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BlackRock Health Sciences Trust (BME)
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Upturn Advisory Summary
12/26/2025: BME (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.
Analysis of Past Performance
Type Stock | Historic Profit 18.65% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/26/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 468.11M USD | Price to earnings Ratio 22.22 | 1Y Target Price - |
Price to earnings Ratio 22.22 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.63 | 52 Weeks Range 33.44 - 39.99 | Updated Date 06/29/2025 |
52 Weeks Range 33.44 - 39.99 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 8.68% | Basic EPS (TTM) 1.63 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 309.96% | Operating Margin (TTM) 1.96% |
Management Effectiveness
Return on Assets (TTM) 0.1% | Return on Equity (TTM) 4.14% |
Valuation
Trailing PE 22.22 | Forward PE - | Enterprise Value 480385856 | Price to Sales(TTM) 61.86 |
Enterprise Value 480385856 | Price to Sales(TTM) 61.86 | ||
Enterprise Value to Revenue 19.45 | Enterprise Value to EBITDA - | Shares Outstanding 12924100 | Shares Floating - |
Shares Outstanding 12924100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 21.79 |
Upturn AI SWOT
BlackRock Health Sciences Trust
Company Overview
History and Background
BlackRock Health Sciences Trust (MHD) is a closed-end fund managed by BlackRock, Inc. It was launched to provide investors with access to the health sciences sector. While specific founding dates for individual trusts can be less prominent than for operating companies, closed-end funds like MHD are established to hold a portfolio of securities, aiming to generate income and capital appreciation.
Core Business Areas
- Healthcare Sector Investments: The trust invests in a diversified portfolio of equity securities of companies primarily engaged in the health sciences industry. This includes pharmaceuticals, biotechnology, medical devices, life sciences tools, and healthcare services.
Leadership and Structure
As a closed-end fund, BlackRock Health Sciences Trust is managed by BlackRock, Inc. The fund's investment decisions are made by a team of portfolio managers within BlackRock's specialized investment divisions. The organizational structure is typical for a fund, with oversight from a board of trustees.
Top Products and Market Share
Key Offerings
- Fund Portfolio: The primary offering is its investment portfolio, which is diversified across various sub-sectors of the health sciences industry. As a fund, it does not have traditional 'products' with market share in the same way an operating company does. Its 'performance' is measured by its net asset value (NAV) and market price, which reflect the underlying securities. Competitors for investor capital in this space include other health sciences-focused ETFs, mutual funds, and individual stocks within the sector.
Market Dynamics
Industry Overview
The health sciences industry is characterized by innovation, research and development, regulatory oversight, and demographic trends such as an aging global population. It is a large and growing sector with significant potential for both growth and volatility due to scientific breakthroughs, drug approvals, and competitive pressures.
Positioning
BlackRock Health Sciences Trust is positioned as a diversified investment vehicle for exposure to the health sciences sector. Its competitive advantage lies in BlackRock's extensive research capabilities and global reach in managing investment portfolios.
Total Addressable Market (TAM)
The TAM for the health sciences industry is vast, encompassing global healthcare spending, which runs into trillions of dollars annually. BlackRock Health Sciences Trust's TAM is the portion of this market that can be accessed through publicly traded securities and attractive investment opportunities. Its positioning is as a fund offering access to a segment of this TAM.
Upturn SWOT Analysis
Strengths
- Diversified portfolio across the health sciences sector.
- Managed by a large and reputable asset manager (BlackRock).
- Potential for capital appreciation and income generation from a growing sector.
- Access to expertise in identifying promising health sciences companies.
Weaknesses
- Subject to market volatility inherent in the stock market and the health sciences sector.
- Closed-end fund structure can lead to trading at a premium or discount to NAV.
- Reliance on the performance of underlying portfolio companies.
- Management fees and expenses reduce overall returns.
Opportunities
- Advancements in biotechnology and medical technology.
- Increasing global demand for healthcare services and pharmaceuticals.
- Potential for M&A activity within the health sciences sector.
- Demographic shifts leading to higher healthcare needs.
Threats
- Regulatory changes impacting drug pricing and approvals.
- Intense competition within the pharmaceutical and biotech industries.
- Patent expirations and the rise of generics.
- Economic downturns affecting healthcare spending.
- Unforeseen scientific or clinical trial failures.
Competitors and Market Share
Key Competitors
- Fidelity Select Pharmaceuticals Portfolio (FPHBP)
- Vanguard Health Care Fund (VGHCX)
- iShares U.S. Healthcare ETF (IYH)
- Health Care Select Sector SPDR Fund (XLV)
Competitive Landscape
BlackRock Health Sciences Trust competes for investor capital with a wide range of other health sciences-focused investment vehicles. Its advantages include BlackRock's brand and management expertise, while disadvantages might include its closed-end structure and specific investment strategy compared to more broadly diversified or lower-cost ETFs.
Growth Trajectory and Initiatives
Historical Growth: Growth is measured by the increase in Net Asset Value (NAV) and market price over time. Performance is dependent on the collective success of its portfolio holdings in the dynamic health sciences sector.
Future Projections: Future projections are influenced by analyst expectations for the health sciences sector and the specific companies within the fund's portfolio. As a fund, its growth trajectory is a reflection of the broader industry trends.
Recent Initiatives: Recent initiatives typically involve portfolio adjustments made by the fund managers to adapt to market conditions, identify new investment opportunities, or rebalance risk.
Summary
BlackRock Health Sciences Trust (MHD) offers diversified exposure to the critical and growing health sciences sector, managed by a leading asset manager. Its strengths lie in its broad portfolio and BlackRock's expertise, while its primary weakness is the inherent market volatility and the potential for its shares to trade at a discount to NAV. Opportunities are abundant due to innovation and demographic trends, but threats from regulation and competition necessitate careful management. The fund's success hinges on its ability to navigate these dynamics and deliver consistent shareholder returns.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Official Fund Filings (SEC filings, prospectuses)
- Financial data aggregators (e.g., Bloomberg, Refinitiv - for general market data and competitor information)
- Industry analysis reports on the health sciences sector.
Disclaimers:
This JSON output is an AI-generated analysis based on publicly available information and general industry knowledge. It is not financial advice. Performance data and market share figures are illustrative and subject to change. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any 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 Health Sciences Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2005-03-29 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Health Sciences Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating in the health sciences and related sectors, which include businesses involved in researching, developing, producing, distributing or delivering medical, dental, optical, pharmaceutical or biotechnology products, supplies, equipment, or services. It also invests through equity derivatives, with an emphasis on option writing. The fund benchmarks the performance of its portfolio against the Russell 3000 Healthcare Index. BlackRock Health Sciences Trust was formed on March 31, 2005 and is domiciled in the United States.
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