Insider selling: $100,073,445 sold by 12 insiders (30d)
Est. revisions:
-2.5%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model & Position History (net -1.6)
Factor Model
net -1.6 3.3 / 10
Est. Revisions
-0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0
Blackstone Launches $2B Data Center IPO
Watch: Monitor the IPO's success and subsequent acquisitions to gauge Blackstone's foothold expansion and impact on digital infrastructure earnings.
Full analysis
Blackstone plans a $2 billion IPO to create an acquisition company targeting data centers, signaling expansion in digital infrastructure. Insider activity shows mixed signals: a large sale by Joseph Baratta of nearly $20 million contrasts with several smaller insider buys totaling about $4.4 million. The macro trend towards alternative asset access, fueled by Trump's 401(k) rule changes, supports Blackstone's strategy amid private credit market evolution.
This IPO diversifies Blackstone's portfolio into high-demand digital infrastructure, potentially boosting growth as alternative asset investments become more mainstream.
Evidence
1d ago
Insider buy by PORAT RUTH M (BX): $68,553
1d ago
Insider buy by PORAT RUTH M (BX): $58,835
1d ago
Insider buy by BREYER JAMES W (BX): $1,999,635
1d ago
Insider buy by BREYER JAMES W (BX): $1,991,699
1d ago
Insider sell by BARATTA JOSEPH P (BX): $19,853,483
1d ago
Insider buy by PORAT RUTH M (BX): $46,699
1d ago
Insider sell by BARATTA JOSEPH P (BX): $16,736,242
7 older signals
1d ago
Insider buy by PORAT RUTH M (BX): $40,342
1d ago
Insider buy by PORAT RUTH M (BX): $61,926
1d ago
Insider buy by PORAT RUTH M (BX): $36,799
1d ago
Insider sell by BARATTA JOSEPH P (BX): $17,561,066
1d ago
Insider buy by PORAT RUTH M (BX): $34,868
1d ago
Insider sell by BARATTA JOSEPH P (BX): $14,323,104
1d ago
Insider buy by PORAT RUTH M (BX): $33,121
Fundamentals & Data ▾
Blackstone Inc.
Financial Services · Asset Management
Mkt Cap
$140B
P/E
29.7 fwd 14.9
Beta
1.74
Div Yield
413.00%
52w Range
$101.73 - $190.09
Short Interest
21.5M 2.91%
Days to Cover
1.9 +29%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+12.1%
Insiders
buying
5B / 3S
Analysts
bullish
1 up / 0 down
EPS Estimate
$1.35
-2.5% 30d
0up / 3dn
Est. Dispersion
16%
16 analysts
Analyst Target
$145
$118 - $215
Options P/C
0.97
Insider Cluster
buy cluster
2B / 4S
Fund Convergence
strong
Citadel, D.E. Shaw, Bridgewater
Financials
Revenue
$3.7B +38% YoY
FCF
$1.0B
Momentum:
accelerating
Top Holders
Citadel
$845M
D.E. Shaw
$17M
Bridgewater
Recent Filings & Data
insider trade
69
net selling
· $100,073,445 sold
· $4,372,477 bought
12 insiders · 69 transactions (30d)
Recent transactions
LAZARUS ROCHELLE B · award
BREYER JAMES W · award
CHAE MICHAEL S. · award
GRAY JONATHAN D. · award
PARRETT WILLIAM G · award
PORAT RUTH M · award
SAWHNEY VIKRANT · award
FINLEY JOHN G · award
BARATTA JOSEPH P · award
BROWN REGINALD J. · award
PAYNE DAVID · award
FINLEY JOHN G · other
PORAT RUTH M · buy · $68,553
CHAE MICHAEL S. · award
GRAY JONATHAN D. · award
SAWHNEY VIKRANT · award
FINLEY JOHN G · award
BARATTA JOSEPH P · award
PAYNE DAVID · award
PARRETT WILLIAM G · other
PORAT RUTH M · buy · $58,835
PARRETT WILLIAM G · award
BREYER JAMES W · buy · $1,999,635
BREYER JAMES W · buy · $1,991,699
BARATTA JOSEPH P · sell · $19,853,483
BROWN REGINALD J. · award
FINLEY JOHN G · other
FINLEY JOHN G · sell · $3,686,390
SAWHNEY VIKRANT · sell · $8,829,575
PORAT RUTH M · buy · $46,699
PAYNE DAVID · sell · $1,597,718
BARATTA JOSEPH P · sell · $16,736,242
BREYER JAMES W · award
LAZARUS ROCHELLE B · award
PORAT RUTH M · award
FINLEY JOHN G · sell · $3,461,640
PORAT RUTH M · buy · $40,342
CHAE MICHAEL S. · award
GRAY JONATHAN D. · award
SAWHNEY VIKRANT · award
FINLEY JOHN G · award
BARATTA JOSEPH P · award
PAYNE DAVID · award
PARRETT WILLIAM G · other
PORAT RUTH M · buy · $61,926
CHAE MICHAEL S. · award
GRAY JONATHAN D. · award
SAWHNEY VIKRANT · award
FINLEY JOHN G · award
BARATTA JOSEPH P · award
PAYNE DAVID · award
PARRETT WILLIAM G · other
SAWHNEY VIKRANT · other
PARRETT WILLIAM G · award
FINLEY JOHN G · sell · $7,433,289
PORAT RUTH M · buy · $36,799
BARATTA JOSEPH P · sell · $17,561,066
PARRETT WILLIAM G · other
BROWN REGINALD J. · award
FINLEY JOHN G · sell · $4,610,900
PORAT RUTH M · buy · $34,868
PAYNE DAVID · sell · $1,277,370
BARATTA JOSEPH P · sell · $702,668
BREYER JAMES W · award
LAZARUS ROCHELLE B · award
BARATTA JOSEPH P · sell · $14,323,104
PORAT RUTH M · award
AYOTTE KELLY A · award
PORAT RUTH M · buy · $33,121
analyst rating
1
Oppenheimer
up
→ Outperform
2d ago
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Filing analysis pending — next scan runs every 12 hours
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Transcript analysis coming soon
15 signals · latest 13h ago
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