Tradewinds LLC. Buys Shares of 5,150 BlackRock $BLK

Tradewinds LLC. purchased a new position in shares of BlackRock (NYSE:BLK) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 5,150 shares of the asset manager’s stock, valued at approximately $6,004,000. BlackRock makes up 1.5% of Tradewinds LLC.’s investment portfolio, making the stock its 20th largest position.

Several other large investors have also made changes to their positions in the company. Vanguard Group Inc. raised its position in BlackRock by 1.7% during the second quarter. Vanguard Group Inc. now owns 13,991,264 shares of the asset manager’s stock valued at $14,680,334,000 after acquiring an additional 227,192 shares in the last quarter. Geode Capital Management LLC raised its holdings in shares of BlackRock by 1.1% during the 2nd quarter. Geode Capital Management LLC now owns 3,143,429 shares of the asset manager’s stock valued at $3,281,641,000 after purchasing an additional 34,049 shares in the last quarter. Norges Bank acquired a new stake in shares of BlackRock in the 2nd quarter valued at $2,644,007,000. Franklin Resources Inc. boosted its holdings in BlackRock by 72.5% in the second quarter. Franklin Resources Inc. now owns 2,005,358 shares of the asset manager’s stock worth $2,104,122,000 after purchasing an additional 842,901 shares in the last quarter. Finally, Laurel Wealth Advisors LLC increased its position in BlackRock by 105,267.4% during the second quarter. Laurel Wealth Advisors LLC now owns 1,705,899 shares of the asset manager’s stock worth $1,789,915,000 after buying an additional 1,704,280 shares during the last quarter. Institutional investors own 80.69% of the company’s stock.

Insider Transactions at BlackRock

In other news, CFO Martin Small sold 1,258 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $1,043.38, for a total value of $1,312,572.04. Following the completion of the transaction, the chief financial officer owned 6,209 shares in the company, valued at approximately $6,478,346.42. This represents a 16.85% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 1.98% of the stock is owned by company insiders.

BlackRock Stock Up 0.7%

NYSE BLK opened at $1,164.72 on Monday. BlackRock has a twelve month low of $773.74 and a twelve month high of $1,219.94. The stock has a market cap of $180.71 billion, a PE ratio of 32.88, a PEG ratio of 1.68 and a beta of 1.47. The firm has a 50-day simple moving average of $1,071.82 and a 200 day simple moving average of $1,105.26. The company has a debt-to-equity ratio of 0.34, a quick ratio of 3.33 and a current ratio of 3.33.

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

BlackRock Increases Dividend

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

Analyst Ratings Changes

BLK has been the subject of a number of analyst reports. Keefe, Bruyette & Woods boosted their price target on BlackRock from $1,310.00 to $1,340.00 and gave the stock an “outperform” rating in a research report on Friday. Morgan Stanley upped their target price on BlackRock from $1,514.00 to $1,550.00 and gave the stock an “overweight” rating in a research report on Friday. Jefferies Financial Group reissued a “buy” rating and issued a $1,351.00 price target on shares of BlackRock in a research report on Friday. Deutsche Bank Aktiengesellschaft upped their price objective on shares of BlackRock from $1,296.00 to $1,380.00 in a report on Thursday. Finally, The Goldman Sachs Group reissued a “buy” rating and set a $1,313.00 target price on shares of BlackRock in a research report on Tuesday, December 9th. Fifteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, BlackRock has an average rating of “Moderate Buy” and an average target price of $1,314.71.

More BlackRock News

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

About BlackRock

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.