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BlackRock Technology and Private Equity Term Trust (BTX)
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Upturn Advisory Summary
08/14/2025: BTX (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
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 10.05% | Avg. Invested days 55 | 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 08/14/2025 |
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: TEI) was established to provide current income and capital appreciation by investing in technology and private equity securities. It aims to deliver a consistent stream of income while participating in the growth potential of the technology and private equity sectors.
Core Business Areas
- Technology Investments: Investments in publicly traded technology companies across various sub-sectors, including software, hardware, and internet services.
- Private Equity Investments: Investments in private equity funds and direct investments in private technology companies, offering exposure to potentially high-growth opportunities.
Leadership and Structure
BlackRock, Inc., a global investment management firm, manages BlackRock Technology and Private Equity Term Trust. The leadership team comprises experienced portfolio managers and analysts specializing in technology and private equity investments. The fund operates as a closed-end investment trust.
Top Products and Market Share
Key Offerings
- Managed Investment Portfolio: Actively managed portfolio of technology and private equity investments designed to generate income and capital appreciation. Market share data is not directly applicable as TEI is a closed-end fund, but it operates within the broader investment management industry. Competitors include other closed-end funds and ETFs focused on technology and private equity.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with increasing demand for specialized investment strategies focusing on high-growth sectors like technology and private equity. Trends include the rise of alternative investments and a greater focus on income generation in a low-interest-rate environment.
Positioning
BlackRock Technology and Private Equity Term Trust is positioned as a vehicle for investors seeking exposure to both publicly traded technology companies and the higher-growth potential of private equity, managed by a well-established investment firm. Its competitive advantage lies in BlackRock's expertise and resources.
Total Addressable Market (TAM)
The total addressable market for alternative investments, including private equity and technology-focused funds, is estimated to be in the trillions of dollars. TEI captures a small portion of this TAM, positioned as a specialized fund targeting income and growth.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Access to private equity deals
- Diversified portfolio
- Established track record
Weaknesses
- High expense ratio compared to ETFs
- Illiquidity of private equity investments
- Market volatility affecting technology stocks
- Discount to NAV
Opportunities
- Growing demand for alternative investments
- Increasing technology adoption across industries
- Expansion into new private equity segments
- Capitalizing on market dislocations
Threats
- Economic downturn impacting technology sector
- Increased competition from other investment funds
- Regulatory changes affecting private equity
- Rising interest rates impacting valuations
Competitors and Market Share
Key Competitors
- PTY
- OXSQ
- ARCC
Competitive Landscape
TEI competes with other closed-end funds and ETFs focused on technology and private equity. Its competitive advantage lies in BlackRock's brand recognition and expertise. Disadvantages include its higher expense ratio and potential discount to NAV.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the performance of technology and private equity markets. The fund's success depends on its ability to generate income and capital appreciation through strategic investments.
Future Projections: Future growth projections depend on market conditions and the fund's investment strategy. Analyst estimates for closed-end funds are less common compared to individual stocks.
Recent Initiatives: Recent initiatives likely involve adjusting the portfolio allocation to capitalize on emerging technology trends and private equity opportunities.
Summary
BlackRock Technology and Private Equity Term Trust provides exposure to the technology and private equity sectors through a managed fund structure. While managed by a strong investment company it suffers from a high expense ratio, and is sensitive to market fluctuations. Positive performance can result from its experienced management team and well-rounded investment strategy. It must keep a close eye on market volatility and manage its expenses to stay competitive.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- SEC filings
- Financial news websites
- Yahoo Finance
- Google Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data can be difficult to ascertain for closed-end funds as it's dependent on AUM and changes frequently. Market share figures are rough estimates. Data subject to change.
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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