Blackstone Digital Infrastructure Trust Inc. reported results
SEC 8-KRead source ↗
Blackstone Digital Infrastructure Trust Inc. is a US-listed company in the data center REITs industry. Its financial year ends in December.
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Insiders7 buying, 0 selling7 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
- Funds105 adding, 0 cuttingOf 20 active managers that changed their stake, 20 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 100% in the quarter to 2026-06-30.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
- Estimates rising. Analysts' consensus for next year's earnings per share has risen 89.5% over 90 days.
Things to watch
No figure in Blackstone Digital Infrastructure Trust Inc.'s latest results trips our warning thresholds.
Latest results
- Earnings per share
- $0.14 against an average estimate of $0.07: beat by 100.0%
- Share reaction
- -3.3% in the first session after the results on August 4, 2026, against +1.6% for the S&P 500
- Next report
- November 16, 2026; average EPS estimate $0.13
Price chart
- 1 day+0.4%
- 1 week-2.2%
- 1 month-8.4%
Loading chart…
Third-party market data · may be delayed
At a glance
Earnings
- Last results
- August 4, 2026
News & updates
Company announcements, filed results and changes that matter to shareholders.
- Results
No model value for Blackstone Digital Infrastructure Trust Inc. at the moment. Current status: limited reported history: available models are shown without a Buy/Hold/Sell rating. Available reported financials are shown below.
Valuation models
We value Blackstone Digital Infrastructure Trust Inc. as an equity reit, with every model that fits that kind of business. Cost of equity 8%: the 10-year Treasury yield (4.9%) plus a beta of 0.67 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Funds-from-operations model Funds from operations growing 2.5% a year, discounted at 8%. | — | Does not apply: funds from operations not available or not positive |
| Price-to-FFO vs peers Funds from operations per share times peers' typical (harmonic-mean) price-to-FFO. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. | — | Does not apply: no twelve-month earnings or share count in the filings yet |
| Combined value Weighted average of the models that apply: the primary model (funds-from-operations model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | — | No model applies: the filings don’t yet support a value. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Blackstone Digital Infrastructure Trust Inc. with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Forecasts and guidance
Next results: November 16, 2026, before the open. Analysts expect revenue of $0 and EPS of $0.13 (range $0.07 to $0.15) for the quarter.
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $0.38 | — | $17m | — |
| Next | $0.48 | +25% | $238m | +1280% |
Next year's EPS estimate has moved +89.5% in 90 days, across 7 analysts.
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is +15.0% on 90 days ago. In the last 30 days, 2 analysts raised Blackstone Digital Infrastructure Trust Inc.'s forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.33 | $0.25 |
| 60 days ago | $0.33 | $0.25 |
| 30 days ago | $0.41 | $0.49 |
| 7 days ago | $0.38 | $0.48 |
| Now | $0.38 | $0.48 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.07 | $0.14 | +100.0% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- — of tradable shares
- Days to cover
- 1.29 at average volume
- Short interest, 1 month
- −5% to October 15, 2026
- Held by institutions
- — of shares
- Held by insiders
- 0.5% of shares
Share-price performance
Market data may be delayedPrice behaviour
- 52-week range
- Not enough history
- From 52-week high
- —
- vs 50-day average
- −13.1%
- vs 200-day average
- —
- Volatility (1 year)
- —
- Beta vs S&P 500
- —
Share price after results
- Next day
- 0 up, 1 down typical move ±3.3%
- After a week
- 0 up, 1 down typical move ±3.1%
- After a month
- 0 up, 1 down typical move ±2.2%
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 4, 2026 | −3.3% | +1.6% | −3.1% | −2.2% |
Fundamentals
Who owns it
Funds buying and selling- Reported value
- $2B
- Institutions reporting
- 107
- Positions opened / closed
- 105 / 0
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Cohen & Steers, Inc. | $356M | 16.5M | 17.5% | — |
| Principal Financial Group Inc | $176M | 8.2M | 8.7% | — |
| BAMCO Inc | $165M | 7.6M | 8.1% | — |
| Massachusetts Financial Services Co | $153M | 6.8M | 7.5% | — |
| Blackrock, Inc. | $145M | 6.7M | 7.1% | — |
| Wellington Management Group LLP | $83.4M | 3.9M | 4.1% | — |
| Rush Island Management, LP | $77.6M | 3.6M | 3.8% | — |
| T. Rowe Price Investment Management, Inc. | $67.7M | 3.1M | 3.3% | — |
| Empyrean Capital Partners, LP | $64.6M | 3.0M | 3.2% | — |
| Alyeska Investment Group, L.P. | $51.9M | 2.4M | 2.5% | — |
| Land & Buildings Investment Management, LLC | $47.4M | 2.2M | 2.3% | — |
| Aew Capital Management L P | $47M | 2.2M | 2.3% | — |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Blackstone Digital Infrastructure Trust Inc.'s complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chart Insider purchases History → $1.5M 7 trades by 7 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $1.5M net buying
| Insider | Date | Trade | Shares | Price | Value |
|---|---|---|---|---|---|
| Mouat Rory See Remarks | May 15, 2026 | Buy | 500 | $20.00 | $10,000 |
| Keenan Katharine A Director | May 15, 2026 | Buy | 25,000 | $20.00 | $500,000 |
| Forman Michael John Chief Investment Officer | May 15, 2026 | Buy | 5,000 | $20.00 | $100,000 |
| Marone Anthony F. Jr See Remarks | May 15, 2026 | Buy | 10,000 | $20.00 | $200,000 |
| Morefield Diane M Director | May 15, 2026 | Buy | 5,000 | $20.00 | $100,000 |
| Pell Nicholas L. See Remarks | May 15, 2026 | Buy | 25,000 | $20.00 | $500,000 |
| Diverio Michael A. Director | May 15, 2026 | Buy | 5,000 | $20.00 | $100,000 |
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Results announcements
- August 4, 2026
Recent SEC filings
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Blackstone Digital Infrastructure Trust Inc. in brief
- What does Blackstone Digital Infrastructure Trust Inc. do?
- Blackstone Digital Infrastructure Trust Inc. is a US-listed company in the data center REITs industry. Its financial year ends in December.
- What is Blackstone Digital Infrastructure Trust Inc.'s stock ticker?
- Blackstone Digital Infrastructure Trust Inc. trades under the ticker BXDC on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Blackstone Digital Infrastructure Trust Inc.'s largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Cohen & Steers, Inc., Principal Financial Group Inc and BAMCO Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Are insiders buying or selling Blackstone Digital Infrastructure Trust Inc. stock?
- Over the last 12 months, Blackstone Digital Infrastructure Trust Inc.'s directors and officers reported 7 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
- When is Blackstone Digital Infrastructure Trust Inc.'s next earnings date?
- Around November 16, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Blackstone Digital Infrastructure Trust Inc. announces its own schedule.
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