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BlackRock Energy and Resources Trust

BGRFinancial ServicesNASDAQ

Asset Management · Last scanned May 29, 2026

PriceMA150MA200
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Financials · Annual
Revenue
$41.1M
+176.3% YoY
Net Income
$40.4M
+185.6% YoY
Free Cash Flow
$4.4M

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About BlackRock Energy and Resources Trust

BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. With a market capitalization of $396.9M, it sits in small-cap territory. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited.

Key stats
Market Cap$396.9M
P/E (TTM)9.87
EPS$1.58
Beta0.40
52W Change+25.9%
Dividend Yield7.49%
ROE11.2%
Analysis

BlackRock Energy and Resources Trust reports $74K in cash and $0 in total debt. Free cash flow comes in at $4.4M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. ROE of 11.2% points to decent capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 1.6% is on the lower side, which is common in asset-heavy industries. Revenue has pulled back from $114.0M (2022) to $41.1M (2025), a 64% decline worth watching.

The relatively low beta of 0.40 suggests BGR is a less volatile holding compared to the broader index. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing BGR.

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