Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
- About
BlackRock Utility & Infrastructure Trust (BUI)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
01/08/2026: BUI (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 -7.26% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/08/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 581.07M USD | Price to earnings Ratio 16.09 | 1Y Target Price - |
Price to earnings Ratio 16.09 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.92 - 25.62 | Updated Date 06/29/2025 |
52 Weeks Range 19.92 - 25.62 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.38% | Basic EPS (TTM) 1.59 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 16.09 | Forward PE - | Enterprise Value - | Price to Sales(TTM) 15.85 |
Enterprise Value - | Price to Sales(TTM) 15.85 | ||
Enterprise Value to Revenue 15.95 | Enterprise Value to EBITDA - | Shares Outstanding 22707000 | Shares Floating - |
Shares Outstanding 22707000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 15.47 |
Upturn AI SWOT
BlackRock Utility & Infrastructure Trust
Company Overview
History and Background
The BlackRock Utility & Infrastructure Trust (the 'Trust') is an investment trust managed by BlackRock, Inc. It aims to provide investors with exposure to the utility and infrastructure sectors. Specific founding year and historical milestones are not readily available as it is an investment trust structure rather than a traditional operating company with a singular founding date. Its evolution is tied to BlackRock's broader investment strategy and product offerings in infrastructure and utilities.
Core Business Areas
- Utility Sector Investments: Investments in companies primarily engaged in the generation, transmission, and distribution of electricity, natural gas, and water. This includes regulated utilities and independent power producers.
- Infrastructure Investments: Investments in companies involved in the development, operation, and ownership of essential infrastructure assets such as transportation (airports, toll roads), communications infrastructure, and energy infrastructure (pipelines, storage).
Leadership and Structure
As an investment trust managed by BlackRock, Inc., the Trust does not have a traditional 'leadership team' in the same way an operating company does. Key management personnel are associated with BlackRock's investment teams responsible for managing the Trust. The organizational structure is that of a pooled investment vehicle, governed by a board of trustees and administered by BlackRock's operational and investment management infrastructure.
Top Products and Market Share
Key Offerings
- Product Name 1: Investment exposure to publicly traded utility and infrastructure companies. Market share data for a specific trust is not applicable as it is a product offered by BlackRock. Competitors are other asset managers offering similar diversified infrastructure and utility funds, as well as direct investments in individual companies within these sectors.
Market Dynamics
Industry Overview
The utility and infrastructure sectors are generally characterized by stable demand, regulatory oversight, and significant capital investment requirements. They are often considered defensive sectors, providing essential services and generating predictable cash flows. The infrastructure space is also benefiting from global trends in modernization and expansion, driven by government initiatives and private sector demand.
Positioning
BlackRock Utility & Infrastructure Trust's positioning is as a diversified investment vehicle providing access to these critical sectors. Its competitive advantage lies in BlackRock's global reach, extensive research capabilities, and established investment processes in managing infrastructure and utility portfolios. It offers diversification within these sectors, potentially mitigating risks associated with individual company performance.
Total Addressable Market (TAM)
The Total Addressable Market (TAM) for utility and infrastructure investments globally is substantial and growing, driven by population growth, urbanization, and the need for modernization of existing assets and development of new ones. This includes both public and private market investments. BlackRock Utility & Infrastructure Trust's positioning within this TAM is as a provider of publicly traded securities, representing a portion of the overall capital allocated to these sectors.
Upturn SWOT Analysis
Strengths
- BlackRock's brand recognition and global investment expertise.
- Diversified exposure to essential and often resilient sectors.
- Potential for stable income generation through dividends from underlying holdings.
- Access to a broad range of utility and infrastructure companies globally.
Weaknesses
- Interest rate sensitivity, as utilities and infrastructure can be debt-heavy.
- Regulatory risks and changes in government policy impacting operations.
- Subject to market volatility similar to other equity investments.
- Limited control over individual company operations within the portfolio.
Opportunities
- Growing global demand for renewable energy infrastructure.
- Government spending on infrastructure development and modernization.
- Digitalization trends creating new infrastructure needs (e.g., data centers, 5G).
- Potential for consolidation within the utility and infrastructure sectors.
Threats
- Rising interest rates increasing borrowing costs for portfolio companies.
- Changes in energy policies and environmental regulations.
- Geopolitical risks impacting global infrastructure projects.
- Increased competition from other investment vehicles and direct infrastructure funds.
Competitors and Market Share
Key Competitors
- Vanguard Utilities ETF (VPU)
- Utilities Select Sector SPDR Fund (XLU)
- iShares Global Infrastructure ETF (IGF)
- Global X U.S. Infrastructure Development ETF (PAVE)
- AllianzGI Infrastructure Equity Fund (AEIAX)
Competitive Landscape
BlackRock Utility & Infrastructure Trust competes with a range of ETFs, mutual funds, and actively managed funds that offer similar exposure to utility and infrastructure sectors. Its advantages lie in BlackRock's reputation and research, while potential disadvantages could include management fees, specific portfolio construction, and performance relative to benchmarks and peers. The market share data presented is illustrative of the competitive landscape of publicly traded funds in these sectors and not specific to the 'Trust' which is a registered investment company.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is reflected in the appreciation of its Net Asset Value (NAV) per share and the total return delivered to shareholders. This growth is driven by the performance of the utility and infrastructure companies in its portfolio and the income generated from them.
Future Projections: Future growth projections are dependent on the outlook for the utility and infrastructure sectors, global economic conditions, interest rate movements, and policy changes. BlackRock's research and investment strategy for the Trust would aim to identify companies and assets poised for growth within these sectors.
Recent Initiatives: Recent initiatives would likely focus on portfolio rebalancing, sector allocation adjustments based on market outlook, and potentially the inclusion of new investments that align with evolving trends in infrastructure and utilities (e.g., renewable energy, smart grids, digital infrastructure).
Summary
BlackRock Utility & Infrastructure Trust provides diversified exposure to essential sectors with stable cash flow potential. Its strengths lie in BlackRock's global expertise and the inherent resilience of utilities and infrastructure. However, it faces interest rate sensitivity and regulatory risks. The Trust is well-positioned to capitalize on growing infrastructure needs and energy transitions, but must navigate evolving policy landscapes and market competition.
Similar Stocks
Sources and Disclaimers
Data Sources:
- BlackRock official filings (e.g., Prospectus, Annual Reports)
- Financial data aggregators (e.g., Bloomberg, Refinitiv - for general market data and ETF information)
- Industry analysis reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute investment advice. Information regarding BlackRock Utility & Infrastructure Trust (if it is a specific publicly traded fund with a ticker symbol) or the general sector is based on publicly available data and general market knowledge. Specific fund performance, holdings, and fees should be verified directly from official BlackRock sources. Market share data for competitors is illustrative and based on broad ETF/fund categories, not exact matches to the specific Trust's mandate. Investment decisions should be made in consultation with a qualified financial advisor.
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 Utility & Infrastructure Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2011-11-23 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Utility, Infrastructure & Power Opportunities Trust is a closed ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests in public equity markets across the globe. The fund seeks to invest in stocks of companies operating in the utilities and infrastructure sectors. It invests in stocks of companies across diversified market capitalizations. The fund also invests through derivatives, with an emphasis on option writing. The fund was formerly known as BlackRock Utility and Infrastructure Trust. BlackRock Utility, Infrastructure & Power Opportunities Trust was formed on November 22, 2011 and is domiciled in the United States.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.