Every material Form 8-K Blackstone Mortgage Trust filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Blackstone Mortgage Trust reported a third-quarter 2026 net loss attributable to the company of $327 million, or $(1.95) per share, and declared a fourth-quarter 2026 dividend of $0.30 per share. The Q3 dividend paid was $0.47 per share, so the declared Q4 payout is lower. The loss was driven by a $264.8 million increase in credit loss reserves and other charges, which matters to shareholders because it reduces book value and the dividend is their main return.
Q3 2026 net loss attributable to the company was $327 million, or $(1.95) per share, compared with net income of $63 million, or $0.37 per share, in Q3 2025.
Distributable EPS was $0.38 and Distributable EPS prior to realized gains and losses was $0.42, versus $0.48 in Q2 2026.
The Board declared a Q4 2026 dividend of $0.30 per share, payable January 15, 2027, to holders of record as of December 31, 2026; the Q3 dividend paid was $0.47 per share.
Book value per share was $17.06 at September 30, 2026, down from $19.31 at June 30, 2026, and CECL reserves were $606 million.
Blackstone Mortgage Trust reported a second-quarter 2026 net loss attributable to the company of $81.2 million, or $(0.48) per share, compared with net income of $7.0 million, or $0.04 per share, a year earlier. Total net revenue rose to $158.1 million from $133.6 million, but the quarter included a $134.4 million increase in credit loss reserves, and book value per share fell to $19.31 from $20.20 at March 31, 2026.
Q2 2026 GAAP net loss attributable to the company was $81.2 million, or $(0.48) per share, versus net income of $7.0 million, or $0.04 per share, in Q2 2025.
Total net revenue was $158.1 million, up from $133.6 million in Q2 2025.
Distributable EPS was $0.31; before realized gains and losses it was $0.48, compared with $0.49 in Q1 2026.
Book value per share was $19.31 at June 30, 2026, versus $20.20 at March 31, 2026; the company paid a Q2 dividend of $0.47 per share.
On May 19, 2026, Blackstone Mortgage Trust closed a $450 million private offering of 6.250% senior secured notes maturing June 1, 2031. The company said it plans to use the proceeds for general corporate purposes, including paying down existing secured debt, which adds new fixed-rate debt while the filing does not report any change to earnings or guidance.
Principal amount: $450 million; interest of 6.250% per year, paid semi-annually starting December 1, 2026
Notes are senior secured, sharing first-priority collateral with the term loan and existing 3.750% notes due 2027 and 7.750% notes due 2029
Indenture covenants include a maximum Total Debt to Total Assets Ratio of 83.333% before a Collateral Fall-Away Event
Change of control triggers an offer to repurchase at 101% of principal plus accrued interest
Blackstone Mortgage Trust reported a first-quarter 2026 net loss attributable to the company of $6.3 million, or $(0.04) per share, compared with a $(0.00) loss per share a year earlier. Distributable EPS was $0.21 and Distributable EPS prior to realized gains and losses was $0.49, which covered the $0.47 per share dividend paid in the quarter. Book value per share fell to $20.20 from $20.75 at December 31, 2025.
Q1 2026 GAAP net loss attributable to the company was $6.3 million, or $(0.04) per share, versus $(0.00) per share in Q1 2025.
Distributable EPS was $0.21, compared with $(2.07) in Q4 2025; prior to realized gains and losses it was $0.49, compared with $0.51 in Q4 2025.
Total net revenue was $159.4 million, up from $126.9 million in Q1 2025.
Book value per share was $20.20 at March 31, 2026, versus $20.75 at December 31, 2025.
Blackstone Mortgage Trust said its board appointed Deputy Chief Financial Officer Marcin Urbaszek as Chief Financial Officer, Treasurer and Assistant Secretary, effective at the close of business on February 11, 2026. Anthony F. Marone, Jr. resigned from the same roles on the same date, saying he is resigning to focus on his duties as Global Head of Blackstone Real Estate Finance and that the decision was not due to any disagreement with the company. The filing describes a change in the company's top finance role but does not provide any financial results or guidance.
Marcin Urbaszek appointed CFO, Treasurer and Assistant Secretary, effective February 11, 2026; board approved on February 8, 2026
Urbaszek has been Deputy CFO since January 2, 2025 and previously was CFO of Granite Point Mortgage Trust
Anthony F. Marone, Jr. resigned as CFO, Treasurer and Assistant Secretary; he delivered his resignation on February 6, 2026
Blackstone Mortgage Trust reported fourth-quarter and full-year 2025 results on February 11, 2026. Fourth-quarter GAAP net income per share rose to $0.24 from $0.21 a year earlier, but Distributable EPS was $(2.07) after $433.9 million of CECL reserve charge-offs. Before those charge-offs, Distributable EPS was $0.51, which covered the $0.47 per share dividend.
Q4 GAAP EPS $0.24 vs. $0.21 in Q4 2024; Q4 total net revenues $159.3 million vs. $114.4 million
Q4 Distributable EPS $(2.07), including $433.9 million of CECL reserve charge-offs; before charge-offs, $0.51
Full-year 2025 net income attributable to the company was $110 million, vs. a net loss of $204.1 million in 2024
Q4 dividend of $0.47 per share; book value per share $20.75 at December 31, 2025, vs. $20.99 at September 30, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Blackstone Mortgage Trust filing is on SEC EDGAR ↗. 8-K briefs of other companies →