Blackstone (BX) Stock Insights
BX$117.06+0.36 +0.31%
$134.74B
Market Cap
26.28
P/E
19.76
Forward P/E
53
Score
Blackstone (BX) Stock Insights
BX price $117.06 +0.36 +0.31%
- Ticker
- BX
- Price
- $117.06
- Change
- +0.36 +0.31%
- Market cap ?
- $134.74B
- P/E ?
- 26.28
- Forward P/E ?
- 19.76
- Dividend yield ?
- 4.39%
- Beta ?
- 1.59
- Sector
- Financial Services
- Industry
- Asset Management
- Stocklytics score
- 53
- Value
- 55
- Quality
- 52
- Growth
- 52
Stocklytics score rationale: value 55, quality 52, growth 52.
Financials
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|
| 4463471000 | 5975574000 | 5960247000 | 6373572000 | 5399330000 | 16850619000 | 7449857000 | 7438517000 | 11374228000 | 13828896000 |
Blackstone Inc. operates as a prominent alternative asset manager, specializing in a broad spectrum of investment strategies. Its expertise encompasses real estate, private equity, credit solutions, comprehensive hedge fund offerings, public debt and equity, multi-asset class approaches, and secondary funds of funds. While often backing nascent businesses, the firm also extends its services to capital markets. Its…
Fair value
BX fair value $123.26. Price $117.06. Price is 5% below fair value.
Around fair value, but less expensive than usual. A smaller premium than on 75% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 2.84B. Growth 13.04%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 12.00% (beta 1.6). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 1.15B. Net debt 10.67B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2027-02-04 | — | 1.70 | — | 4.29B |
| 2026-10-22 | 1.32 | 1.26 | 3.22B | 3.27B |
| 2026-07-23 | 1.52 | 1.34 | 3.80B | 3.42B |
| 2026-04-23 | 1.36 | 1.34 | 3.43B | 3.41B |
| 2026-01-29 | 1.75 | 1.54 | 3.94B | 3.68B |
| 2025-10-23 | 1.52 | 1.23 | 2.81B | 3.11B |
| 2025-07-24 | 1.21 | 1.10 | 3.71B | 2.79B |
| 2025-04-17 | 1.09 | 1.05 | 2.94B | 2.75B |
| 2025-01-30 | 1.69 | 1.48 | 2.81B | 3.79B |
| 2024-10-17 | 1.01 | 0.92 | 3.65B | 2.41B |
| 2024-07-18 | 0.96 | 0.98 | 2.67B | 2.58B |
| 2024-04-18 | 0.98 | 0.96 | 3.53B | 2.57B |
| 2024-01-25 | 1.11 | 0.95 | 1.29B | 2.57B |
| 2023-10-19 | 0.94 | 1.01 | 2.37B | 3.10B |
| 2023-07-20 | 0.93 | 0.92 | 2.74B | 2.41B |
| 2023-04-20 | 0.97 | 0.97 | 1.29B | 2.49B |
| 2023-01-26 | 1.07 | 0.96 | 1.85B | 2.71B |
| 2022-10-20 | 1.06 | 0.96 | 778.23M | 2.37B |
| 2022-07-21 | 1.49 | 1.47 | 404.08M | 3.57B |
| 2022-04-21 | 1.55 | 1.07 | 4.99B | 2.90B |
| 2022-01-27 | 1.71 | 1.37 | 5.66B | 3.09B |
| 2021-10-21 | 1.28 | 0.93 | 6.11B | 2.01B |
| 2021-07-22 | 0.82 | 0.80 | 5.22B | 2.01B |
| 2021-04-22 | 0.96 | 0.72 | 5.19B | 1.67B |
| 2021-01-27 | 1.13 | 0.89 | 3.73B | 2.68B |
| 2020-10-28 | 0.63 | 0.57 | 3.19B | 3.25B |
| 2020-07-23 | 0.43 | 0.43 | 2.53B | 2.52B |
| 2020-04-23 | 0.46 | 0.49 | -3.26B | 3.34B |
| 2020-01-30 | 0.72 | 0.67 | 2.04B | 1.95B |
| 2019-10-23 | 0.58 | 0.54 | 1.59B | 1.59B |
| 2019-07-18 | 0.57 | 0.48 | 1.46B | 1.25B |
| 2019-04-18 | 0.44 | 0.52 | 1.97B | 2.35B |
| 2019-01-31 | -0.02 | -0.00 | 460.33M | 1.08B |
| 2018-10-18 | 0.76 | 0.74 | 1.89B | 1.88B |
| 2018-07-19 | 0.90 | 0.75 | 2.59B | 2.19B |
| 2018-04-19 | 0.65 | 0.45 | 1.73B | 1.22B |
| 2018-02-01 | 0.71 | 0.70 | 1.88B | 1.85B |
| 2017-10-19 | 0.69 | 0.54 | 1.69B | 1.36B |
| 2017-07-20 | 0.59 | 0.62 | 1.49B | 1.61B |
| 2017-04-20 | 0.82 | 0.68 | 1.87B | 1.59B |
Dividends
Yield 4.47%. Payout ratio 141.84%. Frequency Quarterly.
Safety score 52/100 · Watch. Payout ratio is 142% of earnings, above what earnings cover. Dividends are larger than free cash flow. Dividends were paid in 20 separate years. Yield is 4.5%, in a range that is usually sustainable.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-11-02 | $1.12 | 2026-11-02 | 2026-11-09 | Quarterly |
| 2026-08-03 | $1.29 | 2026-08-03 | 2026-08-10 | Quarterly |
| 2026-05-04 | $1.16 | 2026-05-04 | 2026-05-11 | Quarterly |
| 2026-02-09 | $1.49 | 2026-02-09 | 2026-02-17 | Quarterly |
| 2025-11-03 | $1.29 | 2025-11-03 | 2025-11-10 | Quarterly |
| 2025-08-04 | $1.03 | 2025-08-04 | 2025-08-11 | Quarterly |
| 2025-04-28 | $0.93 | 2025-04-28 | 2025-05-05 | Quarterly |
| 2025-02-10 | $1.44 | 2025-02-10 | 2025-02-18 | Quarterly |
| 2024-10-28 | $0.86 | 2024-10-28 | 2024-11-04 | Quarterly |
| 2024-07-29 | $0.82 | 2024-07-29 | 2024-08-05 | Quarterly |
| 2024-04-26 | $0.83 | 2024-04-29 | 2024-05-06 | Quarterly |
| 2024-02-02 | $0.94 | 2024-02-05 | 2024-02-12 | Quarterly |
| 2023-10-27 | $0.80 | 2023-10-30 | 2023-11-06 | Quarterly |
| 2023-07-28 | $0.79 | 2023-07-31 | 2023-08-07 | Quarterly |
| 2023-04-28 | $0.82 | 2023-05-01 | 2023-05-08 | Quarterly |
| 2023-02-03 | $0.91 | 2023-02-06 | 2023-02-13 | Quarterly |
| 2022-10-28 | $0.90 | 2022-10-31 | 2022-11-07 | Quarterly |
| 2022-08-18 | $0.07 | 2022-08-21 | 2022-09-01 | Monthly |
| 2022-07-29 | $1.27 | 2022-08-01 | 2022-08-08 | Quarterly |
| 2022-04-29 | $1.32 | 2022-05-02 | 2022-05-09 | Quarterly |
| 2022-02-04 | $1.45 | 2022-02-07 | 2022-02-14 | Quarterly |
| 2021-10-29 | $1.09 | 2021-11-01 | 2021-11-08 | Quarterly |
| 2021-07-30 | $0.70 | 2021-08-02 | 2021-08-09 | Quarterly |
| 2021-04-30 | $0.82 | 2021-05-03 | 2021-05-10 | Semi-Annual |
| 2021-02-05 | $0.96 | 2021-02-08 | 2021-02-16 | Special |
| 2020-11-06 | $0.54 | 2020-11-09 | 2020-11-16 | Special |
| 2020-07-31 | $0.37 | 2020-08-03 | 2020-08-10 | Semi-Annual |
| 2020-05-01 | $0.39 | 2020-05-04 | 2020-05-11 | Quarterly |
| 2020-02-07 | $0.61 | 2020-02-10 | 2020-02-18 | Quarterly |
| 2019-11-01 | $0.49 | 2019-11-04 | 2019-11-12 | Quarterly |
| 2019-07-26 | $0.48 | 2019-07-29 | 2019-08-05 | Quarterly |
| 2019-04-26 | $0.37 | 2019-04-29 | 2019-05-06 | Quarterly |
| 2019-02-08 | $0.58 | 2019-02-11 | 2019-02-19 | Irregular |
| 2018-10-26 | $0.64 | 2018-10-29 | 2018-11-05 | Quarterly |
| 2018-07-27 | $0.58 | 2018-07-30 | 2018-08-06 | Monthly |
| 2018-04-27 | $0.35 | 2018-04-30 | 2018-05-07 | Quarterly |
| 2018-02-09 | $0.85 | 2018-02-12 | 2018-02-20 | Quarterly |
| 2017-10-27 | $0.44 | 2017-10-30 | 2017-11-06 | Quarterly |
| 2017-07-27 | $0.54 | 2017-07-31 | 2017-08-07 | Quarterly |
| 2017-04-27 | $0.87 | 2017-05-01 | 2017-05-08 | Quarterly |
| 2017-02-02 | $0.47 | 2017-02-06 | 2017-02-13 | Quarterly |
| 2016-11-03 | $0.41 | 2016-11-07 | 2016-11-14 | Monthly |
| 2016-07-28 | $0.36 | 2016-08-01 | 2016-08-08 | Quarterly |
| 2016-04-28 | $0.28 | 2016-05-02 | 2016-05-09 | Quarterly |
| 2016-02-04 | $0.61 | 2016-02-08 | 2016-02-16 | Quarterly |
| 2015-10-22 | $0.49 | 2015-10-26 | 2015-11-02 | Quarterly |
| 2015-07-23 | $0.73 | 2015-07-27 | 2015-08-03 | Quarterly |
| 2015-04-23 | $0.87 | 2015-04-27 | 2015-05-04 | Quarterly |
| 2015-02-05 | $0.77 | 2015-02-09 | 2015-02-17 | Quarterly |
| 2014-10-23 | $0.43 | 2014-10-27 | 2014-11-03 | Quarterly |
| 2014-07-24 | $0.54 | 2014-07-28 | 2014-08-04 | Quarterly |
| 2014-04-24 | $0.34 | 2014-04-28 | 2014-05-05 | Quarterly |
| 2014-02-06 | $0.57 | 2014-02-10 | 2014-02-18 | Quarterly |
| 2013-10-24 | $0.23 | 2013-10-28 | 2013-11-04 | Quarterly |
| 2013-07-25 | $0.23 | 2013-07-29 | 2013-08-05 | Quarterly |
| 2013-04-25 | $0.29 | 2013-04-29 | 2013-05-06 | Quarterly |
| 2013-02-07 | $0.41 | 2013-02-11 | 2013-02-19 | Quarterly |
| 2012-11-13 | $0.10 | 2012-08-15 | 2012-11-30 | Quarterly |
| 2012-08-13 | $0.10 | 2012-08-15 | 2012-08-31 | Quarterly |
| 2012-05-11 | $0.10 | 2012-05-15 | 2012-05-31 | Quarterly |
| 2012-03-13 | $0.22 | 2012-03-15 | 2012-03-30 | Quarterly |
| 2011-11-10 | $0.10 | 2011-11-15 | 2011-11-30 | Quarterly |
| 2011-08-11 | $0.10 | 2011-08-15 | 2011-08-31 | Quarterly |
| 2011-05-12 | $0.20 | 2011-05-16 | 2011-05-31 | Quarterly |
| 2011-03-11 | $0.31 | 2011-03-15 | 2011-03-31 | Quarterly |
| 2010-11-10 | $0.10 | 2010-11-15 | 2010-11-30 | Quarterly |
| 2010-08-11 | $0.10 | 2010-08-13 | 2010-08-31 | Quarterly |
| 2010-05-12 | $0.10 | 2010-05-14 | 2010-05-31 | Quarterly |
| 2010-03-11 | $0.29 | 2010-03-15 | 2010-03-31 | Quarterly |
| 2009-11-25 | $0.29 | 2009-11-30 | 2009-12-11 | Quarterly |
| 2009-08-27 | $0.29 | 2009-08-31 | 2009-09-11 | Quarterly |
| 2009-05-27 | $0.30 | 2009-05-29 | 2009-06-12 | Semi-Annual |
| 2008-11-25 | $0.29 | 2008-11-28 | 2008-12-12 | Quarterly |
| 2008-08-27 | $0.29 | 2008-08-29 | 2008-09-12 | Quarterly |
| 2008-05-28 | $0.29 | 2008-05-30 | 2008-06-13 | Quarterly |
| 2008-03-27 | $0.29 | 2008-03-31 | 2008-04-11 | Irregular |
| 2007-11-28 | $0.29 | 2007-11-30 | 2007-12-14 | Quarterly |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-10-21 | Blackstone Holdings IV L.P. | Buy | 76.34K | $26.20 | 2.00M |
| 2026-10-21 | Blackstone Holdings IV L.P. | Buy | 27.72K | $26.20 | 726.23K |
| 2026-09-30 | SP Marigold Acquisitions L.P. | Other | 0 | — | — |
| 2026-09-23 | Blackstone Holdings IV L.P. | Buy | 191.06K | $26.17 | 5.00M |
| 2026-09-23 | Blackstone Holdings IV L.P. | Buy | 637 | $26.17 | 16.66K |
| 2026-09-18 | Baratta Joseph | Sell | 42.25K | $123.35 | 5.21M |
| 2026-09-18 | Baratta Joseph | Sell | 57.75K | $124.13 | 7.17M |
| 2026-08-21 | Blackstone Holdings IV L.P. | Buy | 248.66K | $26.14 | 6.50M |
| 2026-08-21 | Blackstone Holdings IV L.P. | Buy | 23.98K | $26.14 | 626.86K |
| 2026-08-11 | Finley John G | Sell | 19.80K | $146.80 | 2.91M |
| 2026-08-11 | Finley John G | Sell | 25.20K | $147.36 | 3.71M |
| 2026-08-11 | Payne David | Sell | 9.50K | $145.23 | 1.38M |
| 2026-08-10 | Porat Ruth | Buy | 245 | $137.10 | 33.59K |
| 2026-08-10 | Porat Ruth | Buy | 126 | $137.32 | 17.31K |
| 2026-08-10 | Porat Ruth | Buy | 84 | $137.32 | 11.54K |
| 2026-08-04 | Sawhney Vikrant | Sell | 18.41K | $135.29 | 2.49M |
| 2026-08-04 | Sawhney Vikrant | Sell | 11.59K | $135.96 | 1.58M |
| 2026-08-03 | Parrett William G | Buy | 1.50K | $134.68 | 202.02K |
| 2026-08-03 | Parrett William G | Sell | 1.50K | $134.68 | 202.02K |
| 2026-06-23 | Blackstone Holdings IV L.P. | Buy | 765.11K | $26.14 | 20.00M |
| 2026-06-23 | Blackstone Holdings IV L.P. | Buy | 4.78K | $26.14 | 125.00K |
| 2026-05-11 | Porat Ruth | Buy | 229 | $123.19 | 28.27K |
| 2026-05-11 | Porat Ruth | Buy | 126 | $122.77 | 15.42K |
| 2026-05-11 | Porat Ruth | Buy | 84 | $122.77 | 10.28K |
| 2026-05-01 | Sawhney Vikrant | Sell | 16.96K | $125.55 | 2.13M |
| 2026-05-01 | Sawhney Vikrant | Sell | 13.05K | $126.11 | 1.65M |
| 2026-04-01 | Porat Ruth | Buy | 1.96K | — | — |
| 2026-04-01 | LAZARUS ROCHELLE B | Buy | 1.96K | — | — |
| 2026-04-01 | Parrett William G | Buy | 2.05K | — | — |
| 2026-04-01 | Brown Reginald J | Buy | 1.96K | — | — |
| 2026-04-01 | Chae Michael | Buy | 152.67K | — | — |
| 2026-04-01 | Baratta Joseph | Buy | 124.63K | — | — |
| 2026-04-01 | GRAY JONATHAN | Buy | 302.66K | — | — |
| 2026-04-01 | Payne David | Buy | 17.80K | — | — |
| 2026-04-01 | Finley John G | Buy | 152.22K | — | — |
| 2026-04-01 | BREYER JAMES | Buy | 1.96K | — | — |
| 2026-04-01 | Sawhney Vikrant | Buy | 129.08K | — | — |
| 2026-03-10 | Finley John G | Sell | 7.50K | — | — |
| 2026-03-10 | Finley John G | Buy | 7.50K | — | — |
| 2026-02-17 | Porat Ruth | Buy | 276 | $130.30 | 35.91K |
| 2026-02-17 | Porat Ruth | Buy | 149 | $131.11 | 19.59K |
| 2026-02-17 | Porat Ruth | Buy | 100 | $131.11 | 13.06K |
| 2026-02-11 | Baratta Joseph | Sell | 41.29K | — | — |
| 2026-02-11 | Baratta Joseph | Buy | 41.29K | — | — |
| 2026-01-12 | Payne David | Buy | 1.66K | — | — |
| 2026-01-12 | Sawhney Vikrant | Buy | 29.46K | — | — |
| 2026-01-12 | Finley John G | Buy | 14.96K | — | — |
| 2026-01-12 | Chae Michael | Buy | 41.17K | — | — |
| 2026-01-12 | GRAY JONATHAN | Buy | 51.22K | — | — |
| 2026-01-12 | Baratta Joseph | Buy | 51.22K | — | — |
| 2025-12-10 | Chae Michael | Sell | 63.96K | — | — |
| 2025-12-10 | Baratta Joseph | Sell | 60.00K | — | — |
| 2025-11-12 | Parrett William G | Buy | 2.24K | — | — |
| 2025-11-12 | Parrett William G | Sell | 2.24K | — | — |
| 2025-11-10 | Porat Ruth | Buy | 207 | $148.92 | 30.83K |
| 2025-11-10 | Porat Ruth | Buy | 117 | $143.40 | 16.81K |
| 2025-11-10 | Porat Ruth | Buy | 78 | $143.40 | 11.20K |
| 2025-11-09 | Parrett William G | Buy | 1.53K | — | — |
| 2025-11-04 | BREYER JAMES | Buy | 10.20K | $144.21 | 1.47M |
| 2025-11-04 | BREYER JAMES | Buy | 3.70K | $142.89 | 528.69K |
| 2025-10-29 | BREYER JAMES | Buy | 13.17K | $151.23 | 1.99M |
| 2025-09-25 | Baratta Joseph | Sell | 109.20K | $175.67 | 19.18M |
| 2025-09-25 | Baratta Joseph | Sell | 3.80K | $176.40 | 669.97K |
| 2025-09-15 | Brown Reginald J | Buy | 1.15K | — | — |
| 2025-09-09 | Finley John G | Sell | 10.00K | — | — |
| 2025-09-08 | Finley John G | Sell | 21.50K | $171.46 | 3.69M |
| 2025-09-03 | Chae Michael | Sell | 29.41K | — | — |
| 2025-09-03 | Baratta Joseph | Sell | 60.00K | — | — |
| 2025-08-14 | Sawhney Vikrant | Sell | 24.36K | $172.99 | 4.21M |
| 2025-08-14 | Sawhney Vikrant | Sell | 18.45K | $174.04 | 3.21M |
| 2025-08-14 | Sawhney Vikrant | Sell | 8.03K | $174.69 | 1.40M |
| 2025-08-11 | Porat Ruth | Buy | 143 | $170.61 | 24.47K |
| 2025-08-11 | Porat Ruth | Buy | 79 | $169.72 | 13.34K |
| 2025-08-11 | Porat Ruth | Buy | 52 | $169.72 | 8.89K |
| 2025-08-07 | Payne David | Sell | 9.40K | $169.97 | 1.60M |
| 2025-08-05 | Baratta Joseph | Sell | 73.06K | $167.19 | 12.21M |
| 2025-08-05 | Baratta Joseph | Sell | 26.94K | $167.83 | 4.52M |
| 2025-07-14 | BREYER JAMES | Buy | 1.29K | — | — |
| 2025-07-09 | LAZARUS ROCHELLE B | Buy | 1.33K | — | — |
| 2025-06-25 | Porat Ruth | Buy | 1.46K | — | — |
| 2025-05-08 | Finley John G | Sell | 24.76K | $138.46 | 3.43M |
| 2025-05-08 | Finley John G | Sell | 242 | $139.04 | 33.65K |
| 2025-05-05 | Porat Ruth | Buy | 87 | $137.14 | 11.96K |
| 2025-05-05 | Porat Ruth | Buy | 150 | $135.86 | 20.41K |
| 2025-05-05 | Porat Ruth | Buy | 58 | $137.14 | 7.97K |
| 2025-04-30 | Finley John G | Sell | 72.00K | — | — |
| 2025-04-01 | Payne David | Buy | 12.10K | — | — |
| 2025-04-01 | Finley John G | Buy | 100.81K | — | — |
| 2025-04-01 | Chae Michael | Buy | 100.81K | — | — |
| 2025-04-01 | Baratta Joseph | Buy | 67.21K | — | — |
| 2025-04-01 | Sawhney Vikrant | Buy | 85.69K | — | — |
| 2025-04-01 | GRAY JONATHAN | Buy | 201.62K | — | — |
| 2025-03-04 | Parrett William G | Buy | 1.24K | — | — |
| 2025-03-04 | Parrett William G | Sell | 1.24K | — | — |
| 2025-02-18 | Porat Ruth | Buy | 190 | $164.86 | 31.33K |
| 2025-02-18 | Porat Ruth | Buy | 111 | $164.82 | 18.36K |
| 2025-02-18 | Porat Ruth | Buy | 74 | $164.82 | 12.24K |
| 2025-01-10 | Sawhney Vikrant | Buy | 24.04K | — | — |
| 2025-01-10 | GRAY JONATHAN | Buy | 41.80K | — | — |
| 2025-01-10 | Chae Michael | Buy | 33.60K | — | — |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 2.25K, holders +24 vs prior quarter. Ownership 71.82%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BLACKROCK, INC. | 51.94M | -759.45K | -1.44% | 6.11B |
| VANGUARD CAPITAL MANAGEMENT LLC | 48.51M | 200.53K | +0.42% | 5.71B |
| MORGAN STANLEY | 34.84M | 2.35M | +7.23% | 4.10B |
| STATE STREET CORP | 32.46M | 435.91K | +1.36% | 3.82B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23.50M | 2.14M | +10.02% | 2.77B |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 23.50M | 23.50M | New | 2.77B |
| JPMORGAN CHASE & CO | 19.16M | 3.23M | +20.27% | 2.20B |
| GEODE CAPITAL MANAGEMENT, LLC | 18.37M | 48.74K | +0.27% | 2.15B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 15.77M | -270.25K | -1.69% | 1.86B |
| CAPITAL RESEARCH GLOBAL INVESTORS | 13.20M | -1.55M | -10.49% | 1.55B |
| BANK OF AMERICA CORP /DE/ | 11.59M | 56.85K | +0.49% | 1.36B |
| GOLDMAN SACHS GROUP INC | 8.74M | 1.23M | +16.31% | 1.03B |
| UBS GROUP AG | 7.31M | 6.50M | +796.72% | 860.34M |
| NORTHERN TRUST CORP | 6.94M | -207.61K | -2.91% | 816.12M |
| CAPITAL WORLD INVESTORS | 6.94M | 8.79K | +0.13% | 816.12M |
| NORGES BANK | 6.72M | 6.72M | New | 790.68M |
| WELLS FARGO & COMPANY/MN | 6.40M | 829.94K | +14.91% | 752.70M |
| CLEARBRIDGE INVESTMENTS, LLC | 5.91M | 2.86M | +93.44% | 695.67M |
| LEGAL & GENERAL GROUP PLC | 5.14M | 253.69K | +5.19% | 605.27M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.10M | 4.22M | +478.10% | 600.42M |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 4.96M | -252.42K | -4.84% | 584.13M |
| ROYAL BANK OF CANADA | 4.85M | 153.41K | +3.27% | 570.76M |
| BANK OF NEW YORK MELLON CORP | 4.37M | -146.51K | -3.24% | 514.74M |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 4.35M | 52.76K | +1.23% | 512.25M |
| VANGUARD FIDUCIARY TRUST CO | 4.25M | -60.90K | -1.41% | 500.01M |
Insights
- Revenue by product
| Period | Value |
|---|---|
| FY2011 | Hedge Fund Solutions Segment: 338545000.0, Private Equity Segment: 578834000.0, Real Estate Segment: 1581348000.0 |
| FY2012 | Hedge Fund Solutions Segment: 459201000.0, Private Equity Segment: 828059000.0, Real Estate Segment: 1634328000.0 |
| FY2013 | Credit: 880250000.0, Financial Advisory: 420203000.0, Hedge Fund Solutions: 648610000.0, Private Equity Funds: 1457312000.0, Real Estate: 3205125000.0 |
| FY2014 | Credit Segment: 742548000.0, Financial Advisory Segment: 434305000.0, Hedge Fund Solutions Segment: 657837000.0, Private Equity Segment: 2715924000.0, Real Estate Segment: 2986680000.0 |
| FY2015 | Credit Segment: 484751000.0, Financial Advisory Segment: 308042000.0, Hedge Fund Solutions Segment: 590306000.0, Private Equity Segment: 1382114000.0, Real Estate Segment: 1790719000.0 |
| FY2016 | Credit Segment: 898456000.0, Hedge Fund Solutions Segment: 605741000.0, Private Equity Segment: 1360509000.0, Real Estate Segment: 2197158000.0 |
| FY2017 | Credit Segment: 895140000.0, Hedge Fund Solutions Segment: 728280000.0, Private Equity Segment: 2009005000.0, Real Estate Segment: 3154347000.0 |
| FY2018 | Investment Advice: 3027796000.0, Investment Performance: 57540000.0 |
| FY2019 | Investment Advice: 3472155000.0, Investment Performance: 129911000.0 |
| FY2020 | Investment Advice: 4092549000.0, Investment Performance: 138661000.0 |
| FY2021 | Investment Advice: 5170707000.0, Investment Performance: 253991000.0 |
| FY2022 | Investment Performance: 525127000.0 |
| FY2023 | Hedge Fund Solutions Segment: 230501000.0, Private Equity Segment: 1268483000.0, Real Estate Segment: 294240000.0 |
| FY2024 | Private Equity Segment: 1392447000.0, Real Estate Segment: 203425000.0 |
| FY2025 | Private Equity Segment: 1670108000.0, Real Estate Segment: 489648000.0 |
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