Gw Henssler & Associates 13F: New $9M Stake in Blackstone (BX)
Key Points
- Gw Henssler & Associates opened a new position in Blackstone Inc., acquiring 79,859 shares valued at $8,951,340.
- As of October 27, 2026, Blackstone's shares recently traded around $119.08, which is about equal to the closing price on the filing date.
- The firm reported a total value of $758.9 million in its 13F filing, with this new position representing 1.18% of its portfolio.
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On October 26, 2026, Gw Henssler & Associates disclosed a new position of 79,859 shares in Blackstone Inc. (BX), valued at approximately $8,951,340. This information comes from the fund's latest Form 13F filing with the SEC.
In this filing, Gw Henssler & Associates reported holding 79,859 shares of Blackstone, marking a new buy for the firm. The total value of the fund's reported 13F was $758,927,351, with this position ranking 26th among its 224 holdings.
BX
Blackstone Inc.
Where Blackstone Fits in Gw Henssler & Associates' Portfolio
Blackstone now makes up 1.18% of Gw Henssler's portfolio. The new position is significant, given that it is a fresh addition, and it contributes to the firm's overall asset management strategy.
Blackstone Inc. Stock Up 0.9%
As of October 27, 2026, Blackstone shares traded around $119.08, which is approximately equal to the closing price of $119.06 on the filing date. The stock is currently below its 50-day moving average by 4.4% and below its 200-day moving average by 4.7%. Additionally, it is 27.9% below its 52-week high of $165.14, but 17.1% above the 52-week low of $101.73.
Recent Earnings
Blackstone reported trailing twelve-month revenue of about $15.47 billion and an EPS of $4.49. The next earnings report is set for January 28, 2027.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
4 target cuts vs 3 raises.
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EPS & revenue
EPS missed estimates by 1.9%. Revenue beat estimates by 17.2%.
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Profit surprise
EBITDA missed by 33 percent. Operating income missed by 29 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
3 target raises, 4 target cuts.
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Earnings quality
Gross margin up 2.5 points. Operating margin down 10.5 points.
Earnings Call Summary
Blackstone reported outstanding results with $4.1 billion in revenue beating consensus by $600 million and distributable earnings of $1.36 per share versus $1.35 expected. Assets grew 12 percent year over year to $1.3 trillion, driven by $69 billion in quarterly inflows and strong investment performance across infrastructure and credit. The firm emphasized its AI infrastructure dominance with over $150 billion deployed and plans to take public a new data center company focused on newly constructed facilities. Despite geopolitical turbulence and criticism of private credit, management highlighted institutional and insurance demand remains strong, with credit platform growing 15 percent year over year to $536 billion.
Guidance Management provided no forward guidance. They noted market volatility from the Iran conflict will likely push out exit activity near term but expect robust activity in the second half if conflict resolves. The firm reiterated confidence in its capital-light model and ability to deploy $74 billion of dry powder in credit.
Negative report. Results or guidance disappointed and expectations are likely to move lower.
Dividend
Blackstone pays an annual dividend of $5.23 per share, yielding approximately 4.39%. The dividend payout ratio is notably high at 111.2%.
Insider Buying and Selling at Blackstone Inc.
Several insiders have made trades recently. On May 11, 2026, Ruth M. Porat, a Director, bought 438 shares valued at $53,974. Meanwhile, on August 4 and August 11, 2026, officers Vikrant Sawhney and John G. Finley sold 30,000 and 45,000 shares, respectively, valued at $4,066,488 and $6,620,111.
Analysts Set New Price Targets
On October 19, 2026, Piper Sandler maintained a Neutral rating with a target of $125. On October 23, 2026, UBS also maintained a Neutral rating but raised its target to $118, while Oppenheimer maintained an Outperform rating with a target of $168. The consensus recommendation for Blackstone is a buy, with a mean target price of $138.77.
About Blackstone
Blackstone Inc. is an asset management firm based in New York, specializing in various investment strategies, including private equity, real estate, and credit. The firm plays a significant role in the financial services sector, managing a diverse portfolio of assets.
Bottom Line
Investors will be watching for Blackstone's upcoming earnings report on January 28, 2027. With Gw Henssler & Associates' new position, attention may shift to how the stock performs relative to analysts' price targets and market conditions.
Related Filing Alerts
Source: Gw Henssler & Associates's 13F filing on $BX (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts