Dimensional Fund Advisors LP Has $516.48 Million Stock Holdings in BlackRock $BLK

Key Points

• Dimensional Fund Advisors raised its BlackRock stake by 2.8% in Q3 to 442,974 shares—about 0.29% of the company—worth roughly $516.48 million after adding 12,030 shares.
• Company insiders have been net sellers: COO Robert L. Goldstein sold 5,293 shares for about $5.74 million (a 10.28% cut to his position), and insiders sold 111,319 shares worth $123.999 million over the last quarter; insiders now own 1.98% of BlackRock.
• BlackRock boosted its quarterly dividend to $5.73 per share (annualized $22.92, yield 2.2%; ex-dividend March 6, payable March 24) and recently beat expectations with Q results—EPS $13.16 vs. $12.55 consensus and revenue $7.01 billion vs. $6.80 billion, up 23.4% year-over-year.

Dimensional Fund Advisors LP lifted its stake in shares of BlackRock (NYSE:BLK - Free Report) by 2.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 442,974 shares of the asset manager's stock after acquiring an additional 12,030 shares during the quarter. Dimensional Fund Advisors LP owned approximately 0.29% of BlackRock worth $516,481,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Pacifica Partners Inc. lifted its position in shares of BlackRock by 450.0% in the 3rd quarter. Pacifica Partners Inc. now owns 22 shares of the asset manager's stock worth $25,000 after purchasing an additional 18 shares during the period. TruNorth Capital Management LLC lifted its holdings in BlackRock by 1,000.0% in the third quarter. TruNorth Capital Management LLC now owns 22 shares of the asset manager's stock valued at $26,000 after buying an additional 20 shares during the period. Traub Capital Management LLC bought a new stake in BlackRock during the second quarter valued at $28,000. Howard Hughes Medical Institute acquired a new stake in BlackRock during the 2nd quarter worth about $33,000. Finally, Hopwood Financial Services Inc. raised its position in shares of BlackRock by 866.7% in the 3rd quarter. Hopwood Financial Services Inc. now owns 29 shares of the asset manager's stock worth $34,000 after acquiring an additional 26 shares in the last quarter. 80.69% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, COO Robert L. Goldstein sold 5,293 shares of the stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $1,084.22, for a total value of $5,738,776.46. Following the completion of the sale, the chief operating officer directly owned 46,185 shares of the company's stock, valued at approximately $50,074,700.70. This represents a 10.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Stephen Cohen sold 225 shares of BlackRock stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $1,069.56, for a total transaction of $240,651.00. Following the transaction, the director directly owned 5,661 shares in the company, valued at $6,054,779.16. This represents a 3.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 111,319 shares of company stock valued at $123,999,249. Company insiders own 1.98% of the company's stock.

BlackRock Stock Performance

NYSE BLK opened at $1,049.46 on Thursday. The company has a market cap of $162.82 billion, a P/E ratio of 29.63, a PEG ratio of 1.32 and a beta of 1.48. The company has a fifty day simple moving average of $1,093.04 and a 200 day simple moving average of $1,101.15. The company has a current ratio of 2.98, a quick ratio of 2.98 and a debt-to-equity ratio of 0.37. BlackRock has a 12-month low of $773.74 and a 12-month high of $1,219.94.

BlackRock (NYSE:BLK - Get Free Report) last released its quarterly earnings data 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 firm had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.80 billion. BlackRock had a net margin of 22.93% and a return on equity of 14.78%. The business's quarterly revenue was up 23.4% compared to the same quarter last year. During the same period last year, the firm earned $11.93 earnings per share. Sell-side analysts predict 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. Shareholders of record on Friday, March 6th will be paid a dividend of $5.73 per share. This is an increase from BlackRock's previous quarterly dividend of $5.21. The ex-dividend date is Friday, March 6th. This represents a $22.92 dividend on an annualized basis and a yield of 2.2%. BlackRock's dividend payout ratio (DPR) is presently 58.84%.

Key Headlines Impacting BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: BlackRock-led consortium to buy AES for $33.4B — BLK’s Global Infrastructure Partners is co-leading a large take-private of AES, a move that highlights BlackRock’s scale in fee-generating infrastructure deals and could support future fundraising and performance fees. BlackRock, EQT-led group to buy AES in $33.4-billion deal
• Positive Sentiment: New ETF expands product set — BlackRock launched the iShares Broad USD Floating Rate Loan ETF (USLN), giving index-based access to the $1.4T U.S. leveraged loan market; new ETF launches can drive incremental AUM and fees if they attract flows. BlackRock Expands Access to U.S. Leveraged Loan Market with Index ETF
• Positive Sentiment: Spot Bitcoin ETF inflows into IBIT — BlackRock’s IBIT posted meaningful daily inflows that helped offset outflows elsewhere in the Bitcoin ETF complex, underscoring investor demand for BlackRock’s crypto product and supporting ETF fee growth. US spot Bitcoin ETFs add $225M as BlackRock’s IBIT offsets redemptions
• Neutral Sentiment: BlackRock disclosed a >10%/11.56% stake in Qiagen — a sizable active holding that suggests opportunistic portfolio positioning but has limited direct impact on BLK’s earnings; watchers should note activist-style stakes can be resourced-intensive. BlackRock Lifts Stake in Qiagen to Over 10% of Capital
• Neutral Sentiment: Target-date funds are shifting to higher risk in mid-career — BlackRock says boosting equity risk between ages 45–60 could raise retirement outcomes; long-term product changes can influence flows over time but are not an immediate earnings driver. BlackRock's target-date funds are about to get riskier. Here's what you need to know.
• Neutral Sentiment: Portfolio reshuffle in energy/infrastructure — reports note BlackRock’s GIP led the AES bid while exiting Naturgy positions, signaling active repositioning that could improve returns but also implies transaction-related costs and capital redeployment. BlackRock Reshapes Power Exposure With AES Buyout And Naturgy Exit
• Negative Sentiment: Analyst downgrade from Keefe, Bruyette & Woods — KBW cut BLK from "moderate buy" to "moderate sell," which can pressure sentiment and trigger short-term selling by institutional investors. Zacks — KBW Downgrade Note
• Negative Sentiment: Sector and macro weakness — financial stocks retreated and rising Treasury yields/Geopolitical risk (Iran tensions) are weighing on asset managers broadly by pressuring markets and potential AUM growth. Market-driven flow risk is a key short-term headwind for BLK. Sector Update: Financial Stocks Retreat Late Afternoon

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Keefe, Bruyette & Woods lowered BlackRock from a "moderate buy" rating to a "moderate sell" rating in a research report on Tuesday. Jefferies Financial Group restated a "buy" rating and set a $1,351.00 price target on shares of BlackRock in a report on Friday, January 16th. BNP Paribas Exane lifted their price objective on shares of BlackRock from $1,290.00 to $1,300.00 and gave the company an "outperform" rating in a research note on Thursday, January 15th. Evercore cut their target price on shares of BlackRock from $1,300.00 to $1,275.00 and set an "outperform" rating on the stock in a research note on Monday, January 12th. Finally, Morgan Stanley raised their price target on shares of BlackRock from $1,514.00 to $1,550.00 and gave the stock an "overweight" rating in a report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,311.11.

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.

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