Mitsubishi UFJ Asset Management UK Ltd. Increases Position in BlackRock $BLK

Mitsubishi UFJ Asset Management UK Ltd. raised its position in shares of BlackRock (NYSE:BLK) by 127.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,500 shares of the asset manager’s stock after buying an additional 1,400 shares during the period. BlackRock comprises about 1.4% of Mitsubishi UFJ Asset Management UK Ltd.’s holdings, making the stock its 17th largest holding. Mitsubishi UFJ Asset Management UK Ltd.’s holdings in BlackRock were worth $2,915,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Rossby Financial LCC grew its position in BlackRock by 40.5% in the 3rd quarter. Rossby Financial LCC now owns 52 shares of the asset manager’s stock valued at $59,000 after acquiring an additional 15 shares in the last quarter. Personal CFO Solutions LLC boosted its stake in shares of BlackRock by 5.1% in the third quarter. Personal CFO Solutions LLC now owns 949 shares of the asset manager’s stock valued at $1,107,000 after purchasing an additional 46 shares during the period. Garner Asset Management Corp grew its holdings in shares of BlackRock by 9.1% in the third quarter. Garner Asset Management Corp now owns 2,465 shares of the asset manager’s stock valued at $2,874,000 after purchasing an additional 205 shares in the last quarter. Sava Infond d.o.o. grew its holdings in shares of BlackRock by 2.5% in the third quarter. Sava Infond d.o.o. now owns 8,097 shares of the asset manager’s stock valued at $9,440,000 after purchasing an additional 200 shares in the last quarter. Finally, Raiffeisen Bank International AG lifted its holdings in BlackRock by 69.7% during the 3rd quarter. Raiffeisen Bank International AG now owns 8,822 shares of the asset manager’s stock worth $10,371,000 after buying an additional 3,624 shares in the last quarter. Hedge funds and other institutional investors own 80.69% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have commented on BLK shares. CICC Research boosted their price target on shares of BlackRock from $1,000.00 to $1,250.00 in a research note on Tuesday, February 3rd. Morgan Stanley boosted their target price on BlackRock from $1,514.00 to $1,550.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Bank of America increased their price target on BlackRock from $1,456.00 to $1,464.00 in a research report on Wednesday, December 10th. Freedom Capital raised BlackRock from a “hold” rating to a “strong-buy” rating in a research report on Friday, January 23rd. Finally, JPMorgan Chase & Co. upped their target price on shares of BlackRock from $1,244.00 to $1,267.00 and gave the stock a “neutral” rating in a research note on Friday, January 9th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,311.11.

Insider Activity at BlackRock

In related news, CFO Martin Small sold 27,047 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $1,171.14, for a total value of $31,675,823.58. Following the completion of the sale, the chief financial officer directly owned 10,557 shares of the company’s stock, valued at $12,363,724.98. The trade was a 71.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director J. Richard Kushel sold 20,000 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $1,125.00, for a total value of $22,500,000.00. Following the transaction, the director directly owned 61,894 shares in the company, valued at approximately $69,630,750. The trade was a 24.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 109,967 shares of company stock valued at $122,487,380 over the last quarter. 1.98% of the stock is owned by insiders.

Key Headlines Impacting BlackRock

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 Trading Up 1.1%

BLK opened at $1,093.57 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. BlackRock has a one year low of $773.74 and a one year high of $1,219.94. The company has a market cap of $169.67 billion, a P/E ratio of 30.87, a PEG ratio of 1.36 and a beta of 1.47. The business’s 50-day simple moving average is $1,093.67 and its 200-day simple moving average is $1,104.91.

BlackRock (NYSE:BLK) last announced its quarterly earnings results on Thursday, January 15th. The asset manager reported $13.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $12.55 by $0.61. The firm had revenue of $6.33 billion during the quarter, compared to the consensus estimate of $6.80 billion. BlackRock had a return on equity of 15.14% and a net margin of 22.93%.The firm’s quarterly revenue was up 23.4% compared to the same quarter last year. During the same period in the prior year, the company posted $11.93 earnings per share. As a group, equities research analysts expect that BlackRock will post 47.41 EPS for the current fiscal year.

BlackRock Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 24th. Investors of record on Friday, March 6th will be given a $5.73 dividend. This is a positive change from BlackRock’s previous quarterly dividend of $5.21. The ex-dividend date of this dividend is Friday, March 6th. This represents a $22.92 dividend on an annualized basis and a dividend yield of 2.1%. BlackRock’s payout ratio is 58.84%.

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.