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Equibles

BCAT · BlackRock Capital Allocation Term Trust

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$14.80 -1.11 (-6.98%) At close · Sep 11
Rebalance outlook locked
Market Cap
$1.57B
Shares
105.85M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$14.80 Open$15.10 Day$14.40–15.20 52W close$13.84–16.19 Avg vol 30d755K Short int1.4M · 1.3% float · 2.5d Short vol53% DataSep 2020–Sep 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
21.1%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-2.6%
Trailing year
Short interest
1.3%
Latest settlement · 2.5 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Sell Momentum Neutral Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −2%
below
Price vs 50-day avg −6%
below
RSI (14) 28
oversold
MACD trend Negative
52-week position 41%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −9%
trailing
6-month return +4%
trailing
YTD return +5%
this year
Relative strength −14%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $16 › 200d $15 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +25 funds added
Insider flow Distributing
Net -$570.3K over 90 days · 100% sells
Short interest Rising
1.29% of float · ▲ +18.0% MoM · 2.5 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
110 holders — near 3-yr high, broad support
Squeeze score 54
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 16%
annualized · 1-yr
Max drawdown −10%
past year
ATR 1.8%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Sell
2 · 5 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−2% Neutral
Price vs 50-day avg
−6% Bearish
RSI (14)
28 Neutral
MACD trend
Negative Bearish
52-week position
41% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $16 › 200d $15 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +25 funds added
Insider flow Distributing
Net -$570.3K over 90 days · 100% sells
Short interest Rising
1.29% of float · ▲ +18.0% MoM · 2.5 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Multi-yr high
110 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $14 Now $15 · 41% Range high $16
vs 200-day avg -2% vs 50-day avg -6%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
BCAT
BlackRock Capital Allocation Term Trust
this stock
$1.57B +4.5% — — 1.3%
BLK
BlackRock, Inc.
 $350.83B +0.9% +16.2% 25.9 0.6%
BX
Blackstone Inc.
 $96.46B -16.6% +9.2% 28.8 2.9%
KKR
KKR & Co. Inc.
 $90.54B -20.7% -11.0% — 1.5%
BN
BROOKFIELD Corp /ON/
 $85.32B -16.7% — — 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
110
% held
18.1%
Net QoQ
-337.0K sh
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
12
View
Short & Settlement
Short Interest Rising
Shares short
1.4M
Days to cover
2.5d
Change
+209.2K sh
View
Short Volume
Short vol %
53%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
1.3K
Value
$21.3K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
58.9%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$570.3K
Buyers / Sellers
0 / 1
Buyers Sellers
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Jun 2, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
BCAT -7.8% -8.6% +3.9% -7.4% +4.5%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -6.6% -6.8% -14.0% -7.0% -7.6%

Capital returns

Latest dividend
$0.254 / share · ex Aug 14, 2026
Declared · upcoming
$0.2542 / share · ex Sep 15, 2026
Cut 1.6%
Paid (TTM)
$3.13 / share · 12 payouts
Dividend yield (TTM, derived)
21.15%

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1809541 CUSIP 09260U109 13F (30d) 35 filings 35 filers