Liberty One Investment Management LLC Purchases 1,529 Shares of BlackRock $BLK

Liberty One Investment Management LLC boosted its position in BlackRock (NYSE:BLK) by 29.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,748 shares of the asset manager’s stock after acquiring an additional 1,529 shares during the period. Liberty One Investment Management LLC’s holdings in BlackRock were worth $7,867,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Pacifica Partners Inc. grew its position in shares of BlackRock by 450.0% during the 3rd quarter. Pacifica Partners Inc. now owns 22 shares of the asset manager’s stock worth $25,000 after buying an additional 18 shares during the period. TruNorth Capital Management LLC boosted its stake 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 acquiring an additional 20 shares during the last quarter. Traub Capital Management LLC bought a new position in BlackRock in the second quarter valued at approximately $28,000. Whipplewood Advisors LLC raised its position in shares of BlackRock by 107.1% during the 2nd quarter. Whipplewood Advisors LLC now owns 29 shares of the asset manager’s stock valued at $30,000 after acquiring an additional 15 shares during the last quarter. Finally, Creekmur Asset Management LLC raised its position in shares of BlackRock by 87.5% during the 2nd quarter. Creekmur Asset Management LLC now owns 30 shares of the asset manager’s stock valued at $32,000 after acquiring an additional 14 shares during the last quarter. 80.69% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research firms have recently issued reports on BLK. Weiss Ratings restated a “buy (b-)” rating on shares of BlackRock in a research report on Monday, December 29th. Loop Capital set a $1,255.00 target price on BlackRock in a research note on Tuesday, October 21st. BNP Paribas Exane boosted their target price on BlackRock from $1,160.00 to $1,265.00 and gave the stock an “outperform” rating in a research report on Thursday, October 9th. Evercore ISI increased their price target on shares of BlackRock from $1,200.00 to $1,300.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Finally, UBS Group boosted their price objective on shares of BlackRock from $1,180.00 to $1,218.00 and gave the company a “neutral” rating in a report on Monday. Seventeen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,315.35.

BlackRock Stock Performance

Shares of BLK stock opened at $1,089.12 on Tuesday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 3.33 and a current ratio of 3.33. BlackRock has a 52 week low of $773.74 and a 52 week high of $1,219.94. The company’s 50 day moving average price is $1,067.46 and its two-hundred day moving average price is $1,103.30. The company has a market capitalization of $168.98 billion, a P/E ratio of 28.01, a price-to-earnings-growth ratio of 1.57 and a beta of 1.47.

BlackRock (NYSE:BLK) last issued its quarterly earnings data on Tuesday, October 14th. The asset manager reported $11.55 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.78 by ($0.23). The company had revenue of $6.51 billion for the quarter, compared to the consensus estimate of $6.22 billion. BlackRock had a return on equity of 14.80% and a net margin of 26.64%.The firm’s revenue was up 25.2% on a year-over-year basis. During the same period in the prior year, the company earned $11.46 EPS. On average, analysts expect that BlackRock will post 47.41 earnings per share for the current fiscal year.

BlackRock Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Friday, December 5th were issued a $5.21 dividend. This represents a $20.84 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date was Friday, December 5th. BlackRock’s payout ratio is 53.59%.

Insider Activity

In related news, CFO Martin Small sold 1,258 shares of the stock in a transaction dated 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 completion of the transaction, the chief financial officer directly owned 6,209 shares in the company, valued at approximately $6,478,346.42. This trade represents a 16.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Rachel Lord sold 12,000 shares of BlackRock stock in a transaction that occurred on 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 sale, the director directly owned 7,205 shares in the company, valued at approximately $8,394,113.20. This represents a 62.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.98% of the stock is owned by corporate insiders.

BlackRock News Roundup

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Inflows and AUM growth are expected to lift BlackRock’s Q4 revenue and EPS, providing fundamental support for results and fee income. Inflows, AUM Growth Likely to Support BlackRock’s Q4 Earnings
• Positive Sentiment: BlackRock is shifting its AI-focused allocations away from big tech toward energy and infrastructure stocks — a strategic reweight that could benefit performance if those sectors lead AI-related capex and earnings. BlackRock (BLK) Shifts AI Focus from Big Tech to Energy and Infrastructure Stocks
• Positive Sentiment: BlackRock says investors are favoring energy providers over big tech for 2026 AI exposure — a client-driven tilt that may drive flows into energy-focused funds and ETFs. Investors back energy providers over big tech for 2026 AI bets, says BlackRock
• Positive Sentiment: Rick Rieder being considered for a Fed chair interview raises BlackRock’s profile in fixed income policymaking circles, which could indirectly boost investor confidence in its macro and rates expertise. Trump to interview BlackRock’s Rieder for Fed chair role, Fox Business reports
• Neutral Sentiment: BlackRock moved about $339M in bitcoin holdings — likely ETF rebalancing — which may cause short-term crypto volatility but doesn’t necessarily change BlackRock’s core fee or AUM trajectory. BlackRock Moves $339M in Bitcoin as Traders Brace for ‘Massive’ Sell-Off — What Does It Mean for Price?
• Neutral Sentiment: BlackRock flagged that rising AI power demand could disrupt bitcoin mining economics — a thematic note for crypto-related exposures rather than a direct BlackRock earnings driver. BlackRock Sees AI Power Demand Disrupting Bitcoin Mining Model
• Neutral Sentiment: Regulatory filings disclose sub-5% positions and holdings structure updates in companies like Stora Enso and Orion — routine disclosures that have limited immediate impact on BLK’s outlook. Orion Corporation: Disclosure Under Chapter 9 Section 10 of the Securities Market Act (BlackRock, Inc.)
• Negative Sentiment: BlackRock is cutting roughly 250 jobs (~1% of staff) in a routine efficiency-driven round of layoffs; while this trims costs, markets often interpret workforce reductions as a signal of strategic reshaping or revenue pressure, which can weigh on sentiment. BlackRock to cut around 250 jobs in latest layoffs

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.