BXDC
Blackstone Digital Infrastructure Trust Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B May 15 8 insiders buy $191.2M at $20.00
- A Jun 8 10 analysts initiate
- A Jun 10 Morgan Stanley initiates
- I Jun 30 21 funds open new positions (13F)
- X Sep 15 Short interest jumps 86.3% to 4.12M
- X Sep 30 Short interest jumps 37.1% to 5.66M
- A Oct 12 Citigroup upgrades
Signal stack
Where each data set points today.
- InsidersBULLISH
8 insiders bought $191.2M at an average $20.00. No open-market sales. Price is 19% below their cost.
- InstitutionsBULLISH
Q2 2026: 21 added (21 new), 0 trimmed or exited. Largest new: Principal Financial Group $176.5M, Bamco /Ny/ $164.8M.
- AnalystsBULLISH
11 of 18 rate it Buy or better.
- TrendDOWNTREND
13% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | NEW | $176.5M |
| BAMCO INC /NY/ | NEW | $164.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | NEW | $152.7M |
| BlackRock, Inc. | NEW | $144.5M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | $83.4M |
| Alyeska Investment Group, L.P. | NEW | $51.9M |
| Daiwa Securities Group Inc. | NEW | $42.5M |
| ALLIANCEBERNSTEIN L.P. | NEW | $32.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
18 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 12, 2026 | Citigroup UPGRADE | Buy |
| Aug 5, 2026 | BMO Capital MAINTAIN | Market Perform |
| Jun 10, 2026 | Morgan Stanley INITIATE | Equal-Weight |
| Jun 8, 2026 | MoffettNathanson INITIATE | Neutral |
| Jun 8, 2026 | Deutsche Bank INITIATE | Buy |
| Jun 8, 2026 | B of A Securities INITIATE | Neutral |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 13, 2026 | Bartlett Thomas A Director | AWARD | 9,699 sh |
| Aug 13, 2026 | Morefield Diane M Director | AWARD | 9,699 sh |
| Aug 13, 2026 | Capossela Christopher C Director | AWARD | 9,699 sh |
| Aug 13, 2026 | Myers Mark Laurence Director | AWARD | 9,699 sh |
| May 15, 2026 | Blackstone Treasury Holdings III L.L.C. 10%+ Owner | BUY | $182.2M |
| May 15, 2026 | Mouat Rory See Remarks | BUY | $10.0K |
| May 15, 2026 | Capossela Christopher C Director | AWARD | 7,500 sh |
| May 15, 2026 | Morefield Diane M Director | AWARD | 7,500 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.13 | $0.07–$0.15 | -13.3% | $0.00 |
| Next Q | $0.10 | $0.03–$0.15 | +10.6% | $8.8M |
| Current FY | $0.38 | $0.19–$0.75 | -5.6% | $17.3M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 0 bullish · 0 bearish · 7 neutral- NEUTRAL 8-KAug 4, 2026
Blackstone Digital Infrastructure Trust (BXDC) reported its first quarterly results since its May…
The AFFO miss relative to consensus is notable for a newly public REIT, but the company has no operating history as a public entity, making the surprise less meaningful. Monitor the next quarter's…
- NEUTRAL 8-KMay 19, 2026
BXDC Operating Partnership LP entered into a $1B revolving credit facility with Citibank as…
The $1B credit facility provides significant dry powder for BXDC's digital infrastructure investment pipeline following its IPO. Monitor the company's leverage ratio disclosures in upcoming…
- NEUTRAL 3May 13, 2026
Diane M. Morefield filed a Form 3 initial statement of beneficial ownership with Blackstone…
Routine insider onboarding filing with no trading signal. Monitor future Form 4 filings for any open-market purchases or sales by Morefield, which would provide actionable information on insider…
- NEUTRAL 3May 13, 2026
Christopher C. Capossela filed an initial statement of beneficial ownership (Form 3) with…
Monitor future Form 4 filings for any insider transactions by Capossela, which could signal his view on the company's prospects. No immediate trading action warranted.
All BXDC filing & press-release reports (7)
- 8-K reportAug 4, 2026
- 8-K reportMay 19, 2026
- 3 reportMay 13, 2026
- 3 reportMay 13, 2026
- 3 reportMay 13, 2026
- 3 reportMay 13, 2026
- 3 reportMay 13, 2026