Kohmann Bosshard Financial Services LLC Has $650,000 Position in Blackstone Inc. $BX

22 Nov 2025, 09:50 by Teresa Graham · The Cerbat Gem

Kohmann Bosshard Financial Services LLC lifted its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 14.3% in the 2nd quarter, Holdings Channel.com reports. The firm owned 4,343 shares of the asset manager’s stock after buying an additional 543 shares during the quarter. Kohmann Bosshard Financial Services LLC’s holdings in Blackstone were worth $650,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in BX. Journey Strategic Wealth LLC boosted its holdings in shares of Blackstone by 75.6% in the second quarter. Journey Strategic Wealth LLC now owns 5,069 shares of the asset manager’s stock valued at $758,000 after buying an additional 2,182 shares during the period. Franklin Resources Inc. boosted its stake in Blackstone by 5.0% in the 2nd quarter. Franklin Resources Inc. now owns 1,528,407 shares of the asset manager’s stock worth $228,619,000 after purchasing an additional 72,109 shares during the period. Legal & General Group Plc increased its holdings in Blackstone by 4.7% during the 2nd quarter. Legal & General Group Plc now owns 4,532,941 shares of the asset manager’s stock worth $678,037,000 after purchasing an additional 202,245 shares in the last quarter. YANKCOM Partnership lifted its holdings in shares of Blackstone by 35,975.0% in the second quarter. YANKCOM Partnership now owns 4,329 shares of the asset manager’s stock valued at $648,000 after purchasing an additional 4,317 shares in the last quarter. Finally, Personal CFO Solutions LLC grew its holdings in shares of Blackstone by 4.0% during the second quarter. Personal CFO Solutions LLC now owns 4,823 shares of the asset manager’s stock worth $721,000 after buying an additional 184 shares in the last quarter. Institutional investors and hedge funds own 70.00% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Blackstone in a research report on Wednesday, October 8th. Keefe, Bruyette & Woods decreased their target price on shares of Blackstone from $180.00 to $171.00 and set a “market perform” rating for the company in a research report on Monday, October 13th. Evercore ISI cut their price target on shares of Blackstone from $197.00 to $180.00 and set an “outperform” rating on the stock in a research report on Wednesday, October 22nd. Jefferies Financial Group decreased their price objective on Blackstone from $199.00 to $187.00 in a report on Monday, November 10th. Finally, BNP Paribas Exane reduced their price target on Blackstone from $178.00 to $167.00 and set a “neutral” rating for the company in a research report on Friday, October 24th. Eleven equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Blackstone currently has an average rating of “Moderate Buy” and a consensus target price of $179.00.

Check Out Our Latest Research Report on Blackstone

Blackstone Trading Up 3.0%

BX stock opened at $142.59 on Friday. The stock has a market cap of $105.30 billion, a price-to-earnings ratio of 40.74, a price-to-earnings-growth ratio of 1.18 and a beta of 1.76. The company has a debt-to-equity ratio of 0.60, a current ratio of 0.75 and a quick ratio of 0.74. Blackstone Inc. has a one year low of $115.66 and a one year high of $200.96. The company has a fifty day moving average price of $159.22 and a two-hundred day moving average price of $157.75.

Blackstone (NYSE:BX – Get Free Report) last issued its quarterly earnings data on Friday, November 22nd. The asset manager reported $0.97 earnings per share (EPS) for the quarter. The firm had revenue of $2.49 billion during the quarter. Blackstone had a net margin of 20.56% and a return on equity of 22.30%. Equities analysts anticipate that Blackstone Inc. will post 5.87 EPS for the current year.

Blackstone Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, November 10th. Stockholders of record on Monday, November 3rd were issued a dividend of $1.29 per share. This is an increase from Blackstone’s previous quarterly dividend of $1.03. This represents a $5.16 dividend on an annualized basis and a dividend yield of 3.6%. The ex-dividend date of this dividend was Monday, November 3rd. Blackstone’s payout ratio is 147.43%.

Insiders Place Their Bets

In other Blackstone news, Director James Breyer bought 13,900 shares of the stock in a transaction dated Tuesday, November 4th. The shares were bought at an average cost of $143.86 per share, with a total value of $1,999,654.00. Following the completion of the acquisition, the director owned 68,906 shares of the company’s stock, valued at $9,912,817.16. This trade represents a 25.27% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Joseph Baratta sold 113,000 shares of the stock in a transaction that occurred on Thursday, September 25th. The stock was sold at an average price of $175.69, for a total value of $19,852,970.00. Following the sale, the director directly owned 695,757 shares in the company, valued at $122,237,547.33. This represents a 13.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders acquired a total of 2,565,543 shares of company stock valued at $69,050,139 in the last three months. Insiders own 1.00% of the company’s stock.

Blackstone Company Profile

(Free Report)