Inside the research

BlackRock, Inc.

BLK Research profile · latest available data

Price overview

$1,086.31

▲ +12.86 (+1.2%)

52w hi$1,177.43
52w lo$913.04
Vol513.50K
As of25 Sep 2026

The Verdict

Hold

Our score +0.13

Short+0.01
Medium+0.14
Long+0.32

computed 2026-09-27

Key fundamentals

BlackRock, Inc.

Financial Services · Asset Management

Market cap$176.50B
Enterprise value$176.29B
Trailing P/E26.04x
Forward P/E16.90x
EV / EBITDA15.86x
P / S (ttm)6.47x
Profit margin24.1%
Return on equity12.3%
Revenue growth+30.6%
Earnings growth+19.6%
Debt / equity23.19

Layer Breakdown

LayerRawContribution
Fundamental+0.34
Sector+0.02
Technical+0.01
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York, New York with additional offices in Atlanta, Georgia; Boston, Massachusetts; Chicago, Illinois; Dallas, Texas; Denver, Colorado; Greenwich, Connecticut; Houston, Texas; Miami, Florida; Newport Beach, California; Palo Alto, California; Philadelphia, Pennsylvania; Princeton, New Jersey; San Francisco, California; Santa Monica, California; Seattle, Washington; Washington, DC; West Palm Beach, Florida; Wilmington, Delaware; Mexico; Canada; South Africa; Netherlands; Greece; Serbia; Belgium; Hungary; Denmark; Ireland; Scotland; Germany; Switzerland; England; Luxembourg; Spain; Italy; France; Sweden; Austria; India; China; Australia; Hong Kong; South Korea; Singapore; Taiwan; Japan; Colombia; Argentina; Peru; Chile; Brazil; UAE; Saudi Arabia; Israel.

Australia · www.blackrock.com

Risk Metrics

Beta vs SPX1.15
Corr SPX0.68
Annual vol27.1%
Annual ret+11.5%
Sharpe0.42
Max DD-24.2%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$1,254.12
High / Low$1,393.00 / $1,140.00
Median$1,250.00
Analysts16
Strong Buy4
Buy10
Hold3
Sell0
Strong Sell0

Recent rating actions

2026-04-15UBS→ Buy
2026-04-15Morgan Stanley→ Overweight
2026-04-15Keefe, Bruyette & Woods→ Outperform
2026-04-15Goldman Sachs→ Buy
2026-04-15Evercore ISI Group→ Outperform
2026-04-15Barclays→ Overweight

Material Events

DateEvent8-K
2026-07-15Earnings Release, Reg FD Disclosure…read
2026-06-30Other Material Event, Exhibitsread
2026-05-22Shareholder Voteread
2026-04-14Earnings Release, Reg FD Disclosure…read
2026-04-03Material Agreement, Material Obligation…read
2026-01-27Officer / Director Change, Exhibitsread
2026-01-16Officer / Director Change, Exhibitsread
2026-01-15Earnings Release, Reg FD Disclosure…read
2025-10-14Earnings Release, Reg FD Disclosure…read
2025-07-15Earnings Release, Reg FD Disclosure…read
2025-07-01Other Material Event, Exhibitsread
2025-05-16Shareholder Voteread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-21FINK LAURENCEChairman and CEOGift7.85K—
2026-07-16Meade Christopher J.General Counsel and CLOSell15.89K$17.52M
2026-07-16FINK LAURENCEChairman and CEOSell1.91K$2.06M
2026-07-16Meade Christopher J.General Counsel and CLOOption exercise18.09K$9.29M
2026-07-16Meade Christopher J.General Counsel and CLOSell2.20K$2.43M
2026-06-30Nixon Gordon M.Grant37—
2026-06-30Robbins CharlesGrant30—
2026-06-30Vestberg Hans ErikGrant36—
2026-06-30PECK KRISTIN CGrant34—
2026-06-30Nasser Amin H.Grant30—

Flow & Concentration

Insider 180d net-$66.85M
Insider buys / sells0 / 10
Insider biasSellers
13F holders9
Top-5 share93.9%
HHI3,291 (concentrated)

Top Holders

HolderValueShares
State Street Corp$6.17B6.41M
Citadel Advisors$1.53B1.59M
Fidelity / FMR LLC$1.37B1.43M
Capital Research / Capital World$1.21B1.25M
AQR Capital Management$632.03M657.29K
Millennium Management$595.55M619.36K
Renaissance Technologies$114.16M118.72K
Bridgewater Associates$4.50M4.68K
T. Rowe Price Group$552.29K574.37K

As of 2026-06-30

Connections

Subsidiarys: Global Infrastructure Partners, SLV

Dividends

Yield (TTM)1.01%
$ / share (TTM)$10.94
5y CAGR+7.5%

Annual dividend per share

2021$16.52
2022$19.52
2023$20.00
2024$20.40
2025$20.84
2026$5.73

SEC Filings

DateFormDoc
2026-08-0713F-HRview
2026-08-0610-Qview
2026-07-224view
2026-07-174view
2026-07-174view
2026-07-158-Kview
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view
2026-07-024view

The Long Run

FY 2024–2025 · 2 years

LineLatestCAGRTrend
Revenue$24.22B+18.7%
Operating income$7.57B+0.0%
Net income$5.50B+6.3%
Cash from ops$3.93B-20.8%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$1,076.22$1,087.83$1,066.53$1,086.31513.50K
Sep 24$1,059.67$1,073.77$1,053.49$1,073.45501.20K
Sep 23$1,055.94$1,073.36$1,055.94$1,060.89460.70K
Sep 22$1,089.94$1,098.11$1,065.00$1,066.66500.10K
Sep 21$1,080.00$1,091.18$1,064.90$1,090.27512.40K

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