Blackstone Reports Robust 2025 Performance with Significant AUM Growth and 20% Dividend Increase; CEO Boosts Confidence with $30M Share Purchase Near 52-Week Lows
BX is trading near its 52-week low of $111.041 (2.1% above the low) on elevated volume (1.8× avg).
Summary
Blackstone Inc. delivered strong 2025 results with significant AUM growth and a 20% dividend increase, reinforcing a positive outlook further bolstered by the CEO's recent $30 million share purchase near 52-week lows.
Key Events · Earnings and Guidance · BX
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Strong Financial Performance
Net Income Attributable to Blackstone Inc. increased by 9% to $3.02 billion in 2025, with total revenues rising 9% to $14.45 billion. Segment Distributable Earnings saw significant increases across all segments, including 37% in Credit & Insurance and 10% in Private Equity.
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Substantial AUM Growth
Total Assets Under Management (AUM) grew by 13% to $1.275 trillion, with Fee-Earning AUM increasing by 11% to $921.7 billion. Perpetual Capital AUM, a key driver of recurring revenue, expanded by 18% to $523.6 billion.
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Increased Shareholder Returns
The company announced a 20% increase in its annual dividend for 2025, reaching $4.74 per share. An ongoing share repurchase program has $1.7 billion remaining, with $122.6 million repurchased in 2025.
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CEO Demonstrates Strong Conviction
Just three days prior to this filing, CEO Stephen A. Schwarzman made a $30 million open market purchase of company shares, a significant vote of confidence, especially as the stock is currently trading near its 52-week low.
Analysis · BX · Finance
Blackstone Inc.'s 2025 annual report confirms strong financial and operational performance, building on preliminary results. The company reported a 9% increase in net income and a substantial 13% growth in total Assets Under Management (AUM) to $1.275 trillion, driven by strong inflows across its Private Equity and Credit & Insurance segments. Notably, Perpetual Capital AUM grew by 18%, indicating a solid foundation for recurring revenues. The board's decision to increase the annual dividend by 20% to $4.74 per share signals confidence in future cash flows and commitment to shareholder returns. This positive outlook is further reinforced by CEO Stephen A. Schwarzman's recent $30 million open market share purchase, made while the stock is trading near its 52-week lows, demonstrating strong insider conviction.
At the time of this filing, BX was trading at $113.37 on NYSE in the Finance sector, with a market capitalization of approximately $139.3B. The 52-week trading range was $111.04 to $190.09. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.