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↑Improving
- Restructuring News Uncertainty→Stable
- Perfect Beat Streak Near Term Catalyst→Stable
- +2 more pillars — see the Why tab for full reasoning
BlackRock, Inc. (BLK) Stock Analysis
Momentum Cont setup
Financial Services · Asset Management
Wait for pullback to $1049.33. At $1055.67 the A.R:R is 1.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $1049.33 (Ma200 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum.
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
Wait for pullback to $1049.33. At $1055.67 the A.R:R is 1.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $1049.33 (Ma200 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Trend continuation, RSI 59, MACD bullish. V9 Gate blocked: R/R 1.2x at spot < 1.5 minimum. Wait for improvement. Score 6.7/10, moderate confidence.
Passes 9/12 gates (positive momentum, clean insider activity, positive momentum, no SEC red flags, news events none recent, earnings proximity 81d clear, semi cycle peak clear, materials cycle peak clear, sector concentration cap sector=financial services 6/10). 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.
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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 2026-07-26Recent Developments — BlackRock, Inc.
Latest news
- 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
- NEWS What BlackRock (BLK)'s Earnings Beat And Digital-Asset Push Means For Shareholders - simplywall.st — simplywall.st positive
- NEWS What BlackRock (BLK)'s Earnings Beat And Digital-Asset Push Means For Shareholders - Sahm — Sahm positive
- NEWS Blackrock(BLK.US) Officer Sells US$9.23 Million in Common Stock - Moomoo — Moomoo negative
Generated 2026-07-26T08:02:04Z.
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
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Wait for pullback to $1049.33. At $1055.67 the A.R:R is 1.2:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $1049.33 (Ma200 Sticky) is the shallowest technical level that clears the 2:1 A.R:R minimum. Chart setup: Trend continuation, RSI 59, MACD bullish. V9 Gate blocked: R/R 1.2x at spot < 1.5 minimum. Wait for improvement. Target $1182.15 (+12.0%), stop $988.52 (−6.8%), A.R:R 1.2:1. Score 6.7/10, moderate confidence.
Take-profit target: $1182.15 (+12.0% upside). Target $1182.15 (+12.0%), stop $988.52 (−6.8%), A.R:R 1.2:1. Stop-loss: $988.52.
BlackRock, Inc. trades at a P/E of 25.3 (forward 16.4). TrendMatrix value score: 5.8/10. Verdict: Buy (Wait for Entry).
23 analysts cover BLK with a consensus score of 4.0/5. Average price target: $1314.
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.