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Equibles

BCAT · BlackRock Capital Allocation Term Trust

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$13.78 +0.01 (+0.07%)
Rebalance outlook locked
Market Cap
$1.45B
Shares
106.28M
Volume · Oct 7 411.25K Avg daily vol (3M) 892.52K

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$13.77 Open$13.70 Day$13.66–13.79 52W close$13.56–16.19 Avg vol 30d1.1M Short int2.5M · 2.4% float · 2.1d Short vol42% DataSep 2020–Oct 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
22.7%
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-7.9%
Trailing year
Short interest
2.4%
Latest settlement · 2.1 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Sell
SellHoldBuy
Technical Sell Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 15.1 · calm Equity put/call 0.63
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg −9%
below
Price vs 50-day avg −9%
below
RSI (14) 32
neutral
MACD trend Positive
52-week position 8%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −14%
trailing
6-month return −6%
trailing
YTD return −3%
this year
Relative strength −17%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $15 › 200d $15 — 50d above 200d
Institutional flow Accumulating
1 of 110 funds reported for Sep 30 · net +3.0K sh shares
Insider flow Distributing
Net -$570.3K over 90 days · 100% sells
Short interest Rising
2.37% of float · ▲ +84.2% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
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 −16%
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
3 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−9% Bearish
Price vs 50-day avg
−9% Bearish
RSI (14)
32 Neutral
MACD trend
Positive Bullish
52-week position
8% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $15 › 200d $15 — 50d above 200d
Institutional flow Accumulating
1 of 110 funds reported for Sep 30 · net +3.0K sh shares
Insider flow Distributing
Net -$570.3K over 90 days · 100% sells
Short interest Rising
2.37% of float · ▲ +84.2% MoM · 2.1 days cover
Volume signal Normal
Volume near normal
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 $14 · 8% Range high $16
vs 200-day avg -9% vs 50-day avg -9%

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
$1.45B -2.8% — — 2.4%
BLK
BlackRock, Inc.
 $347.03B -0.1% +16.2% 25.6 0.6%
BX
Blackstone Inc.
 $85.57B -27.4% +9.2% 25.6 2.6%
BN
BROOKFIELD Corp /ON/
 $81.46B -19.4% — — 0.9%
KKR
KKR & Co. Inc.
 $80.49B -29.7% -11.0% — 1.5%

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 Accumulating
Holders
110
% held
18.0%
Reported
1 of 110
Top holder
MORGAN STANLEY
Held Float
View
Held by Funds
Fund positions
12
View
Short & Settlement
Short Interest Rising
Shares short
2.5M
Days to cover
2.1d
Change
+1.2M sh
View
Short Volume
Short vol %
42%
As of
Oct 7, 2026
Short Total
View
Fails to Deliver
FTD shares
207.3K
Value
$3.1M
As of
Sep 14, 2026
View
Off-Exchange
Off-exchange %
67.9%
Week of
Aug 31, 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 +0.5% -13.9% -5.9% +0.5% -2.8%
SPY +1.9% +1.9% +10.8% +1.9% +14.0%
vs SPY -1.4% -15.8% -16.7% -1.4% -16.7%

Capital returns

Latest dividend
$0.254 / share · ex Sep 15, 2026
Declared · upcoming
$0.2501 / share · ex Oct 15, 2026
Cut 1.6%
Paid (TTM)
$3.114 / share · 12 payouts
Dividend yield (TTM, derived)
22.61%

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) 3 filings 3 filers