BLK$1,093.93
$1,094.87
Chart
Performance
Key Stats
AI BLK Summary
Powered by LiveAIAI Scoreboard
Powered by LiveAIOverall Analysis
BuyBlackRock demonstrates strong fundamental performance and significant market presence, with a robust dividend. While valuation is a consideration, its broad service offerings and global reach present compelling growth opportunities, tempered by current technical indicators suggesting a cautious short-term outlook.
Thematic
BlackRock is a dominant player in global asset management, benefiting from secular trends in passive investing, wealth accumulation, and the increasing demand for diversified investment solutions. Its expansion into private markets and technology further strengthens its thematic positioning.
Fundamental
BlackRock exhibits robust profitability, consistent revenue growth, and a healthy balance sheet with manageable debt. Its dividend yield is attractive, and earnings have consistently beaten expectations, supporting a strong financial foundation.
Technical
The stock is trading in a moderate uptrend, generally above key moving averages. However, recent performance data and technical indicators suggest a lack of strong momentum and potential for consolidation, with some oscillators indicating overbought conditions on shorter timeframes.
| Factor | Score |
|---|---|
| Asset Management Dominance | 95 |
| Growth in Passive Investing (ETFs) | 90 |
| Digital Transformation & Technology | 88 |
| ESG & Sustainable Investing | 80 |
| Global Economic Trends | 75 |
| Factor | Score |
|---|---|
| Valuation | 65 |
| Profitability | 92 |
| Growth | 70 |
| Balance Sheet Health | 90 |
| Cash Flow | 88 |
| Dividends | 75 |
| Earnings Performance | 95 |
| Factor | Score |
|---|---|
| Trend Analysis | 70 |
| Momentum | 55 |
| Volume Analysis | 70 |
| Support & Resistance | 60 |
| Performance (Recent) | 65 |
AI Investing Checklist
Powered by LiveAIBullish Points (6)
Consistent Earnings Growth
Quarterly EPS has consistently exceeded estimates, with the latest quarter showing a 11.43% surprise. This indicates strong operational execution and growing profitability.
Attractive P/E Ratio
The Price-to-Earnings (P/E) ratio of 27.05 (TTM) is reasonable for a company in the asset management sector, especially considering its consistent earnings growth and stable operations.
Bearish Points (7)
Elevated Quarterly P/E Ratio
The quarterly P/E ratios (e.g., 96.5 for 2025Q1) are significantly higher than the TTM P/E, which could suggest market expectations for future growth might be overly optimistic and prone to disappointment.
Slowing Revenue Growth (Quarterly)
While annual revenue for 2024 was strong, the quarterly revenue for 2024Q2 ($4.805B) and 2024Q1 ($4.728B) shows a slight deceleration compared to the full-year 2024 revenue ($20.407B), which warrants monitoring.
Calendar
June 2025
23
Next Dividend Date
September 2025
5
Ex-Dividend Date
October 2025
10
Next Earnings Date
H: $12.76
A: $11.67
L: $10.33
H: 6.41B
A: 6.27B
L: 5.98B
Profile
BlackRock, Inc. is a privately 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.
Seasonals
Price Target
1161.76 USD
The 39 analysts offering 1 year price forecasts for BLK have a max estimate of 1252.00 and a min estimate of 1000.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
Powered by LiveAIWeight: 95
Major asset manager (SPDR ETFs) and global custodian; a direct competitor in the ETF space and a key service provider for institutional asset management.
Weight: 92
Large brokerage, wealth management, and growing asset management firm with significant ETF and mutual fund offerings; acts as both a competitor and a distribution partner for investment products.
Weight: 88
Significant global asset manager with a wide range of investment products, including a strong presence in ETFs; a direct competitor across various asset classes.
Weight: 85
Prominent global asset manager known for its active management capabilities and retirement solutions; a direct competitor in mutual funds and institutional mandates.