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BlackRock, Inc. (BLK) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $1039.10, but acceptable to hold if already in. Reasons: Thin upside margin: 8.9%; Negative momentum.

BlackRock is the world's largest investment manager with $14.0 trillion in AUM at December 31, 2025, offering equity, fixed income, multi-asset, private markets, and alternatives through active, index, and ETF vehicles, plus Aladdin technology services for institutional clients.... Read more

$1039.10+8.9% A.UpsideScore 6.1/10#21 of 109 Asset Management
QualityF-score8 / 9FCF yield4.40%
IncomeYield2.21%(5y avg 2.33%)Payout53.76%sustainable
Stop $1000.38Target $1128.71(analyst − 10%)A.R:R 1.8:1
Analyst target$1254.13+20.7%16 analysts
$1128.71our TP
$1039.10price
$1254.13mean
$1393

Hold if already holding. Not a fresh buy at $1039.10, but acceptable to hold if already in. Reasons: Thin upside margin: 8.9%; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 55d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: aggressive.

Recent Developments — BlackRock, Inc.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.0 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (3/4)
Risks
Thin upside margin: 8.9%
Negative momentum
Below 200-day MA

Key Metrics

P/E (TTM)26.1
P/E (Fwd)17.1
Mkt Cap$160.9B
EV/EBITDA16.4
Profit Mgn24.4%
ROE11.9%
Rev Growth27.0%
Beta1.46
Dividend2.21%
Rating analysts23

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C1.38bearish
IV39%normal
Max Pain$970-6.6% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMProductETFs42%
    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. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Macd
0.0
Obv
1.0
Ma Position
3.5
Rsi
4.5
Volume
9.3
Volume distribution (falling OBV)Below 200-MA, MA slope flat
GatesMomentum 3.7<4.5Death cross (50MA < 200MA)A.R:R 1.8 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 55d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
49 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $1031.32Resistance $1111.09

Price Targets

$1000
$1129
A.Upside+8.6%
A.R:R1.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.7/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-15 (55d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BLK stock a buy right now?

Hold if already holding. Not a fresh buy at $1039.10, but acceptable to hold if already in. Reasons: Thin upside margin: 8.9%; Negative momentum. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $1128.71 (+8.6%), stop $1000.38 (−3.9%), A.R:R 1.8:1. Score 6.1/10, moderate confidence.

What is the BLK stock price target?

Take-profit target: $1128.71 (+8.9% upside). Target $1128.71 (+8.6%), stop $1000.38 (−3.9%), A.R:R 1.8:1. Stop-loss: $1000.38.

What are the risks of investing in BLK?

Thin upside margin: 8.9%; Negative momentum; Below 200-day MA.

Is BLK overvalued or undervalued?

BlackRock, Inc. trades at a P/E of 26.1 (forward 17.1). TrendMatrix value score: 5.5/10. Verdict: Hold.

What do analysts say about BLK?

23 analysts cover BLK with a consensus score of 4.0/5. Average price target: $1254.

What does BlackRock, Inc. do?BlackRock is the world's largest investment manager with $14.0 trillion in AUM at December 31, 2025, offering equity,...

BlackRock is the world's largest investment manager with $14.0 trillion in AUM at December 31, 2025, offering equity, fixed income, multi-asset, private markets, and alternatives through active, index, and ETF vehicles, plus Aladdin technology services for institutional clients. Total 2025 revenue was $24.2B; iShares ETFs represent 42% of long-term AUM and 45% of long-term base fees and securities lending revenue.

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