Donaldson Capital Management LLC Sells 891 Shares of BlackRock $BLK

Donaldson Capital Management LLC reduced its position in BlackRock (NYSE:BLK) by 9.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,098 shares of the asset manager’s stock after selling 891 shares during the period. Donaldson Capital Management LLC’s holdings in BlackRock were worth $9,441,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in BlackRock by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 13,991,264 shares of the asset manager’s stock worth $14,680,334,000 after buying an additional 227,192 shares in the last quarter. Geode Capital Management LLC grew its position in 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 purchased a new position in BlackRock during the second quarter worth $2,644,007,000. Franklin Resources Inc. raised its position in BlackRock by 72.5% in the 2nd quarter. Franklin Resources Inc. now owns 2,005,358 shares of the asset manager’s stock worth $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 valued at $1,789,915,000 after acquiring an additional 1,704,280 shares during the last quarter. 80.69% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director J. Richard Kushel sold 20,000 shares of BlackRock stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $1,125.00, for a total transaction of $22,500,000.00. Following the sale, the director directly owned 61,894 shares in the company, valued at $69,630,750. This trade represents a 24.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Martin Small sold 27,047 shares of the firm’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 value of $31,675,823.58. Following the transaction, the chief financial officer owned 10,557 shares in the company, valued at $12,363,724.98. This represents a 71.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 48,305 shares of company stock worth $55,488,396 over the last ninety days. Insiders own 1.98% of the company’s stock.

BlackRock Price Performance

BLK opened at $1,117.52 on Friday. BlackRock has a 12-month low of $773.74 and a 12-month high of $1,219.94. The stock’s 50-day moving average price is $1,088.14 and its 200 day moving average price is $1,108.08. The company has a current ratio of 3.33, a quick ratio of 3.33 and a debt-to-equity ratio of 0.34. The firm has a market cap of $173.38 billion, a price-to-earnings ratio of 31.55, a PEG ratio of 1.41 and a beta of 1.47.

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

BlackRock Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Friday, March 6th will be given a dividend of $5.73 per share. This is a boost from BlackRock’s previous quarterly dividend of $5.21. The ex-dividend date of this dividend is Friday, March 6th. This represents a $22.92 annualized dividend and a dividend yield of 2.1%. BlackRock’s dividend payout ratio is 58.84%.

Key Headlines Impacting BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: BlackRock and Partners Group rolled out a first‑of‑its‑kind private markets SMA for wealthy investors, offering three portfolio mixes (income, balanced growth, growth) and access to funds from BlackRock, HPS and Partners Group — a move that can expand fee‑bearing AUM and wealthy‑client distribution channels. BlackRock and Partners Group Launch Joint Private Markets Account for Wealthy Investors
• Positive Sentiment: Multiple outlets report the new SMAs and wealth‑platform integrations that widen private‑markets access for high‑net‑worth clients — an incremental distribution channel that could raise recurring fees and retention. BlackRock, Partners Group roll out private markets SMA
• Positive Sentiment: BlackRock is adding profit‑sharing for private‑markets staff to compete with Apollo, Blackstone, KKR and others — a deliberate push to retain and hire alts talent, which supports long‑term growth in higher‑margin alternative products. $14 trillion asset manager BlackRock unveils its newest weapon in Wall Street ‘alts’ talent war: profit sharing from private markets
• Neutral Sentiment: Institutional activity tied to BlackRock’s BUIDL fund boosted tokenized real‑world assets on Avalanche (TVL up sharply), highlighting BlackRock’s push into tokenization and digital liquidity even as the native token underperformed — strategic innovation that could open new product lines but carries crypto execution risk. BlackRock’s BUIDL aids Avalanche tokenization value boom in Q4
• Neutral Sentiment: Speculation that BlackRock might enter a spot XRP ETF by late‑2026 reflects ongoing crypto product optionality; this signals potential future revenue streams but is timing‑and‑demand dependent. BlackRock XRP ETF Next? Canary CEO Eyes Late 2026
• Negative Sentiment: A WSJ report highlighted a recent BlackRock loss and a 19% write‑down in a private‑credit position that had previously been marked at full value — reigniting investor worries about valuation transparency and downside in private‑credit portfolios, which likely drove some of today’s selling pressure. How a BlackRock Loss Reignited Worries About What Is Hiding in Private-Credit

Wall Street Analyst Weigh In

BLK has been the subject of a number of research analyst reports. Evercore ISI decreased their target price on BlackRock from $1,300.00 to $1,275.00 and set an “outperform” rating for the company in a research report on Monday, January 12th. BNP Paribas Exane increased 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 report on Thursday, January 15th. UBS Group set a $1,280.00 price objective on shares of BlackRock in a research note on Friday, January 16th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,313.00 price objective on shares of BlackRock in a research note on Tuesday, December 9th. Finally, Keefe, Bruyette & Woods lifted their price target on shares of BlackRock from $1,310.00 to $1,340.00 and gave the company an “outperform” rating in a research note on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, BlackRock has an average rating of “Moderate Buy” and an average price target of $1,314.71.

BlackRock 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.