L.M. Kohn & Company Decreases Stake in BlackRock $BLK

L.M. Kohn & Company trimmed its holdings in shares of BlackRock (NYSE:BLK) by 58.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 375 shares of the asset manager’s stock after selling 532 shares during the quarter. L.M. Kohn & Company’s holdings in BlackRock were worth $437,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Lingohr Asset Management GmbH acquired a new stake in BlackRock during the 3rd quarter valued at approximately $700,000. Werba Rubin Papier Wealth Management acquired a new stake in shares of BlackRock during the third quarter worth approximately $321,000. Howard Capital Management Inc. grew its position in shares of BlackRock by 1.6% during the third quarter. Howard Capital Management Inc. now owns 1,162 shares of the asset manager’s stock worth $1,355,000 after buying an additional 18 shares in the last quarter. National Pension Service increased its stake in shares of BlackRock by 3.0% in the third quarter. National Pension Service now owns 306,899 shares of the asset manager’s stock worth $357,804,000 after buying an additional 9,073 shares during the last quarter. Finally, Bryn Mawr Trust Advisors LLC raised its holdings in BlackRock by 1.3% in the third quarter. Bryn Mawr Trust Advisors LLC now owns 11,619 shares of the asset manager’s stock valued at $13,546,000 after acquiring an additional 153 shares in the last quarter. Hedge funds and other institutional investors own 80.69% of the company’s stock.

More BlackRock News

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: BlackRock and Partners Group rolled out a first?of?its?kind private markets SMA for wealthy investors, offering three portfolio mixes (income, balanced growth, growth) and access to funds from BlackRock, HPS and Partners Group — a move that can expand fee?bearing AUM and wealthy?client distribution channels. BlackRock and Partners Group Launch Joint Private Markets Account for Wealthy Investors
• Positive Sentiment: Multiple outlets report the new SMAs and wealth?platform integrations that widen private?markets access for high?net?worth clients — an incremental distribution channel that could raise recurring fees and retention. BlackRock, Partners Group roll out private markets SMA
• Positive Sentiment: BlackRock is adding profit?sharing for private?markets staff to compete with Apollo, Blackstone, KKR and others — a deliberate push to retain and hire alts talent, which supports long?term growth in higher?margin alternative products. $14 trillion asset manager BlackRock unveils its newest weapon in Wall Street ‘alts’ talent war: profit sharing from private markets
• Neutral Sentiment: Institutional activity tied to BlackRock’s BUIDL fund boosted tokenized real?world assets on Avalanche (TVL up sharply), highlighting BlackRock’s push into tokenization and digital liquidity even as the native token underperformed — strategic innovation that could open new product lines but carries crypto execution risk. BlackRock’s BUIDL aids Avalanche tokenization value boom in Q4
• Neutral Sentiment: Speculation that BlackRock might enter a spot XRP ETF by late?2026 reflects ongoing crypto product optionality; this signals potential future revenue streams but is timing?and?demand dependent. BlackRock XRP ETF Next? Canary CEO Eyes Late 2026
• Negative Sentiment: A WSJ report highlighted a recent BlackRock loss and a 19% write?down in a private?credit position that had previously been marked at full value — reigniting investor worries about valuation transparency and downside in private?credit portfolios, which likely drove some of today’s selling pressure. How a BlackRock Loss Reignited Worries About What Is Hiding in Private-Credit

BlackRock Stock Performance

Shares of BLK opened at $1,117.52 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. BlackRock has a 1 year low of $773.74 and a 1 year high of $1,219.94. The firm has a fifty day moving average of $1,088.14 and a 200-day moving average of $1,107.67. The company has a market cap of $173.38 billion, a price-to-earnings ratio of 31.55, a price-to-earnings-growth ratio of 1.41 and a beta of 1.47.

BlackRock (NYSE:BLK) last posted its 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. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. The firm had revenue of $6.33 billion during the quarter, compared to analyst estimates of $6.80 billion. During the same period in the previous year, the business posted $11.93 EPS. BlackRock’s revenue was up 23.4% on a year-over-year basis. As a group, equities analysts anticipate that BlackRock will post 47.41 earnings per share for the current year.

BlackRock Increases Dividend

The firm 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. The ex-dividend date is Friday, March 6th. This represents a $22.92 annualized dividend and a yield of 2.1%. This is an increase from BlackRock’s previous quarterly dividend of $5.21. BlackRock’s payout ratio is 58.84%.

Analyst Ratings Changes

Several brokerages have weighed in on BLK. UBS Group set a $1,280.00 price objective on shares of BlackRock in a report on Friday, January 16th. Deutsche Bank Aktiengesellschaft lifted their price target on BlackRock from $1,296.00 to $1,380.00 in a research note on Thursday, January 15th. Argus upped their price objective on BlackRock from $1,165.00 to $1,330.00 and gave the company a “buy” rating in a research note on Wednesday, October 15th. BNP Paribas Exane lifted their target price on BlackRock from $1,290.00 to $1,300.00 and gave the stock an “outperform” rating in a research report on Thursday, January 15th. Finally, Evercore ISI dropped their price target 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. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, BlackRock has an average rating of “Moderate Buy” and an average target price of $1,314.71.

Insider Buying and Selling at BlackRock

In other news, Director J. Richard Kushel sold 20,000 shares of the firm’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $1,125.00, for a total transaction of $22,500,000.00. Following the transaction, the director directly owned 61,894 shares of the company’s stock, valued at approximately $69,630,750. This trade represents a 24.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Martin Small sold 27,047 shares of the company’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 completion of the sale, the chief financial officer directly owned 10,557 shares of the company’s stock, valued at $12,363,724.98. The trade was a 71.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 48,305 shares of company stock worth $55,488,396 in the last ninety days. 1.98% of the stock is owned by company insiders.

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.