BSM

Black Stone Minerals, L.P.

NYSE · Crude Petroleum & Natural Gas · Inc. DE · CIK 0001621434
$13.97 +1.09% $3.0B
Insider Buying Cluster (3 insiders)7 New Institutional Positions
Vol
Market Cap$3.0B
Cap SizeMid Cap
Analyst ConsensusBuy (50%)
Inst. Holders46 funds
Inst. Value$363.0M
Inst. Activity7 buys / 2 sells
Insider Activity7B / 6S
Insider Net $$80.9K
SEC Reports1
Exchange NYSE·Sector Crude Petroleum & Natural Gas·Inc. DE·CIK 0001621434·Prev Close $13.82

Recent Activity

Jun 1, 2026 Insider
DeWalch D Mark bought 36,363 shares
Director @ $13.62 ($495.3K)
May 29, 2026 Insider
DeWalch D Mark bought 36,363 shares
Director @ $13.48 ($490.0K)
May 28, 2026 Insider
DeWalch D Mark bought 37,650 shares
Director @ $13.21 ($497.3K)
May 13, 2026 SEC
Black Stone Minerals insiders traded $812K in a mixed cluster over 7 days. Executive Chairman Carter bought $909K across
CLUSTER — Impact 3/10
Inst.
FMR LLC — DOUBLED
4,537,171 shares ($68.6M)
Inst.
AMERIPRISE FINANCIAL INC — NEW
1,181,399 shares ($17.9M)
May 4, 2026 earnings_calendar
BSM Q1 2026 Earnings Scheduled — 2026-05-04

Price Targets

$16.00 +14.5% upside Buy
Current $13.97 Low $16.00 Median $16.00 High $16.00 1 analysts
$16.00 $16.00

Analyst Ratings

Hold50% buy · 8 analysts
1Strong Buy
3Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 RBC Capital INITIATE Sector Perform
Mar 5, 2026 Piper Sandler MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.23 ▼ -6.0% $0.23 — $0.24 -16% YoY 2
Next Q $0.23 ▼ -6.0% $0.23 — $0.24 -23% YoY 2
Current FY $0.99 $0.97 — $1.01 -11% YoY 2
Next FY $1.14 ▲ +0.9% $1.06 — $1.22 15% YoY 2

Latest Reports

NEUTRAL CLUSTER 3/10
Black Stone Minerals insiders traded $812K in a mixed cluster over 7 days. Executive Chairman Carter bought $909K across
May 13, 2026

Top Institutional Holders

FundValueMove
MORGAN STANLEY$125.1MADD
FMR LLC$68.6MDOUBLED
BANK OF AMERICA CORP$31.9MADD
NATIXIS$23.9M—
AMERIPRISE FINANCIAL INC$17.9MNEW

Recent Insider Trades

DateInsiderTypeValue
Jun 1, 2026DeWalch DBUY$495.3K
May 29, 2026DeWalch DBUY$490.0K
May 28, 2026DeWalch DBUY$497.3K
May 13, 2026Carter ThomasBUY$15.1K
May 12, 2026Carter ThomasBUY$258.1K
46 institutional holders with $363.0M total value (24,188,736 shares) as of 2026-Q1. Top holders: MORGAN, FMR, BANK. Net buying activity: 7 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY8,271,758$125.1M34.5%ADD +57.1%
2FMR LLC4,537,171$68.6M18.9%DOUBLED +141.2%
3BANK OF AMERICA CORP /DE/2,107,292$31.9M8.8%ADD +29.7%
4NATIXIS1,579,900$23.9M6.6%—
5AMERIPRISE FINANCIAL INC1,181,399$17.9M4.9%NEW
6ING GROEP NV728,600$11.0M3.0%ADD +42.9%
7FAYEZ SAROFIM & CO633,364$9.6M2.6%—
8HighTower Advisors, LLC616,557$9.3M2.6%—
9Cresset Asset Management, LLC602,282$9.1M2.5%—
10CITIGROUP INC546,633$8.3M2.3%TRIM -71.3%
11PEAK6 LLC451,400$6.8M1.9%—
12WELLS FARGO & COMPANY/MN413,669$6.3M1.7%ADD +80.6%
13FIRST TRUST ADVISORS LP249,262$3.8M1.0%TRIM -31.7%
14SUSQUEHANNA INTERNATIONAL GROUP, LLP215,600$3.3M0.9%—
15RAYMOND JAMES FINANCIAL INC171,076$2.6M0.7%—
16STIFEL FINANCIAL CORP161,887$2.4M0.7%—
17HORIZON KINETICS ASSET MANAGEMENT LLC151,238$2.3M0.6%TRIM -40.9%
18SUSQUEHANNA INTERNATIONAL GROUP, LLP145,200$2.2M0.6%—
19ROYAL BANK OF CANADA121,536$1.8M0.5%—
20GOLDMAN SACHS GROUP INC106,782$1.6M0.4%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED1,881,1224,537,171+141.2%$68.6M2026-Q1
AMERIPRISE FINANCIAL INCNEW—1,181,399—$17.9M2026-Q1
Beacon Pointe Advisors, LLCADD79,792102,206+28.1%$1.5M2026-Q1
Tweedy, Browne Co LLCADD49,82977,364+55.3%$1.2M2026-Q1
EXCHANGE TRADED CONCEPTS, LLCADD49,82977,364+55.3%$1.2M2026-Q1
Mariner, LLCADD26,28940,166+52.8%$607.3K2026-Q1
First Eagle Investment Management, LLCADD22,26030,003+34.8%$453.6K2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.TRIM5,6004,000-28.6%$60.5K2026-Q1
Russell Investments Group, Ltd.TRIM25071-71.6%$1.1K2026-Q1
MORGAN STANLEYADD4,524,8507,107,673+57.1%$94.5M2025-Q4
FMR LLCNEW—1,881,122—$25.0M2025-Q4
ING GROEP NVADD509,700728,600+42.9%$9.7M2025-Q4
WELLS FARGO & COMPANY/MNADD200,105361,303+80.6%$4.8M2025-Q4
FIRST TRUST ADVISORS LPTRIM415,829284,180-31.7%$3.8M2025-Q4
Corient Private Wealth LLCDOUBLED86,324207,367+140.2%$2.8M2025-Q4
Mariner, LLCADD14,08226,289+86.7%$349.4K2025-Q4
ASSETMARK, INCADD389560+44.0%$7.4K2025-Q4
HRT FINANCIAL LPDOUBLED69,611201,087+188.9%$2.7K2025-Q4
UBS Group AGTRIM1,253,920560,688-55.3%$7.4M2025-Q3
ING GROEP NVDOUBLED161,000509,700+216.6%$6.7M2025-Q3
WELLS FARGO & COMPANY/MNADD127,301200,105+57.2%$2.6M2025-Q3
CITADEL ADVISORS LLCADD114,864188,432+64.0%$2.5M2025-Q3
HORIZON KINETICS ASSET MANAGEMENT LLCTRIM268,638158,638-40.9%$2.1M2025-Q3
Corient Private Wealth LLCTRIM174,47686,324-50.5%$1.1M2025-Q3
Sumitomo Mitsui Trust Group, Inc.TRIM68,00050,000-26.5%$657.0K2025-Q3
12 unique insiders with 30 transactions. Net insider value: $80.9K ($2.4M bought, $2.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 1, 2026DeWalch D MarkDirectorBUY36,363$13.62$495.3K
May 29, 2026DeWalch D MarkDirectorBUY36,363$13.48$490.0K
May 28, 2026DeWalch D MarkDirectorBUY37,650$13.21$497.3K
May 13, 2026Carter Thomas L JrExecutive ChairmanBUY1,120$13.50$15.1K
May 12, 2026Carter Thomas L JrExecutive ChairmanBUY19,154$13.48$258.1K
May 12, 2026Longmaid Ashley JDirectorSELL11,128$13.45$149.7K
May 11, 2026Carter Thomas L JrExecutive ChairmanBUY25,000$13.47$336.9K
May 8, 2026Carter Thomas L JrExecutive ChairmanBUY23,604$13.32$314.4K
May 5, 2026Putman Luke StevensSVP, General Counsel, and SecSELL29,386$13.75$404.0K
Apr 6, 2026Putman Luke StevensSVP, General Counsel, and SecSELL29,386$14.45$424.7K
Apr 6, 2026Putman Luke StevensSVP, General Counsel, and SecSELL29,386$14.45$424.7K
Apr 2, 2026Kyle Jerry V. Jr.DirectorAWARD1,240$15.12$18.7K
Apr 2, 2026Randall William E.DirectorAWARD1,488$15.12$22.5K
Apr 2, 2026Hamman Anne LenoirDirectorAWARD473$15.12$7.2K
Apr 2, 2026DeWalch D MarkDirectorAWARD1,240$15.12$18.7K
Apr 2, 2026Stuart Alexander D.DirectorAWARD1,570$15.12$23.7K
Mar 11, 2026Hamman Anne LenoirDirectorAWARD6,613——
Mar 5, 2026Putman Luke StevensSVP, General Counsel, and SecSELL30,276$15.25$461.6K
Mar 5, 2026Putman Luke StevensSVP, General Counsel, and SecSELL30,276$15.25$461.6K
Feb 24, 2026Carter FowlerCo-CEO and PresidentAWARD1,330——
Feb 24, 2026Bonner ChrisSVP, CFO, and TreasurerAWARD1,447——
Feb 24, 2026DeWalch TaylorCo-CEO and PresidentAWARD1,958——
Feb 24, 2026Putman Luke StevensSVP, General Counsel, and SecAWARD68,853——
Feb 24, 2026Carter Thomas L JrExecutive ChairmanAWARD136,315——
Feb 4, 2026Phillips Erin LeahController (PAO)AWARD2,002——
Feb 4, 2026Putman Luke StevensSVP, General Counsel, and SecAWARD65,420——
Feb 4, 2026Bonner ChrisSVP, CFO, and TreasurerAWARD42,723——
Feb 4, 2026DeWalch TaylorCo-CEO and PresidentAWARD80,106——
Feb 4, 2026Carter Thomas L JrExecutive ChairmanAWARD53,404——
Feb 4, 2026Carter FowlerCo-CEO and PresidentAWARD80,106——
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
NEUTRAL CLUSTER 3/10
Black Stone Minerals insiders traded $812K in a mixed cluster over 7 days. Executive Chairman Carter
May 13, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (50% buy). Based on 8 analysts: 1 strong buy, 3 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$16.00 mean target +14.5% upside Buy (3.00)
$16.00 Low $16.00 High
MetricValue
Current Price$13.97
Target Low$16.00
Target Mean$16.00
Target Median$16.00
Target High$16.00
# Analysts1
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.23 $0.23 $0.24 -15.9% -6.0% 0↑ 1↓ $0.1B -34.1% 2
Next Q
2026-09-30
 $0.23 $0.23 $0.24 -22.6% -6.0% 0↑ 1↓ $0.1B -19.6% 2
Current FY
2026-12-31
 $0.99 $0.97 $1.01 -10.9% +0.0% 0↑ 1↓ $0.4B -8.1% 2
Next FY
2027-12-31
 $1.14 $1.06 $1.22 15.2% +0.9% 0↑ 1↓ $0.5B 11.5% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.235
7d ago$0.250-0.015
30d ago$0.250-0.015
60d ago$0.280-0.045
90d ago$0.295-0.060
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 RBC Capital INITIATE — Sector Perform
Mar 5, 2026 Piper Sandler MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261340050%
May 1, 20261330057%
Apr 1, 20261340050%
Mar 1, 20261340050%
Feb 1, 20261340050%
Jan 1, 20261340050%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 4, 2026
earnings_calendar
BSM Q1 2026 Earnings Scheduled — 2026-05-04
Apr 6, 2026
short_interest
FTD: BSM — 54,154 shares ($0.8M) failed to deliver
Settlement: 20260406, Price: $14.65, FTD Value: $793,356.1, BLACK STONE MINERALS L P COM U
Feb 23, 2026
earnings_calendar
BSM Q4 2025 Earnings After Market Close — 2026-02-23