Montrusco Bolton Investments Inc. Sells 20,195 Shares of BlackRock $BLK

Montrusco Bolton Investments Inc. trimmed its stake in shares of BlackRock (NYSE:BLK) by 5.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 333,392 shares of the asset manager’s stock after selling 20,195 shares during the quarter. BlackRock comprises 4.4% of Montrusco Bolton Investments Inc.’s investment portfolio, making the stock its 8th biggest holding. Montrusco Bolton Investments Inc. owned 0.22% of BlackRock worth $379,229,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of the stock. Pacifica Partners Inc. boosted its holdings in BlackRock by 450.0% in the 3rd quarter. Pacifica Partners Inc. now owns 22 shares of the asset manager’s stock valued at $25,000 after purchasing an additional 18 shares in the last quarter. TruNorth Capital Management LLC lifted its holdings in shares of BlackRock by 1,000.0% in the 3rd quarter. TruNorth Capital Management LLC now owns 22 shares of the asset manager’s stock valued at $26,000 after buying an additional 20 shares during the period. Traub Capital Management LLC purchased a new stake in shares of BlackRock in the second quarter valued at approximately $28,000. Hopwood Financial Services Inc. grew its holdings in BlackRock by 866.7% during the third quarter. Hopwood Financial Services Inc. now owns 29 shares of the asset manager’s stock worth $34,000 after acquiring an additional 26 shares during the period. Finally, Creekmur Asset Management LLC raised its position in BlackRock by 87.5% in the second quarter. Creekmur Asset Management LLC now owns 30 shares of the asset manager’s stock worth $32,000 after acquiring an additional 14 shares in the last quarter. Hedge funds and other institutional investors own 80.69% of the company’s stock.

BlackRock Stock Performance

NYSE BLK opened at $1,095.68 on Thursday. The business’s 50-day simple moving average is $1,094.29 and its 200-day simple moving average is $1,104.10. The firm has a market capitalization of $169.99 billion, a P/E ratio of 30.93, a P/E/G ratio of 1.36 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 debt-to-equity ratio of 0.34, a current ratio of 3.33 and a quick ratio of 3.33.

BlackRock (NYSE:BLK) last announced its quarterly earnings results on Thursday, January 15th. The asset manager reported $13.16 earnings per share for the quarter, beating analysts’ consensus estimates of $12.55 by $0.61. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. The firm had revenue of $7.01 billion for the quarter, compared to analysts’ expectations of $6.80 billion. During the same period in the previous year, the company posted $11.93 earnings per share. BlackRock’s revenue was up 23.4% compared to the same quarter last year. Equities analysts predict that BlackRock will post 47.41 EPS for the current year.

BlackRock Increases Dividend

The business also recently disclosed 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. This is a boost from BlackRock’s previous quarterly dividend of $5.21. This represents a $22.92 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Friday, March 6th. BlackRock’s payout ratio is presently 58.84%.

Insider Buying and Selling

In related news, COO Robert L. Goldstein sold 5,293 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The stock was sold at an average price of $1,084.22, for a total transaction of $5,738,776.46. Following the sale, the chief operating officer directly owned 46,185 shares in the company, valued at approximately $50,074,700.70. This trade represents a 10.28% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Stephen Cohen sold 225 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $1,069.56, for a total value of $240,651.00. Following the completion of the transaction, the director owned 5,661 shares of the company’s stock, valued at approximately $6,054,779.16. This represents a 3.82% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 110,192 shares of company stock worth $122,728,031 in the last ninety days. 1.98% of the stock is owned by corporate insiders.

Trending Headlines about BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Strong analyst support and elevated price targets (median ~$1,312) reinforce upside expectations and buy-side interest; multiple firms have recent “buy/overweight” notes. QuiverQuant: BLK Q4 2025 Earnings & Analyst Notes
• Positive Sentiment: Spot Bitcoin ETFs saw ~$258M inflows with BlackRock among the leaders — higher ETF AUM boosts fee revenue and supports investor sentiment toward asset‑managers with crypto products. Cointelegraph: Bitcoin ETF inflows
• Positive Sentiment: BlackRock participated in a $250M funding round for Dutch AI chipmaker Axelera — a strategic growth/tech exposure that signals allocations into fast‑growing AI infrastructure. Yahoo/FinancialPost: Axelera raises $250M with BlackRock participation
• Neutral Sentiment: BlackRock is among bidders courted for a potential $7B stake sale in Kuwait’s pipeline assets — a large institutional opportunity but still early stage with uncertain economics and timing. Reuters: Kuwait pipeline stake talks
• Neutral Sentiment: BlackRock’s bond team (Rick Rieder) is actively repositioning for changing Treasury behavior — thought leadership that supports client flows but has mixed near‑term impact on fees. CNBC: Rick Rieder on bond opportunities
• Negative Sentiment: Q4 2025 results: revenue rose ~23.5% but operating profit, net income and EPS fell materially (EPS down ~32%), operating cash flow dropped and liabilities increased — a clear margin and cash‑flow concern likely weighing on near‑term valuation. QuiverQuant: BLK Q4 2025 results
• Negative Sentiment: Significant insider selling (multiple senior execs sold large blocks over six months) can signal management liquidity and may dampen investor sentiment. QuiverQuant: Insider trading details
• Negative Sentiment: Report that BlackRock was duped into a $430M loan to a telecom entrepreneur alleging fake invoices raises credit, controls and reputational risk—a potential headline risk for investors. Yahoo Finance: $430M loan scam report

Wall Street Analysts Forecast Growth

BLK has been the topic of several research analyst reports. Evercore decreased their target price on shares of BlackRock from $1,300.00 to $1,275.00 and set an “outperform” rating on the stock in a research report on Monday, January 12th. Barclays lifted their price target on BlackRock from $1,300.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Wall Street Zen upgraded BlackRock from a “sell” rating to a “hold” rating in a report on Saturday, January 17th. Jefferies Financial Group reaffirmed a “buy” rating and set a $1,351.00 price target on shares of BlackRock in a research note on Friday, January 16th. Finally, BNP Paribas Exane raised their price objective on BlackRock from $1,290.00 to $1,300.00 and gave the stock an “outperform” rating in a report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,311.11.

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.