Blackstone Mortgage Trust, Inc.
BXMT
NYSE·Real Estate·REIT - Mortgage·Mkt cap $2.4B
$14.20
▲ +0.28%
P/E
177.50
Mkt Cap
$2.4B
52-Wk Range
$13.61–$20.67
52-Week Range
$13.61 - $20.67
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 28.8% 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 1.8x 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 1.8x vs Mortgage REITs peers. Elevated but may be justified by growth trajectory.
Momentum
Falling
-21.2% over 3m
Quality
Excellent
High-growth business (32% revenue growth, 67% gross margin). Profitable with strong growth momentum.
Dividend
High yield
13.24% 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
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 28, 2026
JUL 30, 2026
Reported EPS of $0.31 vs $0.41 consensus (-24.8% surprise). Revenue of $158.1M vs $157.3M expected (+0.5%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-24.8%
Revenue trend · last 8Q
—
-26%
-46%
+443%
+21%
+240%
+4%
-60%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$109.6M
$114.4M
$365.7M
$393.3M
$373.0M
$389.0M
$380.2M
$158.1M
Margins · last 8Q
Gross
0.0%
Operating
0.0%
Profit
-51.4%
Wall Street consensus
3 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
67%
Sell
0%
Median Price Target
—
Latest: Citi · Aug 25, 2026
vs Industry
How BXMT stacks vs REIT - Mortgage
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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