Nama Insights

Blackstone Mortgage Trust (BXMT)

Real Estate · Reit Mortgage · NYSE

Blackstone Mortgage Trust (BXMT) is a Real Estate company in the Reit Mortgage industry. It has a market capitalization of $1.85B and a free-cash-flow yield of 14.4%. Over the most recent reported fiscal year, revenue grew 12.1% and free cash flow per share fell 23.5%. Nama's AI scorecard rates it Hold, 4.4 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Hold · 4.4/10
The sections balance. As of Nov 7, 2026.
Momentum
Trailing · -38.3% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-67.2%
How far the last close sits under the highest price of the past five years.
Market cap$1.85B
Trailing P/E—
Price / book0.6
Price / sales12.7
FCF yield14.4%
Dividend yield16.9%
Gross margin100.0%
Operating margin—
Net margin-256.6%
Revenue growth (YoY)+12.1%
Revenue growth (3-yr annual)-4.2%
EPS growth (YoY)—
FCF/share growth (YoY)-23.5%
Beta1.0
ExchangeNYSE
SectorReal Estate
IndustryReit Mortgage

BXMT earnings

Next report: Feb 10, 2027 (Q4 2026, EPS estimate $0.21). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 29, 2026 $0.38 $0.24 +58.3% $78.00M
Q2 2026 Jul 30, 2026 $0.31 $0.35 -11.4% $158.07M
Q1 2026 Apr 29, 2026 $0.21 $0.35 -40.0% $159.26M
Q4 2025 Feb 11, 2026 -$2.07 $0.27 -866.7% $159.32M

BXMT analyst price target

Median target $14.00 from 7 analysts, ranging $12.00 – $23.00.

Reit Mortgage peers

TickerCompanyMarket capP/E
NLY Annaly Capital Management $14.77B 6.1
AGNC AGNC Investment $11.18B 6.1
RITM Rithm Capital $5.15B 3.9
STWD Starwood Property Trust $4.58B 7.9
DX Dynex Capital $2.77B 8.4
ARR ARMOUR Residential REIT $1.78B 7.6
EFC Ellington Financial $1.51B 4.9
LADR Ladder Capital $1.12B 9.1
Explore live BXMT data on Nama Insights →

BXMT FAQ

Is BXMT a buy?
Nama's AI scorecard currently rates Blackstone Mortgage Trust Hold (4.4 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does BXMT report earnings?
Blackstone Mortgage Trust's next scheduled report is on Feb 10, 2027. Analysts expect EPS of $0.21.
What is the BXMT price target?
The median analyst price target from 7 analysts is $14.00, with a range of $12.00 – $23.00.
Is BXMT Shariah compliant?
Nama's AAOIFI-style screen reads Blackstone Mortgage Trust as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does BXMT pay a dividend?
Yes — Blackstone Mortgage Trust's dividend yield is 16.9%.