Massachusetts Financial Services Co. MA Raises Stock Holdings in BlackRock $BLK

Massachusetts Financial Services Co. MA raised its position in shares of BlackRock (NYSE:BLK) by 13.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,213,561 shares of the asset manager’s stock after purchasing an additional 143,126 shares during the quarter. Massachusetts Financial Services Co. MA’s holdings in BlackRock were worth $1,414,854,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of BLK. Pacifica Partners Inc. increased its holdings in BlackRock by 450.0% in the 3rd quarter. Pacifica Partners Inc. now owns 22 shares of the asset manager’s stock worth $25,000 after buying an additional 18 shares during the period. TruNorth Capital Management LLC boosted its holdings in shares of BlackRock by 1,000.0% in the 3rd quarter. TruNorth Capital Management LLC now owns 22 shares of the asset manager’s stock valued at $26,000 after acquiring an additional 20 shares during the last quarter. Traub Capital Management LLC purchased a new stake in shares of BlackRock in the 2nd quarter valued at $28,000. Whipplewood Advisors LLC increased its stake in shares of BlackRock by 107.1% in the second quarter. Whipplewood Advisors LLC now owns 29 shares of the asset manager’s stock worth $30,000 after acquiring an additional 15 shares during the period. Finally, Creekmur Asset Management LLC lifted its position in BlackRock by 87.5% during the second quarter. Creekmur Asset Management LLC now owns 30 shares of the asset manager’s stock valued at $32,000 after purchasing an additional 14 shares during the period. 80.69% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at BlackRock

In other BlackRock news, CFO Martin Small sold 1,258 shares of the stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $1,043.38, for a total transaction of $1,312,572.04. Following the completion of the transaction, the chief financial officer owned 6,209 shares of the company’s stock, valued at $6,478,346.42. This represents a 16.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Rachel Lord sold 12,000 shares of the firm’s stock in a transaction that occurred on Monday, October 20th. The shares were sold at an average price of $1,165.04, for a total value of $13,980,480.00. Following the completion of the transaction, the director owned 7,205 shares in the company, valued at approximately $8,394,113.20. This trade represents a 62.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.98% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on the company. Cowen downgraded BlackRock from a “buy” rating to a “hold” rating in a research report on Wednesday. Weiss Ratings restated a “buy (b-)” rating on shares of BlackRock in a research note on Monday, December 29th. Keefe, Bruyette & Woods lifted their price target on BlackRock from $1,310.00 to $1,340.00 and gave the company an “outperform” rating in a research report on Friday. Evercore ISI lowered their price objective on BlackRock from $1,300.00 to $1,275.00 and set an “outperform” rating on the stock in a research report on Monday, January 12th. Finally, Argus lifted their target price on shares of BlackRock from $1,165.00 to $1,330.00 and gave the company a “buy” rating in a report on Wednesday, October 15th. Fifteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,314.71.

Key Stories Impacting BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Q4 beat and shareholder returns — BlackRock reported Q4 revenue and EPS above estimates, reached a record $14.04T AUM, raised the quarterly dividend 10% and authorized new buybacks, which supports cash returns and long‑term fee growth. BlackRock Reports Fourth Quarter 2025 Earnings
• Positive Sentiment: Record inflows driven by ETFs and cash products — Strong ETF and money‑market inflows pushed AUM higher and boosted fee revenue, underpinning near‑term growth momentum. BlackRock Earnings: Company Hits Record $14 Trillion in Assets Behind Strong ETF Flows
• Positive Sentiment: Strategic AI/Microsoft partnership funding — BlackRock said its AI‑infrastructure partnership with Microsoft has raised ~$12.5B toward a $30B target, highlighting new product and infrastructure initiatives that could produce fee opportunities. BlackRock Says AI Partnership Raises $12.5 Billion Toward $30 Billion Goal
• Positive Sentiment: Bullish analyst stance — Several firms reiterated or raised targets after the results, including Morgan Stanley’s Overweight view with a high price target that signals substantial upside from current levels. BlackRock: Compounding Secular Growth at a Discounted Valuation Supports Overweight Rating and 34% Upside
• Neutral Sentiment: Operational change: ETF listings move — BlackRock will move four iShares money‑market/short‑duration ETFs to the NYSE in February; operationally minor but relevant for ETF market structure and liquidity. BlackRock to Change Primary Listing Venue for Four iShares ETFs
• Neutral Sentiment: Strategic investments and private markets push — BlackRock outlined an ambitious plan to raise large private‑market pools and is pursuing deals (including a reported $333.6M commitment in India’s Aditya Birla renewables), signaling long‑term diversification but with longer realization timelines. Building ‘The Machine’: How BlackRock Plans To Raise $400B And Democratize Private Market Investing
• Negative Sentiment: Profit and margin pressure — Despite EPS and revenue beats, reported net income fell significantly year‑over‑year and operating profit showed pressure (per coverage), a reminder that earnings quality and cash generation face near‑term headwinds. BlackRock’s Profit Fell, Assets Hit Record $14 Trillion, in Fourth Quarter
• Negative Sentiment: Mixed analyst moves and a few downgrades — Some shops trimmed targets (Evercore, BMO) and TD Cowen issued a downgrade, creating short‑term analyst chatter and potential volatility despite overall constructive sentiment from other firms. Evercore ISI Lowers Price Target on BlackRock to $1,275

BlackRock Stock Up 0.7%

Shares of BLK opened at $1,164.72 on Friday. The company has a current ratio of 3.33, a quick ratio of 3.33 and a debt-to-equity ratio of 0.34. The firm has a market cap of $180.71 billion, a P/E ratio of 32.88, a PEG ratio of 1.68 and a beta of 1.47. The stock’s 50 day moving average is $1,071.82 and its two-hundred day moving average is $1,105.02. BlackRock has a 12 month low of $773.74 and a 12 month high of $1,219.94.

BlackRock (NYSE:BLK) last released its quarterly earnings results on Thursday, January 15th. The asset manager reported $13.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $12.55 by $0.61. The firm had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.80 billion. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. The firm’s revenue for the quarter was up 23.4% compared to the same quarter last year. During the same quarter last year, the company earned $11.93 EPS. Analysts predict that BlackRock will post 47.41 earnings per share for the current fiscal year.

BlackRock Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Friday, March 6th will be paid a dividend of $5.73 per share. This is an increase from BlackRock’s previous quarterly dividend of $5.21. This represents a $22.92 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Friday, March 6th. BlackRock’s dividend payout ratio is presently 58.84%.

BlackRock Profile

BlackRock, Inc is a global investment management firm that provides a broad range of products and services to institutional, intermediary and individual investors. Its core activities include portfolio management across active and index strategies, exchange-traded funds (ETFs) under the iShares brand, fixed income, equity and multi-asset solutions, as well as alternatives such as private equity, real estate and infrastructure. The firm also offers cash management and liquidity solutions and retirement-focused products designed for defined contribution and defined benefit investors.

In addition to traditional investment management, BlackRock is known for its technology and risk management capabilities, most prominently its Aladdin platform, which combines portfolio management, trading and risk analytics and is used both internally and licensed to external clients.