Compagnie Lombard Odier SCmA Cuts Stock Position in BlackRock $BLK

Compagnie Lombard Odier SCmA lessened its stake in BlackRock (NYSE:BLK) by 6.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 28,152 shares of the asset manager’s stock after selling 1,919 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in BlackRock were worth $32,822,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in BLK. Vanguard Group Inc. lifted its position in shares of BlackRock by 1.7% in the second quarter. Vanguard Group Inc. now owns 13,991,264 shares of the asset manager’s stock worth $14,680,334,000 after purchasing an additional 227,192 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of BlackRock by 1.1% during the 2nd quarter. Geode Capital Management LLC now owns 3,143,429 shares of the asset manager’s stock valued at $3,281,641,000 after acquiring an additional 34,049 shares during the period. Norges Bank bought a new position in BlackRock during the 2nd quarter valued at $2,644,007,000. Franklin Resources Inc. boosted its holdings in shares of 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 buying an additional 842,901 shares during the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in shares of BlackRock by 105,267.4% during 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 buying an additional 1,704,280 shares in the last quarter. Institutional investors and hedge funds own 80.69% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on BLK. TD Cowen cut shares of BlackRock from a “buy” rating to a “hold” rating in a research report on Wednesday, January 14th. Weiss Ratings reiterated a “buy (b-)” rating on shares of BlackRock in a research report on Monday, December 29th. BMO Capital Markets lowered their price objective on shares of BlackRock from $1,300.00 to $1,250.00 and set an “outperform” rating for the company in a research report on Tuesday, January 13th. BNP Paribas Exane lifted their price target on shares of BlackRock from $1,290.00 to $1,300.00 and gave the company an “outperform” rating in a research note on Thursday, January 15th. Finally, Freedom Capital upgraded BlackRock from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 23rd. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,311.11.

Insider Activity

In related news, CFO Martin Small sold 27,047 shares of BlackRock 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 completion of the sale, the chief financial officer owned 10,557 shares of the company’s stock, valued at approximately $12,363,724.98. This trade represents a 71.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director J. Richard Kushel sold 20,000 shares of BlackRock stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $1,125.00, for a total transaction of $22,500,000.00. Following the completion of the sale, the director directly owned 61,894 shares in the company, valued at approximately $69,630,750. This represents a 24.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 48,305 shares of company stock worth $55,488,396. Company insiders own 1.98% of the company’s stock.

More BlackRock News

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: IBIT pulled in meaningful capital last week, with reports noting a $231M inflow into BlackRock’s Bitcoin ETF — a direct revenue and AUM positive for BlackRock’s ETF franchise. BlackRock’s IBIT Draws In $231M As Bitcoin ETFs Close Week Positively — Details
• Positive Sentiment: Bitcoin reclaimed $70k in another report, which tends to lift demand and flows into spot BTC products like IBIT — a supportive macro/drivers-of-fees read-through for BLK. Bitcoin At $70K Again – Is the Bear Market Over and Will $HYPER Follow?
• Positive Sentiment: Analysis comparing iShares ETFs (IVV/ITOT/IWM) highlights BlackRock’s ETF product strength and choice for investors, underscoring recurring-fee businesses that support BLK’s valuation. IVV vs. ITOT vs. IWM: Which iShares ETF Could Deliver the Best Returns in 2026?
• Neutral Sentiment: Nasdaq kept IBIT’s position-limit regime intact while leveling limits for some rivals — a regulatory/market-structure note that preserves BlackRock’s existing trading framework without an immediate upside shock. IBIT Position Limits Stay Put as Nasdaq Levels Bitcoin ETF Playing Field
• Neutral Sentiment: Company filings show BlackRock trimming or ceasing to be a substantial holder in small international names (SiteMinder, BAWAG stake trimmed, sub‑5% disclosure in Stora Enso) — routine portfolio/holding adjustments with limited direct impact on BLK’s core business. BlackRock Ceases to Be Substantial Holder in SiteMinder BlackRock Trims Stake in BAWAG Group to 5.44% of Voting Rights BlackRock Discloses Sub-5% Indirect Holdings in Stora Enso
• Negative Sentiment: Reports show renewed ETF outflows helped drive a crypto pullback below $70k at times; coverage cites IBIT as the lone stabilizer, implying that net negative flows elsewhere can still create volatility that pressures short-term fee growth. ETF Outflows Fuel Bitcoin’s Crash Below $70K as BMIC Makes Consistent Gains
• Negative Sentiment: Commentary suggests institutional hedging tied to structured BTC products can amplify selloffs — a reminder that BlackRock’s large ETF footprint links it to systemic crypto market moves and potential short-term volatility in AUM. Bitcoin Selloff Sparks Fresh Debate Over Institutional Market Forces

BlackRock Trading Up 2.3%

Shares of BLK opened at $1,080.22 on Tuesday. BlackRock has a fifty-two week low of $773.74 and a fifty-two 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 stock has a fifty day moving average of $1,092.90 and a two-hundred day moving average of $1,106.93. The company has a market capitalization of $167.60 billion, a PE ratio of 30.50, a price-to-earnings-growth ratio of 1.32 and a beta of 1.47.

BlackRock (NYSE:BLK) last issued 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. The business had revenue of $6.33 billion during the quarter, compared to analysts’ expectations of $6.80 billion. BlackRock had a return on equity of 15.14% and a net margin of 22.93%.BlackRock’s revenue was up 23.4% compared to the same quarter last year. During the same quarter last year, the firm posted $11.93 earnings per share. As a group, analysts forecast that BlackRock will post 47.41 EPS for the current year.

BlackRock Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Shareholders of record on Friday, March 6th will be paid a dividend of $5.73 per share. 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 annualized dividend and a yield of 2.1%. BlackRock’s payout ratio is presently 58.84%.

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.