OFI Invest Asset Management Buys 51,034 Shares of BlackRock $BLK

OFI Invest Asset Management lifted its stake in shares of BlackRock (NYSE:BLK) by 93.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 105,724 shares of the asset manager’s stock after acquiring an additional 51,034 shares during the quarter. BlackRock makes up 1.4% of OFI Invest Asset Management’s holdings, making the stock its 12th biggest holding. OFI Invest Asset Management owned about 0.07% of BlackRock worth $113,161,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Investment Research & Advisory Group Inc. bought a new stake in shares of BlackRock in the 3rd quarter valued at $6,201,000. Lingohr Asset Management GmbH bought a new stake in shares of BlackRock in the 3rd quarter valued at $700,000. Ontario Teachers Pension Plan Board increased its stake in shares of BlackRock by 6,347.9% in the 3rd quarter. Ontario Teachers Pension Plan Board now owns 42,234 shares of the asset manager’s stock valued at $49,239,000 after acquiring an additional 41,579 shares in the last quarter. Sienna Gestion increased its stake in shares of BlackRock by 51.5% in the 3rd quarter. Sienna Gestion now owns 22,859 shares of the asset manager’s stock valued at $24,299,000 after acquiring an additional 7,773 shares in the last quarter. Finally, Tandem Investment Advisors Inc. bought a new stake in shares of BlackRock in the 3rd quarter valued at $83,247,000. 80.69% of the stock is currently owned by institutional investors.

Trending Headlines about BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: BlackRock appears to be weathering the private‑credit stress better than peers, supported by a large, stable index/ETF franchise that is cushioning fund performance and valuation. Why BlackRock Is Weathering the Private Credit Storm Better Than Peers
• Positive Sentiment: Analyst consensus remains constructive: recent surveys show an average recommendation of “Moderate Buy,” and some analysts have revised forecasts ahead of the earnings call expecting stronger Q1 results. BlackRock (NYSE:BLK) Receives Average Recommendation of “Moderate Buy” from Analysts
• Positive Sentiment: BlackRock filed to launch an iShares Nasdaq‑100 ETF (IQQ), challenging Invesco’s QQQ — a potential AUM growth opportunity if iShares captures flows, given investor sensitivity to fees and product breadth. BLK & STT Enter Nasdaq 100 Index ETFs, Challenge Invesco QQQ Fund
• Positive Sentiment: Several analysts have revised Q1 forecasts upward ahead of the earnings release, indicating expectations for higher near‑term earnings. BlackRock Likely To Report Higher Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Neutral Sentiment: The SEC’s approval of dual‑class fund structures and BlackRock’s related filings may change product wrappers (mutual fund + ETF classes); structural but not immediately earnings‑material. BlackRock Moves On Dual Class Funds And Nasdaq 100 ETF Competition
• Neutral Sentiment: Coverage pieces highlight three stocks BlackRock is backing for long‑term gains — useful for sentiment but not directly material to BLK’s own fundamentals. 3 Stocks BlackRock Is Betting On for Long-Term Gains
• Neutral Sentiment: State Street’s immediate follow‑up filing shows competition for Nasdaq‑100 ETF flows — confirms the market opportunity but also signals a potential fees/market‑share fight. State Street Follows BlackRock With Filing to Challenge Invesco’s QQQ
• Neutral Sentiment: Regulatory/ownership filings: BlackRock disclosed stakes and also ceased being a substantial holder in an Australia listing — routine moves that generally have limited market impact. BlackRock Ceases to Be Substantial Holder in Technology One
• Negative Sentiment: BlackRock executives (Helen Jewell) warned that earnings estimates are overly optimistic due to inflationary fallout from the Middle East conflict — a caution that can pressure consensus and share multiples. BlackRock’s Jewell Says Earnings Estimates Are Overly Optimistic
• Negative Sentiment: Large outflows: BlackRock saw heavy withdrawals from its India ETF amid geopolitical/energy concerns, and reported over $20B of crypto portfolio valuation declines in Q1 — both are direct flow and AUM headwinds. Billions Flow Out of BlackRock’s India ETF as Iran War Escalates BlackRock sees over $20 billion in cryptocurrency outflows in Q1 2026
• Negative Sentiment: Multiple firms trimmed BlackRock price targets (Barclays, Jefferies, KBW, Goldman among others) — even with constructive ratings, lower PTs can sap near‑term momentum. Barclays adjusts price target on BlackRock
• Negative Sentiment: An investor‑protection firm announced an investigation into BlackRock, adding legal/PR overhang risk (likely limited unless claims escalate). Pomerantz Law Firm Investigates Claims On Behalf of Investors of BlackRock, Inc. – BLK

BlackRock Trading Up 4.5%

Shares of BlackRock stock opened at $1,001.44 on Thursday. The stock has a fifty day simple moving average of $1,020.84 and a 200 day simple moving average of $1,072.88. BlackRock has a 12-month low of $799.15 and a 12-month high of $1,219.94. The company has a market capitalization of $155.76 billion, a P/E ratio of 28.27, a price-to-earnings-growth ratio of 1.24 and a beta of 1.48. The company has a current ratio of 2.98, a quick ratio of 2.98 and a debt-to-equity ratio of 0.37.

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, topping the consensus estimate of $12.55 by $0.61. BlackRock had a return on equity of 14.78% and a net margin of 22.93%.The business had revenue of $7.01 billion during the quarter, compared to the consensus estimate of $6.80 billion. During the same quarter in the prior year, the company posted $11.93 earnings per share. BlackRock’s revenue was up 23.4% compared to the same quarter last year. On average, sell-side analysts anticipate that BlackRock will post 47.41 earnings per share for the current fiscal year.

BlackRock Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 24th. Shareholders of record on Friday, March 6th were given a $5.73 dividend. This is an increase from BlackRock’s previous quarterly dividend of $5.21. This represents a $22.92 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Friday, March 6th. BlackRock’s payout ratio is presently 64.71%.

Insiders Place Their Bets

In other BlackRock news, Director J. Richard Kushel sold 20,000 shares of the business’s stock in a transaction on 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 owned 61,894 shares of the company’s stock, valued at approximately $69,630,750. The trade was a 24.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Stephen Cohen sold 2,179 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $1,073.87, for a total value of $2,339,962.73. Following the completion of the transaction, the director directly owned 6,543 shares in the company, valued at approximately $7,026,331.41. This represents a 24.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 111,319 shares of company stock worth $123,999,249 in the last ninety days. Company insiders own 1.98% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Freedom Capital upgraded BlackRock from a “hold” rating to a “strong-buy” rating in a report on Friday, January 23rd. Morgan Stanley decreased their price objective on BlackRock from $1,550.00 to $1,368.00 and set an “overweight” rating for the company in a report on Wednesday, April 1st. CICC Research boosted their price objective on BlackRock from $1,000.00 to $1,250.00 in a report on Tuesday, February 3rd. Weiss Ratings restated a “buy (b-)” rating on shares of BlackRock in a report on Friday, March 27th. Finally, TD Cowen downgraded BlackRock from a “buy” rating to a “hold” rating in a report on Wednesday, January 14th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,269.11.

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.