BlackRock Capital Allocation Trust
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About the company
The BlackRock Capital Allocation Term Trust (BCAT) is a recently established, closed-end investment management company. As a non-diversified entity, it currently operates without a prior operational track record. Its primary goal is to achieve a blend of total return and income for investors, which it aims to do by generating immediate income streams, realizing short-term profits, and fostering long-term capital growth.
- CEO
- John M. Perlowski
- IPO
- 2020
- HQ
- New York City, NY, US
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Similar companies
Peers in the same neighborhood.
- Market Cap
- $1.43B
- P/E
- 6.52
- PEG
- 0.07
- P/S
- 6.35
- P/B
- 0.91
- EV/EBITDA
- 6.40
- Div Yield
- 22.84%
- Gross Margin
- 99.37%
- Op Margin
- 98.65%
- Net Margin
- 98.65%
- ROE
- 13.39%
- ROIC
- 13.15%
Latest fiscal year · YoY change
- Revenue
- $225.03M+13.8%
- Gross Profit
- $223.60M+13.1%
- Op Income
- $221.99M
- Net Income
- $221.99M+14.2%
- EPS
- $2.09+14.2%
- OCF Growth
- +0.0%
- FCF Growth
- +0.0%
- 52W High
- $16.20
- 52W Low
- $13.43
- 50D MA
- $15.14
- 200D MA
- $15.10
- Beta
- 0.78
- RSI (14)
- 30
- Avg Volume
- 899.31K
No earnings-call transcripts are available for BCAT yet.
- Free Float
- 0.0%
- Shares Outstanding
- 104.78M
- Float Shares
- 0
of shares held by institutions
100 13F filers
Buy/sell ratio 0.00. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Morgan Stanley | 3.60M | ▼ 756.68K |
| Wells Fargo & Company/Mn | 2.43M | ▼ 83.86K |
| Penserra Capital Management LLC | 1.61M | ▲ 61.56K |
| Cohen & Steers, Inc. | 1.57M | ▼ 75.00K |
| Bank Of America Corp | 1.55M | ▲ 75.00K |
| Ubs Group AG | 1.05M | ▲ 72.70K |
| Invesco Ltd. | 699.93K | ▼ 217.47K |
| Royal Bank Of Canada | 680.44K | ▲ 110.41K |
| Ameriprise Financial Inc | 580.81K | ▲ 460.35K |
| Lpl Financial LLC | 464.98K | ▼ 7.02K |
| Rockefeller Capital Management L.P. | 442.87K | ▲ 24.85K |
| Stifel Financial Corp | 401.72K | ▼ 99.69K |
Held by 2 ETFs
Biggest fund positions in BCAT by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| Sep 8, 26 | Mahoney Francis C. | other | 0 |
| Aug 1, 26 | Park Charles | other | 0 |
| Jul 13, 26 | Rieder Richard M | sell | 35,734 |
| Jan 30, 26 | Thompson Sarah Croughan | other | 693.851 |
| Jan 30, 26 | Thompson Sarah Croughan | other | 693.851 |
| Jan 30, 26 | Thompson Sarah Croughan | sell | 693.851 |
| Jan 30, 26 | Koesterich Russell Jared | other | 5,554.04 |
| Jan 30, 26 | Koesterich Russell Jared | sell | 5,554.04 |
| Jan 30, 26 | Koesterich Russell Jared | other | 3,414.015 |
| Jan 30, 26 | Koesterich Russell Jared | other | 2,140.025 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our BCAT coverage
Recent articles, reports, and earnings notes.
No research on BCAT yet
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Generate BCAT report →Certain BlackRock Closed-End Funds Provide Updates on their Discount Management Programs
businesswire.com · Oct 1
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
businesswire.com · Sep 30
BlackRock Capital Allocation Term Trust Rights Offering Quick Notes
seekingalpha.com · Sep 24
BlackRock Capital Allocation Term Trust (BCAT) Announces Terms of Rights Offering to Pursue Compelling Real Yields and Secular Growth Themes at an Attractive Entry Point
businesswire.com · Sep 10
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
businesswire.com · Aug 31
GOF And BCAT Have Gone In Opposite Directions. Has Emotion Taken Over The Trade?
seekingalpha.com · Aug 20
BCAT: The Rally Masked A Structural Flaw
seekingalpha.com · Aug 3
Certain BlackRock Closed-End Funds Announce Estimated Sources of Distributions
businesswire.com · Jul 31
Headlines from third-party outlets — TickerSpark isn't affiliated with these sources.