Retail

ETFs

Total Institutional

Cash management

Advisory

Assets Under Management

Revenue segments as reported by the company.

Investment advisory, administration fees and securities lending revenue

Investment advisory performance fees

Technology services revenue

Distribution fees

Advisory and other revenue

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Employee compensation and benefits

Distribution and servicing costs

Direct fund expense

General and administration

Restructuring charge

Amortization of intangible assets

Sub-advisory and other

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Blackrock Inc

BlackRock, Inc. engages in providing investment management, risk management, and advisory services for institutional and retail clients worldwide. Its products include single and multi-asset class portfolios investing in equities, fixed income, alternatives, and money market instruments. The company was founded by Ralph L. Schlosstein, Susan L. Wagner, Robert Steven Kapito, Laurence Douglas Fink, and Barbara G. Novick in 1988 and is headquartered in New York, NY.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

BlackRock reports strong 2022 performance, eyes growth in ETFs and fixed income

BlackRock's 2022 performance showcased strong net inflows and strategic investments despite revenue decline. The company's focus on innovation, client returns, and growth areas like Aladdin and ETFs positions them well for the future. Challenges in market environment and expense increases are balanced by opportunities in asset allocation and bond market transformation.

BlackRock reports $4.2B revenue, focuses on tech for growth

BlackRock's Q1 2023 performance showcased strong net inflows and organic growth despite revenue declines and tax rate considerations.
The company's emphasis on technology, fixed income investments, and expansion strategies positions it well for future opportunities.
Challenges include short-term revenue declines, market volatility impacts, and the need for consistent organic growth amidst uncertainties.
Opportunities lie in leveraging market dislocations, expanding into new markets, and capturing assets through active investments and ETFs.

BlackRock reports strong net inflows and growth opportunities in transition investing

BlackRock delivered solid financial performance with strong net inflows and AUM growth, driven by technology capabilities and platform strategy. The firm remains focused on long-term growth, investing in technology, private markets, and expanding product offerings. Transition investing and cash management are highlighted as key growth areas, alongside partnerships for long-term growth.

BlackRock reports robust Q3 earnings, eyes growth through M&A

BlackRock's Q3 2023 performance showcased revenue growth, strong net inflows, and strategic acquisitions, despite challenges with low-fee redemptions and expense management.
The company's strengths lie in active equities, fixed income rebound, and global expansion of the iShares platform, with a focus on driving earnings through M&A.
Opportunities include further fixed income deployment, technology-driven growth, and expanding market share globally, while challenges include cost management and market uncertainties.
Overall, BlackRock's financial performance and strategic initiatives position it well for growth and value creation for clients and investors.

BlackRock acquires GIP, reports strong 2023 performance and growth

BlackRock's 2023 performance was robust, marked by strong financial metrics and strategic acquisitions.
The GIP deal is transformational, positioning BlackRock for growth in infrastructure investments and private markets.
While challenges exist in integration and market dynamics, BlackRock's strengths and opportunities signal a positive outlook for future growth.
Optimism for 2024, coupled with a focus on client needs and evolving markets, underlines BlackRock's strategic direction and growth potential.

BlackRock reports record AUM and strong growth, eyes private markets

BlackRock's Q1 2024 showcased strong financial performance, strategic acquisitions, and a focus on client partnerships. Challenges include inflation noise impacting fixed income and pension fund dynamics. Opportunities abound in private markets growth and leveraging technology for efficiency.

BlackRock reports record AUM and strategic focus on growth

BlackRock's Q2 2024 earnings call showcased strong financial performance, strategic focus on private markets and technology acquisitions, and optimism for future growth. The company's emphasis on technology services revenue growth, client partnerships, and opportunities in private markets and data analytics position BlackRock for continued success. While challenges in integration and market dynamics exist, BlackRock's solid performance and growth outlook are key takeaways.

BlackRock reports record Q3 results, eyes growth in private markets

BlackRock's Q3 2024 Earnings Call highlighted exceptional financial performance, strong growth across key segments, and a focus on client service and unique opportunities. The company remains optimistic about future performance, emphasizing long-term relationships, capital market growth, and opportunities in private markets and digital assets.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Blackrock, Inc. engages in the provision of investment, advisory and risk management solutions. Its products include single-asset and multi-asset portfolios. The company was founded by Laurence Douglas Fink in 1988 and is headquartered in New York, NY.

Listing:             TSX (Toronto Stock Exchange)          Symbol:         CMR TORONTO, April 24, 2024 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the final April 2024 cash distributions for the iShares Premium Money Market ETF. Unitholders of record on April 25, 2024 will receive cash distributions payable on April 30, 2024.

BlackRock® Canada Announces Final April Cash Distributions for the iShares® Premium Money Market ETF

NEW YORK--(BUSINESS WIRE)--BlackRock (NYSE: BLK) announced today that its retirement income solution, LifePath Paycheck™, is now available in defined contribution plans. The LifePath Paycheck solution takes a new approach to retirement income by providing access to guaranteed income through a target date fund, an investment strategy that automatically adjusts to a targeted retirement year. Plan participants will have the option to access the guaranteed income as early as age 59 ½ by purchasing.

BlackRock Activates Retirement Solution Offering A Paycheck For Life

Apple

Automatic Data Processing

Brookfield Renewable Partners

Brookfield Infrastructure

Brookfield Corp

Canadian Natural Resources

Fortis

Home Depot

LeMaitre Vascular

Magna International

Microsoft

Nutrien

Starbucks

Toronto-Dominion Bank

TELUS

Texas Instruments

Visa

My dividend payout is slightly smaller than last year, as I previously held Enbridge, a generous dividend payer.

Doubling Down On Telus In Smith Maneuver - March 2024 Dividend Income Report

TotalEnergies SE

PARIS & BOSTON--(BUSINESS WIRE)--TotalEnergies, a global integrated energy company, and Vanguard Renewables, a U.S. leader in farm-based organics-to-renewable natural gas production and a portfolio company of a fund managed by BlackRock's Diversified Infrastructure business, have signed an agreement to create an equally owned joint venture to develop, build, and operate Farm Powered® renewable natural gas (RNG) projects in the United States. The signing took place in New York on April 12th 2024.

TotalEnergies and Vanguard Renewables, a Portfolio Company of BlackRock's Diversified Infrastructure Business, Join Forces to Develop Renewable Natural Gas in the United States

BlackRock increased spending on private security for CEO Larry Fink more than threefold last year after he came under withering criticism.

BlackRock triples spending on security for CEO Larry Fink due to ESG backlash

BlackRock estimates that the world's green energy transition will require $4 trillion annually by the mid-2030s, calling for more public-private partnerships.

Global energy transition will require $4 trillion annually by next decade, BlackRock says

BlackRock outperformed estimates in Q1 2024, as the world's leading investment franchise saw its revenues, operating earnings, and AUM grow by 11%, 18%, and 15% YoY, respectively. Buoyed by these robust results and positive management outlook for FY 2024, BlackRock is well-positioned for significant earnings growth. My optimism for revenue/ earnings growth acceleration is fueled by a revitalized bull market, which is expected to boost asset management levels and expand fee income.

Blackrock: An Attractive Setup To Buy A Globally Leading Franchise

METRO CHICAGO, Ill. , April 18, 2024 /PRNewswire/ -- Calamos Investments LLC, a global investment manager, today announced the hire of senior and accomplished sales professional Thomas Kiley, III.

Calamos Investments Taps Veteran BlackRock Distribution Executive to Lead RIA Sales

The House Select Committee on the Chinese Communist Party concluded that through investments in index funds, American financial institutions funneled $6.5 billion last year to some 63 Chinese companies flagged by the US.

BlackRock, Wall Street firms reportedly steered billions to blacklisted Chinese companies

Zacks.com users have recently been watching BlackRock (BLK) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Is Trending Stock BlackRock, Inc. (BLK) a Buy Now?

Lamb Weston Hlds

NIKE

Well-established companies with a long history of operations are your best road to riches. In today's market, several blue-chip stocks to buy now are still trading at reasonable multiples.

3 Blue-Chip Stocks to Buy Now: Q2 Edition

Franklin Resources

Investors with an interest in Financial - Investment Management stocks have likely encountered both Franklin Resources (BEN) and BlackRock (BLK). But which of these two stocks offers value investors a better bang for their buck right now?

BEN vs. BLK: Which Stock Is the Better Value Option?

Larry Fink, CEO of BlackRock, believes AI will increase productivity and wages. His firm has increased assets while keeping head count the same which Fink credits to AI advances.

BlackRock's Larry Fink thinks AI will boost wages — and productivity

India's Jio Financial Services has launched a joint venture with BlackRock. The collaboration will establish a wealth management and brokering business in India, and comes less than a year after the two companies began an asset management venture, Reuters reported Monday (April 15).

BlackRock and Jio Team to Offer Wealth Management in India

Jio Financial Services, part of the Indian conglomerate Reliance, is forming a joint venture with U.S. asset manager BlackRock to set up a wealth management and stock broking business in India, the two said Monday. The announcement follows the two firms launching a joint venture last year to offer asset management services in India.

Jio Financial, BlackRock form JV for wealth management and broking in India

India's Jio Financial Services has entered into a joint venture with U.S.-based BlackRock Inc to set up a wealth management and broking business, the companies said on Monday.

Jio Financial and Blackrock forms JV to set up wealth management and broking business

State Street

The finance industry is characterized by fluctuations, alternating between periods of growth and volatility. During uncertain economic periods, investors pay close attention to the actions and accomplishments of prominent asset management and custodial companies.

Blackrock vs. State Street: Earnings in a Volatile Market

BlackRock's earnings surpass estimates in Q1. The record AUM balance, hitting a record $10.5 trillion, majorly drives the company?

BlackRock (BLK) Q1 Earnings Top, AUM Touches $10.5 Trillion

Benefiting from the rally in broader markets, BlackRock's assets under management reached an all-time high to close out the first quarter. The world's leading asset manager topped the analyst consensus for both revenue and non-GAAP diluted EPS in Q1. BlackRock possesses an AA- credit rating from S&P on a stable outlook.

BlackRock: This Great Dividend Growth Stock Is A Buy Again (Rating Upgrade)

BlackRock, Inc. (NYSE:BLK ) Q1 2024 Earnings Conference Call April 12, 2024 7:30 AM ET Company Participants Chris Meade - General Counsel Laurence Fink - Chairman and Chief Executive Officer Martin Small - Chief Financial Officer Robert Kapito - President Conference Call Participants Craig Siegenthaler - Bank of America Michael Cyprys - Morgan Stanley Kenneth Worthington - JP Morgan Alexander Blostein - Goldman Sachs Group Daniel Fannon - Jefferies William Katz - TD Cowen Brian Bedell - Deutsche Bank Patrick Davitt - Autonomous Research Operator Good morning. My name is Katie, and I will be your conference facilitator today.

BlackRock, Inc. (BLK) Q1 2024 Earnings Call Transcript

The headline numbers for BlackRock (BLK) give insight into how the company performed in the quarter ended March 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Compared to Estimates, BlackRock (BLK) Q1 Earnings: A Look at Key Metrics

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Analysts Think BlackRock (BLK) Is a Good Investment: Is It?

BlackRock Inc (NYSE:BLK) saw its assets under management hit a record $10.5 trillion in the first quarter, up by $1.4 trillion or 15% from the same period last year. The investment firm also saw higher profits, which surged by 36% to $1.57 billion.

BlackRock reports profit surge, record $10.5T in assets under management for Q1

Affiliated Managers

SEI Investments

Higher rates and overall asset inflows will likely aid Zacks Investment Management stocks like BlackRock (BLK), SEI Investments (SEIC) and Affiliated Managers (AMG).

3 Stocks From the Prospering Investment Management Industry

Whatever clients at Wall Street's most prominent investment houses are doing, retail investors can get a glimpse and attempt to follow behind them as long as the reasoning makes sense. This week, investors get an inside look into BlackRock Inc. NYSE: BLK and what this firm is advising its clients to do.

News for Blackrock Inc Stock (BLK)