BlackRock (NYSE:BLK) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

BlackRock (NYSE:BLK) had its price target upped by equities researchers at Keefe, Bruyette & Woods from $1,310.00 to $1,340.00 in a research note issued on Tuesday,MarketScreener reports. The firm presently has an “outperform” rating on the asset manager’s stock. Keefe, Bruyette & Woods’ price target indicates a potential upside of 22.59% from the stock’s previous close.

BLK has been the subject of several other reports. JPMorgan Chase & Co. lifted their price objective on BlackRock from $1,244.00 to $1,267.00 and gave the stock a “neutral” rating in a research report on Friday, January 9th. CICC Research increased their price objective on shares of BlackRock from $1,000.00 to $1,250.00 in a research note on Tuesday, February 3rd. BNP Paribas Exane lifted their price target on shares of BlackRock from $1,290.00 to $1,300.00 and gave the stock an “outperform” rating in a report on Thursday, January 15th. Jefferies Financial Group reissued a “buy” rating and set a $1,351.00 target price on shares of BlackRock in a report on Friday, January 16th. Finally, Morgan Stanley increased their price objective on BlackRock from $1,514.00 to $1,550.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,311.11.

BlackRock Price Performance

Shares of NYSE BLK opened at $1,093.11 on Tuesday. The business’s 50 day moving average is $1,093.99 and its 200-day moving average is $1,105.23. The firm has a market cap of $169.60 billion, a P/E ratio of 30.86, a price-to-earnings-growth ratio of 1.34 and a beta of 1.47. BlackRock has a 1-year low of $773.74 and a 1-year high of $1,219.94. The company has a current ratio of 3.33, a quick ratio of 3.33 and a debt-to-equity ratio of 0.34.

BlackRock (NYSE:BLK) last issued its quarterly earnings results on Thursday, January 15th. The asset manager reported $13.16 EPS for the quarter, topping 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 company had revenue of $6.33 billion for the quarter, compared to analysts’ expectations of $6.80 billion. During the same quarter last year, the business earned $11.93 earnings per share. BlackRock’s revenue was up 23.4% on a year-over-year basis. Equities research analysts predict that BlackRock will post 47.41 earnings per share for the current year.

Insider Activity at BlackRock

In other BlackRock news, Director Stephen Cohen sold 2,179 shares of the company’s stock in a transaction that occurred 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 sale, the director directly owned 6,543 shares in the company, valued at $7,026,331.41. This represents a 24.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, CFO Martin Small sold 27,047 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were 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 owned 10,557 shares in the company, valued at $12,363,724.98. The trade was a 71.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 109,967 shares of company stock worth $122,487,380 in the last three months. Insiders own 1.98% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Brighton Jones LLC grew its holdings in BlackRock by 23.1% in the fourth quarter. Brighton Jones LLC now owns 1,575 shares of the asset manager’s stock worth $1,615,000 after purchasing an additional 296 shares during the last quarter. Bison Wealth LLC raised its holdings in shares of BlackRock by 1.6% during the fourth quarter. Bison Wealth LLC now owns 1,052 shares of the asset manager’s stock valued at $1,078,000 after acquiring an additional 17 shares during the last quarter. Chicago Partners Investment Group LLC lifted its position in BlackRock by 3.9% during the second quarter. Chicago Partners Investment Group LLC now owns 773 shares of the asset manager’s stock worth $866,000 after buying an additional 29 shares in the last quarter. Schnieders Capital Management LLC. acquired a new position in shares of BlackRock in the 2nd quarter valued at $259,000. Finally, Avidian Wealth Enterprises LLC raised its position in BlackRock by 1.7% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 832 shares of the asset manager’s stock valued at $873,000 after purchasing an additional 14 shares in the last quarter. 80.69% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Analyst bullishness: Keefe, Bruyette & Woods raised its BLK price target to $1,340 and retained an “outperform” rating, signaling continued Wall Street confidence and potential upside to the consensus valuation. Keefe, Bruyette & Woods price target
• Positive Sentiment: Analyst consensus remains constructive: recent coverage shows a “Moderate Buy” consensus for BLK, supporting investor sentiment and demand for the shares. Analyst consensus: Moderate Buy
• Positive Sentiment: Big ETF flows into IBIT: filings and reporting show a Hong Kong-linked buyer that added roughly $436M to BlackRock’s iShares Bitcoin Trust (IBIT), a sign of continued institutional demand for BlackRock-managed crypto products — supportive for AUM and fee revenue. Mystery firm pours $436M into IBIT
• Positive Sentiment: Recurring ETF distributions: BlackRock Canada announced February cash distributions for many iShares ETFs — a routine but positive reminder that iShares generates steady client-facing product activity and recurring flows. BlackRock Canada distributions
• Neutral Sentiment: IBIT positioning mixed: BlackRock trimmed a position in a Bitcoin proxy strategy but remains a top shareholder of that vehicle — signals portfolio rebalancing rather than a broad retreat from crypto exposure. BlackRock trims IBIT stake
• Neutral Sentiment: Market‑maker noise around IBIT: high-profile 13F filings (Jane Street et al.) spawned rumors of timing/manipulation; market-structure experts say much of the reported activity is consistent with market-making and option hedging — watch volatility and trade flows, but these filings are not clear directional signals for BLK stock. Jane Street IBIT theory
• Neutral Sentiment: Active institutional stakes disclosed: BlackRock reported meaningful holdings (e.g., Qiagen disclosure and sub‑5% indirect stake in Stora Enso) in 13F/owner filings — shows active portfolio management but is more indicative of client portfolios than BLK’s operating performance. Qiagen stake disclosure
• Negative Sentiment: Shareholder litigation: Rosen Law Firm announced an investigation into potential breaches of fiduciary duty by BlackRock directors and officers — this kind of legal scrutiny can create headline risk, potential legal costs, and investor concern until resolved. Rosen Law Firm investigation
• Negative Sentiment: Product economics watch: BlackRock’s amended S‑1 for its iShares Staked Ethereum ETF shows the firm would take ~18% of staking rewards — investors should monitor whether fee splits affect product competitiveness or draw regulatory/market pushback. Staked ETH fee disclosure

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.