Tred Avon Family Wealth LLC Buys New Stake in BlackRock $BLK

Tred Avon Family Wealth LLC bought a new position in shares of BlackRock (NYSE:BLK) in the third quarter, HoldingsChannel.com reports. The firm bought 1,395 shares of the asset manager’s stock, valued at approximately $1,626,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in BLK. Vanguard Group Inc. boosted its stake in BlackRock by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 13,991,264 shares of the asset manager’s stock valued at $14,680,334,000 after purchasing an additional 227,192 shares during the period. Geode Capital Management LLC increased its position in BlackRock by 1.1% during the second quarter. Geode Capital Management LLC now owns 3,143,429 shares of the asset manager’s stock worth $3,281,641,000 after acquiring an additional 34,049 shares during the period. Norges Bank acquired a new position in BlackRock during the 2nd quarter valued at $2,644,007,000. Franklin Resources Inc. boosted its holdings in BlackRock by 72.5% in the 2nd quarter. Franklin Resources Inc. now owns 2,005,358 shares of the asset manager’s stock valued at $2,104,122,000 after purchasing an additional 842,901 shares during the period. Finally, Laurel Wealth Advisors LLC grew its position in BlackRock by 105,267.4% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,705,899 shares of the asset manager’s stock worth $1,789,915,000 after purchasing an additional 1,704,280 shares during the last quarter. 80.69% of the stock is owned by institutional investors and hedge funds.

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 recently weighed in on BLK shares. Keefe, Bruyette & Woods lifted their target price on BlackRock from $1,310.00 to $1,340.00 and gave the stock an “outperform” rating in a research report on Friday. Deutsche Bank Aktiengesellschaft raised their price objective on BlackRock from $1,296.00 to $1,380.00 in a research report on Thursday. Weiss Ratings restated a “buy (b-)” rating on shares of BlackRock in a research note on Monday, December 29th. TD Cowen reaffirmed a “hold” rating and issued a $1,209.00 target price (down from $1,407.00) on shares of BlackRock in a research report on Wednesday. Finally, Cowen lowered shares of BlackRock from a “buy” rating to a “hold” rating in a report on Wednesday. Fifteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, BlackRock presently has an average rating of “Moderate Buy” and a consensus price target of $1,314.71.

Insiders Place Their Bets

In other news, CFO Martin Small sold 1,258 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $1,043.38, for a total transaction of $1,312,572.04. Following the sale, the chief financial officer owned 6,209 shares in the company, valued at approximately $6,478,346.42. This represents a 16.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Rachel Lord sold 12,000 shares of BlackRock stock in a transaction dated Monday, October 20th. The shares were sold at an average price of $1,165.04, for a total value of $13,980,480.00. Following the completion of the transaction, the director directly owned 7,205 shares of the company’s stock, valued at $8,394,113.20. This represents a 62.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.98% of the stock is currently owned by insiders.

BlackRock Stock Up 0.7%

Shares of NYSE BLK opened at $1,164.72 on Friday. BlackRock has a 52-week low of $773.74 and a 52-week high of $1,219.94. The company has a debt-to-equity ratio of 0.34, a quick ratio of 3.33 and a current ratio of 3.33. The business has a fifty day moving average of $1,071.82 and a two-hundred day moving average of $1,105.02. The stock has a market cap of $180.71 billion, a PE ratio of 32.88, a PEG ratio of 1.68 and a beta of 1.47.

BlackRock (NYSE:BLK) last announced its 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. The business had revenue of $7.01 billion during the quarter, compared to analysts’ expectations of $6.80 billion. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. The firm’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same quarter last year, the company posted $11.93 EPS. As a group, equities research analysts expect that BlackRock will post 47.41 earnings per share for the current fiscal year.

BlackRock Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Investors of record on Friday, March 6th will be issued a dividend of $5.73 per share. The ex-dividend date of this dividend is Friday, March 6th. This represents a $22.92 dividend on an annualized basis and a yield of 2.0%. This is a positive change from BlackRock’s previous quarterly dividend of $5.21. BlackRock’s payout ratio is 58.84%.

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.