Aviva Adds $4M in BlackRock, Inc. ($BLK)
Aviva has raised its investment in BlackRock, Inc., adding 3,621 shares.
Key Points
- Aviva increased its position in BlackRock, Inc. by 3,621 shares, reaching a total of 126,828 shares valued at $133.45 million.
- BlackRock's stock trades near $1,052 with a market cap of $163.34 billion and a P/E ratio of 26.25.
- Insider transactions show Chairman Laurence Fink sold shares, while analysts maintain a 'buy' rating with price targets as high as $1,393.
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Aviva has increased its stake in BlackRock, Inc. (NYSE: BLK) by adding 3,621 shares, bringing its total holdings to 126,828 shares. This adjustment, reported in the latest 13F filing with the SEC, reflects a 2.94% increase and brings the total value of Aviva's position to approximately $133.45 million as of the reporting period.
What Changed in Aviva's BlackRock Position
Aviva's recent move saw its BlackRock holdings grow from 123,207 shares to 126,828 shares, an increase of 3,621 shares. This change represents a 2.94% boost in its investment, with the total value of the shares now approximately $133.45 million.
Other Institutional Activity in BlackRock
Other major funds also adjusted their positions in BlackRock. Vanguard Capital Management LLC significantly increased its holdings, adding 9,240,600 shares, now holding 9,240,600 shares worth about $8.89 billion. State Street Corp added 14,118 shares, reaching a total of 6,278,663 shares valued at $6.04 billion. Temasek Holdings (Private) Ltd increased its stake by 237,667 shares, totaling 5,330,492 shares worth $5.13 billion. Bank of America Corp /DE/ added 35,069 shares, ending with 5,232,973 shares valued at $5.03 billion.
BlackRock, Inc. Stock Down 9.1%
Shares of BlackRock (NYSE: BLK) are trading around $1,052.23. The company has a market cap of $163.34 billion, with a P/E ratio of 26.25 and a forward P/E of 17.33. BlackRock's beta is 1.434, indicating its volatility compared to the market. The 52-week range for the stock is between $917.39 and $1,219.94, with a 50-day moving average of $1,044.66 and a 200-day moving average of $1,070.34.
$BLK stock price
Daily closing prices, year to date. Not investment advice.
Recent Earnings
BlackRock reported a revenue of $25.64 billion, with a revenue growth of 0.27%. The net margin stands at 24.4%, and the return on equity is 11.9%. The company is expected to announce its next earnings on July 15, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
6 target raises vs 1 cuts.
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EPS & revenue
EPS beat estimates by 7.5%. Revenue beat estimates by 3.7%.
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Profit surprise
EBITDA missed by 5 percent. Operating income missed by 10 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
6 target raises, 1 target cut.
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Earnings quality
Gross margin up 33.6 points. Operating margin up 2.3 points. Positive free cash flow.
Earnings Call Summary
BlackRock opened 2026 with one of its best quarters ever, generating one hundred thirty billion dollars in net inflows and eight percent organic base fee growth. Revenue jumped twenty-seven percent to six point seven billion dollars, driven by strong market performance, organic growth across ETFs and private markets, and the impact of acquisitions like HPS and Preqin. Management highlighted accelerating momentum in iShares, record Aperio flows of thirteen billion dollars, and strong institutional demand for private credit despite retail weakness. Larry Fink emphasized that clients are consolidating relationships with fewer managers and choosing BlackRock for its integrated public and private markets platform at global scale.
Guidance BlackRock did not provide new forward guidance in this call. Management reaffirmed its 2030 plan to deliver organic base fee growth of five percent or higher through a diversified public and private markets platform. They expect to continue targeting an adjusted operating margin of forty-five percent or greater, with recurring fee-related earnings margins trending toward fifty percent as private markets scale.
Slightly positive report. The quarter was acceptable, but the forward setup is not strong.
Dividend
BlackRock offers an annual dividend rate of $22.92, yielding 2.18%, with a payout ratio of 53.76%.
Insider Buying and Selling at BlackRock, Inc.
In recent insider activity, Laurence Fink, Chairman and CEO, sold 33,900 shares on April 28, 2026, at an average price of $1,050.55. Robert Kapito, President, sold 8,739 shares on April 27, 2026, at an average price of $1,056.60. Additionally, several insiders, including William Ford, Pamela Daley, and Amin Nasser, bought small amounts of shares on March 31, 2026.
Analysts Set New Price Targets
Several analysts have maintained their ratings on BlackRock. On April 15, 2026, UBS, Morgan Stanley, and Goldman Sachs all maintained a 'buy' rating with price targets of $1,270, $1,393, and $1,313, respectively. The consensus among 16 analysts is a 'buy' rating with a mean target price of $1,246.25.
About BlackRock, Inc.
BlackRock, Inc. is a leading asset management firm based in New York City. It serves a wide range of clients, including institutional, intermediary, and individual investors. The firm offers a variety of investment products, including mutual funds, ETFs, and alternative investment vehicles. Led by CEO Laurence Fink, BlackRock employs approximately 25,400 people worldwide.
Bottom Line
Aviva's increase in its BlackRock holdings signals a strong interest in the asset management giant. Investors closely watch such moves for insights into market trends. It's important to remember that 13F filings reflect past positions and may not indicate current holdings.
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