Montrusco Bolton Investments Inc. Has $379.23 Million Stake in BlackRock $BLK

Montrusco Bolton Investments Inc. reduced its stake in shares of BlackRock (NYSE:BLK) by 5.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 333,392 shares of the asset manager’s stock after selling 20,195 shares during the period. BlackRock comprises approximately 4.4% of Montrusco Bolton Investments Inc.’s holdings, making the stock its 8th biggest position. Montrusco Bolton Investments Inc.’s holdings in BlackRock were worth $379,229,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently modified their holdings of the company. Pacifica Partners Inc. grew its stake in BlackRock by 450.0% in the third quarter. Pacifica Partners Inc. now owns 22 shares of the asset manager’s stock worth $25,000 after purchasing an additional 18 shares in the last quarter. TruNorth Capital Management LLC raised its position in shares of BlackRock by 1,000.0% during the 3rd quarter. TruNorth Capital Management LLC now owns 22 shares of the asset manager’s stock valued at $26,000 after acquiring an additional 20 shares in the last quarter. Traub Capital Management LLC bought a new position in BlackRock during the second quarter worth $28,000. Hopwood Financial Services Inc. boosted its holdings in BlackRock by 866.7% in the third quarter. Hopwood Financial Services Inc. now owns 29 shares of the asset manager’s stock worth $34,000 after purchasing an additional 26 shares during the period. Finally, Creekmur Asset Management LLC increased its stake in BlackRock by 87.5% during the second quarter. Creekmur Asset Management LLC now owns 30 shares of the asset manager’s stock valued at $32,000 after purchasing an additional 14 shares during the last quarter. Institutional investors own 80.69% of the company’s stock.

BlackRock Stock Performance

Shares of BLK opened at $1,095.68 on Thursday. The firm has a market capitalization of $169.99 billion, a PE ratio of 30.93, a P/E/G ratio of 1.36 and a beta of 1.47. The company has a quick ratio of 3.33, a current ratio of 3.33 and a debt-to-equity ratio of 0.34. The firm has a 50-day moving average price of $1,094.29 and a 200 day moving average price of $1,104.10. BlackRock has a 52-week low of $773.74 and a 52-week high of $1,219.94.

BlackRock (NYSE:BLK) last issued its quarterly earnings results on Thursday, January 15th. The asset manager reported $13.16 earnings per share for the quarter, topping analysts’ consensus estimates of $12.55 by $0.61. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. The company had revenue of $7.01 billion during the quarter, compared to analyst estimates of $6.80 billion. During the same period in the prior year, the business posted $11.93 EPS. The business’s revenue for the quarter 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 company also recently declared a quarterly dividend, which will be paid on Tuesday, March 24th. Stockholders of record on Friday, March 6th will be given a dividend of $5.73 per share. This is a boost from BlackRock’s previous quarterly dividend of $5.21. The ex-dividend date is Friday, March 6th. This represents a $22.92 annualized dividend and a dividend yield of 2.1%. BlackRock’s payout ratio is 58.84%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on BLK. Bank of America raised their price target on shares of BlackRock from $1,456.00 to $1,464.00 in a research report on Wednesday, December 10th. JPMorgan Chase & Co. lifted their target price 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. Evercore lowered their target price on BlackRock from $1,300.00 to $1,275.00 and set an “outperform” rating for the company in a report on Monday, January 12th. Morgan Stanley raised their price target on BlackRock from $1,514.00 to $1,550.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BlackRock in a research report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, BlackRock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,311.11.

Insider Transactions at BlackRock

In other news, CFO Martin Small sold 27,047 shares of the company’s stock in a transaction on Friday, January 16th. The stock was 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 owned 10,557 shares in the company, valued at $12,363,724.98. This represents a 71.93% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Stephen Cohen sold 225 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $1,069.56, for a total value of $240,651.00. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 110,192 shares of company stock worth $122,728,031 over the last 90 days. 1.98% of the stock is currently owned by corporate insiders.

Key Headlines Impacting BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Strong analyst support and elevated price targets (median ~$1,312) reinforce upside expectations and buy-side interest; multiple firms have recent “buy/overweight” notes. QuiverQuant: BLK Q4 2025 Earnings & Analyst Notes
• Positive Sentiment: Spot Bitcoin ETFs saw ~$258M inflows with BlackRock among the leaders — higher ETF AUM boosts fee revenue and supports investor sentiment toward asset‑managers with crypto products. Cointelegraph: Bitcoin ETF inflows
• Positive Sentiment: BlackRock participated in a $250M funding round for Dutch AI chipmaker Axelera — a strategic growth/tech exposure that signals allocations into fast‑growing AI infrastructure. Yahoo/FinancialPost: Axelera raises $250M with BlackRock participation
• Neutral Sentiment: BlackRock is among bidders courted for a potential $7B stake sale in Kuwait’s pipeline assets — a large institutional opportunity but still early stage with uncertain economics and timing. Reuters: Kuwait pipeline stake talks
• Neutral Sentiment: BlackRock’s bond team (Rick Rieder) is actively repositioning for changing Treasury behavior — thought leadership that supports client flows but has mixed near‑term impact on fees. CNBC: Rick Rieder on bond opportunities
• Negative Sentiment: Q4 2025 results: revenue rose ~23.5% but operating profit, net income and EPS fell materially (EPS down ~32%), operating cash flow dropped and liabilities increased — a clear margin and cash‑flow concern likely weighing on near‑term valuation. QuiverQuant: BLK Q4 2025 results
• Negative Sentiment: Significant insider selling (multiple senior execs sold large blocks over six months) can signal management liquidity and may dampen investor sentiment. QuiverQuant: Insider trading details
• Negative Sentiment: Report that BlackRock was duped into a $430M loan to a telecom entrepreneur alleging fake invoices raises credit, controls and reputational risk—a potential headline risk for investors. Yahoo Finance: $430M loan scam report

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.