Trump Vows to Limit Institutional Home Buying, Blackstone Shares Plunge 5.6%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 08 2026
0mins
Source: Benzinga
- Market Reaction: Trump's vow to limit large institutional buyers from purchasing single-family homes led to a 5.6% plunge in Blackstone's shares on Wednesday, marking its worst session since April and indicating market sensitivity to policy changes.
- Industry Impact: Other major asset management firms like Apollo and KKR also faced declines of 5.5% and 3.7% respectively, reflecting investor concerns about the real estate market outlook, which may influence future investment decisions.
- Home Buying Demand Analysis: While institutional buyers accounted for about 27% of U.S. home transactions at their peak, analysts note that individual buyers still represent over 70% of current demand, suggesting that the policy change may have limited overall market impact.
- Supply-Demand Imbalance: U.S. housing demand is near a 40-year low, with existing homeowners reluctant to sell due to low mortgage rates, leading to tight market supply; analysts argue that the solution lies in lowering rates and increasing supply rather than reducing the number of buyers.
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Analyst Views on APO
Wall Street analysts forecast APO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for APO is 162.77 USD with a low forecast of 136.00 USD and a high forecast of 186.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
12 Buy
1 Hold
0 Sell
Strong Buy
Current: 133.030
Low
136.00
Averages
162.77
High
186.00
Current: 133.030
Low
136.00
Averages
162.77
High
186.00
About APO
Apollo Global Management, Inc. is a global alternative asset manager and a retirement services provider. It operates through three segments: Asset Management, Retirement Services and Principal Investing. The Asset Management segment focuses on three investing strategies: yield, hybrid, and equity. These strategies reflect the range of investment capabilities across its platform based on relative risk and return. The Retirement Services business is conducted by Athene Holding Ltd (Athene), a financial services company that specializes in issuing, reinsuring, and acquiring retirement savings products designed for the increasing number of individuals and institutions seeking to fund retirement needs. Athene product lines include annuities and funding agreements. The Principal Investing segment includes realized performance fee income, realized investment income from its balance sheet investments, and certain allocable expenses related to corporate functions supporting the entire company.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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