BlackRock $BLK Shares Sold by Windward Capital Management Co. CA

Windward Capital Management Co. CA trimmed its stake in shares of BlackRock (NYSE:BLK) by 3.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 37,423 shares of the asset manager’s stock after selling 1,326 shares during the period. BlackRock comprises 3.2% of Windward Capital Management Co. CA’s holdings, making the stock its 7th largest position. Windward Capital Management Co. CA’s holdings in BlackRock were worth $40,055,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of BLK. HM Payson & Co. grew its position in BlackRock by 0.6% during the third quarter. HM Payson & Co. now owns 1,444 shares of the asset manager’s stock valued at $1,683,000 after buying an additional 9 shares during the period. PUREfi Wealth LLC increased its stake in shares of BlackRock by 2.0% in the 3rd quarter. PUREfi Wealth LLC now owns 460 shares of the asset manager’s stock valued at $536,000 after purchasing an additional 9 shares in the last quarter. Shum Financial Group Inc. boosted its position in BlackRock by 0.4% during the fourth quarter. Shum Financial Group Inc. now owns 2,183 shares of the asset manager’s stock worth $2,336,000 after purchasing an additional 9 shares in the last quarter. First Bancorp Inc ME increased its position in shares of BlackRock by 2.9% in the fourth quarter. First Bancorp Inc ME now owns 321 shares of the asset manager’s stock valued at $344,000 after buying an additional 9 shares in the last quarter. Finally, Rather & Kittrell Inc. raised its stake in shares of BlackRock by 2.1% during the 4th quarter. Rather & Kittrell Inc. now owns 430 shares of the asset manager’s stock worth $461,000 after buying an additional 9 shares during the period. 80.69% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: BlackRock’s spot Bitcoin ETF (IBIT) has vaulted into the global top 1% by AUM as US spot Bitcoin ETFs surpassed $62B, highlighting sustained crypto-driven inflows that increase management fees and AUM. Article Title
• Positive Sentiment: Reports show BlackRock drove a seven-day spot Bitcoin ETF inflow streak (~$1.9B), signaling ongoing retail/institutional demand that supports recurring fee revenue. Article Title
• Positive Sentiment: Multiple outlets report BlackRock made fresh Bitcoin purchases in April (headlines cite ~$900M and a 30,000 BTC figure), boosting market confidence that BlackRock will continue to expand crypto-related AUM despite prior volatility. Article Title
• Positive Sentiment: Coverage highlights standout iShares ETFs that are outperforming major indexes and being pitched as top choices for growth and income — positive for organic ETF inflows and brand momentum. Article Title
• Neutral Sentiment: BlackRock public comments urge investors to look beyond a 60/40 portfolio and highlight scarcity of attractive stocks — useful marketing for advisory and ETF strategies but only an indirect near-term earnings driver. Article Title
• Neutral Sentiment: BlackRock portfolio managers warn of FX risk (yen) from potential BOJ miscommunication — a macro risk commentary that could influence international fixed income/FX positioning but not core fee dynamics. Article Title
• Negative Sentiment: Some crypto coverage flags that BlackRock’s prior BTC exposure is sitting with a multi?billion unrealized loss (~$6.3B in one report), which underlines downside volatility and raises short-term P&L and messaging risks. Article Title
• Negative Sentiment: Opinion and market pieces warning of a “surprise BlackRock flip” on bitcoin pricing amplify short-term volatility risk for crypto-linked products and may cause investor caution. Article Title

Analyst Ratings Changes

Several analysts have recently issued reports on the stock. BNP Paribas Exane lifted their target price 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. Jefferies Financial Group decreased their target price on BlackRock from $1,351.00 to $1,199.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. JPMorgan Chase & Co. dropped their price target on BlackRock from $1,269.00 to $1,128.00 and set a “neutral” rating for the company in a research report on Monday, April 13th. The Goldman Sachs Group raised their price objective on BlackRock from $1,181.00 to $1,313.00 and gave the company a “buy” rating in a report on Wednesday, April 15th. Finally, BMO Capital Markets upped their target price on shares of BlackRock from $1,200.00 to $1,250.00 and gave the stock an “outperform” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,269.06.

Insider Activity

In related news, Director Stephen Cohen sold 225 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $1,069.56, for a total transaction of $240,651.00. Following the sale, the director directly owned 5,661 shares of the company’s stock, valued at $6,054,779.16. This represents a 3.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director J. Richard Kushel sold 385 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $1,084.91, for a total value of $417,690.35. Following the sale, the director directly owned 3,335 shares in the company, valued at $3,618,174.85. This represents a 10.35% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 64,272 shares of company stock valued at $69,823,426. 1.92% of the stock is currently owned by corporate insiders.

BlackRock Trading Down 0.8%

BLK opened at $1,054.15 on Friday. The business’s 50 day moving average price is $1,010.60 and its 200 day moving average price is $1,064.81. The company has a debt-to-equity ratio of 0.37, a quick ratio of 2.98 and a current ratio of 2.98. The stock has a market capitalization of $163.96 billion, a PE ratio of 26.46, a P/E/G ratio of 1.39 and a beta of 1.48. BlackRock has a one year low of $892.91 and a one year high of $1,219.94.

BlackRock (NYSE:BLK) last posted its earnings results on Tuesday, April 14th. The asset manager reported $12.53 EPS for the quarter, beating analysts’ consensus estimates of $12.40 by $0.13. BlackRock had a net margin of 24.40% and a return on equity of 14.96%. The company had revenue of $6.70 billion for the quarter, compared to analysts’ expectations of $6.56 billion. During the same quarter in the prior year, the company posted $9.64 earnings per share. BlackRock’s revenue for the quarter was up 27.0% compared to the same quarter last year. As a group, equities research analysts expect that BlackRock will post 52.77 EPS for the current year.

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.