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BlackRock Technology and Private Equity Term Trust (BTX)
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Upturn Advisory Summary
12/18/2025: BTX (1-star) is currently NOT-A-BUY. Pass it for now.
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 -6.21% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.58B USD | Price to earnings Ratio 43.65 | 1Y Target Price 3 |
Price to earnings Ratio 43.65 | 1Y Target Price 3 | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 5.10 - 8.31 | Updated Date 06/29/2025 |
52 Weeks Range 5.10 - 8.31 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 13.05% | Basic EPS (TTM) 0.17 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) -35.3% | Return on Equity (TTM) -427.17% |
Valuation
Trailing PE 43.65 | Forward PE - | Enterprise Value -5847307 | Price to Sales(TTM) 38.9 |
Enterprise Value -5847307 | Price to Sales(TTM) 38.9 | ||
Enterprise Value to Revenue 38.9 | Enterprise Value to EBITDA 0.06 | Shares Outstanding 213338000 | Shares Floating 34052456 |
Shares Outstanding 213338000 | Shares Floating 34052456 | ||
Percent Insiders 0.05 | Percent Institutions 48.98 |
Upturn AI SWOT
BlackRock Technology and Private Equity Term Trust
Company Overview
History and Background
The BlackRock Technology and Private Equity Term Trust (the 'Trust') is a closed-end fund launched by BlackRock, Inc. It aims to provide investors with exposure to publicly traded technology companies and private equity investments. The Trust's specific founding date and early milestones are not as prominently detailed as a traditional operating company, as its structure is that of an investment vehicle. It has evolved to offer diversification across growth-oriented technology sectors and the illiquid but potentially high-return private equity asset class.
Core Business Areas
- Technology Equities: Investment in a diversified portfolio of publicly traded companies primarily engaged in the development, production, or distribution of technology products or services. This includes sectors like software, hardware, semiconductors, and internet services.
- Private Equity Investments: Investment in private equity funds or directly in private companies, offering access to potentially higher returns but with increased risk and illiquidity. This segment aims to capture value from companies not yet listed on public exchanges.
Leadership and Structure
As a term trust managed by BlackRock, Inc., its leadership and structure are part of BlackRock's broader Asset Management division. The Trust is overseen by a Board of Trustees, and investment decisions are made by a team of portfolio managers within BlackRock, specializing in technology and private equity strategies. Specific individual names are not typically highlighted in the same way as an operating company's executive team.
Top Products and Market Share
Key Offerings
- Product Name 1: The Trust's primary 'offering' is its portfolio of diversified technology and private equity investments. Specific 'market share' data for this type of investment vehicle is not directly applicable in the same way as for a consumer product. Its success is measured by its Net Asset Value (NAV) performance and distribution history. Competitors would include other closed-end funds, ETFs, and mutual funds with similar investment mandates, as well as direct investments in technology companies and private equity funds.
Market Dynamics
Industry Overview
The Trust operates within the broader asset management industry, with specific focus on the technology and private equity sectors. The technology sector is characterized by rapid innovation, intense competition, and significant growth potential, driven by digital transformation. The private equity sector is driven by the search for alpha, long-term capital appreciation, and the ability to restructure and grow portfolio companies, often characterized by illiquidity and higher fees.
Positioning
BlackRock Technology and Private Equity Term Trust is positioned as a vehicle for investors seeking exposure to two high-growth, albeit distinct, asset classes. Its advantage lies in BlackRock's extensive resources, research capabilities, and global reach in identifying promising technology companies and private equity opportunities. However, as a term trust, it has a defined liquidation date, which can impact its long-term strategy and investor considerations.
Total Addressable Market (TAM)
The TAM for technology investments is vast and constantly expanding, encompassing global public and private markets. Similarly, the private equity market represents trillions of dollars globally. BlackRock Technology and Private Equity Term Trust targets a segment of this TAM by providing accessible exposure through a pooled investment vehicle. Its positioning is to offer diversification and professional management within these complex markets.
Upturn SWOT Analysis
Strengths
- Access to BlackRock's extensive research and deal sourcing capabilities in both technology and private equity.
- Diversification across multiple technology sub-sectors and private equity strategies.
- Professional management by experienced portfolio managers.
- Potential for capital appreciation from both public technology growth and private equity investments.
Weaknesses
- Illiquidity associated with private equity investments.
- Term structure of the trust, with a defined liquidation date.
- Market volatility inherent in the technology sector.
- Fees associated with fund management and private equity allocations.
Opportunities
- Continued innovation and growth in the global technology landscape.
- Growing demand for private equity investments from institutional and retail investors.
- Potential for undervalued private companies to reach IPO or acquisition milestones.
- Leveraging BlackRock's scale to negotiate favorable terms in private equity fund allocations.
Threats
- Rapid technological obsolescence and competitive pressures in the technology sector.
- Economic downturns impacting both public markets and private equity valuations.
- Regulatory changes affecting the technology or financial services industries.
- Increased competition from other investment vehicles offering similar exposures.
Competitors and Market Share
Key Competitors
- Other technology-focused closed-end funds
- Private equity funds accessible to retail investors
- ETFs and mutual funds with broad technology or private equity mandates
- Direct investments in technology startups and private companies
Competitive Landscape
BlackRock's competitive advantages stem from its global scale, brand recognition, and extensive investment expertise. However, it faces competition from numerous specialized and diversified investment managers. The Trust's specific term structure might also differentiate it from perpetual funds. Its ability to source attractive private equity deals and identify high-growth technology companies is crucial.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for the Trust is reflected in the performance of its underlying investment portfolio. This includes capital appreciation of its technology holdings and returns from its private equity investments.
Future Projections: Future projections are not typically provided in the same way as for an operating company. The Trust's future performance is dependent on the continued growth and success of the technology companies it invests in and the performance of its private equity allocations, influenced by broader market and economic trends.
Recent Initiatives: Recent initiatives would likely involve adjustments to the portfolio's asset allocation, new private equity fund commitments, or tactical shifts within the technology sector based on market outlook and opportunities.
Summary
BlackRock Technology and Private Equity Term Trust offers a specialized investment vehicle focusing on two dynamic sectors. Its strengths lie in BlackRock's vast resources and expertise, providing diversified exposure. However, investors must be aware of the inherent volatility of technology stocks and the illiquidity and risks associated with private equity. The trust's defined term also requires consideration for long-term investment horizons. Navigating market cycles and effectively managing its dual mandates will be key to its success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock Official Filings and Reports (SEC Filings)
- Financial Data Aggregators (e.g., Bloomberg, Refinitiv, Morningstar)
- Industry Analysis Reports
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Specific financial performance data, market share figures, and competitive positioning may vary and are subject to change. Investors should conduct their own due diligence and consult with a qualified financial advisor before making any investment decisions. This information is not intended as investment advice.
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 Technology and Private Equity Term Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 1992-03-05 | CEO & Director Dr. Matthew Angel Ph.D. | ||
Sector Financial Services | Industry Asset Management | Full time employees - | Website https://www.brooklynitx.com |
Full time employees - | Website https://www.brooklynitx.com | ||
BlackRock Technology and Private Equity Term Trust is a mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. BlackRock Technology and Private Equity Term Trust is domiciled in the United States.
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