Blackstone: 3 Key Takeaways for Long-Term Investors

Blackstone reported strong Q3 2026 results with $1.7 billion in distributable earnings and $1.4 trillion in assets under management. The company is positioning for long-term growth through three key strategies: securing long-dated contracts for AI data center infrastructure, expanding wealth channels with its BXP private equity vehicle reaching $29 billion in NAV with 18% annualized returns, and growing its investment-grade private credit business to nearly $150 billion. Management expects outstanding results ahead driven by structural advantages in credit, infrastructure, and private equity.