Early Access

10-KPeriod: FY2023

Blackstone Inc. Annual Report, Year Ended Dec 31, 2023

Filed February 23, 2024For Securities:BX

Summary

Blackstone Inc. reported strong performance in its 2023 annual report, marked by a significant increase in Total Assets Under Management (AUM) to over $1 trillion, driven by inflows across its diverse business segments including Real Estate, Private Equity, Credit & Insurance, and Hedge Fund Solutions. While revenues saw a slight decrease of 6% year-over-year due to a $1 billion drop in Investment Income, this was largely offset by a 6% increase in Management and Advisory Fees, Net, reflecting robust growth in Fee-Earning Assets Under Management. The company maintained effective cost management, with total expenses remaining relatively flat year-over-year. Blackstone also reported a solid net income attributable to Blackstone Inc. of $1.39 billion, though down 20% from the prior year, impacted by lower investment income. The company's commitment to shareholder returns is evident in its dividend policy, aiming to distribute approximately 85% of its share of Distributable Earnings, alongside active share repurchases.

Financial Statements
Beta
Revenue$8.02B
Operating Expenses$4.98B
Interest Expense$431.87M
Net Income$1.39B
EPS (Basic)$1.84
EPS (Diluted)$1.84
Shares Outstanding (Basic)755.20M
Shares Outstanding (Diluted)755.42M

Key Highlights

  • 1Total Assets Under Management (AUM) surpassed $1 trillion, reaching $1.04 trillion by year-end 2023, up from $974.7 billion in 2022.
  • 2Fee-Earning Assets Under Management grew to $762.6 billion, an increase of $44.2 billion from the previous year, indicating strong fee-generating capacity.
  • 3Total Revenues were $8.0 billion, a 6% decrease year-over-year, primarily due to a $1 billion reduction in Investment Income (driven by lower realized gains), partially offset by a 6% increase in Management and Advisory Fees, Net.
  • 4Net Income Attributable to Blackstone Inc. was $1.39 billion, a decrease of 20% compared to $1.75 billion in 2022, largely due to the decline in Investment Income.
  • 5The company maintained its dividend policy, paying $3.35 per share in dividends for 2023, and continued its share repurchase program, with $756.8 million remaining available.
  • 6The Real Estate segment saw Fee-Earning AUM increase by $16.9 billion, driven by inflows in BREDS and BREIT, despite some outflows from BREIT.
  • 7The Credit & Insurance segment experienced Fee-Earning AUM growth of $25.7 billion, fueled by direct lending and liquid credit strategies, while Total Assets Under Management in this segment increased by $39.0 billion.

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