On January 16, 2026, Martin Small, who serves as Chief Financial Officer and Senior Managing Director at BlackRock, Inc. (NASDAQ: BLK), sold a total of 27,047 shares of the company’s common stock. These sales, carried out through several transactions, had prices between $1,170.2676 and $1,173.7954 per share, culminating in approximately $31.7 million in proceeds.
These transactions occurred while BlackRock's shares were trading above what InvestingPro identifies as their Fair Value, with the current stock price at $1,127.85 and a price-to-earnings ratio of 32.02. On the same date, Mr. Small exercised stock options to purchase 27,047 shares at a strike price of $513.50 each, amounting to a total acquisition cost of $13,888,634. Additionally, he gained 4,348 restricted stock units without cost.
Following these activities, Martin Small’s direct ownership in BlackRock common stock stands at 10,557.4148 shares, inclusive of restricted stock units. BlackRock continues its track record of dividend payments, having distributed dividends for 24 consecutive years. The current dividend yield is 2.03%, supported by recent dividend growth of 12.35%.
InvestingPro data designates BlackRock as a leading entity within the Capital Markets industry, with a significant market capitalization measured at approximately $183.23 billion.
Additional context highlights BlackRock's recent financial results for the fourth quarter of 2025, which exceeded prevailing analyst expectations. The company reported earnings per share of $13.16, surpassing the forecasted $12.44, alongside revenues of $7 billion, outpacing the anticipated $6.75 billion.
Consequent to these strong financial outcomes, several financial services firms have adjusted their outlooks upward. UBS raised its price target for BlackRock to $1,280, citing impressive 12% annualized growth in organic base fees. Similarly, Keefe, Bruyette & Woods increased their price target to $1,340, reaffirming an Outperform rating grounded in the positive earnings announcement. Jefferies also elevated its price target to $1,351, crediting BlackRock's growth prospects and updating its 2026 earnings per share forecast from $53.34 to $54.06.
On the strategic front, it has been reported that BlackRock's CEO Larry Fink is contemplating relocating the World Economic Forum’s annual meeting from its longstanding site in Davos, an indication of evolving corporate and geopolitical considerations for the firm.
These developments collectively portray a phase marked by robust financial performance and strategic recalibrations within BlackRock, reaffirming its status as a key institution in the capital markets domain.