Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
BME
Upturn stock rating

BlackRock Health Sciences Trust (BME)

Upturn stock rating
$38.03
Last Close (24-hour delay)
Profit since last BUY5%
upturn advisory
Consider higher Upturn Star rating
BUY since 42 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/20/2025: BME (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 7.66%
Avg. Invested days 52
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/20/2025

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

ai summary icon Upturn AI SWOT

BlackRock Health Sciences Trust

stock logo

Company Overview

overview logo History and Background

BlackRock Health Sciences Trust (BME) is a closed-end fund focused on investing in health sciences companies. Launched to provide investors exposure to the healthcare sector, it leverages BlackRock's expertise in investment management.

business area logo Core Business Areas

  • Investment Management: Actively manages a portfolio of equity securities in companies operating in the health sciences industry.

leadership logo Leadership and Structure

The fund is managed by BlackRock Advisors, LLC, a subsidiary of BlackRock, Inc. Leadership comprises portfolio managers with expertise in healthcare investments. The fund operates under a board of directors responsible for oversight.

Top Products and Market Share

overview logo Key Offerings

  • Investment Fund (BME): BME is a closed-end fund aiming for current income, current gains and long-term capital appreciation by investing primarily in equity securities of companies engaged in the health sciences and related industries. Market share not directly applicable to closed-end funds; competes for investor capital against other investment options. Competitors include Tekla Healthcare Opportunities Fund (THQ) and Columbia Seligman Premium Healthcare Opportunities Fund (CSQ).

Market Dynamics

industry overview logo Industry Overview

The health sciences industry is characterized by innovation, regulation, and demographic trends such as aging populations. It includes pharmaceuticals, biotechnology, medical devices, healthcare services, and related fields.

Positioning

BlackRock Health Sciences Trust is positioned as an investment vehicle offering access to the health sciences sector through actively managed equity investments. Its competitive advantage lies in BlackRock's research capabilities and investment expertise.

Total Addressable Market (TAM)

The TAM for healthcare investments is very large, driven by global healthcare spending, estimated to be in the trillions of dollars annually. BME captures a small portion of this through its focused fund.

Upturn SWOT Analysis

Strengths

  • Experienced management team
  • Access to BlackRock's research resources
  • Diversified portfolio within the health sciences sector
  • Focus on income generation

Weaknesses

  • High expense ratio compared to passive investments
  • Susceptibility to market volatility in the healthcare sector
  • Closed-end fund structure can lead to trading at a discount to NAV

Opportunities

  • Growing demand for healthcare services due to aging populations
  • Technological advancements in healthcare
  • Expansion into emerging markets
  • Increasing investor interest in ESG (Environmental, Social, and Governance) investing within healthcare

Threats

  • Changes in healthcare regulations and policies
  • Patent expirations and generic competition
  • Economic downturns affecting healthcare spending
  • Increased competition from other investment funds

Competitors and Market Share

competitor logo Key Competitors

  • Tekla Healthcare Opportunities Fund (THQ)
  • Columbia Seligman Premium Healthcare Opportunities Fund (CSQ)
  • Healthcare Services Group (HCSG)

Competitive Landscape

BME benefits from BlackRock's brand and resources but faces competition from other specialized healthcare funds. Performance and expense ratios are key differentiators.

Growth Trajectory and Initiatives

Historical Growth: BME's historical growth is tied to the performance of the health sciences sector and the fund's investment strategy.

Future Projections: Future growth is dependent on factors such as healthcare spending trends, technological innovation, and regulatory developments. Analyst estimates vary based on these factors.

Recent Initiatives: Recent initiatives would involve changes to the fund's investment strategy, portfolio composition, or expense management.

Summary

BlackRock Health Sciences Trust (BME) offers investors exposure to the healthcare sector through an actively managed closed-end fund. The fund benefits from BlackRock's expertise but faces competition and sector-specific risks. Its performance is tied to the health sciences industry, and investors should consider its expense ratio and potential for trading at a discount. Demographics and growing demand will increase opportunities for the company. Regulation is the companies biggest risk.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • BlackRock official website
  • SEC filings
  • Financial data providers (e.g., Bloomberg, Reuters)
  • Analyst reports

Disclaimers:

This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and due diligence. Market data is subject to change.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization 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.