BLACKSTONE MORTGAGE TRUST, INC.
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Blackstone Mortgage Trust (BXMT) will release its Q3 2026 earnings report before markets open on October 29, 2026. A conference call and webcast replay will be available for investors. BXMT is a real estate finance company focused on commercial real estate debt investments.
Blackstone Mortgage Trust Inc (BXMT) shares fell 7.0% to $11.45 on September 30, 2026, within a 52-week range of $11.44 to $20.67. GuruFocus estimates BXMT is undervalued by 35.6% with a GF Value of $17.78, but warns of potential risks. The company's P/E ratio is 133.1x, significantly higher than its 5-year median of 14.4x. Insiders have net sold $0.1M in shares over the past year.
Blackstone Mortgage Trust (BXMT) confirmed a quarterly dividend of $0.47 per share, payable in October 2026. The stock has declined 26.25% over 3 months and 26.21% over 1 year. Analysts suggest it is undervalued at $12.50, with a fair value of $21. The company aims to improve earnings by redeploying capital into higher-quality loans and resolving impaired loans. However, high valuation multiples and impaired loans pose risks.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning BXMT (BLACKSTONE MORTGAGE TRUST, INC.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent BXMT coverage spans corporate actions, earnings and financial news.
In the last 30 days, BXMT insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($47K). The most active reporter was Pena Fernando Austin, President, with 2 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The announcement sets the timing for the earnings release, likely prompting pre‑market positioning and modest volatility.
The stock is under pressure due to high P/E, weak financial strength, and insider selling.
Dividend affirmation may provide modest support but limited upside given recent price decline.
Higher rates could impair mortgage‑REIT earnings.
Earnings recap suggests short-term pressure on earnings per share but underlying revenue strength.
AlphAI scores every news story that mentions BXMT with an AI model for sentiment and relevance, and aggregates insider trades from BLACKSTONE MORTGAGE TRUST, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Blackstone Mortgage Trust (BXMT) will release its Q3 2026 earnings report before markets open on October 29, 2026. A conference call and webcast replay will be available for investors. BXMT is a real estate finance company focused on commercial real estate debt investments.
1 min readBlackstone Mortgage Trust Inc (BXMT) shares fell 7.0% to $11.45 on September 30, 2026, within a 52-week range of $11.44 to $20.67. GuruFocus estimates BXMT is undervalued by 35.6% with a GF Value of $17.78, but warns of potential risks. The company's P/E ratio is 133.1x, significantly higher than its 5-year median of 14.4x. Insiders have net sold $0.1M in shares over the past year.
2 min readBlackstone Mortgage Trust (BXMT) confirmed a quarterly dividend of $0.47 per share, payable in October 2026. The stock has declined 26.25% over 3 months and 26.21% over 1 year. Analysts suggest it is undervalued at $12.50, with a fair value of $21. The company aims to improve earnings by redeploying capital into higher-quality loans and resolving impaired loans. However, high valuation multiples and impaired loans pose risks.
2 min readPrivate capital firms listed on global exchanges saw mixed performance. Pantheon International (+2.9%) announced a £150M buyback. GIMV (+2.2%) benefited from dividends. KKR Real Estate Finance Trust (-6.5%) and Blackstone Mortgage Trust (-6.5%) fell due to Fed rate hike concerns. Blue Owl (-5.3%) declined over economic slowdown fears.
2 min readBlackstone Mortgage Trust (BXMT) reported Q2 2026 revenue of $158.06M, beating estimates, but GAAP EPS was -$0.48 due to a $134.4M increase in credit loss reserves. Loan income declined 12.8% YoY, while owned real estate revenue nearly doubled. Management plans to reduce office loan exposure by 40% by year-end. Key risks include refinancing needs and office sector stress.
2 min readBlackstone Mortgage Trust (BXMT) affirmed a Q3 2026 dividend of $0.47 per share, despite a 26.3% share price drop over 90 days. Analysts' average target is $21, well above the current $13.27, but high P/E ratio and impaired loans pose risks. Investors weigh valuation signals and potential income.
2 min readBlackstone Mortgage Trust (BXMT) CFO Marcin Urbaszek sold 864 shares for $11,597. BXMT trades near its 52-week low, down 27% YTD, with a 14% dividend yield. Q2 earnings per share missed estimates, but revenue beat forecasts. Analysts have mixed views on the stock's performance and outlook.
2 min readBlackstone Mortgage Trust (BXMT) rose 3.4% due to portfolio improvements and a 47-cent dividend. Partners Group (PGHN) fell 9.4% after reporting a 13% profit drop and reduced fee expectations. Bridgepoint (BPT) declined 5.2% after a strong first half, while Eurazeo (EUR) fell 4% amid interest rate volatility. Inflation and rate hike expectations impacted all firms.
2 min readCitizens 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
2 min readThe 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
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