InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$106.63

2026-10-16

Market Cap

$122.7B

Volume

7.0M

52-Wk High

$165.14

52-Wk Low

$101.73

Trailing PE

23.7

P/S

7.65

Gross Margin

88.8%

Net Margin

21.9%

ROE

41%

ROIC

137%

Piotroski

7/9

Altman Z

3.5

1-Yr Return

-31.9%

5-Yr Return

+170.6%

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 real estate division targets diverse opportunities: high-potential opportunistic ventures, core-plus assets, and stable, income-generating commercial properties. Additionally, it engages in debt investments secured by commercial real estate. These activities span North America, Europe, and Asia. Blackstone's global private equity arm executes varied transactions, including substantial buyouts, mid-market acquisitions, special situations, and distressed mortgage loans. They also manage "buy and build" platforms, which involve consolidating multiple acquisitions under a single management team, alongside growth equity and development projects, often taking significant majority stakes or minority positions in operating companies. The scope of its investments covers sectors like shipping, real estate, corporate and consumer debt, and greenfield alternative energy projects in energy, power, and property development. The firm actively seeks opportunities in dislocated markets, shipping, financial institution breakups, reinsurance, and initiatives aimed at improving freight mobility. Key industry focuses further include financial services, healthcare, life sciences, enterprise technology, and consumer goods, including consumer tech. Beyond these, it actively explores investment prospects across Asia and Latin America, typically maintaining a three-year investment period for its ventures. The hedge fund business provides a broad range of commingled and customized fund solutions. Concurrently, its credit division concentrates on loans and securities issued by non-investment grade entities. These span the entire capital structure, encompassing senior debt, subordinated debt, preferred stock, and common equity. Established in 1985, Blackstone Inc. is headquartered in New York City, with a significant global presence through additional offices throughout Asia, Europe, and North America.

SectorFinancial ServicesIndustryAsset ManagementExchangeNYSEMarket Cap$122.7BEmployees5,285 (SEC-filed)CEOStephen Allen SchwarzmanIPO2007-06-22CountryUS

345 Park Avenue, New York City, NY 10154 · Tel 212 583 5000 · blackstone.com

INSIDERSTREET SCORE75 / 100Street mean $140.00 (9 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALTWO-WAY FLOW$25.3M buys against $28.2M sells / 6 mo

1 Year vs S&P 500 · BX -31.9% · S&P 500 +15.9% · spread -47.8pp

7 Years vs S&P 500 · BX +170.6% · S&P 500 +189.9% · spread -19.2pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE75of 100

Score Breakdown

Profitability	87/100
Growth	79/100
Momentum	99/100
Quality	80/100
Earnings Quality	91/100
Balance Sheet	49/100
Value	40/100
Risk (safety)	65/100
Overall	74.7/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
BLK	39
BN	33
KKR	59
BAM	50
APO	54
STT	17
BX	75

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 80 in 24 Q1, latest 75 — -6 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY75 / 100IS Score 74.7 / 100 · -5.6 from peak of 80

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 12 / 100 · Power -75 · 1 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 75, price structure 12 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 74.7	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 74 → 69 → 66 → 75	the direction matters more than the level
Technical vote share back above 50%	now 9%	price structure no longer broken
Institutional holder count rises two quarters running	peak 2,261 → now 2,135	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score4 of 4top 0% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)3 buys2026-04-13

Insider Buys (180d)10$25.26M

ETF Funds (30d)1134 up / 808 downnet +326 funds

Institutions Added (13F)22managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 2,261 · latest 2,135 (-126 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	2,135	561.5M	$65.4B	71.7%
2026 Q1	2,113	524.0M	$59.6B	66.9%
2025 Q4	2,261	511.9M	$78.0B	65.3%
2025 Q3	2,177	509.4M	$86.0B	65.0%
2025 Q2	2,090	581.8M	$75.3B	74.3%
2025 Q1	2,061	512.3M	$70.4B	65.4%
2024 Q4	2,112	511.7M	$86.9B	65.3%
2024 Q3	1,909	511.7M	$76.2B	65.3%
2024 Q2	1,840	496.5M	$60.3B	63.4%
2024 Q1	1,824	494.1M	$63.8B	63.1%
2023 Q4	1,789	500.9M	$64.8B	63.9%
2023 Q3	1,641	489.1M	$52.3B	62.4%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Blackstone Holdings Iv L.P.	10 percent owner	2026-09-23	BUY	191,058	$5.00M	8,895,478
Blackstone Holdings Iv L.P.	10 percent owner	2026-09-23	BUY	637	$0.02M	29,399
Baratta Joseph	director	2026-09-18	SELL	42,246	$5.21M	829,353
Baratta Joseph	director	2026-09-18	SELL	57,754	$7.17M	771,599
Finley John G	Chief Legal Officer	2026-08-11	SELL	19,802	$2.91M	541,215
Finley John G	Chief Legal Officer	2026-08-11	SELL	25,198	$3.71M	516,017
Payne David	Chief Accounting Officer	2026-08-11	SELL	9,500	$1.38M	64,448
Porat Ruth	director	2026-08-10	BUY	126	$0.02M	41,944

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	9	214,514	$28.2M	Counted
P — Open-market purchases	10	962,482	$25.3M	Counted
G — Gifts	1	7,500	—	None

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalTwo-Way Flow

Open-Market Sells$28.2M9 txns / 6 mo

Open-Market Buys$25.3M10 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-09-18	Baratta Joseph	100,000	$12.4M
2026-08-11	Payne David	9,500	$1.4M
2026-08-11	Finley John G	45,000	$6.6M
2026-08-04	Sawhney Vikrant	30,000	$4.1M
Trailing 12 mo	7 filings	349,014	$52M

Filed	Form	Reporting person	% of class	Shares
2026-04-29	SCHEDULE 13G	Vanguard Capital Management	7.53%	55.9M sh
2026-03-26	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change
2025-02-13	SCHEDULE 13G/A	Capital World Investors	4.60%	33.2M sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-01-29	2026-02-10
Julie Johnson	House	SELL	$1,001 - $15,000	2025-12-18	2026-01-16
Julie Johnson	House	SELL	$1,001 - $15,000	2025-12-18	2026-01-16
Mark Warner	Senate	BUY	$1,001 - $15,000	2026-04-13	2026-05-01
Mark R. Warner	Senate	BUY	$1,001 - $15,000	2026-04-13	2026-05-01
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-20

House 12-Mo13 trades5 purchases

Senate 12-Mo6 trades3 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)2,113

13F Shares524M66.9% of shares out

New / Closed194 / 310positions, QoQ

Increased / Reduced914 / 784positions, QoQ

Put/Call (13F)0.97option positions

Free Float98.9%743M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Douglas Lane & Associates, Llc	605,982	$68M
Fort Washington Investment Advisor	576,674	$65M
Walnut Private Equity Partners, Ll	372,142	$42M
Wealth Enhancement Advisory Servic	291,135	$30M
Howard Capital Management Group, L	287,737	$32M
Td Waterhouse Canada Inc.	277,236	$31M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$2.7B
VSMPX	0.1%	$2.7B
VTSAX	0.1%	$2.7B
VTI	0.1%	$2.7B
SCHD	2.0%	$2.2B
VOO	0.1%	$2.2B

13F Filers Holding BX — quarterly

Institutional Put/Call — quarterly

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Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session39.2%2026-10-15

20-Day Avg42.8%50-day 51.8%

TrendFalling20d vs 50d

By Market CenterQ: 39% · N: 41% · B: 28%latest session

Weekly Notional ($B)

Where BX Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	8.2M	61 sh
Ubsa Ubs Ats	6.8M	67 sh
Ebxl Level Ats	6.0M	58 sh
Sgmt Sigma X2	4.8M	62 sh
Mlix Instinct X	3.0M	83 sh
Cgxs Onechronos	2.6M	99 sh

Where a dollar of Blackstone Inc. revenue goes. All values FY2025 filings, live.

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BX (live moat model)Peer median: BLK · BN · KKR · BAM · APO

Component scores from the live moat model. Peer median illustrative.

Moat score 54/100 — Weak; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Stephen Allen Schwarzman	Chairman, Chief Executive Officer & Co-Founder
Jonathan D. Gray CIMA	President, COO & Director
Vikrant Sawhney	Chief Administrative Officer & Global Head of Institutional Client Solutions
Michael S. Chae	Chief Financial Officer & Vice Chairman

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+11.0%

Next Report2026-10-22

Income Quality0.66OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+212.1%	-55.8%	-0.2%	+52.9%	+21.6%
Gross profit	+218.2%	-57.2%	-1.8%	+56.0%	+8.9%
Operating income	+418.0%	-74.5%	-14.6%	+118.4%	+11.1%
Net income	+460.3%	-70.2%	-20.4%	+99.6%	+8.7%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	16.9	7.4	7.4	11.4	13.8
Cost of revenue	0.2	0.3	0.4	0.4	1.9
Gross profit	16.7	7.1	7.0	10.9	11.9
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	0.9	1.1	1.2	1.4	1.5
Operating income	13.6	3.5	3.0	6.5	7.2
EBITDA	13.6	3.5	3.0	6.5	7.2
D&A	0.1	0.1	0.0	0.0	0.0
Pretax income	13.6	3.5	3.0	6.5	7.2
Income tax	1.2	0.5	0.5	1.0	1.1
Net income	5.9	1.7	1.4	2.8	3.0
Diluted EPS ($)	8.13	2.36	1.84	3.62	3.88
Diluted shares (M)	720	741	755	767	781

Operating CF$2B

CapEx$0B

Free cash flow$2B

SBC$2B

Buybacks$0B

Net cash change$1B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	4.3	3.0	2.0	2.9
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	4.6	4.7	5.6	6.6
Total current assets	9.0	7.8	7.8	9.5
PP&E (net)	1.3	1.4	1.3	1.6
Goodwill + intangibles	2.1	2.1	2.1	2.0
Total assets	42.5	40.3	43.5	47.7
Accounts payable	1.3	2.3	0.0	0.0
Short-term debt	0.0	0.0	0.0	0.0
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	1.3	2.3	0.0	12.5
Long-term debt	13.4	12.3	12.3	13.3
Total liabilities	22.8	22.2	24.0	25.8
Shareholders' equity	19.7	18.1	19.5	21.9

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	3.0	2.4	5.4	3.0
D&A	0.1	0.0	0.0	0.0
Stock-based compensation	0.0	0.0	0.0	1.9
Working capital change	(1.1)	(0.6)	(1.5)	(1.7)
Operating cash flow	6.3	4.1	3.5	1.9
Capital expenditures	(0.2)	(0.2)	(0.1)	(0.1)
Investing cash flow	(0.2)	(0.2)	(0.1)	5.3
Buybacks	(0.5)	(0.4)	(0.7)	(0.3)
Dividends paid	(6.5)	(4.3)	(4.4)	(6.0)
Debt issuance / (repay)	3.2	(0.0)	0.6	1.0
Financing cash flow	(3.8)	(5.1)	(4.5)	(6.4)
Free cash flow	6.1	3.8	3.4	1.7

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	72.9%	20.5%	19.2%	36.9%	35.8%	41%
ROA	17.4%	4.2%	3.4%	6.6%	6.6%	7.1%
ROIC	77.3%	17.8%	15.1%	29.4%	30.3%	136.7%
Gross margin	98.8%	95.7%	94.2%	96.1%	86.0%	88.8%
Operating margin	80.5%	46.5%	39.8%	56.8%	51.9%	52.1%
Net margin	34.8%	23.5%	18.7%	24.4%	21.8%	21.9%
EBITDA margin	80.9%	47.4%	40.3%	57.1%	52.2%	52.3%
FCF margin	23.3%	81.9%	51.5%	30.1%	25.1%	—
VALUATION
P/E	14.01	28.81	67.51	46.31	39.87	23.7
P/B	8.71	6.58	13.77	15.66	13.89	9.3
P/S	4.87	6.76	12.62	11.30	8.70	7.65
P/FCF	20.92	8.25	24.50	37.60	34.62	27.8
EV/EBITDA	6.50	16.85	34.44	21.38	18.25	16.0
EV/Revenue	5.26	7.98	13.88	12.21	9.52	8.4
Earnings yield	7.1%	3.5%	1.5%	2.2%	2.5%	4.21%
FCF yield	4.8%	12.1%	4.1%	2.7%	2.9%	3.60%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	8.01	7.21	3.44	—	0.76	0.92
Quick ratio	8.01	7.21	3.44	—	0.76	0.92
Debt / equity	0.92	1.75	1.80	1.50	1.63	1.56
Debt / assets	21.2%	31.4%	30.5%	28.3%	29.7%	28.1%
Net debt / EBITDA	0.48	2.58	3.11	1.59	1.57	1.37
Interest coverage	68.39	10.91	6.85	14.56	14.12	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.50	0.18	0.18	0.27	0.30	0.32
Receivables turnover	3.59	1.50	1.60	2.21	4.66	23.2
DSO (days)	102	243	227	165	78	16
DPO (days)	1523	1259	1491	937	0	—
Cash conversion cycle	-1421	-1017	-1264	-771	78	16
GROWTH (YoY)
Revenue growth	212.1%	-55.8%	-0.2%	52.9%	21.6%	—
Net income growth	460.3%	-70.2%	-20.4%	99.6%	8.7%	—
EPS growth	440.1%	-70.8%	-22.0%	96.9%	7.0%	—
FCF growth	115.0%	55.6%	-37.2%	-10.8%	1.6%	—
PER SHARE ($)
EPS (diluted, TTM)	8.06	2.35	1.83	3.61	3.87	4.49
Book value / share	12.97	10.31	8.99	10.68	11.10	28.64
Revenue / share	23.20	10.03	9.81	14.80	17.71	20.48
FCF / share	5.40	8.21	5.05	4.45	4.45	5.64
Cash / share	2.92	5.72	3.90	2.57	3.66	3.20
SHAREHOLDER RETURN & SCORES
Buyback yield	1.6%	0.9%	0.4%	0.5%	0.3%	0.31%
Altman Z-Score	4.34	2.04	3.15	4.21	3.51	3.5
Piotroski F-Score	6	3	5	7	5	7/9
Beneish M-Score	-1.78	-2.60	-2.73	-1.73	-1.97	-3.42

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	3.5	Safe (>2.99)	Safe
Income quality	0.66	Accrual-heavy	OCF ÷ net income
Beneish M-Score	-3.42	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.44
Interest burden	0.97
Operating margin	52.1%
Asset turnover	0.34×
Financial leverage	5.49×
= ROE	41%

Growth Quality (live)	Value
Revenue stability	0.11
Earnings stability	0.12
Earnings persistence	0.91
Revenue CAGR 3y	34.1%
EPS CAGR 3y	39.8%
FCF CAGR 3y	7.9%

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Buyback Yield0.31%

Dividend Yield4.90%

Total Shareholder Return7.24%cash yield

SBC / Revenue1.1%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
BLK	$175.7B	25.5	12%	21.4%	+24.7%	6/9	-2.7%
BN	$81.7B	65.2	3%	1.8%	+2.2%	6/9	-16.3%
KKR	$77.4B	25.7	11%	12.4%	+30.7%	8/9	-26.5%
BAM	$72.4B	26.3	10%	52.9%	+26.5%	4/9	-15.6%
APO	$65.4B	24.0	14%	12.1%	+34.6%	6/9	—
STT	$45.5B	13.3	12%	18.0%	+2.2%	6/9	—
AMP	$44.2B	11.9	63%	22.2%	+9.0%	5/9	—
ARES	$36.9B	49.0	15%	10.5%	+45.4%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

30 Analysts

Str Sell (0)Sell (1)Hold (10)Buy (19)Str Buy (0)

Mean Target (qtr)$140.009 targets

Target vs. Price+31.3%last-quarter mean

Next Report2026-10-22street $1.28

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$14.36B	$14.76B / $13.81B	$5.92	$6.03 / $5.77	16
FY2027	$18.07B	$20.33B / $16.95B	$7.39	$8.05 / $6.76	17
FY2028	$19.32B	$21.74B / $15.84B	$8.11	$8.90 / $7.08	12

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$137.00	+28.5%	3
Last Quarter	$140.00	+31.3%	9
Last Year	$157.19	+47.4%	27
All Time	$140.13	+31.4%	79

Rolling mean of published targets vs. last close $106.63. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B+

DCF

4/5

ROE

5/5

ROA

5/5

Debt/Eq

2/5

P/E

1/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

BX -31.9% vs S&P 500 +15.9% — spread -47.8pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

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Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$114.03	-7.40	-6.49%	Below
SMA 50	$128.20	-21.57	-16.83%	Below
SMA 200	$125.90	-19.27	-15.31%	Below
EMA 9	$110.39	-3.76	-3.41%	Below
EMA 21	$114.96	-8.33	-7.25%	Below
EMA 50	$121.65	-15.02	-12.35%	Below
EMA 200	$128.74	-22.11	-17.17%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

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TECHNICAL VERDICTBEARISHPower Score -751 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%10

Momentum 25%0

Volume 20%19

Volatility 10%0

Patterns 15%38

This Week9% bullishof 11 price-based votes

4 Weeks Ago9%+0 pts since

12 Weeks Ago55%-46 pts since

ReadStabilizingweek-over-week trajectory

Price vs SMA 20$114.03

Price vs SMA 50$128.20

Price vs SMA 200$125.90

EMA 9/21 Cross110.4/115.0

SMA 50/200Golden

ADX DirectionADX 44

Supertrend$118

Parabolic SAR$115

SMA Slope-0.920

RSI30.9

Stochastic K/D16/17

StochRSI K/D41/43

Williams %R-88

CCI-118

TSI vs Signal-38.6

CMO-38.2

ROC-4.58%

OBV SignalDistrib

Chaikin MF-0.170

MFI41

Force Index-5M

Elder Ray Bull-4.11

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 17

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$108.31 / $110.93 / $112.65	S1 / S2	$106.59 / $103.97
Bollinger (20,2)	$104.12 – $123.94	Squeeze	Off
52-wk range	$101.73 – $163.87	Off 52-wk high	-34.9%
ATR (14)	$3.77 (3.5%)	Historical vol	31.6%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+2.0%Jan68%

-1.4%Feb42%

+2.2%Mar63%

+3.7%Apr56%

+0.4%May61%

-1.1%Jun37%

+5.7%Jul74%

-1.9%Aug42%

+1.4%Sep58%

+1.1%Oct53%

+1.2%Nov63%

+1.5%Dec63%

Sample: 19 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	BX	S&P 500
Weekly volatility (σ, 1y)	5.05%	1.83%
Best / worst week (1y)	+12.4% / -11.6%	—
Max drawdown (5y, monthly)	-47.0%	—
1-week VaR (95%)	-8.3%	—
Beta (5y)	1.56	1.00

BX EQUITY WEATHER (LIVE)STORMY · -50

Trend-54

Momentum-49

Volume-49

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 537 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

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Overall-49.6-32.6 vs industry

Trend-54.3-44.4 vs industry

Momentum-49.3-42.3 vs industry

Volume-48.7-48.7 vs industry

Reading	BX	Asset Management n=10,831	Financial Services n=24,134	All US symbols n=70,435
Overall	-49.6	-17.0	-16.3	-20.5
Trend	-54.3	-9.8	-12.5	-21.3
Momentum	-49.3	-7.0	-4.4	-15.8
Volume	-48.7	+0.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Pillar (live disclosure scores)	Score
Environmental	53
Social	68
Governance	55
Composite ESG	59

Composite ESG Trend

Filed	8-K contents	Items
2026-10-15	Officer/Director Change	5.02
2026-09-22	Regulation FD; Exhibits	7.01,9.01
2026-07-23	Earnings Release; Exhibits	2.02,9.01
2026-06-23	Regulation FD; Exhibits	7.01,9.01
2026-04-23	Earnings Release; Exhibits	2.02,9.01
2026-03-24	Regulation FD; Exhibits	7.01,9.01
2026-01-29	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-11-03	Entry into Material Definitive Agreement; Creation of Direct Financial	1.01,2.03,8.01,9.01

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-28 to 2026-07-23
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	46 rows · 2010 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-08-04 to 2026-09-23
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	3 rows · 2025-02-13 to 2026-04-29
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Blackstone Inc. (BX)

Blackstone Inc. (BX)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Blackstone Inc. (BX)

Institutions holding — 12 quarters

Blackstone Inc. (BX)

Monthly Net Insider Flow (000 shares)

Signal Summary

Blackstone Inc. (BX)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding BX — quarterly

Institutional Put/Call — quarterly

Blackstone Inc. (BX)

Where BX Trades in the Dark

Blackstone Inc. (BX)

3.8 · Employees (SEC filings)

Blackstone Inc. (BX)

Blackstone Inc. (BX)

Blackstone Inc. (BX)

Balance Sheet — Full

Cash Flow Statement — Full

Blackstone Inc. (BX)

Blackstone Inc. (BX)

Blackstone Inc. (BX)

Blackstone Inc. (BX)

Street Price Target — Trajectory

Third-Party Composite Rating

Blackstone Inc. (BX)

Blackstone Inc. (BX)

Family Scores (site weights)

Blackstone Inc. (BX)

Blackstone Inc. (BX)

Blackstone Inc. (BX)