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.

Apollo Global Management

Ares Capital

Ares Management

Brookfield Asset Management

VanEck Vectors BDC Income ETF

Brookfield Corp

Blackstone Group

Blackstone Secured Lending Fund

Carlyle Group

Capital Southwest

Golub Capital BDC

Goldman Sachs

Horizon Technology Finance

Hercules Capital

JPMorgan Chase & Co

Main Street Capital

Oaktree Specialty Lending

Blue Owl Capital

Solar Capital

SPDR Portfolio S&P 500 High Dividend ETF

Sixth Street Specialty Lending

Vanguard Real Estate ETF

Utilities Select Sector SPDR Fund

We are growing increasingly bearish on the BDC sector and have been reducing our exposure accordingly. We detail three reasons why. We also share where we are allocating our capital to instead.

An Important Warning For BDC Investors

CME Group

Coinbase

NVIDIA

Stocks like NVIDIA Corporation (NVDA), Coinbase Global, Inc. (COIN), CME Group Inc. (CME) and BlackRock, Inc. (BLK) are likely to benefit from the ongoing Bitcoin rally.

4 Solid Stocks to Bet on As Bitcoin Rallies Past $57,000

BlackRock (NYSE: BLK ) stocks stand as a towering testament to market influence and financial prowess. Leading the financial stage as the largest asset manager on a global scale, BlackRock boasts a whopping $10 trillion in assets under management at the end of the fourth quarter (Q4) last year.

3 BlackRock Stock Favorites That You Need to Know About

TORONTO, Feb. 23, 2024 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the final February 2024 cash distributions for the iShares Premium Money Market ETF. Unitholders of record on February 26, 2024 will receive cash distributions payable on February 29, 2024.

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

Vici Properties

The two latest acquisitions for The Dividend Income Accelerator Portfolio contribute to increasing your annual dividend income to a significant amount year over year.

Why To Add These 2 Dividend Income Stocks To Your Portfolio: One Yields Over 5%

Franklin Resources

Investors looking for stocks in the Financial - Investment Management sector might want to consider either Franklin Resources (BEN) or BlackRock (BLK). But which of these two companies is the best option for those looking for undervalued stocks?

BEN or BLK: Which Is the Better Value Stock Right Now?

That's important to keep in mind as a counter to the argument that, because index funds have “officially won” the battle to manage more money than actively managed funds, the stock market has become less efficient and therefore easier to beat. While this is a convenient narrative that active managers can use to justify their high fees, it simply isn't true.

Has it become easier to beat index funds?

Lockheed Martin

Medtronic

Walmart

Dividend stocks are an excellent source of passive income. Some dividend payers are markedly safer investments than their peers, however.

4 Ultra-Safe Passive Income Vehicles to Buy and Hold Forever

Marathon Digital Holdings

Stocks like NVIDIA Corporation (NVDA), Marathon Digital Holdings, Inc. (MARA), BlackRock, Inc. (BLK) and Coinbase Global, Inc. (COIN) are poised to benefit form Bitcoin's recent rally.

4 Stocks to Watch as Bitcoin Regains $1 Trillion Market Cap

VanEck Vectors Digital Transformation ETF

Invesco

The news of the availability of spot BTC ETFs has shaken the digital asset world, pushing Bitcoin ( BTC-USD ) to the $50,000 mark. Ethereum ETFs advocates are expecting a similar effect, while well-known fund managers are preparing for the challenge and filling out the appropriate forms.

5 Proposed Ethereum ETFs to Keep Your Eyes On

TORONTO, Feb. 16, 2024 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the February 2024 cash distributions for the iShares ETFs listed on the TSX or Cboe Canada which pay on a monthly basis. Unitholders of record of a fund on February 26, 2024 will receive cash distributions payable in respect of that fund on February 29, 2024.

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

Apple

AbbVie

Automatic Data Processing

American Tower

Air Products and Chemicals

Alexandria Real Estate Equities

Brookfield Renewable Partners

Brookfield Infrastructure

Colgate-Palmolive

Cummins

Canadian Natural Resources

Equinix

Fortis

Genuine Parts

Home Depot

Honeywell

Hershey

The mid-yielders must offer a decent dividend, but also a decent dividend triangle.

Favorite Mid-Yielders - January Dividend Income Report

TORONTO, Feb. 15, 2024 (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 rating of the iShares exchange-traded fund (“iShares ETF”) listed below. iShares ETF Name Ticker Previous Risk Rating Updated Risk Rating iShares U.S. Small Cap Index ETF (CAD-Hedged) XSU Medium to High High A copy of the standardized risk classification methodology used by BlackRock Canada to identify the investment risk levels of the iShares ETFs is available on request, at no cost, by calling us at 1-866-474-2737, by emailing iSharesCanada_inqiries@bulackrock.com, or by writing to BlackRock Canada at 161 Bay Street, Suite 2500, Toronto, Ontario M5J 2S1.

BlackRock® Canada Announces Risk Rating Update

The stunning announcements come as the largest financial institutions in the US and worldwide face an onslaught of pressure from consumer advocates and Republican states over their environmental, social and governance priorities.

JPMorgan, BlackRock drop out of massive UN climate alliance in stunning move

TORONTO--(BUSINESS WIRE)---- $BLK #Cboe--Cboe Canada welcomes back CIBC for the listing of seven new Canadian Depositary Receipts.

CIBC Expands CDR Line-Up With 7 New CDR Tickers on Cboe Canada

Stocks like NVIDIA Corporation (NVDA), BlackRock, Inc. (BLK), CME Group Inc. (CME) and Coinbase Global, Inc. (COIN) are likely to benefit form the ongoing Bitcoin rally.

4 Stocks to Track as Bitcoin Price Roars Past $50,000

PayPal

Spotify

An economic recession could finally be brewing worldwide, as suggested by over 100,000 layoffs in 2024. January's year-over-year (YoY) inflation rate exceeded expectations at 3.1%, as reported on February 13, worsening the scenario.

Recession incoming: Over 100,000 layoffs announced in 2024

News for Blackrock Inc Stock (BLK)