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Blackstone Mortgage Trust, Inc.
BXMT
NYSE·Real Estate·REIT - Mortgage·Mkt cap $2.9B
$17.09
▲ +0.74%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$16.88 - $20.67
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 14.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Blackstone's global platform and real estate expertise
- Focus on senior loans with lower default risk
- Diversified geographic exposure across North America, Europe, and Australia
- Established relationships with institutional borrowers and developers
- Tax-efficient REIT structure with high dividend yields
Bear Case
2 risks
- Average volatility.
- Growth premium of 1.5x vs Mortgage REITs peers. Elevated but may be justified by growth trajectory.
Growth
Revenue decline expected
Expansion of commercial real estate lending opportunities
Value
Growth premium of 1.5x vs Mortgage REITs peers. Elevated but may be justified by growth trajectory.
Momentum
Weak
-9.2% over 3m
Quality
Excellent
High-growth business (110% revenue growth, 63% gross margin). Profitable with strong growth momentum.
Dividend
High yield
11.09% yield
Smart-money signal
Who's buying BXMT right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Apr 28, 2026
APR 29, 2026
Reported EPS of $0.49 vs $0.38 consensus (+28.9% surprise). Revenue of $159.4M vs $118.8M expected (+34.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+28.9%
Next: Apr 28, 2026
Revenue trend · last 8Q
—
—
-26%
-46%
+443%
+21%
+240%
+4%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
-$25.6M
$109.6M
$114.4M
$365.7M
$393.3M
$373.0M
$389.0M
$380.2M
Margins · last 8Q
Gross
20.4%
Operating
12.8%
Profit
-1.7%
Wall Street consensus
3 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
$21.00
▲ +22.9% vs $17.09
Latest: UBS · $21.00 · Jun 2, 2026
1 analyst covering