YHB Investment Advisors Inc. Acquires New Holdings in BlackRock $BLK

YHB Investment Advisors Inc. purchased a new stake in BlackRock (NYSE:BLK) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 3,203 shares of the asset manager’s stock, valued at approximately $3,428,000.

A number of other large investors have also added to or reduced their stakes in BLK. Pacifica Partners Inc. lifted its stake in shares of BlackRock by 450.0% during 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 last quarter. TruNorth Capital Management LLC boosted its holdings in shares of BlackRock by 1,000.0% during the third quarter. TruNorth Capital Management LLC now owns 22 shares of the asset manager’s stock worth $26,000 after acquiring an additional 20 shares during the period. Howard Hughes Medical Institute acquired a new position in shares of BlackRock in the second quarter valued at approximately $33,000. Hopwood Financial Services Inc. increased its stake in shares of BlackRock by 866.7% during the third quarter. Hopwood Financial Services Inc. now owns 29 shares of the asset manager’s stock worth $34,000 after purchasing an additional 26 shares during the period. Finally, Collier Financial bought a new stake in BlackRock in the 3rd quarter valued at $36,000. Institutional investors own 80.69% of the company’s stock.

Insider Transactions at BlackRock

In other news, CFO Martin Small sold 27,047 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $1,171.14, for a total transaction of $31,675,823.58. Following the sale, the chief financial officer directly owned 10,557 shares in the company, valued at approximately $12,363,724.98. The trade was a 71.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, COO Robert L. Goldstein sold 54,190 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $1,087.29, for a total transaction of $58,920,245.10. Following the completion of the transaction, the chief operating officer owned 51,478 shares of the company’s stock, valued at approximately $55,971,514.62. This trade represents a 51.28% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 111,319 shares of company stock valued at $123,999,249 over the last three months. Company insiders own 1.98% of the company’s stock.

Key Stories Impacting BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Filed new Bitcoin income ETF ticker ($BITA): BlackRock amended an S‑1 for an iShares Bitcoin Premium Income ETF (spot Bitcoin + covered calls), a fee‑generating product likely to attract retail and institutional flows. Blockonomi: BlackRock Files $BITA
• Positive Sentiment: Leadership & ETF positioning: BlackRock elevated Jay Jacobs to lead its Bitcoin trust and highlighted long‑term holding behavior among Bitcoin ETF investors — signals of deeper commitment to crypto products and stewardship. TipRanks: Jay Jacobs Elevated
• Positive Sentiment: Institutional deal flow: Report that BlackRock will partner with GMPF on a £1B NHS property investment points to fee and AUM growth in real assets. Seeking Alpha: GMPF Partnership
• Neutral Sentiment: Q1 earnings date set for April 14 — event risk/opportunity as investors await fee and flow data. Business Wire: Q1 Earnings Date
• Neutral Sentiment: Macro/asset‑allocation shift: BlackRock Investment Institute moved to “neutral” on US and Japanese equities — could temper active‑management flow guidance. DailyHodl: Investment Institute Shift
• Neutral Sentiment: Strategic/real‑estate move under consideration: FT reports BlackRock is eyeing HSBC’s Canary Wharf tower for a London HQ — operational but not immediately material to earnings. Reuters: Canary Wharf HQ Reports
• Negative Sentiment: Regulatory scrutiny of private‑credit: House Financial Services Committee has asked private equity firms to reveal private‑credit strategies — increased oversight could pressure fee growth in private markets. Benzinga: Private Credit Scrutiny
• Negative Sentiment: ETF trade and insider‑access questions: Reports of a multimillion‑dollar trade tied to a DoD broker prompted internal review and regulatory attention — reputational/compliance risk. Yahoo Finance: Insider Access Questions
• Negative Sentiment: Investor legal risk: Pomerantz has opened an investigation into BlackRock investor claims — potential litigation over disclosures could weigh on sentiment. GlobeNewswire: Pomerantz Investigation

BlackRock Stock Performance

BlackRock stock opened at $957.89 on Thursday. The company has a quick ratio of 2.98, a current ratio of 2.98 and a debt-to-equity ratio of 0.37. The stock has a market cap of $148.99 billion, a PE ratio of 27.04, a P/E/G ratio of 1.23 and a beta of 1.48. BlackRock has a 12-month low of $773.74 and a 12-month high of $1,219.94. The business’s 50-day moving average price is $1,036.19 and its two-hundred day moving average price is $1,078.42.

BlackRock (NYSE:BLK) last posted its quarterly earnings results 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 company had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.80 billion. BlackRock had a net margin of 22.93% and a return on equity of 14.78%. The firm’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same period last year, the company posted $11.93 EPS. As a group, analysts expect that BlackRock will post 47.41 earnings per share for the current fiscal year.

BlackRock Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 24th. Stockholders of record on Friday, March 6th were paid a $5.73 dividend. This represents a $22.92 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Friday, March 6th. This is a positive change from BlackRock’s previous quarterly dividend of $5.21. BlackRock’s dividend payout ratio is currently 64.71%.

Analyst Ratings Changes

BLK has been the subject of a number of recent research reports. CICC Research boosted their target price on shares of BlackRock from $1,000.00 to $1,250.00 in a research report on Tuesday, February 3rd. TD Cowen lowered BlackRock from a “buy” rating to a “hold” rating in a research note on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of BlackRock in a research report on Friday, March 27th. UBS Group raised BlackRock from a “neutral” rating to a “buy” rating and set a $1,280.00 price target for the company in a research note on Monday, February 23rd. Finally, Keefe, Bruyette & Woods downgraded shares of BlackRock from a “moderate buy” rating to a “moderate sell” rating in a research note on Tuesday, March 3rd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,298.78.

BlackRock Company 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.