Modera Wealth Management LLC Has $67.56 Million Stock Holdings in BlackRock $BLK

Modera Wealth Management LLC decreased its stake in shares of BlackRock (NYSE:BLK) by 1.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 57,945 shares of the asset manager’s stock after selling 818 shares during the period. Modera Wealth Management LLC’s holdings in BlackRock were worth $67,556,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Westerkirk Capital Inc. acquired a new position in shares of BlackRock during the 2nd quarter worth about $2,877,000. Police & Firemen s Retirement System of New Jersey grew its holdings in BlackRock by 7.9% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 23,167 shares of the asset manager’s stock valued at $24,308,000 after buying an additional 1,693 shares in the last quarter. Investment Research & Advisory Group Inc. bought a new position in BlackRock during the third quarter worth about $6,201,000. California Public Employees Retirement System boosted its stake in shares of BlackRock by 8.2% in the second quarter. California Public Employees Retirement System now owns 256,937 shares of the asset manager’s stock valued at $269,591,000 after buying an additional 19,404 shares during the period. Finally, Liberty One Investment Management LLC grew its holdings in shares of BlackRock by 29.3% during the 3rd quarter. Liberty One Investment Management LLC now owns 6,748 shares of the asset manager’s stock worth $7,867,000 after purchasing an additional 1,529 shares in the last quarter. Institutional investors and hedge funds own 80.69% of the company’s stock.

BlackRock Trading Down 0.8%

Shares of BlackRock stock opened at $1,130.09 on Friday. The stock has a market capitalization of $175.33 billion, a PE ratio of 31.91, a price-to-earnings-growth ratio of 1.43 and a beta of 1.47. BlackRock has a 52 week low of $773.74 and a 52 week high of $1,219.94. The stock has a 50 day moving average price of $1,077.56 and a two-hundred day moving average price of $1,106.88. 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 (NYSE:BLK) last announced its quarterly earnings results on Thursday, January 15th. The asset manager reported $13.16 EPS for the quarter, beating analysts’ consensus estimates of $12.55 by $0.61. The business had revenue of $6.33 billion during the quarter, compared to analyst estimates of $6.80 billion. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. BlackRock’s quarterly revenue was up 23.4% on a year-over-year basis. During the same quarter in the previous year, the business posted $11.93 EPS. As a group, equities 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 will be paid on Tuesday, March 24th. Shareholders of record on Friday, March 6th will be 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 2.0%. The ex-dividend date of this dividend is Friday, March 6th. BlackRock’s payout ratio is presently 58.84%.

Insider Buying and Selling at BlackRock

In other news, Director J. Richard Kushel sold 20,000 shares of BlackRock stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $1,125.00, for a total transaction of $22,500,000.00. Following the sale, the director directly owned 61,894 shares in the company, valued at $69,630,750. The trade was a 24.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Martin Small sold 27,047 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $1,171.14, for a total transaction of $31,675,823.58. Following the transaction, the chief financial officer directly owned 10,557 shares of the company’s stock, valued at $12,363,724.98. This represents a 71.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 48,305 shares of company stock valued at $55,488,396. Insiders own 1.98% of the company’s stock.

Analyst Upgrades and Downgrades

BLK has been the topic of several research analyst reports. JPMorgan Chase & Co. raised their price objective on BlackRock from $1,244.00 to $1,267.00 and gave the company a “neutral” rating in a research note on Friday, January 9th. Argus raised their target price on shares of BlackRock from $1,165.00 to $1,330.00 and gave the company a “buy” rating in a research report on Wednesday, October 15th. The Goldman Sachs Group reiterated a “buy” rating and set a $1,313.00 price target on shares of BlackRock in a report on Tuesday, December 9th. Barclays boosted their price objective on BlackRock from $1,300.00 to $1,350.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $1,351.00 target price on shares of BlackRock in a report on Friday, January 16th. Fifteen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $1,314.71.

BlackRock News Roundup

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Rick Rieder, BlackRock’s CIO of Global Fixed Income, is being talked about as a frontrunner for U.S. Federal Reserve chair after public praise from President Trump — a nomination would raise BlackRock’s influence on policy and could benefit business lines sensitive to rates and Fed guidance. BlackRock’s Rick Rieder surges ahead in race to chair Federal Reserve
• Positive Sentiment: CEO Larry Fink’s Davos push for rapid tokenization and a “common blockchain” reinforces BlackRock’s product roadmap (e.g., BUIDL money-market token on Ethereum with >$2B TVL), supporting potential new fee-bearing AUM and competitive crypto custody flows. Ethereum Emerges As Likely Candidate In BlackRock Tokenization Vision – Here’s Why
• Positive Sentiment: On-chain activity consistent with institutional crypto adoption: BlackRock-linked wallets transferred large amounts of bitcoin and ether into Coinbase Prime, signaling operational movement toward custody and trading channels for crypto products. This supports potential inflows to related ETFs and products over time. BlackRock-linked wallets move over $430 million in bitcoin, ether to Coinbase Prime
• Positive Sentiment: BlackRock increased its stake in AngloGold Ashanti to just over 10% — a material equity position that signals active portfolio deployment and could deliver strategic or performance upside in commodities exposure. BlackRock Lifts Stake in AngloGold Ashanti to Just Over 10%
• Neutral Sentiment: Larry Fink’s broader Davos commentary (AI, inequality and markets) sets strategic narrative for the firm but is more about reputation and long-term positioning than an immediate earnings catalyst. BlackRock CEO Larry Fink: ‘What Happens to Everyone Else’ If AI Fuels Inequality?
• Neutral Sentiment: Routine portfolio disclosures: BlackRock adjusted holdings (e.g., BAWAG voting rights), reflecting normal active positioning rather than a direct AUM driver. Investors should treat these as portfolio-management signals. BlackRock Adjusts Stake in BAWAG Group to 5.83% of Voting Rights
• Negative Sentiment: Insider selling: CFO Martin Small sold ~27,000 shares (~$31.7M) in mid-January; while insider sales aren’t uncommon, the size of the transaction can spook short-term investors. SEC Form 4 — Martin Small sale
• Negative Sentiment: Short-term headwinds in crypto products: U.S. bitcoin ETFs posted net outflows recently, a drag on fee revenue tied to IBIT and other crypto strategies. Bitcoin ETFs Log Off — Outflows
• Negative Sentiment: Unconfirmed reports of a large BlackRock XRP purchase circulated in crypto media — a speculative noise item that could invite regulatory scrutiny or investor overreaction until verified. Unverified BlackRock XRP purchase reports

About BlackRock

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.