BlackRock Technology and Private Equity Term Trust

NYSE:BTX USA Asset Management
Market Cap
$757.45 Million
Market Cap Rank
#14507 Global
#5819 in USA
Share Price
$6.49
Change (1 day)
+4.17%
52-Week Range
$5.57 - $7.50
All Time High
$7.71
About

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.

BlackRock Technology and Private Equity Term Trust (BTX) - Net Assets

Latest net assets as of June 2025: $1.61 Billion USD

Based on the latest financial reports, BlackRock Technology and Private Equity Term Trust (BTX) has net assets worth $1.61 Billion USD as of June 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($1.64 Billion) and total liabilities ($28.59 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $1.61 Billion
% of Total Assets 98.26%
Annual Growth Rate 35.05%
5-Year Change 23205.41%
10-Year Change 2234.9%
Growth Volatility 12191.5

BlackRock Technology and Private Equity Term Trust - Net Assets Trend (2000–2024)

This chart illustrates how BlackRock Technology and Private Equity Term Trust's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for BlackRock Technology and Private Equity Term Trust (2000–2024)

The table below shows the annual net assets of BlackRock Technology and Private Equity Term Trust from 2000 to 2024.

Year Net Assets Change
2024-12-31 $1.78 Billion -11.92%
2023-12-31 $2.03 Billion 0.00%
2022-12-31 $2.03 Billion -49.10%
2021-12-31 $3.98 Billion +51886.58%
2020-12-31 $7.66 Million +50.44%
2019-12-31 $5.09 Million -94.48%
2018-12-31 $92.25 Million +1566.29%
2017-12-31 $5.54 Million +36.09%
2016-12-31 $4.07 Million -94.68%
2015-12-31 $76.45 Million +21.88%
2014-12-31 $62.72 Million +48.41%
2013-12-31 $42.26 Million +73.96%
2012-12-31 $24.29 Million -41.40%
2011-12-31 $41.46 Million -16.12%
2010-12-31 $49.43 Million +347.42%
2009-12-31 $11.05 Million +354.13%
2008-12-31 $-4.35 Million -42.71%
2007-12-31 $-3.05 Million -63.32%
2006-12-31 $-1.86 Million -846.70%
2005-12-31 $-197.00K -157.10%
2004-12-31 $345.00K +114.19%
2003-12-31 $-2.43 Million -107.60%
2002-12-31 $-1.17 Million -1082.83%
2001-12-31 $-99.00K -107.52%
2000-12-31 $1.32 Million --

Equity Component Analysis

This analysis shows how different components contribute to BlackRock Technology and Private Equity Term Trust's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have decreased by 193857900000.0% over the analyzed period, potentially due to dividend distributions or operating losses.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Common Stock $3.72 Billion 208.61%
Total Equity $1.78 Billion 100.00%

BlackRock Technology and Private Equity Term Trust Competitors by Market Cap

The table below lists competitors of BlackRock Technology and Private Equity Term Trust ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in BlackRock Technology and Private Equity Term Trust's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 2,026,469,838 to 1,784,961,000, a change of -241,508,838 (-11.9%).
  • Net income of 35,705,000 contributed positively to equity growth.
  • Dividend payments of 184,726,000 reduced retained earnings.
  • Share repurchases of 92,488,000 reduced equity.
  • Other comprehensive income increased equity by 1,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income $35.70 Million +2.0%
Dividends Paid $184.73 Million -10.35%
Share Repurchases $92.49 Million -5.18%
Other Comprehensive Income $1.00K +0.0%
Other Changes $-838.00 -0.0%
Total Change $- -11.92%

Book Value vs Market Value Analysis

This analysis compares BlackRock Technology and Private Equity Term Trust's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 0.78x
  • The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
  • The price-to-book ratio has increased from 0.09x to 0.78x over the analyzed period, suggesting growing market confidence.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2019-12-31 $70.83 $6.49 x
2020-12-31 $17.42 $6.49 x
2021-12-31 $16.03 $6.49 x
2022-12-31 $8.45 $6.49 x
2023-12-31 $9.39 $6.49 x
2024-12-31 $8.27 $6.49 x

Capital Efficiency Dashboard

This dashboard shows how efficiently BlackRock Technology and Private Equity Term Trust utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 2.00%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 87.75%
  • • Asset Turnover: 0.02x
  • • Equity Multiplier: 1.01x
  • Recent ROE (2.00%) is above the historical average (-28.03%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2011 0.00% 0.00% 0.10x 1.60x $-2.86 Million
2012 0.00% 0.00% 0.13x 3.10x $-958.50K
2013 0.00% 0.00% 0.08x 3.90x $-1.48 Million
2014 -99.88% -694.49% 0.07x 2.05x $-40.06 Million
2015 -182.02% -667.87% 0.07x 3.67x $-49.57 Million
2016 -71.85% -13.10% 1.34x 4.10x $-3.33 Million
2017 -19.45% -5.06% 1.28x 2.99x $-1.63 Million
2018 -49.01% -922.01% 0.05x 1.08x $-55.37 Million
2019 -40.21% -10.34% 1.30x 3.00x $-2.56 Million
2020 155.45% 205275862.07% 0.00x 1.69x $11.14 Million
2021 -16.09% 0.00% -0.16x 1.01x $-1.04 Billion
2022 -81.73% 0.00% -0.80x 1.01x $-1.86 Billion
2023 10.44% 98.14% 0.10x 1.02x $8.92 Million
2024 2.00% 87.75% 0.02x 1.01x $-142.79 Million

Industry Comparison

This section compares BlackRock Technology and Private Equity Term Trust's net assets metrics with peer companies in the Asset Management industry.

Industry Context

  • Industry: Asset Management
  • Average net assets among peers: $310,488,743
  • Average return on equity (ROE) among peers: -23.81%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
BlackRock Technology and Private Equity Term Trust (BTX) $1.61 Billion 0.00% 0.02x $221.00 Million
Aberdeen International Inc (AABVF) $136.31 Million 25.56% 0.23x $2.78 Million
Acadian Asset Management Inc (AAMI) $-17.60 Million 0.00% 0.00x $1.39 Billion
AllianceBernstein Holding L.P. (AB) $402.30 Million 32.07% 0.95x $3.43 Billion
VIVO Cannabis Inc (ABCCF) $164.13 Million 16.36% 0.09x $148.26 Million
Associated Capital Group Inc (AC) $502.13 Million 5.33% 0.17x $42.54 Million
Adrian Resources Ltd (ADLRF) $605.01 Million 3.35% 0.58x $609.82 Million
Abrdn Emerging Markets Equity Income Fund Inc (AEF) $85.10 Million -65.65% 0.01x $77.20K
AGF Management Limited (AGFMF) $1.12 Billion 10.14% 3.56x $298.43 Million
Agronomics Limited (AGNMF) $100.03 Million 1.02% 0.02x $57.14 Million
AgriFORCE Growing Systems Ltd (AGRI) $6.11 Million -266.31% 0.76x $2.71 Million