YHB Investment Advisors Inc. Purchases Shares of 3,203 BlackRock $BLK

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

Several other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings in shares of BlackRock by 23.1% during the fourth quarter. Brighton Jones LLC now owns 1,575 shares of the asset manager’s stock worth $1,615,000 after purchasing an additional 296 shares during the period. Bison Wealth LLC boosted its holdings in shares of BlackRock by 1.6% in the 4th quarter. Bison Wealth LLC now owns 1,052 shares of the asset manager’s stock valued at $1,078,000 after buying an additional 17 shares during the period. Schnieders Capital Management LLC. bought a new stake in shares of BlackRock during the 2nd quarter valued at about $259,000. XTX Topco Ltd acquired a new stake in BlackRock during the second quarter worth about $617,000. Finally, Edgestream Partners L.P. lifted its holdings in BlackRock by 309.3% in the second quarter. Edgestream Partners L.P. now owns 925 shares of the asset manager’s stock worth $971,000 after acquiring an additional 699 shares during the last quarter. Institutional investors and hedge funds own 80.69% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. UBS Group raised shares of BlackRock from a “neutral” rating to a “buy” rating and set a $1,280.00 price target for the company in a report on Monday, February 23rd. Barclays lifted their price objective on BlackRock from $1,300.00 to $1,350.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Wall Street Zen raised BlackRock from a “sell” rating to a “hold” rating in a research note on Saturday, January 17th. Freedom Capital raised shares of BlackRock from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 23rd. Finally, JPMorgan Chase & Co. increased their price target on shares of BlackRock from $1,244.00 to $1,267.00 and gave the stock a “neutral” rating in a research note on Friday, January 9th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,298.78.

BlackRock Trading Down 0.4%

Shares of BLK stock opened at $957.89 on Thursday. The business’s 50 day moving average is $1,036.19 and its two-hundred day moving average is $1,078.42. The company has a quick ratio of 2.98, a current 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. The company has a market cap of $148.99 billion, a PE ratio of 27.04, a price-to-earnings-growth ratio of 1.23 and a beta of 1.48.

BlackRock (NYSE:BLK) last announced 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. BlackRock had a net margin of 22.93% and a return on equity of 14.78%. The firm had revenue of $7.01 billion for the quarter, compared to the consensus estimate of $6.80 billion. During the same quarter last year, the firm posted $11.93 EPS. The business’s quarterly revenue was up 23.4% on a year-over-year basis. Equities analysts predict that BlackRock will post 47.41 EPS for the current year.

BlackRock Increases Dividend

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

BlackRock News Roundup

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

Insider Buying and Selling

In other news, CFO Martin Small sold 27,047 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $1,171.14, for a total value of $31,675,823.58. Following the sale, the chief financial officer owned 10,557 shares in the company, valued at approximately $12,363,724.98. The trade was a 71.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Stephen Cohen sold 2,179 shares of the business’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $1,073.87, for a total transaction of $2,339,962.73. Following the completion of the transaction, the director directly owned 6,543 shares of the company’s stock, valued at approximately $7,026,331.41. This represents a 24.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 111,319 shares of company stock worth $123,999,249 over the last 90 days. Corporate insiders own 1.98% of the company’s stock.

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.