BXMT
BLACKSTONE MORTGAGE TRUST, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Mar 31 1 insider sell $31.5K at $18.88
- S Jun 17 1 insider sell $24.8K at $18.35
- S Jun 25 to Jun 30 2 days of insider sells: $70.4K by 1 insider, avg $17.31
- B Aug 4 1 insider buy $143.4K at $14.34
- A Aug 6 Raymond James downgrades
- R Aug 15 Institutional activity in BXMT for Q2 2026 was mixed: 7 buyers added…
- S Sep 17 2 insiders sell $26.7K at $13.42
- S Sep 30 1 insider sell $20.1K at $11.65
Signal stack
Where each data set points today.
- InsidersMIXED
1 insider bought $143.4K at an average $14.34. 2 insiders sold $182.2K. Price is 26% below their cost.
- InstitutionsBULLISH
Q2 2026: 19 added (1 new), 12 trimmed or exited. Largest new: Balyasny Asset Management $13.7M.
- AnalystsBULLISH
10 of 15 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.356 → $0.243 over 90 days. 0 up, 5 down in 30 days.
- TrendDOWNTREND
15% below its 50-day average. New closing low $10.20 on Oct 21.
- SocialQUIET
Crowd 60° (warm) this week from 1 mention: 1 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| UBS Group AG | ADD | $77.2M |
| MORGAN STANLEY | ADD | $47.9M |
| GOLDMAN SACHS GROUP INC | TRIM | $16.7M |
| Nuveen, LLC | ADD | $14.0M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | $13.7M |
| Russell Investments Group, Ltd. | ADD | $3.6M |
| BAMCO INC /NY/ | NEAR_EXIT | $3.2M |
| RAYMOND JAMES FINANCIAL INC | ADD | $2.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is below the lowest target. Median implies +51%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 9, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
| Aug 6, 2026 | Raymond James DOWNGRADE | Market Perform |
| Aug 3, 2026 | Wells Fargo MAINTAIN | Overweight |
| Jul 31, 2026 | JP Morgan MAINTAIN | Overweight |
| Jul 31, 2026 | Keefe, Bruyette & Woods DOWNGRADE | Market Perform |
| Jul 17, 2026 | JP Morgan MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 15, 2026 | Hsu Chen Yi Director | AWARD | $3.2K |
| Oct 15, 2026 | Lynch Nnenna Director | AWARD | $20.2K |
| Oct 15, 2026 | SAGALYN LYNNE B Director | AWARD | $69.3K |
| Oct 15, 2026 | NASSAU HENRY N Director | AWARD | $53.5K |
| Oct 15, 2026 | Cotton Leonard W Director | AWARD | $32.2K |
| Sep 30, 2026 | Pena Fernando Austin President | SELL | $20.1K |
| Sep 17, 2026 | Pena Fernando Austin President | SELL | $15.1K |
| Sep 17, 2026 | URBASZEK MARCIN Chief Financial Officer | SELL | $11.6K |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.24 | $0.09–$0.41 | -8.8% | $76.7M |
| Next Q | $0.26 | $0.15–$0.44 | -9.8% | $77.5M |
| Current FY | $1.14 | $0.76–$1.90 | -9.8% | $321.5M |
| Next FY | $1.39 | $0.86–$1.83 | -10.1% | $314.1M |
Short side
FINRA· Oct 15, 2026SecBot reports
2 filings · 0 bullish · 0 bearish · 2 mixed- MIXED INST-CLUSTERAug 15, 2026
Institutional activity in BXMT for Q2 2026 was mixed: 7 buyers added $9.9M in new positions while…
The mixed institutional signal suggests uncertainty around BXMT's credit trajectory. Watch for Q3 2026 earnings for further credit quality data — if CECL reserves stabilize or decline, the active…
- MIXED 8-KJul 30, 2026
BXMT reported Q2 2026 GAAP net loss of $0.48 per share, but Distributable EPS prior to realized…
Core distributable earnings of $0.48/share remain stable and cover the dividend, but rising CECL reserves ($410M) and declining book value ($19.31) signal ongoing credit stress, particularly in…
All BXMT filing & press-release reports (2)
- INST-CLUSTER reportAug 15, 2026
- 8-K reportJul 30, 2026