Stock Markets July 16, 2026 02:58 PM

Options Point to 4.2% Move for Blackstone Ahead of July 23 Results

Options-implied volatility signals modest single-day swing as historical earnings moves have frequently exceeded expectations

By Derek Hwang
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Options pricing suggests Blackstone Inc. (BX) could see a 4.2% intraday price change when it reports quarterly results on July 23 before markets open. Historical comparisons show actual post-earnings moves have often surpassed the options-implied ranges, with several quarters producing substantially larger swings than anticipated.

Options Point to 4.2% Move for Blackstone Ahead of July 23 Results
BX
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Key Points

  • Options imply a 4.2% intraday move for Blackstone (BX) when it reports earnings on July 23 before the market opens.
  • Blackstone's stock has exceeded the options-implied move in five of the past eight earnings releases, demonstrating frequent instances of larger-than-expected post-earnings volatility.
  • Sectors impacted include financials and asset management, as BX is an asset management firm and its share moves can influence investor sentiment in the broader equities market.

Options market data indicates traders expect Blackstone Inc. (BX) to move about 4.2% when the firm issues quarterly results on July 23 ahead of the opening bell. That figure is derived from options-implied volatility surrounding the earnings event.

Looking at recent history, Blackstone's share price has outstripped the options-implied move in five of the last eight earnings reports. The record of actual versus implied moves highlights the potential for the stock to move more sharply than traders' price expectations ahead of certain quarterly releases.

Specific past instances underline the variability. On April 23, options signaled a 6.4% move while the stock fell 6.0%. In January, an implied move of 4.0% preceded an 8.4% decline in the shares. In October 2025, the market priced in a 3.3% swing and the stock declined 5.4%. The prior July carried an implied move of 3.6% and the shares rose 7.3% following the release.

Further examples include April 2025, where an expected 6.1% move contrasted with an actual 5.1% drop in the share price. In January 2025, implied volatility suggested a 3.9% change while the stock fell 2.7%.

The largest divergence between implied and realized movement occurred in October 2024, when options suggested only a 1.3% change but the stock surged 14.4%. In July 2024, options-implied movement was 4.4%, yet shares climbed 9.8% after earnings.

These historical outcomes show that while options-derived estimates provide a market consensus for expected volatility around earnings, actual post-release price behavior can be substantially different. Market participants watching BX into the July 23 release will be weighing that pattern of outsized moves against the current 4.2% implied expectation.


Data note: The 4.2% figure and the historical comparisons are derived from options-implied moves and the stock's actual percentage changes on the respective post-earnings trading days.

Risks

  • Options-implied moves may underestimate actual volatility - historical data shows multiple earnings releases where the stock moved much more than options implied, affecting equity and derivatives traders in the financial sector.
  • Actual share price directions are uncertain - past results have included both significant gains and losses following earnings, creating execution and market-timing risk for investors in asset management stocks.
  • Historical variability limits predictability - large outlier moves, such as the 14.4% jump in October 2024, illustrate the uncertainty in relying solely on implied volatility for risk assessment, impacting portfolio exposure to equities.

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