$BXMT

Citizens maintained a Market Perform rating on Blackstone Mortgage Trust (BXMT) after its Q2 2026 earnings. BXMT reported $1.2B in loan repayments and $1.4B in investments, shifting focus to residential, industrial, and net lease assets. Shares trade at 0.73x book value with a 13.3% dividend yield. Q2 earnings showed distributable earnings of $0.31 per share, missing estimates, but revenue beat forecasts at $158.06M. Book value per share declined 4% to $19.31. Raymond James downgraded BXMT to Ma

The Financial Times reports that private credit portfolios are facing increasing strain, with troubled loans at decade highs. Publicly traded BDCs saw a median 2.8% of loans on non-accrual status in Q2. Industry leaders like Golub Capital and Fitch Ratings note elevated credit stress and record defaults. BDCs managed by KKR, Blue Owl, and Apollo saw repayments outpace new lending. Higher borrowing costs and weaker growth are contributing to the challenges, with some funds marking down loans to s

Blackstone Mortgage Trust director Henry N. Nassau bought 10,000 shares of BXMT Class A common stock on Aug. 4, 2026, for about $143,357 at a weighted average price of $14.3357. The filing showed he directly holds 218,523 shares. The article also cites BXMT’s Q2 results, with distributable earnings of $0.31 vs $0.42 expected and revenue of $158.06 million.

Blackstone Mortgage Trust (BXMT) reported Q2 2026 results with sales rising to $75.5 million from $38.81 million, but net income swung to a net loss of $81.22 million from $6.97 million, or basic loss per share of $0.48. The company also completed a $142.45 million buyback of 7,869,608 shares, about 4.53% of shares.

Blackstone-led consortium agreed to acquire HSBC’s Australian home loan portfolio for AUD36 billion (USD25 billion), according to Blackstone and law firms. Blackstone Credit & Insurance, Blackstone Tactical Opportunities, and Blackstone Real Estate Debt Strategies will finance the purchase, with Pepper Money as servicer. Completion depends on regulatory approvals.

NASSAU HENRY N purchased 10,000 shares of BLACKSTONE MORTGAGE TRUST, INC. (BXMT) at $14.34 ($0.14M total) on 2026-08-04.

BofA Securities lowered its price target for Blackstone Mortgage Trust (MT) to $16 from $19.50, according to the note cited in the article. The stock was recently down after Keefe, Bruyette & Woods downgraded shares, the article says. Investors may reassess valuation and outlook for MT.

Blackstone Mortgage Trust (BXMT) shares fell as much as 14% to $14.11 after executives put about $1B of predominantly office-backed loans on a watch list, according to Bloomberg. The company said third-quarter distributable earnings may be hurt by loan impairments tied to weak office assets. BXMT manages a $20B loan portfolio and has reduced office exposure and average deal sizes.

Blackstone Mortgage Trust (BXMT) shares fell about 3% to $14.52, near a new 52-week low, after a Q2 2026 earnings miss and a Keefe, Bruyette & Woods downgrade to “market perform” with a $16 price target. Distributable earnings were $0.31 per share versus $0.42 consensus, with higher CECL reserves and a GAAP net loss reported.

HSBC said it will sell its Australian home loan and retail banking portfolio worth A$36 billion (about $25 billion) to Blackstone units and close all its Australian retail branches. The deal is expected to close in H1 2027, pending regulatory approval. HSBC will keep private and institutional banking in Australia; no immediate customer action is required.