Strong beat across all key metrics with accelerating inflows and dividend growth signals sustained momentum. Watch for continued AI-driven deployment commentary on the earnings call and any updates on fundraising for flagship funds.
Price Chart
Executive Summary
Blackstone reported Q2 2026 Distributable Earnings of $1.52/share, beating consensus of $1.34 by 13.4%, on Total Segment Revenues of $3.80B (vs $3.35B consensus, +13.5% beat). AUM reached $1.346T (+11% YoY) with $68.3B in quarterly inflows. The quarterly dividend was raised to $1.29 from $1.16.
Key Financial Metrics
Key Facts
- DE per share $1.52 vs consensus $1.34 (13.4% beat)
- Total Segment Revenues $3.80B vs consensus $3.35B (13.5% beat)
- Fee Related Earnings $1.78B, up 22% YoY
- Total AUM $1,346.3B, up 11% YoY
- Quarterly dividend raised to $1.29 from $1.16
- Inflows of $68.3B in the quarter, $262.5B LTM
- Net Accrued Performance Revenues $7.5B ($6.00/share)
Financial Impact
EPS beat 13.4%, revenue beat 13.5%; dividend increased 11% sequentially
Risk Factors
- Real Estate opportunistic funds declined (1.4)% LTM
- Credit & Insurance segment DE fell 6% YoY in Q2
- Market volatility could slow deployment and realizations
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-313250 |
| Document: d153439d8k.htm | 0001193125-26-313250 |
| Document: 0001193125-26-313250-index-headers.html | 0001193125-26-313250 |
| Document: 0001193125-26-313250-index.html | 0001193125-26-313250 |
| Document: 0001193125-26-313250.txt | 0001193125-26-313250 |
| 8-K Data (Synthetic) | 0001193125-26-313250 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 12, 2026 7w ago | Insider Cluster | $149.32 $128.51 | ▼ −13.94% | ▼ −12.19% | $111.75 (−25.16%) |
Jul 23, 2026 10w ago | 8-K | $124.50 $141.35 | ▲ +13.53% | ▲ +10.23% | $111.75 (−10.24%) |
Jun 23, 2026 14w ago | 8-K | $112.99 $122.82 | ▲ +8.70% | ▲ +6.77% | $111.75 (−1.10%) |
Apr 23, 2026 23w ago | 8-K | $121.21 $116.83 | ▼ −3.61% | ▼ −8.25% | $111.75 (−7.80%) |
US Market Status
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