BlackRock is a high-quality asset manager with a perfect 9/9 Piotroski score, industry-leading growth and a bullish breakout, but price sits near its 52-week high with only 6.6% upside to the analyst target against 9.3% downside to the stop.
Thesis pillars
- High Quality Asset Manager→Stable
- Industry Growth Leader→Stable
- Breakout Momentum Intact→Stable
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Nov 1, 2026, based on the 10-K filed Feb 25, 2026
BlackRock, Inc. (BLK) Stock Analysis
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $1224.37, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.5% away).
BlackRock manages $14.0 trillion in AUM across equity, fixed income, multi-asset, alternatives, and ETFs for institutional and retail clients in over 100 countries. Revenue of $24.2 billion in 2025 is generated primarily through investment management fees as a percentage of AUM,... Read more
Hold if already holding. Not a fresh buy at $1224.37, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.5% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Score 6.5/10, high confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 70d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About BlackRock, Inc.
About BlackRock, Inc.
BlackRock managed $14.0 trillion in total assets under management at December 31, 2025, reaching that level through a five-year AUM compound annual growth rate of 10% and the July 2025 acquisition of HPS Investment Partners ($118 billion added). The firm generated $24.2 billion in GAAP revenue in 2025 across equity, fixed income, multi-asset, alternatives, ETFs, and cash management, employing approximately 24,900 people in more than 30 countries, with roughly 35% of total AUM managed for clients domiciled outside the United States.
Investment management fees charged as a percentage of AUM constitute the primary revenue source; performance fees added $1.4 billion—6% of total 2025 revenue—concentrated in private markets and alternatives strategies. BlackRock's iShares ETF platform attracted $527 billion in net inflows during 2025, bringing ETF AUM to $5.5 trillion and ETF base fees to 45% of long-term base fees and securities lending revenue. Retail clients held 10% of long-term AUM but generated 25% of base fees, reflecting higher fee rates on active products; institutional clients held 48% of long-term AUM. The Aladdin technology platform, along with eFront, Preqin, and Cachematrix, generates subscription revenue tied to positions managed and subscriptions, providing a revenue stream partially independent of AUM valuation. The company's July 2025 HPS acquisition and October 2024 GIP acquisition together added $188 billion of AUM, extending BlackRock's alternatives business into private credit and infrastructure.
Show full overview
BlackRock's US mutual funds, closed-end funds, and ETFs are governed by management contracts that independent fund board directors must approve annually—and which shareholders, through activist campaigns, may pressure boards to terminate or put to a tender offer or liquidation vote. The 10-K notes shareholder activism in closed-end funds has increased, including public campaigns to demand significant transactions such as mergers or liquidations. Beyond the SEC and CFTC, a significant portion of BlackRock's critical operations is concentrated in a limited number of cities including New York, London, Edinburgh, Atlanta, and San Francisco, and the 10-K flags that a major disruption at any of these locations could materially impact operations.
See also: Financial Services · Asset Management
From BlackRock, Inc.'s most recent 10-K filing, extracted June 9, 2026.
Recent developments
updated Nov 4, 2026Recent Developments — BlackRock, Inc.
Latest news
- NEWS BlackRock $BLK Stock Acquired by AIA Group Ltd - MarketBeat — MarketBeat Nov 4, 2026 neutral
- NEWS BLK 261023 935.00P (BLK261023P935000) Stock Community & Discussion - Moomoo — Moomoo Oct 28, 2026 neutral
- NEWS Jefferies raises BlackRock stock price target to $1,341 on growth - Investing.com — Investing.com Oct 28, 2026 positive
- NEWS Jefferies raises BlackRock stock price target to $1,341 on growth By Investing.com - Investing.com India — Investing.com India Oct 28, 2026 positive
- NEWS BlackRock (BLK) Stock Forecast and Price Target 2026 $BLK - MarketBeat — MarketBeat Oct 28, 2026 positive
Latest item Nov 4, 2026 · Generated 2026-11-05T11:29:00Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- MEDIUMProductETFs45%10-K Item 1: 'ETFs represented 42% of long-term AUM at December 31, 2025 and 45% of long-term base fees and securities lending revenue for 2025'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. People who build TrendMatrix, or entities they control, may hold positions, long or short, in securities it covers, and may trade them at any time. Positions are not disclosed individually. Verdicts are generated by an automated model applied by the same rules to every covered stock, and are not adjusted for any position held by the people who build TrendMatrix. We do not accept payment from issuers for coverage.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
1 floor-breaker·1 ceiling hit
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $1224.37, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (0.5% away). Chart setup: No clear chart pattern; technical signals are mixed. Maintain position. Not compelling to add more. Analyst target $1222.84 reached (−0.1%), stop $1166.63 (−4.9%), A.R:R -0.0:1. Score 6.5/10, high confidence.
Analyst target $1222.84 reached (−0.1% from $1224.37); no take-profit level is published. Analyst target $1222.84 reached (−0.1%), stop $1166.63 (−4.9%), A.R:R -0.0:1. Stop-loss: $1166.63.
Analyst target reached - limited upside remaining; Near 52-week high (0.5% away).
BlackRock, Inc. trades at a P/E of 27.9 (forward 18.9). TrendMatrix value score: 5.2/10. Verdict: Hold.
24 analysts rate BLK, with a consensus score of 4.1/5. 17 analysts publish price targets averaging $1359.
What does BlackRock, Inc. do?BlackRock manages $14.0 trillion in AUM across equity, fixed income, multi-asset, alternatives, and ETFs for...
BlackRock manages $14.0 trillion in AUM across equity, fixed income, multi-asset, alternatives, and ETFs for institutional and retail clients in over 100 countries. Revenue of $24.2 billion in 2025 is generated primarily through investment management fees as a percentage of AUM, supplemented by performance fees ($1.4 billion, or 6% of revenue) and technology/subscription services including Aladdin. The company's iShares ETF franchise holds $5.5 trillion in AUM and produced $527 billion in net inflows during 2025.