Waverly Advisors 13F: Adds $1.3M to Blackstone (BX) Stake
Waverly Advisors expanded its portfolio with an 8.47% increase in Blackstone Inc. shares during the reporting period.
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Waverly Advisors added 10,778 shares to its stake in Blackstone Inc. ($BX), an 8.47% increase, according to a 13F filing with the SEC dated May 15, 2026. It reported 138,051 shares worth $16.24 million at the end of the quarter.
Since the filing, $BX is up 0.5% after 1 week, up 5.7% after 1 month and down 8.7% to date (from the $116.70 close on May 15, 2026).
Find the original: Waverly Advisors 13F filings on SEC EDGAR
BX
Blackstone Inc.
Key Points
- Waverly Advisors boosted its holdings in Blackstone Inc. (NYSE: BX) by 8.47%, adding 10,778 shares to finish the period with 138,051 shares valued at roughly $16.2 million.
- Shares of Blackstone Inc. trade alongside a forward price-to-earnings ratio of 14.73, with an overall P/E ratio sitting at 24.43.
- Wall Street analysts have provided varied targets for Blackstone Inc., including a recent update from UBS maintaining a neutral rating with a $116.00 price target on October 13, 2026.
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Waverly Advisors Expands Blackstone Holdings
Waverly Advisors has increased its investment in Blackstone Inc. (NYSE: BX), according to a recent Form 13F filing with the SEC covering holdings through May 15, 2026. The advisory firm added 10,778 shares to its portfolio, representing an 8.47% increase from the prior quarter. This brings Waverly Advisors' total stake in the alternative asset manager to 138,051 shares. Based on market prices, the total value of the position sits at approximately $16.2 million.
Inside Waverly Advisors' Portfolio Adjustments
Before this latest addition, Waverly Advisors held 127,273 shares of Blackstone Inc. The firm has been active across multiple sectors recently, balancing its asset management holdings alongside shifts in other major equities. Because 13F filings look backward at portfolio positions at the close of a quarter, the reported figures reflect holdings as of May 15, 2026, and may not represent the fund's exact current position today.
Blackstone Stock Valuation and Market Context
Shares of Blackstone Inc. have experienced typical market fluctuations, trading between a 52-week low of $101.73 and a high of $165.32. The company commands a market capitalization exceeding $81.9 billion. Valuation metrics show a price-to-earnings ratio of 24.43 and a forward P/E ratio of 14.73. Investors often look at these ratios alongside profitability indicators like a net margin of 22.73% and a return on equity of 31.37% when evaluating the firm's financial health.
Dividend and Income Metrics
Blackstone Inc. offers a dividend yield of 4.79% with an annual rate tied to its operational results. The company's dividend payout ratio stands at 1.11, reflecting how earnings support shareholder distributions.
Wall Street Analyst Updates
Analyst firms have kept a close eye on Blackstone Inc., adjusting targets and ratings through the autumn of 2026. On October 13, 2026, UBS maintained its neutral rating while adjusting its price target to $116.00. Earlier in the month on October 12, 2026, TD Cowen kept a buy rating while setting its target at $144.00. Barclays maintained an equal-weight rating on October 8, 2026, with a target of $124.00, and Wells Fargo initiated coverage on October 2, 2026, with an equal-weight rating and a $122.00 target.
About Blackstone Inc.
Headquartered in New York, Blackstone Inc. operates as a prominent alternative asset management firm. The company specializes in private equity, real estate, hedge fund solutions, credit, and multi-asset class strategies, deploying capital across global markets for institutional and individual investors.
What to Watch at Blackstone Inc.
Market participants will look toward Blackstone Inc.'s upcoming earnings release scheduled for October 22, 2026, for updated financial metrics and revenue figures. Additional institutional filings will provide further clarity on how asset managers adjust their stakes in the months ahead.
Related Filing Alerts
Source: Waverly Advisors's 13F filing on $BX (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Waverly Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts