Sequoia Financial Advisors LLC Has $47.78 Million Stock Holdings in BlackRock $BLK

Sequoia Financial Advisors LLC increased its stake in BlackRock (NYSE:BLK) by 21.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,983 shares of the asset manager’s stock after purchasing an additional 7,326 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in BlackRock were worth $47,781,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Occidental Asset Management LLC raised its holdings in shares of BlackRock by 8.2% during the third quarter. Occidental Asset Management LLC now owns 225 shares of the asset manager’s stock valued at $262,000 after acquiring an additional 17 shares during the period. Gold Investment Management Ltd. lifted its holdings in shares of BlackRock by 1.9% in the third quarter. Gold Investment Management Ltd. now owns 2,406 shares of the asset manager’s stock valued at $2,805,000 after purchasing an additional 45 shares in the last quarter. SOL Capital Management CO lifted its stake in BlackRock by 12.2% in the 3rd quarter. SOL Capital Management CO now owns 248 shares of the asset manager’s stock worth $289,000 after acquiring an additional 27 shares in the last quarter. Evergreen Capital Management LLC grew its stake in BlackRock by 0.3% during the 3rd quarter. Evergreen Capital Management LLC now owns 8,583 shares of the asset manager’s stock valued at $10,007,000 after acquiring an additional 25 shares in the last quarter. Finally, NBT Bank N A NY lifted its position in shares of BlackRock by 0.5% in the third quarter. NBT Bank N A NY now owns 2,631 shares of the asset manager’s stock worth $3,067,000 after purchasing an additional 14 shares in the last quarter. 80.69% of the stock is owned by hedge funds and other institutional investors.

Key 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

Analyst Ratings Changes

Several analysts recently issued reports on BLK shares. Keefe, Bruyette & Woods increased their price objective on BlackRock from $1,310.00 to $1,340.00 and gave the stock an “outperform” rating in a report on Friday. UBS Group set a $1,280.00 price target on shares of BlackRock in a research note on Friday. Argus upped their price target on BlackRock from $1,165.00 to $1,330.00 and gave the stock a “buy” rating in a research note on Wednesday, October 15th. Loop Capital set a $1,255.00 price objective on shares of BlackRock in a research note on Tuesday, October 21st. Finally, Morgan Stanley upped their price objective on shares of BlackRock from $1,514.00 to $1,550.00 and gave the stock an “overweight” rating in a report on Friday. Fifteen research 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 has an average rating of “Moderate Buy” and a consensus price target of $1,314.71.

BlackRock Stock Up 0.7%

Shares of BLK opened at $1,164.72 on Friday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 3.33 and a current ratio of 3.33. The company has a 50-day simple moving average of $1,071.82 and a 200-day simple moving average of $1,105.02. BlackRock has a 52 week low of $773.74 and a 52 week high of $1,219.94. The firm has a market capitalization of $180.71 billion, a P/E ratio of 32.88, a P/E/G ratio of 1.68 and a beta of 1.47.

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, equities research analysts expect that BlackRock will post 47.41 earnings per share for the current year.

BlackRock Increases Dividend

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

Insider Activity at BlackRock

In other news, 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 transaction of $13,980,480.00. Following the completion of the sale, the director owned 7,205 shares of the company’s stock, valued at approximately $8,394,113.20. This trade represents a 62.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, 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 value of $1,312,572.04. Following the sale, the chief financial officer owned 6,209 shares in the company, valued at approximately $6,478,346.42. This trade represents a 16.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.98% of the company’s stock.

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.