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 |
| Vol | 513.50K |
| As of | 25 Sep 2026 |
The Verdict
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/E | 26.04x |
| Forward P/E | 16.90x |
| EV / EBITDA | 15.86x |
| P / S (ttm) | 6.47x |
| Profit margin | 24.1% |
| Return on equity | 12.3% |
| Revenue growth | +30.6% |
| Earnings growth | +19.6% |
| Debt / equity | 23.19 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| 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.
Risk Metrics
| Beta vs SPX | 1.15 |
|---|---|
| Corr SPX | 0.68 |
| Annual vol | 27.1% |
| Annual ret | +11.5% |
| Sharpe | 0.42 |
| 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 |
| Analysts | 16 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 10 | |
| Hold | 3 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-15 | UBS | → Buy |
| 2026-04-15 | Morgan Stanley | → Overweight |
| 2026-04-15 | Keefe, Bruyette & Woods | → Outperform |
| 2026-04-15 | Goldman Sachs | → Buy |
| 2026-04-15 | Evercore ISI Group | → Outperform |
| 2026-04-15 | Barclays | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-15 | Earnings Release, Reg FD Disclosure… | read |
| 2026-06-30 | Other Material Event, Exhibits | read |
| 2026-05-22 | Shareholder Vote | read |
| 2026-04-14 | Earnings Release, Reg FD Disclosure… | read |
| 2026-04-03 | Material Agreement, Material Obligation… | read |
| 2026-01-27 | Officer / Director Change, Exhibits | read |
| 2026-01-16 | Officer / Director Change, Exhibits | read |
| 2026-01-15 | Earnings Release, Reg FD Disclosure… | read |
| 2025-10-14 | Earnings Release, Reg FD Disclosure… | read |
| 2025-07-15 | Earnings Release, Reg FD Disclosure… | read |
| 2025-07-01 | Other Material Event, Exhibits | read |
| 2025-05-16 | Shareholder Vote | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-21 | FINK LAURENCE | Chairman and CEO | Gift | 7.85K | — |
| 2026-07-16 | Meade Christopher J. | General Counsel and CLO | Sell | 15.89K | $17.52M |
| 2026-07-16 | FINK LAURENCE | Chairman and CEO | Sell | 1.91K | $2.06M |
| 2026-07-16 | Meade Christopher J. | General Counsel and CLO | Option exercise | 18.09K | $9.29M |
| 2026-07-16 | Meade Christopher J. | General Counsel and CLO | Sell | 2.20K | $2.43M |
| 2026-06-30 | Nixon Gordon M. | Grant | 37 | — | |
| 2026-06-30 | Robbins Charles | Grant | 30 | — | |
| 2026-06-30 | Vestberg Hans Erik | Grant | 36 | — | |
| 2026-06-30 | PECK KRISTIN C | Grant | 34 | — | |
| 2026-06-30 | Nasser Amin H. | Grant | 30 | — |
Flow & Concentration
| Insider 180d net | -$66.85M |
|---|---|
| Insider buys / sells | 0 / 10 |
| Insider bias | Sellers |
| 13F holders | 9 |
| Top-5 share | 93.9% |
| HHI | 3,291 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $6.17B | 6.41M |
| Citadel Advisors | $1.53B | 1.59M |
| Fidelity / FMR LLC | $1.37B | 1.43M |
| Capital Research / Capital World | $1.21B | 1.25M |
| AQR Capital Management | $632.03M | 657.29K |
| Millennium Management | $595.55M | 619.36K |
| Renaissance Technologies | $114.16M | 118.72K |
| Bridgewater Associates | $4.50M | 4.68K |
| T. Rowe Price Group | $552.29K | 574.37K |
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
The Long Run
FY 2024–2025 · 2 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| 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
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $1,076.22 | $1,087.83 | $1,066.53 | $1,086.31 | 513.50K |
| Sep 24 | $1,059.67 | $1,073.77 | $1,053.49 | $1,073.45 | 501.20K |
| Sep 23 | $1,055.94 | $1,073.36 | $1,055.94 | $1,060.89 | 460.70K |
| Sep 22 | $1,089.94 | $1,098.11 | $1,065.00 | $1,066.66 | 500.10K |
| Sep 21 | $1,080.00 | $1,091.18 | $1,064.90 | $1,090.27 | 512.40K |
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Read the methodology →