Tradewinds LLC. Acquires New Holdings in BlackRock $BLK

Tradewinds LLC. acquired a new position in BlackRock (NYSE:BLK) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,150 shares of the asset manager’s stock, valued at approximately $6,004,000. BlackRock accounts for approximately 1.5% of Tradewinds LLC.’s investment portfolio, making the stock its 20th biggest holding.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. raised its holdings in BlackRock by 1.7% during the second quarter. Vanguard Group Inc. now owns 13,991,264 shares of the asset manager’s stock worth $14,680,334,000 after purchasing an additional 227,192 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of BlackRock by 1.1% in the 2nd quarter. Geode Capital Management LLC now owns 3,143,429 shares of the asset manager’s stock worth $3,281,641,000 after buying an additional 34,049 shares in the last quarter. Norges Bank bought a new stake in shares of BlackRock in the 2nd quarter worth $2,644,007,000. Franklin Resources Inc. lifted its holdings in shares of BlackRock by 72.5% in the second quarter. Franklin Resources Inc. now owns 2,005,358 shares of the asset manager’s stock valued at $2,104,122,000 after buying an additional 842,901 shares during the period. Finally, Laurel Wealth Advisors LLC boosted its stake 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 valued at $1,789,915,000 after buying an additional 1,704,280 shares in the last quarter. Institutional investors and hedge funds own 80.69% of the company’s stock.

BlackRock Price Performance

Shares of NYSE:BLK opened at $1,164.72 on Monday. The company’s fifty day moving average is $1,071.82 and its two-hundred day moving average is $1,105.26. The company has a quick ratio of 3.33, a current ratio of 3.33 and a debt-to-equity ratio of 0.34. BlackRock has a 12-month low of $773.74 and a 12-month high of $1,219.94. The company has a market cap of $180.71 billion, a P/E ratio of 32.88, a price-to-earnings-growth ratio of 1.68 and a beta of 1.47.

BlackRock (NYSE:BLK) last issued its earnings results on Thursday, January 15th. The asset manager reported $13.16 EPS for the quarter, topping the consensus estimate of $12.55 by $0.61. The business had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.80 billion. BlackRock had a return on equity of 15.14% and a net margin of 22.93%.BlackRock’s revenue was up 23.4% compared to the same quarter last year. During the same quarter last year, the firm posted $11.93 earnings per share. Equities analysts expect that BlackRock will post 47.41 earnings per share for the current fiscal year.

BlackRock Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Friday, March 6th will be given a $5.73 dividend. This represents a $22.92 dividend on an annualized basis and a dividend yield of 2.0%. 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. BlackRock’s payout ratio is currently 58.84%.

Insider Activity at BlackRock

In related news, CFO Martin Small sold 1,258 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $1,043.38, for a total transaction of $1,312,572.04. Following the transaction, the chief financial officer directly owned 6,209 shares of the company’s stock, valued at approximately $6,478,346.42. The trade was a 16.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 1.98% of the company’s stock.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on BLK shares. Evercore ISI cut their price target on shares of BlackRock from $1,300.00 to $1,275.00 and set an “outperform” rating for the company in a report on Monday, January 12th. Weiss Ratings reissued a “buy (b-)” rating on shares of BlackRock in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of BlackRock from $1,296.00 to $1,380.00 in a research report on Thursday. Loop Capital set a $1,255.00 price objective on BlackRock in a research report on Tuesday, October 21st. Finally, JPMorgan Chase & Co. lifted their target price on BlackRock from $1,244.00 to $1,267.00 and gave the stock a “neutral” rating in a report on Friday, January 9th. Fifteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,314.71.

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.