Vantus Wealth LLC Makes New Investment in BlackRock $BLK

03 Jun 2026, 17:48 by Tristan Rich · The Markets Daily

Vantus Wealth LLC acquired a new stake in BlackRock (NYSE:BLK – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 933 shares of the asset manager’s stock, valued at approximately $999,000.

Other large investors also recently modified their holdings of the company. Birchbrook Inc. bought a new position in shares of BlackRock in the fourth quarter valued at about $31,000. LFA Lugano Financial Advisors SA bought a new position in shares of BlackRock in the fourth quarter valued at about $32,000. Basepoint Wealth LLC bought a new position in shares of BlackRock in the fourth quarter valued at about $32,000. Hopwood Financial Services Inc. raised its position in shares of BlackRock by 866.7% in the third quarter. Hopwood Financial Services Inc. now owns 29 shares of the asset manager’s stock valued at $34,000 after purchasing an additional 26 shares during the period. Finally, Collier Financial bought a new position in shares of BlackRock in the third quarter valued at about $36,000. 80.69% of the stock is owned by institutional investors.

More BlackRock News

Here are the key news stories impacting BlackRock this week:

Negative Sentiment: BlackRock’s iShares Bitcoin Trust (IBIT) was linked to a large $1.26 billion block sale and heavy weekly outflows from Bitcoin spot ETFs, raising concerns about near-term demand for the firm’s crypto-related product suite. Article Title
Negative Sentiment: Reports said BlackRock’s crypto portfolio value fell by more than $13 billion over the first five months of 2026, which may weigh on investor sentiment around the firm’s digital-asset exposure. Article Title
Negative Sentiment: Financial stocks were softer in late Monday trading, adding sector-level pressure on BlackRock shares. Article Title
Neutral Sentiment: A report noted that BlackRock has underperformed the Nasdaq recently, though analysts still remain broadly optimistic about the stock’s outlook. Article Title
Neutral Sentiment: BlackRock announced a $25 million philanthropic RFP through its Future Builders program to support skilled trades workforce development, which is positive for corporate reputation but unlikely to move the stock materially. Article Title

Insider Transactions at BlackRock

In other BlackRock news, CEO Laurence Fink sold 33,900 shares of the stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $1,050.55, for a total transaction of $35,613,645.00. Following the sale, the chief executive officer directly owned 230,516 shares in the company, valued at $242,168,583.80. This represents a 12.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, President Robert Kapito sold 8,739 shares of the stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $1,056.60, for a total transaction of $9,233,627.40. Following the sale, the president owned 210,186 shares in the company, valued at $222,082,527.60. The trade was a 3.99% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 1.92% of the company’s stock.

BlackRock Trading Down 2.4%

BLK stock opened at $1,021.31 on Tuesday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 4.09 and a current ratio of 4.09. The company’s 50-day simple moving average is $1,030.75 and its 200 day simple moving average is $1,053.05. BlackRock has a 52 week low of $917.39 and a 52 week high of $1,219.94. The company has a market capitalization of $158.54 billion, a PE ratio of 25.64, a price-to-earnings-growth ratio of 1.36 and a beta of 1.42.

BlackRock (NYSE:BLK – Get Free Report) last announced its quarterly earnings data on Tuesday, April 14th. The asset manager reported $12.53 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $12.40 by $0.13. The firm had revenue of $6.70 billion for the quarter, compared to the consensus estimate of $6.56 billion. BlackRock had a net margin of 24.40% and a return on equity of 14.74%. The business’s revenue for the quarter was up 27.0% on a year-over-year basis. During the same period in the prior year, the company posted $9.64 earnings per share. As a group, sell-side analysts anticipate that BlackRock will post 52.8 earnings per share for the current year.

BlackRock Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Friday, June 5th will be paid a dividend of $5.73 per share. This represents a $22.92 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Friday, June 5th. BlackRock’s dividend payout ratio is presently 57.53%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on BLK shares. Evercore reissued an “outperform” rating and issued a $1,220.00 price objective on shares of BlackRock in a research report on Wednesday, April 15th. TD Cowen dropped their price objective on shares of BlackRock from $1,238.00 to $1,105.00 and set a “hold” rating on the stock in a research report on Thursday, April 9th. CICC Research increased their price objective on shares of BlackRock from $1,000.00 to $1,250.00 in a research report on Tuesday, February 3rd. UBS Group increased their price objective on shares of BlackRock from $1,235.00 to $1,270.00 and gave the company a “buy” rating in a research report on Wednesday, April 15th. Finally, Weiss Ratings raised shares of BlackRock from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, May 13th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, BlackRock currently has an average rating of “Moderate Buy” and an average target price of $1,269.06.

Check Out Our Latest Report on BLK

BlackRock Profile

(Free Report)

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.