Updated
Updated · Seeking Alpha · Jul 23
Blackstone Beats Q2 Estimates on Nearly $70 Billion Inflows as AUM Growth Lifts Fees
Updated
Updated · Seeking Alpha · Jul 23

Blackstone Beats Q2 Estimates on Nearly $70 Billion Inflows as AUM Growth Lifts Fees

3 articles · Updated · Seeking Alpha · Jul 23

Summary

  • Nearly $70 billion of Q2 inflows helped Blackstone top Wall Street earnings estimates, lifting assets under management and driving higher management and advisory fees.
  • Infrastructure led Blackstone's investment strategies with a 7.2% return, followed by its Absolute Return multi-asset strategy at 5.8%, underscoring where performance was strongest.
  • The earnings beat adds to Blackstone's earlier-reported 26% rise in Q2 distributable earnings to $1.97 billion, or $1.52 a share, helped by exits and AI-related investments.
  • The results point to multiple earnings drivers at Blackstone—fresh client money, fee growth and investment realizations—supporting momentum across its private-markets platform.

Insights

With AI profits soaring, can Blackstone's success hide the growing cracks in its private credit empire?
Blackstone is betting billions not on AI software, but on its physical infrastructure. What is the real opportunity?