Liberty One Investment Management LLC Purchases 1,529 Shares of BlackRock $BLK

Liberty One Investment Management LLC grew its position in BlackRock (NYSE:BLK) by 29.3% in the third quarter, HoldingsChannel.com reports. The fund owned 6,748 shares of the asset manager’s stock after buying an additional 1,529 shares during the period. Liberty One Investment Management LLC’s holdings in BlackRock were worth $7,867,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in BlackRock by 23.1% in the 4th quarter. Brighton Jones LLC now owns 1,575 shares of the asset manager’s stock valued at $1,615,000 after purchasing an additional 296 shares during the last quarter. Bison Wealth LLC boosted its position in BlackRock by 1.6% during the fourth quarter. Bison Wealth LLC now owns 1,052 shares of the asset manager’s stock worth $1,078,000 after purchasing an additional 17 shares during the period. Salem Investment Counselors Inc. grew its stake in BlackRock by 13.7% in the 2nd quarter. Salem Investment Counselors Inc. now owns 116 shares of the asset manager’s stock valued at $122,000 after buying an additional 14 shares during the last quarter. NBC Securities Inc. grew its position in shares of BlackRock by 7.6% in the second quarter. NBC Securities Inc. now owns 1,566 shares of the asset manager’s stock valued at $1,643,000 after purchasing an additional 110 shares during the last quarter. Finally, Everpar Advisors LLC grew its holdings in BlackRock by 10.2% in the 2nd quarter. Everpar Advisors LLC now owns 312 shares of the asset manager’s stock valued at $327,000 after buying an additional 29 shares in the last quarter. 80.69% of the stock is currently owned by institutional investors and hedge funds.

BlackRock News Roundup

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Inflows and AUM growth are expected to lift BlackRock’s Q4 revenue and EPS, providing fundamental support for results and fee income. Inflows, AUM Growth Likely to Support BlackRock’s Q4 Earnings
• Positive Sentiment: BlackRock is shifting its AI-focused allocations away from big tech toward energy and infrastructure stocks — a strategic reweight that could benefit performance if those sectors lead AI-related capex and earnings. BlackRock (BLK) Shifts AI Focus from Big Tech to Energy and Infrastructure Stocks
• Positive Sentiment: BlackRock says investors are favoring energy providers over big tech for 2026 AI exposure — a client-driven tilt that may drive flows into energy-focused funds and ETFs. Investors back energy providers over big tech for 2026 AI bets, says BlackRock
• Positive Sentiment: Rick Rieder being considered for a Fed chair interview raises BlackRock’s profile in fixed income policymaking circles, which could indirectly boost investor confidence in its macro and rates expertise. Trump to interview BlackRock’s Rieder for Fed chair role, Fox Business reports
• Neutral Sentiment: BlackRock moved about $339M in bitcoin holdings — likely ETF rebalancing — which may cause short-term crypto volatility but doesn’t necessarily change BlackRock’s core fee or AUM trajectory. BlackRock Moves $339M in Bitcoin as Traders Brace for ‘Massive’ Sell-Off — What Does It Mean for Price?
• Neutral Sentiment: BlackRock flagged that rising AI power demand could disrupt bitcoin mining economics — a thematic note for crypto-related exposures rather than a direct BlackRock earnings driver. BlackRock Sees AI Power Demand Disrupting Bitcoin Mining Model
• Neutral Sentiment: Regulatory filings disclose sub-5% positions and holdings structure updates in companies like Stora Enso and Orion — routine disclosures that have limited immediate impact on BLK’s outlook. Orion Corporation: Disclosure Under Chapter 9 Section 10 of the Securities Market Act (BlackRock, Inc.)
• Negative Sentiment: BlackRock is cutting roughly 250 jobs (~1% of staff) in a routine efficiency-driven round of layoffs; while this trims costs, markets often interpret workforce reductions as a signal of strategic reshaping or revenue pressure, which can weigh on sentiment. BlackRock to cut around 250 jobs in latest layoffs

Analyst Upgrades and Downgrades

Several brokerages have recently commented on BLK. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of BlackRock in a report on Monday, December 29th. Bank of America increased their price target on shares of BlackRock from $1,456.00 to $1,464.00 in a research report on Wednesday, December 10th. UBS Group lifted their price target on BlackRock from $1,180.00 to $1,218.00 and gave the company a “neutral” rating in a research note on Monday. Citigroup boosted their target price on BlackRock from $1,200.00 to $1,350.00 and gave the stock a “buy” rating in a research note on Monday, September 29th. Finally, Wall Street Zen downgraded shares of BlackRock from a “hold” rating to a “sell” rating in a research note on Monday, January 5th. Seventeen research analysts have rated the stock with 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 an average target price of $1,315.35.

BlackRock Stock Performance

NYSE BLK opened at $1,089.12 on Tuesday. The company has a market capitalization of $168.98 billion, a price-to-earnings ratio of 28.01, a PEG ratio of 1.57 and a beta of 1.47. The stock has a fifty day simple moving average of $1,067.46 and a 200 day simple moving average of $1,103.30. The company has a quick ratio of 3.33, a current ratio of 3.33 and a debt-to-equity ratio of 0.34. BlackRock has a twelve month low of $773.74 and a twelve month high of $1,219.94.

BlackRock (NYSE:BLK) last posted its quarterly earnings data on Tuesday, October 14th. The asset manager reported $11.55 EPS for the quarter, missing analysts’ consensus estimates of $11.78 by ($0.23). BlackRock had a return on equity of 14.80% and a net margin of 26.64%.The company had revenue of $6.51 billion during the quarter, compared to analyst estimates of $6.22 billion. During the same period in the prior year, the firm earned $11.46 earnings per share. BlackRock’s revenue was up 25.2% compared to the same quarter last year. Sell-side analysts expect that BlackRock will post 47.41 EPS for the current year.

BlackRock Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Friday, December 5th were issued a $5.21 dividend. The ex-dividend date was Friday, December 5th. This represents a $20.84 annualized dividend and a yield of 1.9%. BlackRock’s payout ratio is presently 53.59%.

Insiders Place Their Bets

In related news, CFO Martin Small sold 1,258 shares of the firm’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 transaction of $1,312,572.04. Following the completion of the sale, the chief financial officer owned 6,209 shares of the company’s stock, valued at $6,478,346.42. This trade represents a 16.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Rachel Lord sold 12,000 shares of the business’s stock in a transaction that occurred on Monday, October 20th. The shares were sold at an average price of $1,165.04, for a total value of $13,980,480.00. Following the completion of the transaction, the director directly owned 7,205 shares in the company, valued at approximately $8,394,113.20. This trade represents a 62.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.98% of the company’s stock.

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.