Capitolis Liquid Global Markets LLC Acquires New Position in BlackRock $BLK

Key Points

• Capitolis Liquid Global Markets LLC bought a new position of 27,400 shares in BlackRock in Q3 valued at about $31.95M, while other large institutions (notably Norges Bank's ~$2.64B stake and big increases by Laurel Wealth, Franklin, DZ Bank and Viking) pushed institutional ownership to ~80.69%.
• BlackRock reported a quarterly EPS beat of $13.16 (vs. $12.55 expected) and revenue of $7.01B, up 23.4% YoY, and recently raised its quarterly dividend to $5.73 ($22.92 annual, ~2.5% yield).
• Insiders have been net sellers (111,319 shares, ≈$124M, sold in the last 90 days) and near‑term risks include a Pomerantz investor investigation and stress in private‑credit vehicles, though analysts still have a consensus "Moderate Buy" with a $1,308.89 target.

Capitolis Liquid Global Markets LLC bought a new position in BlackRock (NYSE:BLK - Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The firm bought 27,400 shares of the asset manager's stock, valued at approximately $31,945,000.

Several other institutional investors and hedge funds have also made changes to their positions in BLK. Norges Bank purchased a new stake in shares of BlackRock in the second quarter valued at approximately $2,644,007,000. Laurel Wealth Advisors LLC lifted its position 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 worth $1,789,915,000 after buying an additional 1,704,280 shares in the last quarter. Franklin Resources Inc. boosted its stake in BlackRock by 72.5% during the second quarter. Franklin Resources Inc. now owns 2,005,358 shares of the asset manager's stock worth $2,104,122,000 after buying an additional 842,901 shares during the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its stake in BlackRock by 1,962.0% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 792,494 shares of the asset manager's stock worth $831,524,000 after buying an additional 754,060 shares during the last quarter. Finally, Viking Global Investors LP grew its holdings in BlackRock by 217.5% in the 3rd quarter. Viking Global Investors LP now owns 619,492 shares of the asset manager's stock valued at $722,247,000 after buying an additional 424,388 shares in the last quarter. 80.69% of the stock is currently owned by institutional investors and hedge funds.

BlackRock Stock Performance

Shares of BlackRock stock opened at $922.79 on Friday. The business has a 50-day simple moving average of $1,075.75 and a 200-day simple moving average of $1,092.52. The company has a debt-to-equity ratio of 0.37, a quick ratio of 2.98 and a current ratio of 2.98. BlackRock has a one year low of $773.74 and a one year high of $1,219.94. The company has a market cap of $143.53 billion, a PE ratio of 26.05, a P/E/G ratio of 1.18 and a beta of 1.48.

BlackRock (NYSE:BLK - Get Free Report) last issued its quarterly earnings results on Thursday, January 15th. The asset manager reported $13.16 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $12.55 by $0.61. BlackRock had a net margin of 22.93% and a return on equity of 14.78%. The company had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.80 billion. During the same quarter in the previous year, the firm earned $11.93 earnings per share. The firm's quarterly revenue was up 23.4% on a year-over-year basis. On average, equities research analysts forecast that BlackRock will post 47.41 EPS for the current fiscal year.

BlackRock Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Friday, March 6th will be issued a $5.73 dividend. This represents a $22.92 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date is Friday, March 6th. This is a positive change from BlackRock's previous quarterly dividend of $5.21. BlackRock's dividend payout ratio (DPR) is 64.71%.

Insider Activity

In related news, COO Robert L. Goldstein sold 5,293 shares of the business's stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $1,084.22, for a total transaction of $5,738,776.46. Following the completion of the transaction, the chief operating officer owned 46,185 shares in the company, valued at approximately $50,074,700.70. The trade was a 10.28% 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. Also, Director J. Richard Kushel sold 385 shares of the stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $1,084.91, for a total value of $417,690.35. Following the completion of the transaction, the director directly owned 3,335 shares in the company, valued at $3,618,174.85. This trade represents a 10.35% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 111,319 shares of company stock valued at $123,999,249 in the last 90 days. Company insiders own 1.98% of the company's stock.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Jefferies Financial Group reiterated a "buy" rating and set a $1,351.00 price target on shares of BlackRock in a report on Friday, January 16th. Evercore decreased their price objective on BlackRock from $1,275.00 to $1,235.00 and set an "outperform" rating on the stock in a report on Friday, March 6th. Bank of America raised their target price on BlackRock from $1,456.00 to $1,464.00 in a research note on Wednesday, December 10th. BMO Capital Markets reduced their target price on BlackRock from $1,300.00 to $1,250.00 and set an "outperform" rating on the stock in a research report on Tuesday, January 13th. Finally, Weiss Ratings reaffirmed a "buy (b-)" rating on shares of BlackRock in a research report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $1,308.89.

Key BlackRock News

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Launch of iShares Staked Ethereum Trust (ETHB) expands BlackRock’s crypto product lineup and produced a solid debut (~$15.5M day‑one volume), a positive revenue/flows catalyst if assets scale. BlackRock’s New Staked Ethereum ETF (ETHB) Sees ‘Very, Very Solid’ $15.5 Million Debut, Says Analyst
• Positive Sentiment: Crypto market coverage notes whale ETH accumulation alongside the ETHB launch — bullish for BlackRock’s digital asset distribution and potential fee/flow growth. Ethereum (ETH) Sees Major Whale Buying as BlackRock Launches Staked ETF Product
• Positive Sentiment: Market reaction to BlackRock CIO calls (and related portfolio positioning) has helped lift some sector indices (clean energy) — indicative of the firm’s market influence and potential to drive ETF flows. Clean Energy Index Jumps 61% After BlackRock CIO's Contrarian Call
• Neutral Sentiment: Regulatory disclosures show BlackRock holds ~10–11% capital/voting stakes in Qiagen — a standard large‑holder filing that is notable but not an immediate company revenue driver. BlackRock Reports 10.6% Capital and 11.8% Voting Stake in Qiagen
• Neutral Sentiment: BlackRock Canada announced index/methodology changes to three CAD‑hedged iShares funds — routine product updates with limited near‑term impact on BLK’s consolidated results. BlackRock® Canada Announces Product Changes
• Negative Sentiment: Private‑credit stress: reporting that Morgan Stanley and BlackRock capped/limited withdrawals in some private‑credit vehicles has pressured asset managers and sparked concerns about redemptions, markdowns and fee revenue risk. This is a near‑term negative for BLK if private‑credit flows and valuations deteriorate. Exclusive: Morgan Stanley and BlackRock limit withdrawals—is private credit gating a crisis or market 'stabilizer'?
• Negative Sentiment: Market reaction: coverage highlights a BLK share pullback alongside weakness in private‑credit peers, signaling investor concern about the sector’s spillover to large asset managers. BlackRock Stock Slide As Private Credit Firms Tumble
• Negative Sentiment: Investor litigation alert: Pomerantz LLP is investigating claims on behalf of BlackRock investors — potential legal/PR risk that could distract management and create uncertainty. INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of BlackRock, Inc. - BLK

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.

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