BlackRock (NYSE:BLK) Price Target Raised to $1,340.00

BlackRock (NYSE:BLK) had its price objective boosted by Keefe, Bruyette & Woods from $1,310.00 to $1,340.00 in a research note released on Friday morning,Benzinga reports. The firm currently has an outperform rating on the asset manager’s stock.

Other equities research analysts have also issued reports about the company. JPMorgan Chase & Co. upped their price target on BlackRock from $1,244.00 to $1,267.00 and gave the stock a “neutral” rating in a research note on Friday, January 9th. Citigroup increased their price objective on shares of BlackRock from $1,200.00 to $1,350.00 and gave the company a “buy” rating in a research report on Monday, September 29th. BNP Paribas Exane boosted their target price on shares of BlackRock from $1,290.00 to $1,300.00 and gave the stock an “outperform” rating in a research report on Thursday. BMO Capital Markets lowered their price target on shares of BlackRock from $1,300.00 to $1,250.00 and set an “outperform” rating for the company in a report on Tuesday, January 13th. Finally, Bank of America raised their target price on BlackRock from $1,456.00 to $1,464.00 in a research note on Wednesday, December 10th. Fifteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,314.71.

BlackRock Price Performance

BlackRock stock opened at $1,164.72 on Friday. BlackRock has a 12-month low of $773.74 and a 12-month high of $1,219.94. The stock has a market capitalization of $180.71 billion, a P/E ratio of 32.88, a P/E/G ratio of 1.68 and a beta of 1.47. The firm’s 50-day moving average is $1,071.82 and its two-hundred day moving average is $1,105.26. The company has a debt-to-equity ratio of 0.34, a current ratio of 3.33 and a quick ratio of 3.33.

BlackRock (NYSE:BLK) last announced its quarterly earnings data on Thursday, January 15th. The asset manager reported $13.16 earnings per share for the quarter, topping the consensus estimate of $12.55 by $0.61. BlackRock had a net margin of 22.93% and a return on equity of 15.14%. The business had revenue of $7.01 billion for the quarter, compared to analyst estimates of $6.80 billion. During the same period in the prior year, the firm posted $11.93 EPS. The company’s revenue was up 23.4% on a year-over-year basis. Equities analysts predict that BlackRock will post 47.41 earnings per share for the current year.

BlackRock Increases Dividend

The business 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 represents a $22.92 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Friday, March 6th. This is a positive change from BlackRock’s previous quarterly dividend of $5.21. BlackRock’s payout ratio is currently 58.84%.

Insider Buying and Selling

In related news, CFO Martin Small sold 1,258 shares of the company’s stock in a transaction 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 transaction, the chief financial officer directly owned 6,209 shares in the company, valued at $6,478,346.42. This represents a 16.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.98% of the stock is currently owned by insiders.

Institutional Trading of BlackRock

A number of large investors have recently modified their holdings of BLK. Brighton Jones LLC grew its stake in shares of BlackRock by 23.1% in the fourth quarter. Brighton Jones LLC now owns 1,575 shares of the asset manager’s stock worth $1,615,000 after purchasing an additional 296 shares in the last quarter. Bison Wealth LLC boosted its holdings in shares of BlackRock by 1.6% in the fourth quarter. Bison Wealth LLC now owns 1,052 shares of the asset manager’s stock valued at $1,078,000 after acquiring an additional 17 shares in the last quarter. Balefire LLC acquired a new position in shares of BlackRock during the second quarter valued at approximately $264,000. Sovran Advisors LLC lifted its holdings in shares of BlackRock by 10.8% in the second quarter. Sovran Advisors LLC now owns 821 shares of the asset manager’s stock valued at $883,000 after buying an additional 80 shares during the period. Finally, Focus Financial Network Inc. lifted its holdings in BlackRock by 1.8% in the 2nd quarter. Focus Financial Network Inc. now owns 619 shares of the asset manager’s stock valued at $650,000 after acquiring an additional 11 shares during the last quarter. Institutional investors and hedge funds own 80.69% of the company’s stock.

Trending Headlines about BlackRock

Here are the key news stories impacting BlackRock this week:

• Positive Sentiment: Q4 beat and shareholder returns — BlackRock reported Q4 revenue and EPS above estimates, reached a record $14.04T AUM, raised the quarterly dividend 10% and authorized new buybacks, which supports cash returns and long‑term fee growth. BlackRock Reports Fourth Quarter 2025 Earnings
• Positive Sentiment: Record inflows driven by ETFs and cash products — Strong ETF and money‑market inflows pushed AUM higher and boosted fee revenue, underpinning near‑term growth momentum. BlackRock Earnings: Company Hits Record $14 Trillion in Assets Behind Strong ETF Flows
• Positive Sentiment: Strategic AI/Microsoft partnership funding — BlackRock said its AI‑infrastructure partnership with Microsoft has raised ~$12.5B toward a $30B target, highlighting new product and infrastructure initiatives that could produce fee opportunities. BlackRock Says AI Partnership Raises $12.5 Billion Toward $30 Billion Goal
• Positive Sentiment: Bullish analyst stance — Several firms reiterated or raised targets after the results, including Morgan Stanley’s Overweight view with a high price target that signals substantial upside from current levels. BlackRock: Compounding Secular Growth at a Discounted Valuation Supports Overweight Rating and 34% Upside
• Neutral Sentiment: Operational change: ETF listings move — BlackRock will move four iShares money‑market/short‑duration ETFs to the NYSE in February; operationally minor but relevant for ETF market structure and liquidity. BlackRock to Change Primary Listing Venue for Four iShares ETFs
• Neutral Sentiment: Strategic investments and private markets push — BlackRock outlined an ambitious plan to raise large private‑market pools and is pursuing deals (including a reported $333.6M commitment in India’s Aditya Birla renewables), signaling long‑term diversification but with longer realization timelines. Building ‘The Machine’: How BlackRock Plans To Raise $400B And Democratize Private Market Investing
• Negative Sentiment: Profit and margin pressure — Despite EPS and revenue beats, reported net income fell significantly year‑over‑year and operating profit showed pressure (per coverage), a reminder that earnings quality and cash generation face near‑term headwinds. BlackRock’s Profit Fell, Assets Hit Record $14 Trillion, in Fourth Quarter
• Negative Sentiment: Mixed analyst moves and a few downgrades — Some shops trimmed targets (Evercore, BMO) and TD Cowen issued a downgrade, creating short‑term analyst chatter and potential volatility despite overall constructive sentiment from other firms. Evercore ISI Lowers Price Target on BlackRock to $1,275

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.