Advyzon Investment Management LLC Takes Position in BlackRock $BLK

Advyzon Investment Management LLC purchased a new position in BlackRock (NYSE:BLK) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 509 shares of the asset manager’s stock, valued at approximately $593,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. CNB Bank increased its stake in BlackRock by 9.6% in the second quarter. CNB Bank now owns 103 shares of the asset manager’s stock valued at $108,000 after acquiring an additional 9 shares during the period. Magellan Asset Management Ltd raised its holdings in shares of BlackRock by 14.3% in the 2nd quarter. Magellan Asset Management Ltd now owns 72 shares of the asset manager’s stock worth $76,000 after buying an additional 9 shares in the last quarter. FAS Wealth Partners Inc. lifted its position in shares of BlackRock by 1.1% during the 2nd quarter. FAS Wealth Partners Inc. now owns 817 shares of the asset manager’s stock worth $857,000 after buying an additional 9 shares during the period. First Financial Bank Trust Division boosted its stake in BlackRock by 0.5% in the 3rd quarter. First Financial Bank Trust Division now owns 1,794 shares of the asset manager’s stock valued at $2,092,000 after buying an additional 9 shares in the last quarter. Finally, HM Payson & Co. grew its position in BlackRock by 0.6% in the third quarter. HM Payson & Co. now owns 1,444 shares of the asset manager’s stock valued at $1,683,000 after acquiring an additional 9 shares during the period. 80.69% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. JPMorgan Chase & Co. increased their price objective on BlackRock from $1,244.00 to $1,267.00 and gave the stock a “neutral” rating in a research note on Friday, January 9th. Barclays upped their target price on shares of BlackRock from $1,300.00 to $1,350.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Bank of America lifted their price target on shares of BlackRock from $1,456.00 to $1,464.00 in a report on Wednesday, December 10th. UBS Group set a $1,280.00 price target on shares of BlackRock in a research report on Friday, January 16th. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $1,313.00 price objective on shares of BlackRock in a report on Tuesday, December 9th. One research 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,311.11.

More BlackRock News

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 Price Performance

Shares of BLK stock opened at $1,093.57 on Friday. The firm has a market cap of $169.67 billion, a price-to-earnings ratio of 30.87, a PEG ratio of 1.37 and a beta of 1.47. BlackRock has a 12 month low of $773.74 and a 12 month high of $1,219.94. The company has a quick ratio of 3.33, a current ratio of 3.33 and a debt-to-equity ratio of 0.34. The stock has a 50-day moving average price of $1,093.67 and a 200 day moving average price of $1,104.88.

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. The company had revenue of $6.33 billion for the quarter, compared to analyst estimates of $6.80 billion. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. The company’s revenue for the quarter was up 23.4% on a year-over-year basis. During the same quarter last year, the firm earned $11.93 EPS. Research analysts expect 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 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 2.1%. This is a boost from BlackRock’s previous quarterly dividend of $5.21. BlackRock’s dividend payout ratio (DPR) is presently 58.84%.

Insider Buying and Selling at BlackRock

In related news, Director Stephen Cohen sold 2,179 shares of BlackRock stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $1,073.87, for a total transaction of $2,339,962.73. Following the completion of the sale, the director directly owned 6,543 shares of the company’s stock, valued at $7,026,331.41. The trade was a 24.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director J. Richard Kushel sold 20,000 shares of the company’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $1,125.00, for a total value of $22,500,000.00. Following the completion of the sale, the director owned 61,894 shares of the company’s stock, valued at $69,630,750. This represents a 24.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 109,967 shares of company stock worth $122,487,380. 1.98% of the stock is currently owned by insiders.

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.