BlackRock has delivered four consecutive earnings beats averaging nearly 8% positive surprise, earns 24% margins, scores 8 out of 9 on a financial health screen, and is growing revenue at 27% year-over-year — an industry-leading growth rate. Near-term friction includes a restructuring signal in recent news and a dividend yield flagged as potentially not safely covered.
Thesis pillars
- High Quality Franchise Strong Margins→Stable
- Restructuring News Uncertainty↓Deteriorating
- Perfect Beat Streak Near Term Catalyst→Stable
- +2 more pillars — see the Why tab for full reasoning
BlackRock, Inc. (BLK) Stock Analysis
Range Bound setup · Catalyst-Driven edge
Financial Services · Asset Management
Hold if already holding. Not a fresh buy at $1086.31, but acceptable to hold if already in. Reason: Thin upside margin: 9.6%.
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 $1086.31, but acceptable to hold if already in. Reason: Thin upside margin: 9.6%. Chart setup: RSI 43 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.5/10, high confidence.
Passes 7/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 19d clear, semi cycle peak clear, materials cycle peak clear). 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.
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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 2026-09-26Recent Developments — BlackRock, Inc.
Latest news
- NEWS BlackRock (BLK) After Meta Data Center Deal Still Looks Undervalued In Popular Narrative - simplywall.st — simplywall.st positive
- NEWS BlackRock (BLK) Is Up 5.7% After $14 Billion Meta AI Data Center Deal - Has The Bull Case Changed? - Yahoo Finance — Yahoo Finance positive
- NEWS BlackRock (BLK) Is Up 5.7% After $14 Billion Meta AI Data Center Deal - Has The Bull Case Changed? - finance.yahoo.com — finance.yahoo.com positive
- NEWS Insider Selling: BlackRock (NYSE:BLK) CEO Sells 33,900 Shares of Stock - MarketBeat — MarketBeat negative
- NEWS BlackRock CEO Laurence Fink sells $35.6m in company stock - Investing.com — Investing.com neutral
Generated 2026-09-26T16:02:02Z.
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.
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Analyst Consensus
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $1086.31, but acceptable to hold if already in. Reason: Thin upside margin: 9.6%. Chart setup: RSI 43 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $1190.98 (+9.6%), stop $1036.93 (−4.8%), A.R:R 1.5:1. Score 6.5/10, high confidence.
Take-profit target: $1190.98 (+9.6% upside). Target $1190.98 (+9.6%), stop $1036.93 (−4.8%), A.R:R 1.5:1. Stop-loss: $1036.93.
Thin upside margin: 9.6%.
BlackRock, Inc. trades at a P/E of 25.4 (forward 16.7). TrendMatrix value score: 6.0/10. Verdict: Hold.
23 analysts cover BLK with a consensus score of 4.0/5. Average price target: $1323.
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.