**: Focus on delivering performance-driven products; potential for new collaborations and multi-asset credit products [44][44] Real Estate Outlook - **Market Recovery**: Signs of recovery in real estate after a challenging three years; demand for housing and logistics remains strong [55][55] - **Investment Strategy**: Active in privatizing REITs and investing ahead of market recovery [58][58] Fundraising Expectations - **Positive Outlook**: Anticipation of a strong fundraising year, driven by wealth management and institutional business growth [60][60] IPO and M&A Activity - **Market Activity**: Highest IPO pipeline since 2021; expected increase in M&A activity as cost of capital decreases [62][62] Long-term Business Evolution - **Growth Potential**: Alternatives market is seen as having significant room for growth; focus on delivering premium returns and maintaining quality [66][66][70][70] Conclusion - **Optimism for Future**: Strong confidence in Blackstone's ability to navigate market changes and capitalize on growth opportunities in various sectors [70][70]
New Wave Loans Provides $10.5 Million Loan for BH Group Assisted Living Acquisition “The Atrium Boca” from Blackstone
Globenewswire· 2025-12-09 22:47
MIAMI and BOCA RATON, Fla., Dec. 09, 2025 (GLOBE NEWSWIRE) -- BH GSC Boca LLC, a partnership formed with BH Group and an experienced assisted-living operator, has acquired The Atrium Boca, a licensed assisted-living facility located at 1080 NW 15th St, Boca Raton, Florida. The property was previously owned by Blackstone. The partners acquired the asset for $12.25 million, significant discount from Blackstone’s 2017 acquisition price of $21.8 million. The joint venture plans to reposition and stabilize the c ...