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Blackstone Inc. · Financial Services
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Blackstone Inc. · Financial Services
Backed by Nvidia, Firmus raised $505 million at a $5.5 billion valuation as it accelerates expansion of AI-focused data centers.
Blackstone remains a high-conviction Buy as valuation compression has outpaced any fundamental weakness, creating an attractive entry point. BX's FY2025 fee-related earnings rose 9% to ~$5.7B, with 11% fee-paying AUM growth and 48% of AUM now perpetual, enhancing earnings quality. Distributable Earnings surged 19% to ~$7.1B, and net realizations spiked ~50%, demonstrating robust monetization despite macro-driven exit timing uncertainty.
A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.
Asset managers sold off with SaaS, despite limited real exposure. AI fears are likely overstated as core earnings remain strong. Historical discounts; insiders are buying aggressively.
This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.26%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.
Some investors think private credit is a tempest in a teapot. Others think it is about to spark a new financial crisis.
Porat Ruth
director
1,961 SH @ $0.00
2026-04-01
LAZARUS ROCHELLE B
director
1,961 SH @ $0.00
2026-04-01
Parrett William G
director
2,048 SH @ $0.00
2026-04-01
Brown Reginald J
director
1,961 SH @ $0.00
2026-04-01
Chae Michael
officer: CFO & Vice Chairman
152,667 SH @ $0.00
2026-04-01
Baratta Joseph
director
124,626 SH @ $0.00
2026-04-01
GRAY JONATHAN
director, officer: President & COO
302,662 SH @ $0.00
2026-04-01
Payne David
officer: Chief Accounting Officer
17,804 SH @ $0.00
2026-04-01