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.

BlackRock has been caught in a heated debate about ESG investing and its position on it. Some states have already started to pull funds from BlackRock. In the US, ESG funds have already accounted for $17.1 trillion, which is more than the combined AUM of both Vanguard and BlackRock.

BlackRock: The ESG Issue Is Only Temporary

Florida is moving $2 billion in taxpayer assets from accounts with BlackRock Inc. as the state's Republican chief financial officer said big asset managers should focus on delivering returns rather than on promoting environmental, social and governance (ESG) principles.

Florida is divesting $2 billion in assets managed by BlackRock because of emphasis on environmental and social investing

Continued rise in expenses might hurt BlackRock's (BLK) bottom-line growth. However, efforts to restructure the active equity business will likely aid the top line.

Active Equity Focus, Robust AUM Aid BlackRock (BLK), Costs Ail

Florida's Chief Financial Officer said on Thursday his department would pull $2 billion worth of its assets managed by BlackRock Inc , the biggest such divestment by a state opposed to the asset manager's environmental, social and corporate governance (ESG) policies.

Florida pulls $2 bln from BlackRock in largest anti-ESG divestment

Asset manager BlackRock has said 2023 will require a new investment playbook, backing banks and energy sectors to do well while slapping 'underweights' on longer-term European government bonds and emerging market local currency debt.

BlackRock backs banks, cuts European, EM debt as part of "new playbook"

Affiliated Managers

Ameriprise Financial

Prospect Capital

Higher interest rates and assets inflows will likely aid Zacks Investment Management stocks like BlackRock (BLK), Ameriprise (AMP), Affiliated Managers (AMG) and Prospect Capital (PSEC).

4 Investment Management Stocks to Watch in a Prospering Industry

TORONTO, Nov. 23, 2022 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the estimated 2022 annual reinvested capital gains distributions for the iShares ETFs listed on the TSX or NEO. Please note that these are estimated capital gains amounts only, as of October 31, 2022. As these are estimated amounts, the final capital gains distributions may change by the Funds' December 15, 2022 or December 31, 2022, in the case of iShares Premium Money Market ETF (“CMR”), tax year-end.

BlackRock® Canada Announces Estimated 2022 Annual Reinvested Capital Gains Distributions for the iShares® ETFs

NEW YORK--( BUSINESS WIRE )--BlackRock, Inc. (NYSE:BLK) today announced that Gary S. Shedlin, Chief Financial Officer, is scheduled to speak at the 2022 Goldman Sachs US Financial Services Conference in New York on December 6th, 2022, beginning at approximately 3:00 p.m. ET. A live video webcast will be accessible via the “Investor Relations” section of BlackRock's website, www.blackrock.com. A replay of the webcast will be available within 24 hours of the presentation and will remain accessible through the Company's website for three months.

BlackRock's Gary S. Shedlin to Present at the 2022 Goldman Sachs US Financial Services Conference on December 6th

AUM and net flow trends continue to weaken in the current quarter as the market conditions remain challenging for BlackRock. The company continues to invest in strategic areas while cutting back on discretionary spending and non-critical hiring.

BlackRock: Valuation Of Best-In-Class Asset Manager Does Not Reflect A Recession

TORONTO, Nov. 15, 2022 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the November 2022 cash distributions for the iShares ETFs listed on the TSX or NEO which pay on a monthly basis as well as XIU. Unitholders of record of a fund on November 22, 2022 will receive cash distributions payable in respect of that fund on November 30, 2022.

BlackRock® Canada Announces November Cash Distributions for the iShares® ETFs

Blackrock Inc has put off the launch of an exchange traded fund (ETF) that invests in Chinese bonds, amid growing tension between Washington and Beijing, the Financial Times said on Saturday.

Blackrock shelves China bond ETF - FT

Blackrock investors returned in October to support its lows even as the market went into extreme pessimism due to significant market volatility in the fixed income market. BLK has outperformed the broader market significantly since we upgraded it last month. However, we explain why its valuation is no longer attractive.

BlackRock: We Got What We Wanted - Moving To The Sidelines

TORONTO, Nov. 10, 2022 (GLOBE NEWSWIRE) --  BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (“BlackRock”) (NYSE:BLK) announced plans today to terminate the following fund (the “Terminating Fund”). The Terminating Fund will terminate on or about January 25, 2023 (the “Termination Date”).

BlackRock® Canada Announces Termination of iShares Short Duration High Income ETF (CAD-Hedged)

NEW YORK--(BUSINESS WIRE)--BlackRock, Inc. (NYSE:BLK) today announced that its Board of Directors has declared a quarterly cash dividend of $4.88 per share of common stock, payable December 23, 2022 to shareholders of record at the close of business on December 7, 2022.

BlackRock Declares Quarterly Dividend of $4.88 on Common Stock

Best Buy

Bank of New York Mellon

Comerica

Darden Restaurants

Fifth Third Bancorp

Fidelity National Financial

Interpublic Group of Companies

JPMorgan Chase & Co

Morgan Stanley

Omnicom Group

Packaging Corp of America

PNC Financial Services

Regions Financial

Texas Instruments

U.S. Bancorp

Vanguard High Dividend Yield ETF

WEC Energy Group

Watsco

There are 19 stocks on my high yield watchlist for November 2022. All of the stocks on my watchlist are undervalued based on dividend yield theory.

High Yield Stock Watchlist - November 2022

Accenture Plc

Automatic Data Processing

Applied Materials

Amphenol

Costco

Graco

Home Depot

Lockheed Martin

Lowe's

Mastercard

Microsoft

Northrop Grumman

Roper Technologies

Sherwin-Williams

Thermo Fisher Scientific

Vanguard Dividend Appreciation ETF

There are 19 stocks on my dividend growth watchlist for November 2022. The majority of the stocks on my watchlist for this month are currently undervalued based on dividend yield theory.

Dividend Growth Stock Watchlist - November 2022

BlackRock said that at the end of September clients with around $1.8 trillion in equity index assets managed by the company were eligible for voting choices.

BlackRock letting more clients vote at annual meetings in dramatic move

The long-term fundamentals of the world's largest asset manager are holding up well.

BlackRock Will Overcome Short-Term Challenges. Here's Why.

TORONTO, Oct. 31, 2022 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (“BlackRock”) (NYSE:BLK) today announced an update to the investment risk ratings of the hedged common units and non-hedged common units of the iShares exchange-traded fund (“iShares ETF”) listed below.

BlackRock® Canada Announces Risk Rating Updates

iShares U.S. Utilities ETF

iShares Core S&P 500 ETF

iShares U.S. Healthcare ETF

ProShares S&P 500 Dividend Aristocrats ETF

Consumer Staples Select Sector SPDR Fund

One of the main risks to your portfolio is sequence of returns risk - the need to sell stocks to generate income. Obviously, the greater the income, the less need to sell stocks.

Dividend Growth And Your Retirement Portfolio

Broadcom

Goldman Sachs

Intel

The question that everybody is asking as the market rallies. It is possible that the bear market is over, despite contradictory information.

What If The 2022 Bear Market Is Already Over?

News for Blackrock Inc Stock (BLK)