- The trend backdrop is active with a 17-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is constructive, supporting the smart-money activity read.
ECAT
NYSE
Week ended 11 Sep 2026
Weekly Investor Report
BlackRock ESG Capital Allocation Trust · Financial Services · Asset Management
Latest close
14.74 USD
-3.4%
latest week
Weekly setup
Mixed setup
The weekly trend is active. Price is 1.1% above the Trend Line and sits at 69.1% of its 52-week range. The latest completed week returned -3.4%, after a -4.8% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is inexpensive relative to peers. The latest news-sentiment score is 49/100.
Setup score
51
out of 100
Latest Close
14.74 USD
11 Sep 2026
1W Return
-3.4%
latest completed week
4W Return
-4.8%
short-term follow-through
12W Return
-3.0%
quarterly tape
Trend Breadth
78.8%
41 of 52 weeks active
Volume Ratio
1.2x
vs 13-week average
- Activity pressure is negative, which weakens the current setup.
- 1 reversal markers appear in the recent smart-money tape.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-3.4%
Latest completed week; four-week move -4.8%.
Indicator stack
88/6
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
News sentiment
49/100
4 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 1.1% above the Trend Line and sits at 69.1% of its 52-week range. The latest completed week returned -3.4%, after a -4.8% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.2x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
14 Aug
21 Aug
28 Aug
4 Sep
11 Sep
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.7012-week average 0.83
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure10/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership1/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.70Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers11 reversal markers
No recent accumulation markers. 1 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -4.8% over four weeks, -3.0% over 12 weeks, and 5.3% over one year. The current trend has remained active for 17 consecutive weeks.
Performance by holding period
Active trend streak17 weeks
Active weeks in one year41
Trend breadth78.8%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-0.37Latest activity-pressure read.
Pressure change-468.9%Four-week change in activity pressure.
Leadership-5.49Latest relative-leadership reading.
RS change-85.4%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is inexpensive relative to peers.
Factor week 11 Sep 2026
Financial statements through 31 Dec 2025
Field coverage 97%
Model confidence 72%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength92/100Blend of value, momentum, and quality. Underlying universe rank 9; rank 1 is best.
Value98/100Relative valuation strength. Underlying universe rank 3; rank 1 is best.
Quality91/100Profitability and accounting quality. Underlying universe rank 10; rank 1 is best.
Momentum31/100Medium-term price momentum. Underlying universe rank 70; rank 1 is best.
Growth6/100Revenue and earnings growth. Underlying universe rank 95; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 6.9x Price divided by trailing earnings.
- Price / sales
- 6.8x Market value relative to trailing revenue.
- EV / EBITDA
- 6.8x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 23.6% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 100.0% Gross profit retained from each unit of revenue.
- Operating margin
- 98.7% Operating profit retained from revenue.
- Free-cash-flow margin
- 159.4% Free cash flow generated from revenue.
- Return on invested capital
- 10.2% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- -11.6% Latest one-year revenue growth.
- EPS growth
- -11.3% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 1.8% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 4/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 22.5% Cash dividends relative to market value.
- Buyback yield
- 0.0% Net share repurchases relative to market value.
- Shareholder yield
- 22.5% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -0.0x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity0 / 20
0 acquisitions and 20 disposals in the latest 180-day insider tape.
Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.News sentiment49/100
Weighted news tone is neutral across 4 relevant articles.
0 positive · 3 neutral · 1 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-5.9%Distance below the 52-week high.
13-week volatility2.1%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
20 Mar
17 Apr
15 May
12 Jun
10 Jul
7 Aug
11 Sep
Weeks higher14 of 2612 weeks finished lower.
Best week+7.1%Week of 10 Apr.
Worst week-3.4%Week of 11 Sep.
Latest week-3.4%Week of 11 Sep.
Shape of recent returns
Strong gains2
Modest gains12
Flat weeks0
Modest losses12
Sharp losses0
Recent vol2.1%13-week weekly-return volatility.
Base vol2.1%52-week weekly-return volatility.
Up/down split23/29Count of positive and negative weeks in the 52-week window.
Average skew1.9% / -1.3%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorUS Financial Services
4-week rank- / 100
Group average-1.1%
Trend breadth83.0%
Trend83.0%active weekly trend signals
MD68.0%positive activity pressure
RS47.0%positive relative leadership
Four-week leaders
IndustryUS Asset Management
4-week rank67 / 100
Group average0.1%
Trend breadth68.0%
Trend68.0%active weekly trend signals
MD68.0%positive activity pressure
RS24.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape53/100
Trend, activity pressure, participation, and risk combine to a 53/100 tape read.
Indicator analysis63/100Latest 12-week confirmation: trend 12/12, activity pressure 10/12, relative leadership 1/12.
Activity pressure 0.70; 1 reversal markers Factors79/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 65; Small Cap Core rank 6 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment49/100Weighted news tone is neutral across 4 relevant articles.
BlackRock ESG Capital Allocation Term Trust (ECAT) Rises 2.20% to $14.14 as Buyers Step In - RSI Overbought Alerts Insiders0 / 200 acquisitions and 20 disposals in the latest 180-day insider tape.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 11 Sep 2026 | 14.74 USD | -3.4% | 14.57 USD | 12.40 USD | -0.37 | -5.49 | 2.9M | On |
| 4 Sep 2026 | 15.26 USD | -0.8% | 14.55 USD | 12.36 USD | -0.16 | -3.11 | 2.3M | On |
| 28 Aug 2026 | 15.39 USD | 0.5% | 14.51 USD | 12.32 USD | 0.01 | -2.34 | 2.1M | On |
| 21 Aug 2026 | 15.32 USD | -1.0% | 14.47 USD | 12.28 USD | 0.07 | -2.47 | 2.0M | On |
| 14 Aug 2026 | 15.48 USD | 0.2% | 14.43 USD | 12.24 USD | 0.10 | -2.96 | 3.1M | On |
| 7 Aug 2026 | 15.45 USD | 4.9% | 14.39 USD | 12.20 USD | 0.15 | -2.92 | 2.6M | On |
| 31 Jul 2026 | 14.72 USD | -0.5% | 14.34 USD | 12.16 USD | 0.31 | -4.39 | 2.8M | On |
| 24 Jul 2026 | 14.79 USD | -1.7% | 14.32 USD | 12.13 USD | 0.64 | -3.07 | 2.2M | On |
| 17 Jul 2026 | 15.05 USD | -1.7% | 14.29 USD | 12.09 USD | 0.84 | -2.09 | 2.7M | On |
| 10 Jul 2026 | 15.32 USD | -1.4% | 14.26 USD | 12.05 USD | 0.84 | -2.01 | 2.1M | On |
| 3 Jul 2026 | 15.53 USD | 3.2% | 14.21 USD | 12.01 USD | 0.90 | 0.63 | 2.4M | On |
| 26 Jun 2026 | 15.05 USD | -1.0% | 14.16 USD | 11.97 USD | 0.81 | -0.42 | 1.9M | On |
| 19 Jun 2026 | 15.20 USD | 1.2% | 14.12 USD | 11.94 USD | 0.90 | -1.89 | 1.6M | On |
| 12 Jun 2026 | 15.01 USD | -0.5% | 14.07 USD | 11.90 USD | 0.92 | -2.30 | 3.0M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.