BXSL Blackstone Secured Lending Fund Common Shares of Beneficial Interest
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 5, 2026 10-K/10-Q Aug 6, 2026
$23.52
· of 52w range
· above low
· to high
$22.4752w low
$28.5952w high
Market Cap (MRQ)
$5.47B
P/E
9.6
EPS
$2.46
your badges
52W Range
$22–$29
Analyst Rating
HOLD
Price Target
$25
P/E
9.6
ROE
9.0%
Net Profit Margin
·
Your badge strip is empty — pin a metric anywhere on this page.
BXSL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$23.52
Market Cap (MRQ)
$5.47B
P/E
9.6
EPS
$2.46
Div Yield
12.4%
ROE
9.0%
52W Range
$22–$29
BXSL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
EPS$2.462020-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | BXSL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E | 9.65Y avg ≈9.5 | ≈9.5 | 15.5 | Overvalued | |
| P/B (MRQ) | 0.95Y avg ≈1.0 | ≈1.0 | 1.5 | Undervalued | |
| Price / Cash Flow | -11.95Y avg ≈0.1 | ≈0.1 | · | · | |
| Price / Tangible Book | 0.95Y avg ≈1.0 | ≈1.0 | · | · | |
| PEG Ratio | ≈6.6 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | BXSL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| ROA | 4.0%5Y avg ≈5.0% | ≈5.0% | 4.0% | In line | |
| ROE | 9.0%5Y avg ≈10.8% | ≈10.8% | 12.1% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | BXSL | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EPS YoY | -28.7%5Y avg ≈6.2% | ≈6.2% | · | · | |
| Net Income YoY | -18.8%5Y avg ≈28.9% | ≈28.9% | · | · | |
| EPS CAGR 3Y | 0.27%5Y avg ≈6.6% | ≈6.6% | · | · | |
| EPS CAGR 5Y | 1.4% | · | · | · | |
| Net Income CAGR 3Y | 11.7%5Y avg ≈22.4% | ≈22.4% | · | · | |
| Net Income CAGR 5Y | 20.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield12.4%
Payout Ratio120.3%
Annualized Payout≈$3.08
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 30, 2026 | $0.77 | USD | ≈12.8% |
| Jun 30, 2026 | $0.77 | USD | ≈13.0% |
| Mar 31, 2026 | $0.77 | USD | ≈13.0% |
| Dec 31, 2025 | $0.77 | USD | ≈11.7% |
| Sep 30, 2025 | $0.77 | USD | ≈11.8% |
| Jun 30, 2025 | $0.77 | USD | ≈10.0% |
| Mar 31, 2025 | $0.77 | USD | ≈9.5% |
| Dec 31, 2024 | $0.77 | USD | ≈9.5% |
| Sep 30, 2024 | $0.77 | USD | ≈10.5% |
| Jun 28, 2024 | $0.77 | USD | ≈10.1% |
| Mar 27, 2024 | $0.77 | USD | ≈9.8% |
| Dec 28, 2023 | $0.77 | USD | ≈10.6% |
| Sep 28, 2023 | $0.77 | USD | ≈10.1% |
| Jun 29, 2023 | $0.70 | USD | ≈10.3% |
| Mar 30, 2023 | $0.70 | USD | ≈11.4% |
| Dec 29, 2022 | $0.60 | USD | ≈12.9% |
| Sep 29, 2022 | $0.60 | USD | ≈12.3% |
| Jul 15, 2022 | $0.20 | USD | ≈9.7% |
| Jun 29, 2022 | $0.53 | USD | ≈8.8% |
| May 13, 2022 | $0.20 | USD | ≈5.9% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
1.8%
Next Report
Nov 09, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 12, 2026 | $0.75 | $0.67 | 11.4% |
| March 31, 2026 | May 13, 2026 | $0.77 | $0.75 | 2.1% |
| Dec. 31, 2025 | $0.80 | $0.80 | -0.21% | |
| Sept. 30, 2025 | $0.82 | $0.80 | 2.5% | |
| June 30, 2025 | $0.77 | $0.81 | -4.6% | |
| March 31, 2025 | $0.83 | $0.84 | -0.29% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Interest Expense | $382M | $326M | $266M | $204M | $120M | $66M | |
| Interest Income | $24M | $5M | $19M | $5M | $61M | $49M | |
| Net Income | $563M | $694M | $612M | $405M | $460M | $219M | |
| EPS (Basic) | $2.46 | $3.45 | $3.65 | $2.44 | $3.19 | $2.29 | |
| EPS (Diluted) | $2.46 | $3.45 | $3.65 | $2.44 | $3.19 | $2.29 | |
| Shares (Basic) | 229,162,028 | 201,372,008 | 167,615,433 | 166,072,919 | 144,510,122 | 95,333,867 | |
| Shares (Diluted) | 229,162,028 | 201,372,008 | 167,615,433 | 166,072,919 | 144,510,122 | 95,333,867 |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $290M | $230M | $155M | $131M | $103M | · | |
| Total Assets | $14.66B | $13.47B | $10.13B | $9.91B | $10.18B | · | |
| Total Liabilities | $8.41B | $7.40B | $5.18B | $5.75B | $5.73B | · | |
| Long-term Debt | $8.08B | $7.06B | $4.91B | $5.53B | $5.50B | · | |
| Common Stock | $232.0K | $222.0K | $186.0K | $160.0K | $169.0K | · | |
| Paid-in Capital | $6.05B | $5.75B | $4.70B | $4.03B | $4.25B | · | |
| Retained Earnings | $197M | $327M | $250M | $126M | $200M | · | |
| Stockholders' Equity | $6.25B | $6.08B | $4.95B | $4.16B | $4.45B | $3.27B | |
| Liabilities + Equity | $14.66B | $13.47B | $10.13B | $9.91B | $10.18B | · | |
| Shares Outstanding | 231,969,058 | 221,892,184 | 185,782,408 | 160,362,861 | 169,274,033 | 129,661,586 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $-459M | $-2.53B | $459M | $673M | $-3.83B | $-2.32B | |
| Stock Issued | $295M | $1.04B | $665M | $0 | $981M | $1.58B | |
| Stock Repurchased | · | $0 | $0 | $263M | $0 | $0 | |
| Net Stock Activity | $295M | $1.04B | $665M | $-263M | · | · | |
| Dividends Paid | $678M | $583M | $438M | $423M | $254M | $145M | |
| Financing Cash Flow | $531M | $2.60B | $-432M | $-648M | $3.71B | $2.47B |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| ROA | 4.0% | 5.9% | 6.1% | 4.0% | · | · | |
| ROE | 9.0% | 11.8% | 12.8% | 9.7% | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Book Value / Share | $26.92 | $27.39 | $26.66 | $25.93 | · | · | |
| Cash Flow / Share | $-2.00 | $-12.55 | $2.74 | $4.05 | · | · | |
| Cash / Share | $1.25 | $1.03 | $0.83 | $0.82 | · | · | |
| Dividend / Share | $3.08 | $3.08 | $2.94 | $2.91 | $2.03 | $2300.00 | |
| EPS (TTM) | $2.46 | $3.45 | $3.65 | $2.44 | $3.19 | $2.29 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| EPS YoY | -28.7% | -5.5% | 49.6% | -23.5% | 39.3% | · | |
| EPS CAGR 3Y | 0.27% | 2.6% | 16.8% | · | · | · | |
| EPS CAGR 5Y | 1.4% | · | · | · | · | · | |
| Net Income YoY | -18.8% | 13.4% | 51.3% | -12.1% | 110.6% | · | |
| Net Income CAGR 3Y | 11.7% | 14.7% | 40.9% | · | · | · | |
| Net Income CAGR 5Y | 20.8% | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 36.1% | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
| Net Income TTM | $563M | $694M | $612M | $405M | $460M | $219M | |
| Market Cap | $6.11B | $7.17B | $5.14B | $3.58B | · | · | |
| P/E | 10.7 | 9.4 | 7.6 | 9.2 | 10.7 | · | |
| P/B | 1.0 | 1.2 | 1.0 | 0.9 | · | · | |
| P / Tangible Book | 1.0 | 1.2 | 1.0 | 0.9 | · | · | |
| P / Cash Flow | -13.3 | -2.8 | 11.2 | 5.3 | · | · | |
| Dividend Yield | 11.1% | 8.1% | 8.5% | 11.8% | · | · | |
| Earnings Yield | 9.3% | 10.7% | 13.2% | 10.9% | 9.4% | · | |
| Payout Ratio | 120.3% | 84.0% | 71.6% | 104.7% | · | · | |
| Annual Payout | $678M | $583M | $438M | $423M | $254M | $145M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | $101M | $100M | $102M | $95M | $92M | $93M | $92M | $88M | $79M | $67M | $65M | $66M | $67M | $55M | $45M | |
| Interest Income | $4M | $2M | $4M | $6M | $2M | $13M | $800.0K | $2M | $400.0K | $2M | $1M | $13M | $400.0K | $2M | $400.0K | |
| Net Income | $9M | $25M | $126M | $132M | $155M | $150M | $162M | $152M | $196M | $184M | $171M | $145M | $139M | $96M | $80M | |
| EPS (Basic) | $0.04 | $0.11 | $0.55 | $0.57 | $0.68 | $0.66 | $0.73 | $0.75 | $1.01 | $0.96 | $1.01 | $0.90 | $0.86 | $0.58 | $0.47 | |
| EPS (Diluted) | $0.04 | $0.11 | $0.55 | $0.57 | $0.68 | $0.66 | $0.73 | $0.75 | $1.01 | $0.96 | $1.01 | $0.90 | $0.86 | $0.58 | $0.47 | |
| Shares (Basic) | 232,557,932 | 232,203,849 | · | 230,462,792 | 228,192,335 | 226,577,167 | · | 203,419,337 | 193,908,352 | 190,599,849 | 169,843,500 | 161,079,263 | 160,501,868 | 165,031,737 | 169,426,422 | |
| Shares (Diluted) | 232,557,932 | 232,203,849 | · | 230,462,792 | 228,192,335 | 226,577,167 | · | 203,419,337 | 193,908,352 | 190,599,849 | 169,843,500 | 161,079,263 | 160,501,868 | 165,031,737 | 169,426,422 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $267M | $351M | $290M | $250M | $274M | $965M | $230M | $194M | $291M | $148M | $146M | $147M | $103M | $131M | · | |
| Total Assets | $13.79B | $14.44B | $14.66B | $14.26B | $13.71B | $13.97B | $13.47B | $12.37B | $11.77B | $10.71B | $9.80B | $9.57B | $9.85B | $9.93B | · | |
| Total Liabilities | $7.85B | $8.34B | $8.41B | $7.99B | $7.42B | $7.73B | $7.40B | $6.67B | $6.38B | $5.55B | $5.20B | $5.22B | $5.66B | $5.76B | · | |
| Long-term Debt | $7.54B | $8.03B | $8.08B | $7.66B | $7.09B | $7.38B | $7.06B | $6.39B | $6.08B | $5.27B | $4.96B | $4.98B | $5.45B | $5.51B | · | |
| Common Stock | $233.0K | $232.0K | $232.0K | $231.0K | $230.0K | $228.0K | $222.0K | $209.0K | $198.0K | $192.0K | $173.0K | $165.0K | $162.0K | $162.0K | · | |
| Paid-in Capital | $6.06B | $6.06B | $6.05B | $6.04B | $6.01B | $5.94B | $5.75B | $5.38B | $5.06B | $4.87B | $4.38B | $4.17B | $4.04B | $4.07B | · | |
| Retained Earnings | $-126M | $44M | $197M | $234M | $279M | $301M | $327M | $320M | $330M | $286M | $219M | $181M | $152M | $99M | · | |
| Stockholders' Equity | $5.94B | $6.10B | $6.25B | $6.27B | $6.29B | $6.24B | $6.08B | $5.70B | $5.39B | $5.16B | $4.60B | $4.35B | $4.19B | $4.17B | · | |
| Liabilities + Equity | $13.79B | $14.44B | $14.66B | $14.26B | $13.71B | $13.97B | $13.47B | $12.37B | $11.77B | $10.71B | $9.80B | $9.57B | $9.85B | $9.93B | · | |
| Shares Outstanding | 232,652,003 | 232,279,811 | 231,969,058 | 230,957,158 | 230,055,444 | 227,818,928 | 221,892,184 | 209,034,336 | 198,381,800 | 191,874,419 | 173,443,538 | 165,417,269 | 160,571,371 | 161,823,803 | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $561M | $249M | $-230M | $-433M | $-221M | $425M | $-904M | $-518M | $-709M | $-396M | $-90M | $521M | $156M | $488M | $36M | |
| Stock Issued | $0 | $0 | $21M | $27M | $59M | $189M | $376M | $310M | $188M | $162M | $211M | $125M | $0 | $0 | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | $0 | · | · | $164M | · | |
| Net Stock Activity | · | $0 | · | · | · | $189M | · | · | · | $162M | · | · | · | · | · | |
| Dividends Paid | $170M | $171M | $171M | $172M | $170M | $166M | $156M | $148M | $142M | $137M | $111M | $107M | $92M | $112M | $116M | |
| Financing Cash Flow | $-644M | $-184M | $270M | $422M | $-472M | $310M | $937M | $424M | $853M | $388M | $89M | $-487M | $-187M | $-525M | $-9M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | · | 0.18% | · | 0.99% | 1.2% | 1.2% | · | 1.4% | 1.8% | 1.8% | 1.7% | 3.0% | 2.8% | 1.9% | · | |
| ROE | · | 0.41% | · | 2.2% | 2.6% | 2.6% | · | 2.9% | 4.0% | 3.9% | 3.9% | 6.7% | 6.6% | 4.6% | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $26.26 | · | $27.15 | $27.33 | $27.39 | · | $27.27 | $27.19 | $26.87 | $26.54 | $26.30 | $26.10 | $25.76 | · | |
| Cash Flow / Share | · | $1.07 | · | · | · | $1.87 | · | · | · | $-2.08 | · | · | $0.97 | · | · | |
| Cash / Share | · | $1.51 | · | $1.08 | $1.19 | $4.24 | · | $0.93 | $1.47 | $0.77 | $0.84 | $0.89 | $0.64 | $0.81 | · | |
| Dividend / Share | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.77 | $0.70 | $0.70 | $0.80 | $0.73 | |
| EPS (TTM) | $1.27 | $1.91 | · | $2.64 | $2.82 | $3.15 | · | $3.60 | $3.86 | $3.75 | $3.53 | $3.10 | $2.67 | $2.40 | $2.56 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Income TTM | $293M | $439M | · | $600M | $619M | $660M | · | $689M | $708M | $657M | $576M | $501M | $436M | $405M | $419M | |
| Market Cap | $5.52B | $5.50B | · | $6.02B | $7.07B | $7.37B | · | $6.12B | $6.07B | $5.98B | $4.75B | $4.53B | $4.00B | $3.68B | · | |
| P/E | 18.7 | 12.4 | · | 9.9 | 10.9 | 10.3 | · | 8.1 | 7.9 | 8.3 | 7.8 | 8.8 | 9.3 | 9.5 | 9.2 | |
| P/B | 0.9 | 0.9 | · | 1.0 | 1.1 | 1.2 | · | 1.1 | 1.1 | 1.2 | 1.0 | 1.0 | 1.0 | 0.9 | · | |
| P / Tangible Book | 0.9 | 0.9 | · | 1.0 | 1.1 | 1.2 | · | 1.1 | 1.1 | 1.2 | 1.0 | 1.0 | 1.0 | 0.9 | · | |
| P / Cash Flow | · | 22.1 | · | · | · | 17.4 | · | · | · | -15.1 | · | · | 25.7 | · | · | |
| Dividend Yield | 12.4% | 12.4% | · | 11.0% | 9.0% | 8.3% | · | 9.1% | 8.6% | 8.1% | 9.0% | 9.5% | 10.9% | 10.1% | · | |
| Earnings Yield | 5.4% | 8.1% | · | 10.1% | 9.2% | 9.7% | · | 12.3% | 12.6% | 12.0% | 12.9% | 11.3% | 10.7% | 10.5% | 10.8% | |
| Payout Ratio | · | 675.4% | · | · | · | 110.6% | · | · | · | 74.8% | · | · | 66.1% | · | · | |
| Annual Payout | $683M | $683M | · | $663M | $639M | $612M | · | $556M | $519M | $484M | $428M | $428M | $437M | $370M | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Net Income | $563M | $694M | $612M | $405M | $460M |
| Diluted EPS | $2.46 | $3.45 | $3.65 | $2.44 | $3.19 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 399 filers · $2.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
399
Value held
$2.3B
New positions
56
Exited positions
65
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 56 (-8 vs prior Q) | 65 (+3 vs prior Q) | 146 (-8 vs prior Q) | 96 (-15 vs prior Q) | +12.5M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| MORGAN STANLEY | $150,763,348 | 6,358,639 | 6.61% | Shares |
| BANK OF AMERICA CORP /DE/ | $133,581,033 | 5,633,953 | 5.86% | Shares |
| UBS Group AG | $121,539,427 | 5,126,083 | 5.33% | Shares |
| Northeast Financial Consultants Inc | $103,305,322 | 3,359,523 | 4.53% | Shares |
| VAN ECK ASSOCIATES CORP | $98,670,090 | 4,161,539 | 4.33% | Shares |
| STRS OHIO | $94,840,000 | 4,000,000 | 4.16% | Shares |
| Ensign Peak Advisors, Inc | $78,127,177 | 3,295,115 | 3.43% | Shares |
| Blackstone Inc. | $76,026,826 | 3,206,530 | 3.33% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $74,792,057 | 3,154,452 | 3.28% | Shares |
| Generali Asset Management SPA SGR | $61,707,504 | 2,602,594 | 2.71% | Shares |
| Corient Private Wealth LP | $53,967,199 | 2,276,137 | 2.37% | Shares |
| OMERS ADMINISTRATION Corp | $52,558,313 | 2,216,715 | 2.30% | Shares |
| WELLS FARGO & COMPANY/MN | $47,274,998 | 1,993,884 | 2.07% | Shares |
| Sound Income Strategies, LLC | $43,159,960 | 1,820,327 | 1.89% | Shares |
| JPMORGAN CHASE & CO | $36,954,743 | 1,501,005 | 1.62% | Shares |
| ROYAL BANK OF CANADA | $35,591,000 | 1,501,081 | 1.56% | Shares |
| CCLA Investment Management Ltd | $33,903,000 | 1,287,641 | 1.49% | Shares |
| Creative Planning | $30,556,321 | 1,288,752 | 1.34% | Shares |
| Cresset Asset Management, LLC | $28,712,890 | 1,172,912 | 1.26% | Shares |
| Muzinich & Co., Inc. | $28,387,437 | 1,197,277 | 1.24% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $28,169,851 | 1,188,100 | 1.24% | Call option |
| HighTower Advisors, LLC | $26,394,640 | 1,113,228 | 1.16% | Shares |
| GOLDMAN SACHS GROUP INC | $25,344,781 | 1,068,949 | 1.11% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24,601,496 | 1,037,600 | 1.08% | Put option |
| Lunate Capital Ltd | $23,729,395 | 1,000,818 | 1.04% | Shares |
| Russell Investments Group, Ltd. | $23,679,319 | 998,706 | 1.04% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $21,370,961 | 901,348 | 0.94% | Shares |
| ARES MANAGEMENT LLC | $21,236,739 | 895,687 | 0.93% | Shares |
| Progeny 3, Inc. | $18,307,819 | 772,156 | 0.80% | Shares |
| Altshuler Shaham Ltd | $17,782,500 | 750,000 | 0.78% | Shares |
| BlackRock, Inc. | $17,668,598 | 745,196 | 0.77% | Shares |
| Clarity Financial LLC | $17,027,192 | 718,144 | 0.75% | Shares |
| TWO SIGMA INVESTMENTS, LP | $16,941,151 | 714,515 | 0.74% | Shares |
| D. E. Shaw & Co., Inc. | $16,595,909 | 699,954 | 0.73% | Shares |
| LPL Financial LLC | $16,285,725 | 686,872 | 0.71% | Shares |
| RAYMOND JAMES FINANCIAL INC | $15,563,369 | 656,405 | 0.68% | Shares |
| Rockefeller Capital Management L.P. | $14,752,249 | 622,195 | 0.65% | Shares |
| FMR LLC | $13,944,207 | 588,115 | 0.61% | Shares |
| Allen Investment Management, LLC | $13,743,549 | 579,652 | 0.60% | Shares |
| AMERIPRISE FINANCIAL INC | $13,450,644 | 567,298 | 0.59% | Shares |
| FRANKLIN RESOURCES INC | $12,142,792 | 512,138 | 0.53% | Shares |
| BROWN BROTHERS HARRIMAN & CO | $11,203,473 | 472,521 | 0.49% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $10,910,488 | 460,164 | 0.48% | Shares |
| Cetera Investment Advisers | $10,870,458 | 458,475 | 0.48% | Shares |
| Global Strategic Investment Solutions, LLC | $9,741,980 | 410,881 | 0.43% | Shares |
| All Terrain Financial Advisors, LLC | $9,245,098 | 389,924 | 0.41% | Shares |
| John & Kathleen Schreiber Foundation | $9,047,295 | 381,581 | 0.40% | Shares |
| Columbus Macro, LLC | $8,826,960 | 372,288 | 0.39% | Shares |
| QTR Family Wealth, LLC | $8,591,933 | 362,376 | 0.38% | Shares |
| GCM Grosvenor Holdings, LLC | $8,298,500 | 350,000 | 0.36% | Shares |
Company insiders 12 insiders · 6 officers · 0 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Brad Marshall | CEO | Nov. 21, 2022 P | 203,284 | 0 | 0 | $0 |
| Stephan Kuppenheimer | Chief Financial Officer | Dec. 14, 2020 A | 11,291 | 0 | 0 | $0 |
| Carlos Whitaker | President | May 26, 2023 P | 3,895 | 0 | 0 | $0 |
| Katherine Rubenstein | Chief Operating Officer | March 10, 2026 P | 5,771 | 1 | 0 | $24,923 |
| Lucie Enns | Chief Legal Officer and Secretary; Exhibit 24 - Power of Attorney | March 13, 2026 P | 1,045 | 1 | 0 | $24,537 |
| Beth Chartoff | Public Relations Officer | Dec. 14, 2020 A | 1,882 | 0 | 0 | $0 |
| Robert J Bass | · | May 12, 2026 P | 25,107 | 2 | 0 | $149,990 |
| James Frederic Clark | · | March 11, 2026 P | 2,750 | 2 | 0 | $71,195 |
| Daniel Harlan Smith Jr. | · | Dec. 14, 2020 A | 19,085 | 0 | 0 | $0 |
| Thomas M Joyce | · | April 7, 2020 A | 15,062 | 0 | 0 | $0 |
| Universities Superannuation Scheme Ltd as trustee for Universities Superannuation Scheme | · | Jan. 30, 2020 P | 7,545,151 | 0 | 0 | $0 |
| Bennett J Goodman | · | Dec. 16, 2019 A | 1,290,629 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 11 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| LBO · EA Series Trust | 7.19% | 21,943 NS | July 31, 2026 | N-PORT |
| VPC · ETFis Series Trust I | 1.36% | 17,889 NS | July 31, 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 1.10% | 95,415 | Oct. 2, 2026 | Daily |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.30% | 10,856,666 | Oct. 2, 2026 | Daily |
| BSCR · Invesco Exchange-Traded Self-Indexe… | 0.14% | 6,510,000 | Oct. 2, 2026 | Daily |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.13% | 3,731,000 | Oct. 2, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 14, 2026 | Daily |
BXSL Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 18 analysts
BUY
Median target
$25.00
+6.3%
4 22.2%
Strong Buy
6 33.3%
Buy
7 38.9%
Hold
1 5.6%
Sell
0 0.0%
Strong Sell
12-Month Price Target
11 analysts · 2026-10-02Mean target $24.66 +4.8%
Now
Current price $23.52
Low$22.00
Mean$24.66
High$26.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| BXSL | $6.11B | 10.7 | · | · | 9.0% | · |
| IVZ | $11.66B | -16.4 | 5.1% | -2.7% | -1.3% | · |
| SEIC | $10.03B | 14.6 | 8.1% | 31.1% | 29.9% | 35.2% |
| AMG | · | 12.7 | 1.6% | 34.5% | 21.8% | · |
| GLXY | · | · | 41.8% | -0.40% | -11.6% | · |
| VCTR | $4.05B | 15.5 | 46.2% | 25.3% | 13.5% | · |
| STEP | · | -7.0 | 69.7% | -26.9% | 457.6% | · |
| MAIN | $5.43B | 15.3 | · | · | 16.8% | · |
| OBDC | $6.21B | 10.0 | · | · | 8.3% | · |
| HLNE | · | · | 6.5% | 32.8% | 30.5% | · |
| OTF | $6.75B | 7.9 | · | · | 9.0% | · |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
BLUECHIP_DIP
Stopped out
risk 1
reward 4.99
entry
$24.34
R:R 4.99
BLUECHIP_DIP
Expired
risk 1
reward 4.99
entry
$23.34
R:R 4.99
BLUECHIP_DIP
Stopped out
risk 1
reward 4.99
entry
$23.77
R:R 4.99
BLUECHIP_DIP
Expired
risk 1
reward 4.98
entry
$23.52
R:R 4.98
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Aug 6, 2026