Dec 31, 2025 • MarketBeat
NEUTRAL
JB Capital LLC Reduces Holdings in BlackRock $BLK
JB Capital LLC significantly reduced its stake in BlackRock (NYSE:BLK) by 44.4% in the third quarter, selling 3,641 shares and holding 4,556 shares valued at $5.312 million. This reduction comes alongside notable insider selling from Director Rachel Lord and CFO Martin Small. Despite missing EPS estimates, BlackRock reported strong revenue growth, up 25.2% year-over-year, and paid a quarterly dividend of $5.21.
Dec 31, 2025 • MarketBeat
BULLISH
Shum Financial Group Inc. Takes Position in BlackRock $BLK
Shum Financial Group Inc. has acquired a new position in BlackRock, purchasing 2,174 shares valued at approximately $2.53 million, making it their 17th largest holding. Institutional investors collectively own over 80% of BlackRock, with major firms like Vanguard and Geode increasing their stakes, while some insiders have trimmed positions. Analysts maintain a "Moderate Buy" consensus rating for BlackRock, with an average price target of $1,316.18, following recent target increases from several firms.
Dec 31, 2025 • Finimize
NEUTRAL
CoStar’s Real Estate Data Machine Is Growing, But The Price Tag Is Huge
CoStar Group, a data and marketplace provider for the real estate industry, continues to achieve double-digit revenue growth driven by its diverse platforms, but its shares have underperformed the S&P 500. Investors are weighing CoStar's strong growth prospects, proprietary data moat, and recurring revenue model against its high valuation, recent margin pressures from acquisitions, and sensitivity to the commercial real estate market. The company presents a high-risk, high-reward investment given its expensive valuation multiples and ongoing investments in growth.
Dec 31, 2025 • Investing.com Canada
NEUTRAL
Saba capital sells BlackRock ESG (ECAT) shares for $17,127 By Investing.com
Saba Capital Management, L.P., a significant owner of BlackRock ESG Capital Allocation Term Trust (NASDAQ:ECAT), sold 1,100 shares for $17,127 on December 24, 2025. Following this transaction, Saba Capital Management maintains ownership of 26,336,257 shares of ECAT. The trust currently offers a substantial 21.44% dividend yield, has increased its dividend for five consecutive years, and boasts an 18.23% year-to-date return, making it an attractive option for income-focused investors.
Dec 30, 2025 • MarketWatch
NEUTRAL
Trump’s social-media company just launched five ‘Made in America’ ETFs
Trump Media has launched five new "America First" exchange-traded funds (ETFs) aiming to capitalize on political power as an investment theme. These ETFs, which purportedly have unique holdings, will test whether focusing on policies like Trump's can translate into strong investment performance. The initiative seeks to turn political uncertainty into a structured investment opportunity.
Dec 30, 2025 • TIKR.com
NEUTRAL
Who Owns Truist Financial? Top Shareholders and Recent Insider Trades
This article examines the major institutional shareholders and recent insider trading activities of Truist Financial Corporation (NYSE: TFC). It highlights the stability provided by large institutional ownership, specific hedge fund moves indicating renewed interest, and small, mostly selling, insider transactions. The analysis concludes that while institutions provide a stable base, and some hedge funds are increasing exposure, insiders are primarily managing personal holdings rather than signaling strong directional views on the stock.