Orin

← What changed

dividend change

BX Blackstone Inc.

as of Friday 24 July 2026 · 61d ago

Event 24 Jul · published 24 Julfrom the dividends calendar

BX raised its quarterly dividend 11.2% to $1.29 from $1.16 (next ex-dividend date Aug 03).

Orin's take

The 11% dividend hike is a straightforward confidence signal from management that fee-related earnings can sustain the payout, but it doesn't fix the core problem: operating cash flow barely covers the distribution. Until the Q2 print shows cash conversion normalizing back toward 1.0x, the raise reads more as a retention tactic than a genuine return of excess capital.

What would change this read

Q2 operating cash flow prints above $2.5B, restoring coverage to at least 0.8x net income.

The facts

raised 11.2% — $1.16 to $1.29 per quarter

New payment
$1.29 per quarter
Previous
$1.16 · ex-dividend May 4, 2026
Next ex-dividend
Aug 3, 2026

Dividends come from the dividends calendar, not a filing — the ex-dividend date is the day the payment stops travelling with the share.

Signals are informational research, not individualized investment advice.

BX: dividend change · Orin