BlackRock (NYSE:BLK – Free Report) had its target price upped by Deutsche Bank Aktiengesellschaft from $1,296.00 to $1,380.00 in a research note published on Thursday, Marketbeat Ratings reports.
Other research analysts have also issued reports about the stock. The Goldman Sachs Group reiterated a “buy” rating and set a $1,313.00 price target on shares of BlackRock in a research note on Tuesday, December 9th. Evercore ISI boosted their target price on BlackRock from $1,200.00 to $1,300.00 and gave the stock an “outperform” rating in a research report on Friday, November 7th. JPMorgan Chase & Co. raised their price target on BlackRock from $1,093.00 to $1,242.00 and gave the company a “neutral” rating in a report on Thursday, October 2nd. BNP Paribas Exane lifted their price target on BlackRock from $1,160.00 to $1,265.00 and gave the company an “outperform” rating in a research note on Thursday, October 9th. Finally, Cowen cut BlackRock from a “buy” rating to a “hold” rating in a research report on Wednesday. Fifteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, BlackRock presently has an average rating of “Moderate Buy” and an average target price of $1,314.71.
BlackRock Trading Up 0.7%
BlackRock (NYSE:BLK – Get Free Report) last posted its quarterly earnings data on Thursday, January 15th. The asset manager reported $13.16 earnings per share 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 analyst estimates of $6.80 billion. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. BlackRock’s quarterly revenue was up 23.4% on a year-over-year basis. During the same period last year, the firm posted $11.93 EPS. Equities analysts anticipate that BlackRock will post 47.41 EPS for the current year.
BlackRock Increases Dividend
The firm also recently disclosed 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 a positive change from BlackRock’s previous quarterly dividend of $5.21. The ex-dividend date of this dividend is Friday, March 6th. This represents a $22.92 dividend on an annualized basis and a dividend yield of 2.0%. BlackRock’s dividend payout ratio is 58.84%.
Insider Buying and Selling
In related news, Director Rachel Lord sold 12,000 shares of the company’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 transaction of $13,980,480.00. Following the transaction, the director owned 7,205 shares of the company’s stock, valued at approximately $8,394,113.20. This represents a 62.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Martin Small sold 1,258 shares of BlackRock 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 sale, the chief financial officer directly owned 6,209 shares of the company’s stock, valued at approximately $6,478,346.42. This represents a 16.85% decrease in their position. The disclosure for this sale is available in the SEC filing. 1.98% of the stock is currently owned by corporate insiders.
Institutional Investors Weigh In On BlackRock
Several institutional investors and hedge funds have recently added to or reduced their stakes in BLK. Norges Bank purchased a new stake in BlackRock during the second quarter worth approximately $2,644,007,000. Laurel Wealth Advisors LLC lifted its holdings in shares of BlackRock by 105,267.4% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,705,899 shares of the asset manager’s stock valued at $1,789,915,000 after acquiring an additional 1,704,280 shares in the last quarter. Franklin Resources Inc. boosted its position in BlackRock by 72.5% during the 2nd 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 during the period. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in BlackRock by 1,962.0% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 792,494 shares of the asset manager’s stock valued at $831,524,000 after purchasing an additional 754,060 shares during the period. Finally, Viking Global Investors LP lifted its stake in shares of BlackRock by 217.5% during the third quarter. Viking Global Investors LP now owns 619,492 shares of the asset manager’s stock worth $722,247,000 after purchasing an additional 424,388 shares in the last quarter. 80.69% of the stock is currently owned by institutional investors and hedge funds.
Trending Headlines about 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
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.
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