Advyzon Investment Management LLC Buys Shares of 509 BlackRock $BLK

Advyzon Investment Management LLC purchased a new position in shares of BlackRock (NYSE:BLK) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 509 shares of the asset manager’s stock, valued at approximately $593,000.

Other large investors have also made changes to their positions in the company. Vanguard Group Inc. lifted 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 acquiring an additional 227,192 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of BlackRock by 1.1% in 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 in the last quarter. Norges Bank bought a new position in shares of BlackRock during the 2nd quarter valued at about $2,644,007,000. Franklin Resources Inc. lifted its holdings in shares of BlackRock by 72.5% during 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 in the last quarter. Finally, Laurel Wealth Advisors LLC grew its position in shares of 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 valued at $1,789,915,000 after purchasing an additional 1,704,280 shares during the period. Institutional investors own 80.69% of the company’s stock.

Insiders Place Their Bets

In related news, CFO Martin Small sold 27,047 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $1,171.14, for a total transaction of $31,675,823.58. Following the transaction, the chief financial officer directly owned 10,557 shares of the company’s stock, valued at approximately $12,363,724.98. The trade was a 71.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Robert L. Goldstein sold 54,190 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $1,087.29, for a total value of $58,920,245.10. Following the completion of the sale, the chief operating officer owned 51,478 shares in the company, valued at approximately $55,971,514.62. This trade represents a 51.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 109,967 shares of company stock valued at $122,487,380. 1.98% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. The Goldman Sachs Group reissued a “buy” rating and set a $1,313.00 price objective on shares of BlackRock in a research report on Tuesday, December 9th. Weiss Ratings reissued a “buy (b-)” rating on shares of BlackRock in a research note on Monday, December 29th. CICC Research increased their price objective on BlackRock from $1,000.00 to $1,250.00 in a report on Tuesday, February 3rd. Bank of America boosted their price objective on shares of BlackRock from $1,456.00 to $1,464.00 in a research report on Wednesday, December 10th. Finally, TD Cowen cut shares of BlackRock from a “buy” rating to a “hold” rating in a report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, BlackRock currently has an average rating of “Moderate Buy” and an average target price of $1,311.11.

Trending Headlines about BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: ValueAct (Morfit) announced a position in BlackRock and suggested the firm can become “more powerful” by leaning into technology—an activist investor endorsement that can be a catalyst for strategic change and a re-rating. ValueAct’s Morfit announces BlackRock position, says technology can make the company ‘more powerful’
• Positive Sentiment: An analyst price target was raised to $1,340, signaling bullish analyst sentiment that supports the stock’s upward momentum. BlackRock (NYSE:BLK) Price Target Raised to $1,340.00
• Positive Sentiment: BlackRock proposed combining two UK smaller‑company trusts (Throgmorton and Smaller Companies Trust); shareholders and an activist (Saba) have reacted favorably — the deal would create the largest growth‑focused trust in the UK smaller companies sector, which can boost AUM and stewardship fees. BlackRock Smaller Companies Trust jumps 4% on merger plan with Throgmorton
• Neutral Sentiment: Regulatory disclosures show BlackRock building stakes in other companies (WPP hitting a 10% voting threshold; a ~10.7% capital interest in Qiagen). These moves reflect portfolio positioning and potential engagement but are mixed for BLK’s stock direction. WPP Discloses BlackRock’s Voting Stake Reaching 10% on 18 February 2026 BlackRock Discloses 10.68% Capital Interest and 11.8% Voting Stake in Qiagen
• Neutral Sentiment: Analyst coverage and estimate pages refreshed this week show continued bullish long‑term outlooks even as BLK has underperformed recently—important context but not an immediate driver. BlackRock Stock: Analyst Estimates & Ratings
• Negative Sentiment: Crypto flow and trading activity tied to BlackRock’s crypto ETFs are a near-term headwind: Arkham data shows BlackRock moved about $270M in BTC/ETH to Coinbase as $2.4B in crypto options expire — this looks like selling pressure that can reduce AUM and fee momentum in crypto products. BlackRock Signals $270M Bitcoin, Ethereum Sell-Off as $2.4B in Crypto Options Expire
• Negative Sentiment: Reports show BlackRock has trimmed exposure to a Bitcoin proxy strategy and IBIT/Fbtc ETF flows/absorption that helped during prior selloffs are weakening — this increases volatility risk for BlackRock’s crypto product revenue. BlackRock trims stake in Bitcoin proxy Strategy but keeps top shareholder spot Bitcoin Bottom Call On Ice: Fear Is Extreme, Whales Aren’t Buying
• Negative Sentiment: Rosen Law Firm announced an investigation into potential breaches of fiduciary duties by BlackRock directors/officers—this raises governance/legal risk that can pressure sentiment until resolved. BLK Investor News: Rosen Law Firm Announces Investigation of Breaches of Fiduciary Duties by the Directors and Officers of BlackRock, Inc. – BLK

BlackRock Stock Performance

Shares of BLK opened at $1,093.57 on Friday. The company has a market cap of $169.67 billion, a PE ratio of 30.87, a price-to-earnings-growth ratio of 1.37 and a beta of 1.47. The firm has a 50-day moving average of $1,093.67 and a 200-day moving average of $1,104.88. BlackRock has a one year low of $773.74 and a one year high of $1,219.94. The company has a debt-to-equity ratio of 0.34, a current ratio of 3.33 and a quick ratio of 3.33.

BlackRock (NYSE:BLK) last issued its earnings results on Thursday, January 15th. The asset manager reported $13.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $12.55 by $0.61. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. The business had revenue of $6.33 billion during the quarter, compared to the consensus estimate of $6.80 billion. During the same period last year, the business posted $11.93 EPS. BlackRock’s revenue was up 23.4% on a year-over-year basis. As a group, equities analysts forecast that BlackRock will post 47.41 earnings per share for the current year.

BlackRock Increases Dividend

The firm also recently disclosed 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. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from BlackRock’s previous quarterly dividend of $5.21. This represents a $22.92 dividend on an annualized basis and a dividend yield of 2.1%. 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.