BXMT
BLACKSTONE MORTGAGE TRUST, INC.
$18.36
+0.93%
$3.1B
No data for this timeframe.
Vol
Market Cap$3.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (73%)
Inst. Holders50 funds
Inst. Value$1.6B
Inst. Activity10 buys / 6 sells
Insider Activity0B / 2S
Insider Net $-$40.1K
Recent Activity
Jun 2, 2026
short_volume
Short Volume: BXMT — 64.2% short (0.3M / 0.5M)
Short: 345,113 | Exempt: 0 | TRF Vol: 537,790 | Short Ratio: 64.2% | Off-exchange volume (dark pool
Apr 15, 2026
Insider
Lynch Nnenna was granted 803 shares
Director @ $20.12 ($16.2K)
Apr 15, 2026
Insider
Cotton Leonard W was granted 1,523 shares
Director @ $20.12 ($30.6K)
Apr 15, 2026
Insider
SAGALYN LYNNE B was granted 3,275 shares
Director @ $20.12 ($65.9K)
Inst.
MIRAE ASSET GLOBAL ETFS — ADD
1,514,028 shares ($29.0M)
Inst.
BANK OF AMERICA CORP — ADD
1,297,062 shares ($24.8M)
Price Targets
$21.00
+14.4% upside
Buy
Current $18.36
Low $19.50
Median $21.00
High $23.00
8 analysts
$19.50
$23.00
Analyst Ratings
4Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 2, 2026 | UBS | UPGRADE | Neutral → Buy |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 16, 2026 | JP Morgan | UPGRADE | Neutral → Overweight |
| Feb 12, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform → Outperform |
| Feb 10, 2026 | BTIG | REITERATE | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.37 ▲ +3.3% | $0.27 — $0.48 | 96% YoY | 7 |
| Next Q | $0.38 ▲ +3.0% | $0.26 — $0.48 | 57% YoY | 7 |
| Current FY | $1.47 ▲ +8.8% | $1.00 — $2.07 | 203% YoY | 8 |
| Next FY | $1.97 ▲ +2.2% | $1.85 — $2.21 | 34% YoY | 7 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $468.2M | — |
| Blackstone Inc. | $177.8M | EXIT |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $168.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $138.1M | — |
| STATE STREET CORP | $120.5M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 15, 2026 | Lynch Nnenna | A | $16.2K |
| Apr 15, 2026 | Cotton Leonard | A | $30.6K |
| Apr 15, 2026 | SAGALYN LYNNE | A | $65.9K |
| Apr 15, 2026 | NASSAU HENRY | A | $50.9K |
| Mar 31, 2026 | Pena Fernando | SELL | $31.5K |
50 institutional holders with $1.6B total value (81,654,120 shares) as of 2026-Q1. Top holders: BlackRock,, Blackstone, VANGUARD. Net buying activity: 10 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 24,448,814 | $468.2M | 29.9% | — |
| 2 | Blackstone Inc. | 9,283,323 | $177.8M | 11.3% | EXIT -100.0% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,789,050 | $168.3M | 10.7% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 7,212,678 | $138.1M | 8.8% | — |
| 5 | STATE STREET CORP | 6,146,611 | $120.5M | 7.7% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,470,144 | $47.3M | 3.0% | — |
| 7 | Parallax Volatility Advisers, L.P. | 2,265,000 | $43.4M | 2.8% | — |
| 8 | MORGAN STANLEY | 2,237,827 | $42.9M | 2.7% | — |
| 9 | BAMCO INC /NY/ | 1,568,430 | $30.0M | 1.9% | — |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,514,028 | $29.0M | 1.9% | ADD +94.6% |
| 11 | GOLDMAN SACHS GROUP INC | 1,436,850 | $27.5M | 1.8% | — |
| 12 | Invesco Ltd. | 1,322,372 | $25.3M | 1.6% | ADD +25.7% |
| 13 | BANK OF AMERICA CORP /DE/ | 1,297,062 | $24.8M | 1.6% | ADD +30.1% |
| 14 | WELLS FARGO & COMPANY/MN | 1,045,849 | $20.0M | 1.3% | — |
| 15 | VANGUARD FIDUCIARY TRUST CO | 1,026,454 | $19.7M | 1.3% | — |
| 16 | MetLife Investment Management, LLC | 899,375 | $17.2M | 1.1% | — |
| 17 | Rockefeller Capital Management L.P. | 728,986 | $14.0M | 0.9% | — |
| 18 | Nuveen, LLC | 585,520 | $11.2M | 0.7% | ADD +67.1% |
| 19 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 567,798 | $10.9M | 0.7% | — |
| 20 | D. E. Shaw & Co., Inc. | 530,037 | $10.2M | 0.6% | DOUBLED +116.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 777,867 | 1,514,028 | +94.6% | $29.0M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 996,705 | 1,297,062 | +30.1% | $24.8M | 2026-Q1 |
| Nuveen, LLC | ADD | 350,434 | 585,520 | +67.1% | $11.2M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 386,702 | 484,987 | +25.4% | $9.3M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 21,571 | 185,148 | +758.3% | $3.5M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 60,248 | 124,856 | +107.2% | $2.4M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 66,926 | 124,840 | +86.5% | $2.4M | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 92,658 | 66,679 | -28.0% | $1.3M | 2026-Q1 |
| Amundi | ADD | 25,901 | 33,705 | +30.1% | $645.5K | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | ADD | 24,602 | 30,781 | +25.1% | $589.5K | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | TRIM | 73,223 | 22,595 | -69.1% | $432.7K | 2026-Q1 |
| Mariner, LLC | TRIM | 29,444 | 15,649 | -46.9% | $299.7K | 2026-Q1 |
| CWM, LLC | ADD | 12,222 | 15,522 | +27.0% | $297.2K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 16,881 | 9,295 | -44.9% | $185.6K | 2026-Q1 |
| ASSETMARK, INC | NEAR_EXIT | 154 | 34 | -77.9% | $651.00 | 2026-Q1 |
| NORGES BANK | EXIT | 1,998,880 | 0 | -100.0% | $0.00 | 2026-Q1 |
| NORGES BANK | NEW | — | 1,998,880 | — | $38.2M | 2025-Q4 |
| Invesco Ltd. | ADD | 1,077,590 | 1,354,870 | +25.7% | $25.9M | 2025-Q4 |
| D. E. Shaw & Co., Inc. | DOUBLED | 372,995 | 806,839 | +116.3% | $15.4M | 2025-Q4 |
| Neuberger Berman Group LLC | ADD | 373,177 | 505,106 | +35.4% | $9.7M | 2025-Q4 |
| GROUP ONE TRADING LLC | DOUBLED | 30,095 | 144,455 | +380.0% | $2.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 97,880 | 137,434 | +40.4% | $2.6M | 2025-Q4 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 93,113 | 117,361 | +26.0% | $2.2M | 2025-Q4 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 42,042 | 73,223 | +74.2% | $1.4M | 2025-Q4 |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 29,676 | 60,248 | +103.0% | $1.2M | 2025-Q4 |
6 unique insiders with 6 transactions. Net insider value: -$40.1K ($0.00 bought, $40.1K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 15, 2026 | Lynch Nnenna | Director | AWARD | 803 | $20.12 | $16.2K |
| Apr 15, 2026 | Cotton Leonard W | Director | AWARD | 1,523 | $20.12 | $30.6K |
| Apr 15, 2026 | SAGALYN LYNNE B | Director | AWARD | 3,275 | $20.12 | $65.9K |
| Apr 15, 2026 | NASSAU HENRY N | Director | AWARD | 2,531 | $20.12 | $50.9K |
| Mar 31, 2026 | Pena Fernando Austin | President | SELL | 1,666 | $18.88 | $31.5K |
| Mar 17, 2026 | URBASZEK MARCIN | Chief Financial Officer | SELL | 452 | $19.13 | $8.6K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (73% buy). Based on 15 analysts: 4 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$21.00 mean target
+14.4% upside
Buy (1.78)
$19.50 Low
$23.00 High
| Metric | Value |
|---|---|
| Current Price | $18.36 |
| Target Low | $19.50 |
| Target Mean | $21.00 |
| Target Median | $21.00 |
| Target High | $23.00 |
| # Analysts | 8 |
| Recommendation | Buy (1.78) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.37 | $0.27 | $0.48 | 96.3% | +3.3% | 0↑ 1↓ | $0.1B | 4.2% | 7 |
| Next Q 2026-09-30 |
$0.38 | $0.26 | $0.48 | 57.0% | +3.0% | 0↑ 1↓ | $0.1B | -0.7% | 7 |
| Current FY 2026-12-31 |
$1.47 | $1.00 | $2.07 | 202.6% | +8.8% | 0↑ 3↓ | $0.4B | 7.0% | 8 |
| Next FY 2027-12-31 |
$1.97 | $1.85 | $2.21 | 33.9% | +2.2% | — | $0.3B | -12.1% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.373 | |
| 7d ago | $0.398 | -0.025 |
| 30d ago | $0.361 | +0.012 |
| 60d ago | $0.406 | -0.033 |
| 90d ago | $0.427 | -0.054 |
4 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 2, 2026 | UBS | UPGRADE | Neutral | Buy |
| Apr 30, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 16, 2026 | JP Morgan | UPGRADE | Neutral | Overweight |
| Feb 12, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | Outperform |
| Feb 10, 2026 | BTIG | REITERATE | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| May 1, 2026 | 4 | 7 | 4 | 0 | 0 | 73% | |
| Apr 1, 2026 | 4 | 6 | 5 | 0 | 0 | 67% | |
| Mar 1, 2026 | 4 | 6 | 5 | 0 | 0 | 67% | |
| Feb 1, 2026 | 4 | 6 | 5 | 0 | 0 | 67% | |
| Jan 1, 2026 | 4 | 6 | 5 | 0 | 0 | 67% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 2, 2026
short_volume
Short Volume: BXMT — 64.2% short (0.3M / 0.5M)
Short: 345,113 | Exempt: 0 | TRF Vol: 537,790 | Short Ratio: 64.2% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BXMT — 62.5% short (0.3M / 0.5M)
Short: 319,814 | Exempt: 0 | TRF Vol: 511,937 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BXMT — 70.5% short (0.5M / 0.7M)
Short: 504,115 | Exempt: 782 | TRF Vol: 715,133 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: BXMT — 77.8% short (0.5M / 0.7M)
Short: 511,505 | Exempt: 8,820 | TRF Vol: 657,516 | Short Ratio: 77.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: BXMT — 75.6% short (0.6M / 0.8M)
Short: 633,948 | Exempt: 321 | TRF Vol: 838,466 | Short Ratio: 75.6% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: BXMT — 69.8% short (0.5M / 0.7M)
Short: 473,960 | Exempt: 0 | TRF Vol: 679,437 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: BXMT — 57.1% short (0.6M / 1.0M)
Short: 550,188 | Exempt: 10 | TRF Vol: 963,023 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
earnings_calendar
BXMT Q1 2026 Earnings Before Market Open — 2026-04-29
Apr 29, 2026
short_volume
Short Volume: BXMT — 63.5% short (1.2M / 1.9M)
Short: 1,218,178 | Exempt: 1,957 | TRF Vol: 1,919,461 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: BXMT — 86.1% short (0.6M / 0.7M)
Short: 579,109 | Exempt: 125 | TRF Vol: 672,870 | Short Ratio: 86.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: BXMT — 69.1% short (0.3M / 0.5M)
Short: 346,010 | Exempt: 516 | TRF Vol: 500,554 | Short Ratio: 69.1% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: BXMT — 58.3% short (0.5M / 0.9M)
Short: 498,659 | Exempt: 500 | TRF Vol: 854,732 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 8, 2026
short_volume
Short Volume: BXMT — 56.6% short (0.4M / 0.7M)
Short: 391,849 | Exempt: 2,502 | TRF Vol: 692,517 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_interest
FTD: BXMT — 27,021 shares ($0.5M) failed to deliver
Settlement: 20260401, Price: $19.15, FTD Value: $517,452.15, BLACKSTONE MORTGATE TRUST INC
Mar 31, 2026
short_interest
FTD: BXMT — 154,587 shares ($3.0M) failed to deliver
Settlement: 20260331, Price: $19.27, FTD Value: $2,978,891.49, BLACKSTONE MORTGATE TRUST INC