Blackstone Mtg Tr Inc Stock Price, News & Analysis

Blackstone Mortgage Trust (NYSE: BXMT) declared a quarterly dividend of $0.47 per share on class A common stock for Q4 2025.

The dividend is payable on January 15, 2026 to holders of record as of the close of business on December 31, 2025.

Alexander & Baldwin (NYSE: ALEX) agreed to be taken private in a definitive merger for $21.20 per share cash, implying an enterprise value of approximately $2.3 billion including outstanding debt. The price represents a 40.0% premium to the December 8, 2025 closing price. The transaction, unanimously approved by the board, is expected to close in Q1 2026 subject to customary conditions and shareholder approval. A fourth-quarter 2025 dividend of $0.35 per share was declared, payable January 8, 2026; the merger consideration will be reduced to reflect this dividend. The Investor Group plans to keep A&B's Honolulu headquarters, retain local leadership, and invest over $100 million across the portfolio.

Realty Income (NYSE: O) will make an $800 million perpetual preferred equity investment in CityCenter real estate (ARIA Resort & Casino and Vdara), owned by Blackstone Real Estate, and expects the transaction to close on December 9, 2025 subject to customary conditions. Realty Income said the preferred carries an initial unlevered return of 7.4%, annual capped escalators beginning year five, and redemption protections including early redemption premiums and a make-whole to ensure an 8.325% unlevered IRR if redeemed. Realty Income also raised its 2025 investment volume outlook to over $6.0 billion and retains a right of first offer on future common equity sales.

The assets include approximately 5,500 rooms and 500,000 sq ft of convention space, operated by MGM Resorts.

Blackstone Mortgage Trust (NYSE: BXMT) reported third-quarter 2025 results with net income attributable to the company of $63.4 million. Reported per‑basic‑share metrics were EPS $0.37, Distributable EPS $0.24, Distributable EPS prior to charge‑offs $0.48, and dividends paid $0.47.

Management highlighted continued momentum in earnings, investment activity, credit performance, and balance sheet optimization, and noted a platform of over 160 real estate debt professionals. The company released a full investor presentation and will host a conference call on October 29, 2025 at 9:00 a.m. ET; a replay will be available on the company website approximately two hours after the event.

Blackstone Mortgage Trust (NYSE: BXMT) has scheduled its third-quarter 2025 earnings release and conference call. The company will publish its earnings presentation and Form 10-Q pre-market on Wednesday, October 29, 2025.

A conference call will be held the same day at 9:00 a.m. ET to discuss the results. Investors can access the webcast through the provided registration link, and a replay will be available on BXMT's website approximately two hours after the event.

Blackstone (NYSE: BX) has announced significant leadership changes in its Real Estate business. Katie Keenan has been appointed as CEO of Blackstone Real Estate Income Trust (BREIT) and Global Head of Core+ Real Estate, succeeding Wesley M. LePatner. Additionally, Tim Johnson has been named CEO of Blackstone Mortgage Trust (BXMT), taking over from Keenan.

BREIT has demonstrated strong performance with a 9.2% annualized net return on Class I since inception, outperforming the public REIT index by over 60%. The portfolio is 90% concentrated in high-growth sectors, particularly data centers. BXMT has shown robust activity with $2.6 billion in new investments last quarter and a nearly 20% YTD total return.

Blackstone Mortgage Trust (NYSE: BXMT) has announced a quarterly dividend of $0.47 per share for its class A common stock for the third quarter of 2025. The dividend will be paid on October 15, 2025, to shareholders who are recorded as stockholders by the close of business on September 30, 2025.

First Internet Bancorp (Nasdaq: INBK) has agreed to sell up to $869 million of performing single tenant lease financing loans to Blackstone (NYSE: BX) affiliated vehicles. The transaction, expected to close around September 18, 2025, will be executed at approximately 95% of the unpaid principal balance.

The strategic sale aims to strengthen First Internet's capital position and boost its return on average assets to 1.00%. The company plans to move $550 million of deposit balances off-balance sheet, enhancing its tangible common equity ratio. First Internet Bank will maintain customer-facing servicing responsibilities for the loan portfolio.

For Blackstone Real Estate, this deal adds to their recent $22 billion commercial real estate portfolio acquisitions over the past 24 months, with their BREDS platform having deployed $38 billion from January 2024 through June 2025.