BX
stock Financial Services Asset ManagementOverall Mixed · 60%
- Fundamentals Strong
- Trajectory Slipping
- Leadership Stable
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Bearish 0 of 5 trend signals bullishRSI 34 — soft momentum, not yet oversold.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $110.30
- -4.01%
- Close
- $110.30
- -4.01%
- Current
- $110.30
- Prev close
- $114.91
- Today
- 7.24M
- 3-mo avg
- 7.54M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 2389 days ago
- Next expected
- Jul 23in 2 days
Recent earnings dates
- Apr 23 89 days ago
- Jan 29 173 days ago
- Oct 23, 2025 271 days ago
- Oct 23, 2025 271 days ago
Past earnings dates come from BX’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 53d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), BX’s fundamentals read as strong overall.
At 28.3x, investors are paying up; a fair amount of future growth is already in the price.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 4.3% yield is a healthy, generally sustainable level of cash income.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A 20.9% margin is strong; the company keeps a healthy slice of every revenue dollar.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 34.8% return on equity is strong; the company compounds owners' capital well.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 6.3% return on assets is reasonable for a company of this kind.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 2.98, the company leans heavily on borrowing, which adds risk if results weaken.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue grew 9.2% from the prior year: steady, modest expansion.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income grew 8.7% from the prior year: steady profit expansion.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 53d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $22.6B | $8.5B | $8.0B | $13.2B | $14.5B |
| Net income | $5.9B | $1.7B | $1.4B | $2.8B | $3.0B |
| Diluted EPS | $8.13 | $2.36 | $1.84 | $3.62 | $3.87 |
| Dividend / share | $3.57 | $4.94 | $3.32 | $3.45 | $4.69 |
| Total assets | $41.2B | $42.5B | $40.3B | $43.5B | $47.7B |
| Total liabilities | $19.5B | $22.8B | $22.2B | $24.0B | $25.8B |
| Shareholder equity | $9.4B | $7.7B | $6.8B | $8.2B | $8.7B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.8B | $3.7B | $3.1B | $3.3B | $3.7B | $3.1B | $4.4B | $3.6B |
| Net income | $444.4M | $780.8M | $703.9M | $614.9M | $764.2M | $624.9M | $1.0B | $649.7M |
| Diluted EPS | $0.58 | $1.02 | $0.91 | $0.80 | $0.98 | $0.80 | $1.29 | $0.83 |
| Dividend / share | $0.83 | $0.82 | $0.86 | $1.44 | $0.93 | $1.03 | $1.29 | $1.49 |
Leadershipsynced from SEC 59d ago
- Chae Michael CFO & Vice Chairman
- Gray Jonathan President & COO · Director
- Finley John G Chief Legal Officer
- Payne David Chief Accounting Officer
- Sawhney Vikrant Chief Administrative Officer
- Baratta Joseph Director
- Breyer James Director
- Brown Reginald J Director
- Lazarus Rochelle B Director
- Parrett William G Director
- Porat Ruth Director
Officers and board are drawn from BX’s recent SEC ownership filings (Forms 3, 4 and 5).
Recent leadership changes
Notable recent eventspast year
- Apr 23 −5.7% one-day move
- Apr 13 +6.1% one-day move
- Feb 23 −6.2% one-day move
- Feb 19 −5.4% one-day move
- Feb 5 −5.7% one-day move
- Feb 3 New 6-month low (-29% off peak)
- Feb 3 −5.2% one-day move
- Jan 20 −5.9% one-day move
- Jan 7 −5.6% one-day move
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $4.69
- 2026 so far
- $2.652 payments
- 2026 projected
- $5.30+13.0% vs 2025
Projection scales BX’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- May 4 $1.16
- Feb 9 $1.49
- Nov 3, 2025 $1.29
- Aug 4, 2025 $1.03
- Apr 28, 2025 $0.93
- Feb 10, 2025 $1.44
- Oct 28, 2024 $0.86
- Jul 29, 2024 $0.82
- Apr 26, 2024 $0.83
- Feb 2, 2024 $0.94
- Oct 27, 2023 $0.80
- Jul 28, 2023 $0.79
- Apr 28, 2023 $0.82
- Feb 3, 2023 $0.91
- Oct 28, 2022 $0.90
- Jul 29, 2022 $1.27
- Apr 29, 2022 $1.32
- Feb 4, 2022 $1.45
- Oct 29, 2021 $1.09
- Jul 30, 2021 $0.70
Recent SEC filingssynced from SEC 53d ago
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-K Annual report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K/A Current report (amended)
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report