Insiders Are Buying the Dip in These 2 Stocks — and Morgan Stanley Is Backing the Move

Blackstone Overview - Blackstone is the world's largest alternative asset management company, with approximately $1.24 trillion in total assets under management, including over 250 portfolio companies and more than 12,500 real estate investments [3] - The company generated over $13 billion in revenues last year, despite its stock being down 20% year-to-date and 14% over the past month, maintaining a market cap of $172 billion [7] - Blackstone's private wealth channel manages around $288 billion, providing individual clients access to private markets and institutional-quality investment opportunities [1] Financial Performance - In the last reported quarter (3Q25), Blackstone's top line was $3.09 billion, down more than 15% year-over-year and missing forecasts by $20 million [8] - The company's distributable earnings per share (DEPS) for the quarter were $1.52, exceeding expectations by 29 cents, supporting a dividend of $1.29 per common share, which annualizes to $5.16 and offers a forward yield of 3.7% [8] Analyst Insights - Morgan Stanley analyst Michael Cyprys has a positive outlook on Blackstone, highlighting its advantageous positions in real estate and the overall quality of its portfolio [9] - Cyprys rates Blackstone as Overweight (Buy) with a price target of $215, indicating a one-year upside potential of 55% [12] - Analysts are divided on Blackstone, with a consensus of 6 Buys and 6 Holds, resulting in a 'Moderate Buy' rating [12] Insider Activity - Recent insider activity includes James Breyer, a member of Blackstone's Board of Directors, purchasing 13,900 shares for nearly $2 million, increasing his total stake to $9.75 million [9] Market Position and Future Prospects - Blackstone is positioned to benefit from improving real estate sentiment and increasing capital markets activity, with expectations of growth in the private wealth channel and emerging retirement opportunities [10][11] - The company is also expected to gain from a cyclical recovery, particularly as real estate transactions accelerate [11]