Blackstone (BX) Fund Secures $20 Billion from Saudi Arabia in Exchange for Fee Discount
Blackstone Group LP ’s new infrastructure fund allows Saudi Arabia to invest at a discount. What it gets in return is massive funding from the kingdom.
For every dollar that an investor pays Blackstone to manage its cash, Saudi Arabia gets to pay 15 cents less. Saudi Arabia’s sovereign wealth fund has committed as much as $20 billion to Blackstone for creating the world’s largest infrastructure fund.
According to Bloomberg, the terms (the majority of which remain undisclosed to the public) include various concessions. There could potentially be lower management and incentive fees for the Saudis, as well as additional discounts based on a percentage of the revenue the fund generates from its other investors, as suggested by a Bloomberg report.
The infrastructure fund was first unveiled during a visit by Chief Executive Officer Stephen Schwarzman and President Donald Trump to Riyadh in May 2017. By the end of September, the infrastructure fund had raised $2.5 billion from outside sources.
Amid tensions between Saudi Arabia and other nations following the death of journalist Jamal Khashoggi, several companies including Blackstone have either cancelled visits to -- or put off deals with -- the kingdom. However, as far as Blackstone’s new infrastructure fund is concerned, the company said that it will go ahead with building the fund, while also taking stock about the ongoing tensions. “Like everybody, we’ve been concerned about what we’ve been reading the last couple weeks,” Blackstone President Jon Gray said. “We take a long-term approach both to our relationships and to building businesses.”
Saudi Arabia's Public Investment Fund initially proposed partial ownership of the vehicle, but Blackstone refused - according to the people familiar with the talks (as reported by Bloomberg). However, Bloomberg also indicates that the costs borne by Saudi Arabia’s sovereign wealth fund might decline as they increase their capital contribution to the Blackstone fund, in addition to enjoying lower starting costs compared to many other investors of the infrastructure fund.
BX in -0.45% downward trend, sliding for three consecutive days on April 21, 2026
Moving lower for three straight days is viewed as a bearish sign. Keep an eye on this stock for future declines. Considering data from situations where BX declined for three days, in of 282 cases, the price declined further within the following month. The odds of a continued downward trend are .
Technical Analysis (Indicators)
Bearish Trend Analysis
The 10-day RSI Indicator for BX moved out of overbought territory on April 21, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 41 similar instances where the indicator moved out of overbought territory. In of the 41 cases, the stock moved lower in the following days. This puts the odds of a move lower at .
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 8 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
BX broke above its upper Bollinger Band on April 13, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on April 06, 2026. You may want to consider a long position or call options on BX as a result. In of 76 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for BX just turned positive on March 16, 2026. Looking at past instances where BX's MACD turned positive, the stock continued to rise in of 38 cases over the following month. The odds of a continued upward trend are .
BX moved above its 50-day moving average on April 13, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BX crossed bullishly above the 50-day moving average on April 15, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where BX advanced for three days, in of 321 cases, the price rose further within the following month. The odds of a continued upward trend are .
The Aroon Indicator entered an Uptrend today. In of 265 cases where BX Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (11.521) is normal, around the industry mean (46.703). P/E Ratio (33.204) is within average values for comparable stocks, (39.709). Projected Growth (PEG Ratio) (1.893) is also within normal values, averaging (2.660). Dividend Yield (0.037) settles around the average of (0.083) among similar stocks. P/S Ratio (8.078) is also within normal values, averaging (34.562).
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. BX’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 81, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
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