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Upturn AI SWOT - About
BlackRock Virginia MBT (BHV)
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Upturn Advisory Summary
07/17/2025: BHV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
Analysis of Past Performance
Type Stock | Historic Profit 1.64% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 16.39M USD | Price to earnings Ratio 57.33 | 1Y Target Price - |
Price to earnings Ratio 57.33 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.89 | 52 Weeks Range 9.86 - 11.37 | Updated Date 06/29/2025 |
52 Weeks Range 9.86 - 11.37 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 5.99% | Basic EPS (TTM) 0.18 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.1% | Operating Margin (TTM) 75.11% |
Management Effectiveness
Return on Assets (TTM) 1.52% | Return on Equity (TTM) -1318.51% |
Valuation
Trailing PE 57.33 | Forward PE - | Enterprise Value 31268956 | Price to Sales(TTM) 11.57 |
Enterprise Value 31268956 | Price to Sales(TTM) 11.57 | ||
Enterprise Value to Revenue 38.32 | Enterprise Value to EBITDA - | Shares Outstanding 1588240 | Shares Floating - |
Shares Outstanding 1588240 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 6.7 |
Upturn AI SWOT
BlackRock Virginia MBT
Company Overview
History and Background
There is no publicly traded U.S. stock with the name 'BlackRock Virginia MBT.' This query appears to combine elements of BlackRock (BLK), a major asset manager, and potentially mortgage-backed securities (MBT). Assuming the query is for a hypothetical entity, the following information is provided based on reasonable assumptions.
Core Business Areas
- Asset Management: Managing assets across various investment strategies, including equities, fixed income, alternatives, and multi-asset solutions.
- Investment Advisory: Providing investment advisory services to institutions and individual investors.
- Mortgage-Backed Securities (Hypothetical): Investing in and managing portfolios of mortgage-backed securities, potentially with a focus on Virginia.
Leadership and Structure
Hypothetically, leadership would consist of a CEO, CFO, CIO, and heads of each business segment. The organizational structure would likely be hierarchical, with different teams responsible for specific investment strategies and client relationships.
Top Products and Market Share
Key Offerings
- Actively Managed Funds (Equities, Fixed Income): Actively managed funds seek to outperform benchmarks. Market share varies significantly by asset class and investment style. Competitors include Vanguard, Fidelity, State Street, and PIMCO.
- Market Share (%): Market share data isn't applicable as BlackRock Virginia MBT is hypothetical
- Exchange-Traded Funds (ETFs): ETFs offer diversified exposure to various asset classes. BlackRock is a major ETF provider. Competitors include Vanguard, State Street, and Invesco.
- Market Share (%): Market share data isn't applicable as BlackRock Virginia MBT is hypothetical
- Market Share (%): Market share data isn't applicable as BlackRock Virginia MBT is hypothetical
- Mortgage-Backed Securities (Hypothetical): Investment portfolios focused on mortgage-backed securities, aiming to generate income and capital appreciation. Competitors include PIMCO, DoubleLine, and various other fixed-income managers.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing pressure on fees and a growing shift towards passive investing. The market for mortgage-backed securities is influenced by interest rates, housing market trends, and government policies.
Positioning
Assuming a hypothetical focus on Virginia MBT, the firm would likely specialize in a niche market, seeking to capitalize on local expertise and relationships.
Total Addressable Market (TAM)
The TAM for asset management is trillions of dollars. The specific portion related to Virginia MBT would depend on its investment strategy and focus.
Upturn SWOT Analysis
Strengths
- Strong Investment Expertise
- Established Brand Reputation (if affiliated with BlackRock)
- Access to Distribution Channels
- Experienced Management Team (Hypothetical)
- Focus on Virginia-Specific Mortgage Market (Hypothetical)
Weaknesses
- High Dependence on Market Performance
- Potential Regulatory Scrutiny
- Limited Brand Recognition (as a hypothetical entity)
- Concentration Risk (focus on Virginia MBT)
- Vulnerability to interest rates changes.
Opportunities
- Growing Demand for Investment Advice
- Expansion into New Asset Classes
- Increasing Adoption of Technology
- Rising Interest Rates (potentially benefiting MBT portfolios)
- Expanding MBS portfolios in neighboring cities
Threats
- Economic Downturn
- Increased Competition
- Regulatory Changes
- Interest Rate Volatility
- Housing Market Slowdown
Competitors and Market Share
Key Competitors
- BLK
- V
- GS
- MS
Competitive Landscape
BlackRock is a dominant player in asset management. A hypothetical 'BlackRock Virginia MBT' would need to differentiate itself through specialized expertise or a unique investment approach.
Growth Trajectory and Initiatives
Historical Growth: N/A
Future Projections: N/A
Recent Initiatives: N/A
Summary
BlackRock Virginia MBT is a hypothetical entity. If it were a real company specializing in Virginia mortgage-backed securities, its success would depend on its ability to navigate interest rate risk and the health of the Virginia housing market. Leveraging the BlackRock brand could provide a significant advantage, but building a distinct competitive edge would be crucial. The company would need to closely monitor regulatory changes and competitive pressures in the asset management industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website (BlackRock)
- Market Research Reports
- Hypothetical Assumptions
Disclaimers:
This analysis is based on a hypothetical entity, 'BlackRock Virginia MBT.' Financial data and projections are speculative. Market share data is based on broad asset management figures for companies that also focus on a similar niche. This is not financial advice. Consult a qualified professional before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock Virginia MBT
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2002-04-26 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Blackrock Virginia Municipal Bond Trust is a closed-ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income markets of United States. It primarily invests in the investment grade municipal bonds exempt from federal income taxes and Virginia personal income taxes. Blackrock Virginia Municipal Bond Trust was formed on April 25, 2002 and is domiciled in United States.
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