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BlackRock Technology and Private Equity Term Trust (BTX)
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Upturn Advisory Summary
10/14/2025: 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 4.54% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2025 |
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
BlackRock Technology and Private Equity Term Trust (ticker symbol: TEK) was formed in 2014. It invests in both technology companies and private equity to generate income and capital appreciation for shareholders.
Core Business Areas
- Technology Investments: Invests in publicly traded technology companies, including software, hardware, and internet companies.
- Private Equity Investments: Invests in private equity funds, gaining exposure to companies not publicly traded, seeking higher growth potential.
Leadership and Structure
BlackRock Fund Advisors serves as the investment advisor for TEK. BlackRock's experienced investment team manages the portfolio. The fund operates as a closed-end management investment company.
Top Products and Market Share
Key Offerings
- Private Equity Portfolio: TEK also invests in a range of private equity funds and companies. This provides exposure to innovative companies. Competitors would be other fund houses such as Apollo, KKR, Blackstone. Market Share and user numbers vary greatly and are not easily applicable for TEK individually due to it being a fund.
- Technology Portfolio: TEK invests in established technology companies (e.g., AAPL, MSFT) and seeks to capitalize on growth trends. BlackRock's market share within these investments is proportional to the size of its holdings within the respective markets. Competitors would be other large investment firms such as Vanguard, State Street, and Fidelity. Market Share and user numbers vary greatly and are not easily applicable for TEK individually due to it being a fund.
Market Dynamics
Industry Overview
The asset management industry, particularly concerning investment into technology and private equity, is competitive. The growth is propelled by technological advancement, digital transformation and demand for higher returns.
Positioning
TEK is positioned as a closed-end fund providing exposure to both public and private tech companies. This diversification makes it attractive to investors seeking returns with higher risk.
Total Addressable Market (TAM)
The total addressable market is vast, consisting of the entire market capitalization of global technology companies and private equity investment opportunities. TEK holds a relatively small proportion and continues to expand into this TAM, which is expected to be over USD 10 Trillion
Upturn SWOT Analysis
Strengths
- Access to BlackRock's global investment resources
- Diversified portfolio across public and private tech
- Experienced management team
- Potential for high income and capital appreciation
Weaknesses
- High expense ratio compared to ETFs
- Limited liquidity due to closed-end structure
- Dependence on BlackRock's investment expertise
- Exposure to private equity investments that are illiquid
Opportunities
- Growing demand for technology investments
- Expansion of private equity markets
- Increased investor interest in alternative investments
- Potential to enhance returns through active management
Threats
- Market volatility in tech and private equity sectors
- Economic downturn affecting portfolio companies
- Increased competition from other investment products
- Regulatory changes impacting private equity
Competitors and Market Share
Key Competitors
- Vanguard (VARIOUS)
- State Street (STATE STREET)
- Fidelity (FIDELITY)
- KKR (KKR)
- Apollo (APO)
Competitive Landscape
TEK competes with other closed-end funds, ETFs, and other investment vehicles that focus on technology and private equity. TEK differentiates itself through BlackRock's brand name and access to private equity deals.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the performance of the technology and private equity markets. The fund aims to outperform its benchmark over the long term.
Future Projections: Future growth depends on BlackRock's active management capabilities and the continued expansion of technology and private equity sectors.
Recent Initiatives: TEK continually reviews its portfolio to adapt to market changes and technological advancements and also adapts to BlackRock's strategic allocations.
Summary
BlackRock Technology and Private Equity Term Trust (TEK) offers investors access to both public technology companies and private equity investments. Managed by BlackRock, it aims to generate income and capital appreciation. The fund faces challenges such as market volatility and competition but also benefits from BlackRock's expertise and access to diverse investment opportunities. Growth depends on the success of its investments and the overall performance of the technology and private equity sectors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- SEC filings
- Financial news sources
- Analyst reports
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Market conditions and the value of investments can fluctuate.
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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