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.

AbbVie

Accenture Plc

Automatic Data Processing

Applied Materials

ASML Hld

Best Buy

Cisco Systems

Expeditors International of Washington

Fastenal

Ferguson Enterprises Inc

Garmin

Home Depot

Infosys

KLA-Tencor

Lockheed Martin

Lowe's

Lam Research

Mastercard

Monolithic Power Systems

Merck

Paychex

Rollins

Snap-on

Skyworks Solutions

The 4-factor dividend growth portfolio was launched on November 1st, 2022, and despite weaker performance recently, it finished ahead of the S&P 500 total return at the half-year mark. The portfolio underperformed the S&P 500 Total Return by 397 bps during the month of April.

4-Factor Dividend Growth Portfolio - Half-Year Mark

BlackRock Inc , the world's largest asset manager, has asked its staff to return to office at least four days a week, according to an internal memo seen by Reuters.

BlackRock to call staff back to office at least four days a week - memo

The only person to ever hold the title of BlackRock CEO says he has no imminent plans to retire—but he is grooming several executives who could take the reins.

Inside the 'Great Race' at BlackRock: Who Will Replace Larry Fink?

AT&T

Innovative joint venture to fuel significant fiber investment across America Gigapower to deploy a multi-gig fiber network to new cities, including Las Vegas DALLAS and NEW YORK , May 11, 2023 /PRNewswire/ -- AT&T* (NYSE:T) and BlackRock (NYSE:BLK), through a fund managed by its Diversified Infrastructure business, have closed their joint venture to form Gigapower, LLC. Gigapower plans to provide a state-of-the-art fiber network to internet service providers and other businesses in parts of select metro areas throughout the country using a commercial wholesale open access platform.

Gigapower Joint Venture from AT&T and BlackRock Launches, AT&T Fiber Begins Serving End-user Customers Through Gigapower's Commercial Wholesale Open Access Platform

Ameriprise Financial

Invesco

Higher interest rates will likely aid Zacks Investment Management stocks like BlackRock (BLK), Ameriprise (AMP) and Invesco (IVZ) despite industry headwinds.

3 Investment Management Stocks to Watch Amid Industry Headwinds

NEW YORK--(BUSINESS WIRE)--BlackRock Advisors, LLC (“BlackRock”) will host a conference call on Thursday, May 11, 2023 at 2:00pm ET featuring Erin Xie, Head of the Health Sciences team and Portfolio Manager, and Titania Hanrahan, Head of Sector & Megatrend Product Strategy. Erin and Titania will discuss megatrends impacting the healthcare investing environment and highlight the following funds (the “Funds”): BlackRock Health Sciences Term Trust (BMEZ)1, BlackRock Health Sciences Trust (BME).

BlackRock to Host Healthcare and Megatrend Update Call on May 11, 2023 at 2:00pm ET

16 out of 22 CEF sectors positive on price and 14 out of 22 sectors positive on NAV last week. BlackRock Inc. share repurchase update.

Weekly Closed-End Fund Roundup: BlackRock Repurchases (April 30, 2023)

TORONTO, May 09, 2023 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (“BlackRock”) (NYSE:BLK) today announces notional non-cash reinvested distributions (each, a “Notional Distribution”) for each of the iShares ESG MSCI Canada Leaders Index ETF and iShares ESG MSCI EAFE Leaders Index ETF (each, an “iShares ETF”).

Blackrock® Canada Announces Notional iShares ETF Distributions

Visa

Investing in dividend growth companies that have strong competitive advantages and an enormous financial health, can provide you with excellent investment results over the long term. In today's article, I will introduce you to two dividend growth companies that I consider to be appealing for investors due to a wide variety of factors.

If I Could Only Buy 2 Dividend Growth Companies In May 2023

T. Rowe Price Group

BlackRock is the world's largest asset manager and continues to see inflows into its many investment options. T. Rowe Price has delivered a growing dividend to investors for years and could benefit from current market conditions.

2 Top Asset Management Stocks to Buy in May

NextEra Energy

Nikola

Tesla

NextEra Energy, BlackRock, and Daimler Truck revealed new details about their zero-carbon charging and refueling joint venture. They're investing $650 million to build out charging and other infrastructure.

This Partnership Could Supercharge Growth for EV Stocks

Vancouver, British Columbia--(Newsfile Corp. - May 2, 2023) - Blackrock Silver Corp. (TSXV: BRC) (the "Company" or "Blackrock") is pleased to announce that Tearlach Resources Ltd. ("Tearlach") has reported lithium results for three additional core holes from its Phase-1 core drilling program at the Company's Tonopah North Lithium project ("Gabriel").

Blackrock Silver's Partner Tearlach Announces Three Additional Core Drillhole Results with Significant Lithium Intercepts at Tonopah North

Cummins

CNH Industrial NV

Canadian Natural Resources

ConocoPhillips

General Mills

Genuine Parts

Hartford Financial Services Group

Hubbell

Kroger

Eli Lilly

NetEase

Novo Nordisk

Novartis

Taiwan Semiconductor Manufacturing

United Microelectronics

The May 2022 total return portfolio for 1-year is up +17.09%, and the May 2021 2-year portfolio is up 21.33%, not adjusted for greater than 2%+ dividends. The first May 2020 portfolio had +66.98% 2-year returns.

V&M Breakouts: Top Long-Term Growth And Dividend Stocks For May 2023

BlackRock has been buying U.S. Treasuries in anticipation of an economic slowdown and a protracted fight between the U.S. government and Congress around the debt limit, BlackRock Chief Investment Officer of Global Fixed Income Rick Rieder said on Wednesday.

BlackRock adds Treasuries as debt ceiling jitters intensify

One of Wall Street's most prominent names may be cashing out of his own company. Larry Fink is known for his decades of experience leading BlackRock (NYSE: BLK ).

Is Larry Fink Giving Up on BlackRock (BLK) Stock?

Republicans have slammed ESG investing platforms and pulled funds away from BlackRock and other firms that have adopted them.

State leaders targeting climate investing have quiet stakes in the fossil fuel industry

Investors flocked into fixed-income investments as interest rates rose. BlackRock saw $34 billion flow into its bond ETFs in the first quarter.

How This Powerhouse Dividend Stock Benefitted From the Banking Turmoil in Q1

BlackRock Inc Chief Executive Officer Larry Fink sold nearly 7% of his stake in the asset management giant, netting proceeds of about $25 million.

BlackRock CEO Larry Fink sells 7% of his stake

BlackRock Inc. BLK, +0.16% Chief Executive Larry Fink sold 35,799 BlackRock shares on Tuesday, according to a regulatory filing, garnering about $25 million in proceeds. That's equal to about 7% of Fink's stake in the company.

Larry Fink sells 7% of his BlackRock stake

News for Blackrock Inc Stock (BLK)