Morgan Stanley Increases BlackRock (NYSE:BLK) Price Target to $1,550.00

BlackRock (NYSE:BLK) had its price objective upped by equities research analysts at Morgan Stanley from $1,514.00 to $1,550.00 in a research report issued on Friday,MarketScreener reports. The brokerage presently has an “overweight” rating on the asset manager’s stock. Morgan Stanley’s price target indicates a potential upside of 33.08% from the company’s current price.

Several other research firms have also recently issued reports on BLK. UBS Group set a $1,280.00 price target on shares of BlackRock in a research note on Friday. Deutsche Bank Aktiengesellschaft raised their price target on shares of BlackRock from $1,296.00 to $1,380.00 in a report on Thursday. Cowen lowered shares of BlackRock from a “buy” rating to a “hold” rating in a research report on Wednesday. Weiss Ratings reissued a “buy (b-)” rating on shares of BlackRock in a research note on Monday, December 29th. Finally, Barclays upped their price objective on BlackRock from $1,300.00 to $1,350.00 and gave the stock an “overweight” rating in a report on Friday. Fifteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,314.71.

BlackRock Price Performance

Shares of NYSE BLK opened at $1,164.72 on Friday. 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 company has a market capitalization of $180.71 billion, a price-to-earnings ratio of 32.88, a P/E/G ratio of 1.67 and a beta of 1.47. BlackRock has a fifty-two week low of $773.74 and a fifty-two week high of $1,219.94. The company has a 50 day simple moving average of $1,071.82 and a two-hundred day simple moving average of $1,104.66.

BlackRock (NYSE:BLK) last announced 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. BlackRock had a return on equity of 15.14% and a net margin of 22.93%.The business had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.80 billion. During the same quarter in the previous year, the business earned $11.93 earnings per share. The company’s revenue for the quarter was up 23.4% compared to the same quarter last year. Analysts expect that BlackRock will post 47.41 EPS for the current fiscal year.

Insider Activity

In other BlackRock news, CFO Martin Small sold 1,258 shares of the company’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $1,043.38, for a total value of $1,312,572.04. Following the sale, the chief financial officer owned 6,209 shares in the company, valued at $6,478,346.42. This represents a 16.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Rachel Lord sold 12,000 shares of the stock in a transaction dated Monday, October 20th. The stock was sold at an average price of $1,165.04, for a total transaction of $13,980,480.00. Following the sale, the director owned 7,205 shares in the company, valued at $8,394,113.20. The trade was a 62.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.98% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Evexia Wealth LLC lifted its position in shares of BlackRock by 1.4% during the fourth quarter. Evexia Wealth LLC now owns 12,407 shares of the asset manager’s stock valued at $13,547,000 after buying an additional 174 shares during the last quarter. Genesee Capital Advisors LLC boosted its stake in shares of BlackRock by 3.6% in the 4th quarter. Genesee Capital Advisors LLC now owns 1,610 shares of the asset manager’s stock valued at $1,724,000 after buying an additional 56 shares during the period. Worth Financial Advisory Group LLC purchased a new stake in BlackRock in the fourth quarter valued at approximately $318,000. YHB Investment Advisors Inc. acquired a new position in shares of BlackRock during the 4th quarter worth approximately $3,428,000. Finally, Trust Co. of Vermont increased its holdings in shares of BlackRock by 0.6% during the 4th quarter. Trust Co. of Vermont now owns 27,814 shares of the asset manager’s stock worth $29,770,000 after buying an additional 173 shares during the last quarter. Institutional investors own 80.69% of the company’s stock.

More BlackRock News

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Q4 beat and shareholder returns — BlackRock reported Q4 revenue and EPS above estimates, reached a record $14.04T AUM, raised the quarterly dividend 10% and authorized new buybacks, which supports cash returns and long‑term fee growth. BlackRock Reports Fourth Quarter 2025 Earnings
• Positive Sentiment: Record inflows driven by ETFs and cash products — Strong ETF and money‑market inflows pushed AUM higher and boosted fee revenue, underpinning near‑term growth momentum. BlackRock Earnings: Company Hits Record $14 Trillion in Assets Behind Strong ETF Flows
• Positive Sentiment: Strategic AI/Microsoft partnership funding — BlackRock said its AI‑infrastructure partnership with Microsoft has raised ~$12.5B toward a $30B target, highlighting new product and infrastructure initiatives that could produce fee opportunities. BlackRock Says AI Partnership Raises $12.5 Billion Toward $30 Billion Goal
• Positive Sentiment: Bullish analyst stance — Several firms reiterated or raised targets after the results, including Morgan Stanley’s Overweight view with a high price target that signals substantial upside from current levels. BlackRock: Compounding Secular Growth at a Discounted Valuation Supports Overweight Rating and 34% Upside
• Neutral Sentiment: Operational change: ETF listings move — BlackRock will move four iShares money‑market/short‑duration ETFs to the NYSE in February; operationally minor but relevant for ETF market structure and liquidity. BlackRock to Change Primary Listing Venue for Four iShares ETFs
• Neutral Sentiment: Strategic investments and private markets push — BlackRock outlined an ambitious plan to raise large private‑market pools and is pursuing deals (including a reported $333.6M commitment in India’s Aditya Birla renewables), signaling long‑term diversification but with longer realization timelines. Building ‘The Machine’: How BlackRock Plans To Raise $400B And Democratize Private Market Investing
• Negative Sentiment: Profit and margin pressure — Despite EPS and revenue beats, reported net income fell significantly year‑over‑year and operating profit showed pressure (per coverage), a reminder that earnings quality and cash generation face near‑term headwinds. BlackRock’s Profit Fell, Assets Hit Record $14 Trillion, in Fourth Quarter
• Negative Sentiment: Mixed analyst moves and a few downgrades — Some shops trimmed targets (Evercore, BMO) and TD Cowen issued a downgrade, creating short‑term analyst chatter and potential volatility despite overall constructive sentiment from other firms. Evercore ISI Lowers Price Target on BlackRock to $1,275

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.