A Look At Blackstone Mortgage Trust (BXMT) Valuation After CFO Change Earnings Rebound And Completed Buyback

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Blackstone Mortgage Trust (BXMT) just paired a change in its finance leadership with fresh earnings and a completed share repurchase program, giving investors several new data points to assess the ...

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These developments around...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"BXMT":"Blackstone Mtg Tr Inc"},"translate_title":"首席财务官变动盈利反弹并完成回购后黑石抵押信托(BXMT)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BXMT":1.5},"content_text":"Blackstone Mortgage Trust (BXMT) just paired a change in its finance leadership with fresh earnings and a completed share repurchase program, giving investors several new data points to assess the stock’s risk and income profile. See our latest analysis for Blackstone Mortgage Trust. At a share price of $19.52, Blackstone Mortgage Trust has seen a 1-day share price return of 1.24%, a 30-day share price return of 2.52%, and a 1-year total shareholder return of 5.28%. These developments around the leadership change, earnings release, and completed buyback have arrived during a period when momentum has been relatively steady rather than sharply accelerating. If this mix of income and credit exposure has your attention, it could be a good moment to broaden your search with our screener of 22 top founder-led companies and see how other businesses stack up. With earnings back in positive territory, a completed US$138.61 million buyback and the share price close to some analyst targets, the real question is whether BXMT still trades at a discount or if the market already reflects its future. AdvertisementMost Popular Narrative: 7.3% Undervalued With Blackstone Mortgage Trust last closing at $19.52 against a narrative fair value of $21.06, the current price sits under that fair value line and puts the focus firmly on how future earnings and margins might evolve.  The company is focusing on portfolio turnover through repayments and redeployment into high-quality new credit opportunities, which is expected to enhance future earnings by improving the overall credit composition and potentially increasing revenue from new investments. Resolution of impaired loans is expected to be a catalyst for future growth by reducing the non-performing assets and allowing the company to recapture earnings potential, thereby potentially increasing net margins as capital is redeployed into more productive investments.  Read the complete narrative. Want to see what is driving that higher fair value for Blackstone Mortgage Trust, and how earnings growth, margins and valuation all connect in this narrative? The full story sets out detailed assumptions on future profitability, how the loan book recycles into higher yielding assets, and which valuation multiple is used to tie those forecasts back to today. Result: Fair Value of $21.06 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, tariff uncertainty and the US$970 million of impaired loans still hanging over the book could pressure margins and unsettle that undervaluation story. Find out about the key risks to this Blackstone Mortgage Trust narrative. Another View: Earnings Multiple Paints A Tougher Picture The fair value narrative suggests Blackstone Mortgage Trust is 7.3% undervalued, but the current P/E of 30.4x tells a different story. That is almost double the US Mortgage REITs industry at 10.3x, peers at 15.6x, and the fair ratio of 15.6x that the market could move towards. For you, that gap means valuation risk if sentiment cools or earnings fall short, rather than a clear-cut bargain. See what the numbers say about this price — find out in our valuation breakdown. NYSE:BXMT P/E Ratio as at Feb 2026Next Steps If this combination of positives and pressure points leaves you uncertain, it may be helpful to review the underlying data promptly and consider both sides using 2 key rewards and 2 important warning signs. Looking for more investment ideas? If BXMT has sharpened your focus on risk, income and value, do not stop here. Use targeted screeners to surface other opportunities that fit your style.  Target reliable cash flow by reviewing companies in our 15 dividend fortresses that prioritize income generation with sizeable yields. Hunt for potential bargains by checking stocks in the 53 high quality undervalued stocks where quality fundamentals meet pricing that may look attractive. Prioritize resilience by scanning companies in the 85 resilient stocks with low risk scores that show steadier risk profiles across key financial checks.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Blackstone Mortgage Trust might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"executive","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}