Blackstone Mortgage Trust, Inc. (BXMT)
NYSEFinancialsReit - MortgageSnapshot 2026-11-05
$11.45-1.55%
Close 2026-11-05 · 1-day change
NYSEFinancialsReit - MortgageSnapshot 2026-11-05
QuarterlyIQ Insights · BXMT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 50% of the last 2 guided quarters · -11.7% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We assess the dividend with our Board each quarter, considering a variety of factors, and our Board has declared a fourth quarter dividend of $0.30 per share, which we believe can be sustained throug…
Stated in 2 of 5 supplied quarters. Management reported: “Third-quarter EPS, Distributable EPS, Distributable EPS prior to realized gains and losses, and dividends paid per basic share were $(1.95), $0.38, $0.42, and $0.47 respectively.” “We assess the dividend with our Board each quarter, considering a variety of factors, and our Board has declared a fourth quarter dividend of $0.30 per share, which we believe can be sustained through a range of rate and credit environments.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 66% of the time over the next year (vs 56% for the rest of the cohort, n=7714).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We assess the dividend with our Board each quarter, considering a variety of factors, and our Board has declared a fourth quarter dividend of $0.30 per share, which we believe can be sustained throug…”
“Tim Johnson, Chief Executive Officer said, “BXMT’s strong fourth quarter results demonstrate continued positive momentum, with robust capital deployment across diversified investments, improved credi…”
Tim Johnson, Chief Executive Officer said, “BXMT remains focused on balancing current return with long-term earnings power through disciplined capital allocation.
Stated in 2 of 5 supplied quarters. Management reported: “Tim Johnson, Chief Executive Officer said, “BXMT remains focused on balancing current return with long-term earnings power through disciplined capital allocation.” “Tim Johnson, Chief Executive Officer said, “BXMT’s second quarter results reflect continued execution of our goal of accelerating portfolio turnover and reallocating capital into high-conviction investment themes.” Net income was $-327.005 million in 2026-Q3.
“Tim Johnson, Chief Executive Officer said, “BXMT remains focused on balancing current return with long-term earnings power through disciplined capital allocation.”
“Tim Johnson, Chief Executive Officer said, “BXMT’s strong fourth quarter results demonstrate continued positive momentum, with robust capital deployment across diversified investments, improved credi…”
With a stable balance sheet, strong liquidity, and access to the breadth and scale of Blackstone’s global platform, BXMT is well-positioned to continue to drive further portfolio turnover and dynamic…
Stated in 2 of 5 supplied quarters. Management reported: “Tim Johnson, Chief Executive Officer said, “BXMT’s second quarter results reflect continued execution of our goal of accelerating portfolio turnover and reallocating capital into high-conviction investment themes.” “With a stable balance sheet, strong liquidity, and access to the breadth and scale of Blackstone’s global platform, BXMT is well-positioned to continue to drive further portfolio turnover and dynamically allocate capital to deliver strong risk-adjusted returns for shareholders.”” Net income was $-81.222 million in 2026-Q2.
“With a stable balance sheet, strong liquidity, and access to the breadth and scale of Blackstone’s global platform, BXMT is well-positioned to continue to drive further portfolio turnover and dynamic…”
“Tim Johnson, Chief Executive Officer said, “BXMT’s second quarter results reflect continued execution of our goal of accelerating portfolio turnover and reallocating capital into high-conviction inve…”
Management has linked balance-sheet optimization with earnings power and dividend coverage, and the company disclosed a senior secured notes financing intended partly to repay secured debt.
Continue paying a consistent dividend of $0.47 per share to shareholders as a key capital allocation priority.
Over the trailing year it converted -3.58x of net income into operating cash flow.
Most sensitive to the US dollar and the broad stock market.
Not enough signal to read sensitivity to Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated neutral grew net income 60% of the time over the next year (vs 58% for the rest of the cohort, n=10134).
Not investment advice. As of 2026-11-05.