US · Real Estate · REIT - Mortgage
EPS came in at 0.45 against a street estimate of 0.36 — a beat of 25.0%.
Analysts rate Blackstone Mortgage Trust Inc a buy (5 buy, 4 hold, 0 sell out of 9) with an average price target of $17.43.
MIXED BXMT rotated $1.4B into residential, industrial, net lease; watch list down 23%. Three loan impairments and higher rates pressured legacy office. Dividend maintained at $0.47 but management signaled potential recalibration amid Q3 earnings drag. Q2 2026 US remains core market; Europe represents selective opportunistic lending and net lease acquisitions. Analysts pressed on reserve adequacy for office sales, multifamily credit stress, and interplay between earnings drag and dividend. Management emphasized sales are optional, disciplined on pricing, and dividend tied to long-term earnings—not near-term volatility. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.82% |
| Blackstone Inc | 5.51% |
| Vanguard Portfolio Management, LLC | 5.28% |
| Vanguard Capital Management, LLC | 4.25% |
| State Street Corp | 3.81% |
| UBS Group AG | 2.70% |
| Geode Capital Management, LLC | 2.44% |
| Morgan Stanley - Brokerage Accounts | 1.68% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 BLACKSTONE MORTGAGE TRUST, INC. – FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $19.4 billion (down from $ | 2026-07-30 |
| Results announced · Q3 2026 BLACKSTONE MORTGAGE TRUST, INC. (BXMT) Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 GAAP net loss per share: $(0.48); Distributable EPS: $0.31; Dis | 2026-07-30 |
| Shareholder vote results · Q2 2026 BLACKSTONE MORTGAGE TRUST, INC. – 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held June 26, 2026 with quorum present • 9 directors ele | 2026-06-26 |
| Material agreement · Q2 2026 BLACKSTONE MORTGAGE TRUST, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company completed issuance of $450,000,000 aggregate principal amount of 6.250% Sen | 2026-05-19 |
| Company announcement · Q2 2026 BLACKSTONE MORTGAGE TRUST, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company issuing $450 million aggregate principal amount of 6.250% Senior Secured No | 2026-05-06 |
| Quarterly report · Q1 2026 BLACKSTONE MORTGAGE TRUST, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $19.6 billion as of March 31, 2026 (down from $20.0 billion | 2026-04-29 |
| Proxy statement · Q2 2026 BLACKSTONE MORTGAGE TRUST, INC. — PROXY SUMMARY FOR SHAREHOLDERS --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect nine director nominees (Ti | 2026-04-29 |
| Annual report FY2025 BLACKSTONE MORTGAGE TRUST, INC. — 2025 10-K SUMMARY HEADLINE NUMBERS • Total Loan Portfolio: 131 loans with principal balance of $18.2 billion as of | 2026-02-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.47 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.47 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.47 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.47 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
| Dividend | $0.47 / share ex-date Sep 30, 2025 · pay Oct 15, 2025 | 2025-09-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Blackstone Mortgage Trust Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.