Insider Trading June 18, 2026 08:34 PM

Blackstone Affiliates Divest $28.2M in Bumble Stock Amid Strategic Shift

Insider transactions reveal significant portfolio adjustments as Bumble navigates financial headwinds and explores new monetization strategies.

By Derek Hwang
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Entities tied to Blackstone Inc. executed a substantial divestment of Bumble Inc. (NASDAQ:BMBL) Class A Common Stock, totaling approximately $28.2 million. This transaction, reported on June 16, 2026, involved the sale of 7,477,500 shares at an average price of $3.7751 per share. The disposition was facilitated through a hedging period associated with a post-paid forward transaction with an unaffiliated financial institution. Despite the stock's recent decline, trading at $2.96, analysis suggests potential undervaluation with a fair value estimate of $4.50. Concurrently, Bumble reported stronger-than-expected first-quarter 2026 earnings, prompting a modest price target adjustment by BofA Securities. The company is also preparing to launch a new paid feature,

Blackstone Affiliates Divest $28.2M in Bumble Stock Amid Strategic Shift
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Key Points

  • Blackstone-affiliated entities sold $28.2 million in Bumble stock, reducing their collective indirect holdings to 22,432,996 shares.
  • Bumble reported first-quarter 2026 earnings that surpassed expectations, with an EPS of $0.34 against a forecast of $0.27 and revenue of $212.4 million.
  • BofA Securities raised its price target on Bumble to $3.50 while maintaining an Underperform rating, citing the company's efforts to navigate financial challenges.

Entities affiliated with Blackstone Inc. have executed a significant divestment of Bumble Inc. (NASDAQ:BMBL) Class A Common Stock, reporting the sale of approximately $28.2 million worth of shares on June 16, 2026. The transactions involved the disposition of 7,477,500 shares, with each share sold at a price of $3.7751. According to the filing, the sales price per share was determined following a hedging period for a post-paid forward transaction with an unaffiliated financial institution.

The stock currently trades at $2.96, roughly 22% below Blackstone’s sale price, and has declined 44% over the past year. Despite recent volatility, InvestingPro analysis suggests the stock is undervalued with a Fair Value of $4.50, placing it among undervalued opportunities worth monitoring. For deeper insights, investors can access the comprehensive Pro Research Report covering BMBL and 1,400+ other US equities.

Multiple entities affiliated with Blackstone Inc., including BTOA - NQ L.L.C., Blackstone Tactical Opportunities Fund - FD L.P., Blackstone Tactical Opportunities Associates III - NQ L.P., BTO DE GP - NQ L.L.C., Blackstone Family Investment Partnership - Growth ESC L.P., BXG Side-by-Side GP L.L.C., Blackstone Holdings II L.P., and Blackstone Holdings I/II GP L.L.C., were identified as ten percent owners and reporting persons for these transactions. These dispositions represent indirect holdings by various Blackstone-affiliated investment vehicles.

Following these transactions, the collective indirect holdings of Class A Common Stock by these entities amounted to 22,432,996 shares.

In other recent news, Bumble Inc. reported its first-quarter 2026 earnings, surpassing earnings per share (EPS) expectations with an actual EPS of $0.34 compared to the forecasted $0.27. The company achieved a revenue of $212.4 million, slightly above the anticipated $211.61 million. Despite a 14% year-over-year revenue decline, Bumble’s revenue was modestly above guidance and estimates, primarily driven by Badoo’s performance. BofA Securities responded by raising its price target on Bumble to $3.50 from $3.30, while maintaining an Underperform rating. Additionally, Bumble is set to launch a new paid group-dating feature called "Plans" in New York, aiming to address declining revenue and compete with Tinder. This feature requires users to pay a flat fee to RSVP for in-person gatherings. Furthermore, during its 2026 Annual Meeting of Stockholders, Bumble shareholders elected directors and approved proposals, including a non-binding advisory vote on executive compensation. These developments highlight Bumble’s efforts to navigate financial challenges and enhance its platform offerings.

BX-0.98%BMBL0.00%BlackstoneFollowAnalyze BXIncluded in our AI-picked strategies·Review strategies123.79▼-1.22(-0.98%)Closed·15:59:59·USD124.02▲+0.23(+0.19%)After Hours·19:57:471D1W1M6M1Y5YMaxCreated with Highcharts 11.4.814:0015:0016:0017:0018:0019:00122124126In this articleBX-0.98%BMBL0.00%Analyze BXThis article was generated with the support of AI and reviewed by an editor. For more information see our T&C.See the trade on BX, but can't pull the trigger?Most traders can read a chart. The hard part is the moment: entry window open, pattern forming, and you're still waiting for more confirmation. That's the conviction gap — and our chart analysis closes it. Unlike other AIs that just read data, our Vision AI literally "sees" your charts and hands you a complete trading plan: entry, stop-loss, and profit target in under 60 seconds. Know exactly what to do next, every time.Try Chart Analysis for BX

Risks

  • Bumble's revenue declined 14% year-over-year, highlighting ongoing financial challenges despite recent earnings beats.
  • The new paid group-dating feature "Plans" may face adoption risks in a competitive market dominated by platforms like Tinder.
  • The stock has declined 44% over the past year, indicating potential market skepticism despite undervaluation estimates.

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