Blackstone Group LP (BX) Buy, Sell or Hold

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Blackstone Group LP (BX)

134.68

+6.93 (5.42%)

as of Aug 3, 2026, 8:00:00 pm Market Open.

69 watching

Investor Insights

Aug 3, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Experts have mixed opinions on Blackstone Group LP, with many agreeing it offers a favorable entry point due to its relative affordability and strong growth potential, currently boasting a 16x PE ratio and 18% growth. Despite the recent turmoil surrounding private credit concerns, the company demonstrated resilience by reporting a 26% increase in EPS, which has given some analysts confidence in its long-term prospects. There’s a notable trend of insider buying which validates confidence in BX. However, some experts are cautious due to competition in private equity and private credit sectors that may affect performance and fees. Overall, the stock remains a subject of interest, especially in light of potential macroeconomic shifts that could favor its recovery and success in the market.

Consensus

Hold

Valuation

Fair Value

Similar

KKR

WAIT

Asset managers tend to involve alternative assets, mostly private equity, and it's all debt-related. They have huge amounts of money to spend. When it's really great for them is a situation like March 2020. PEs are substantially higher today. Good to own at the right time, which is not now. Wait until the interest cycle changes.

BUY

Really likes the investment management sector. It should be pretty good business in a time of a decent market and reflation. Relative underperformer. When a group gets into gear, you want to look at the leaders.

BUY

A public vehicle in the quasi-private business. Takes advantage of opportunities in the marketplace, hold them until they mature, and then sells them. They continue churning money. Incredibly successful at it. Can continue to hold the company. They pay out a percentage of their profit bases. Switched from a LP to a regular listed company. Continues to pay fairly large distributions.

BUY

Blackstone vs. KKR Both good and both are global players. She likes the private equity space, and the way to invest here is through stocks like these. She plays this space through BAM. All have a strong global presence. Private equity will see continued secular growth with interest rates staying near zero. Large institutions are seeking returns in private equity and infrastructure and will invest more here.

COMMENT

Terrific managers. Down 8% this year so far.

BUY

Terrific managers. Down 8% this year so it's a good time to add or enter.

BUY ON WEAKNESS

They have a half-trillion dollars in assets. They just went from a partnership to a C-corp. It's lumpy, so buy in weakness.

DON'T BUY

A very well-run business. It’s in a competitive space and there are tax changes that could make it more profitable. The limit is the intellectual capital of the people running the business. At these valuations, he wouldn’t be a buyer, and if he had holdings, he would take some profits by selling half.

BUY

The largest private equity company in the world. BX has raised a ton of money lately, but the trouble is how do they put this money to work? Low interest rates help, because they leverage a lot. They are in real estate, and loans, not just private equity--so well-diversified. Problem is, BX now competes heavily in private markets (with BAM-N, for example), an area which enjoys higher rates of return. There's a lot of money chasing fewer deals. However, BX is an incredibly well-run company.

WEAK BUY

It has been a fantastic global private equity business. They made a huge play at rolling up a lot of these industrial real estate portfolios across the world. They do all kinds of different asset allocations across the world. They announced they will convert from a partnership into a corp. so the share price increased due to anticipation of this being part of an index, thereby making all kinds of institutions need to own it because it is the index. He prefers ONEX-T to BX-N.

COMMENT

There's been a big sell-off in financials with declining interest rates. BX just converted into a corporation, so funds could now buy it a He sold his shares before the July 1 conversion. A diversified holding.

WATCH

Trade tension exposure? He is not sure how their portfolio is exposed to the China trade tensions. Their success rides off credit availability (more is better for their company) and when they optimize the business before selling out of it (better when markets are weak). Strong markets and widening credit spreads make it tough right now. Keep it on the watch list though.

COMMENT

For CG-Q he has concerns about times when asset prices are bid up during strong market times. As an active asset manager, this can make their business more challenging. He would go for best in class in this category and that is BX-N.

BUY ON WEAKNESS

They should do well long-term. They continue to raise money for their funds in real estate -- the latest was $20 billion to buy DreamGlobal. You probably want to wait for a better entry point. Yield 3.5%

COMMENT

They converted from an LP to a corporation which attracted a different shareholder base (index funds). This shift spiked their valuation. He owns BAM instead, which shares the same drivers as BX: low yields, pension plans and institutional investors. These stocks are essentially synthetic bonds with assets. Trades at 15x forward distributed earnings. BX is a well-run company in a shareholder-friendly space.

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Blackstone Group LP (BX)