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.

Investing in leading companies benefiting from unstoppable trends is a winning formula as an investor. BlackRock's dominance in the massive asset management industry continues to shine through in its operating results. The asset manager's solid investment-grade credit rating makes it a lower-risk stock.

BlackRock: This Dividend Stock Is A No-Brainer Buy

For months, headlines have been filled with negative projections and data regarding the national debt. With economic uncertainty reigning over markets and the looming prospect of further interest rate hikes a constant threat, many Americans still harbor concerns, as recent data shows.

Morris Pearl Says Americans Shouldn't Be Worried About the National Debt. Here's Why.

BlackRock, Inc. (BLK), has been charged by the Securities and Exchange Commission (SEC) for failing to properly disclose investments at a firm it was advising.

SEC Charges Blackrock Over Investment Fund Disclosures

BlackRock's iShares Bitcoin Trust ETF was added to the Depository Trust & Clearing Corporation's (DTCC) eligibility file in August, a spokesperson from the global securities settlement house said in a statement.

BlackRock's bitcoin ETF added to DTCC file in Aug - DTCC spokesperson

The U.S. Securities and Exchanges Commission on Tuesday said it had charged BlackRock Advisors LLC with "failing to accurately describe investments in the entertainment industry" for which it has agreed to pay a $2.5 million penalty.

BlackRock to pay $2.5 mln fine to settle SEC disclosure charges

Washington, D.C.--(Newsfile Corp. - October 24, 2023) - The Securities and Exchange Commission today charged BlackRock Advisors, LLC, an investment adviser, for failing to accurately describe investments in the entertainment industry that comprised a significant portion of a publicly traded fund it advised.

SEC Charges BlackRock with Failing to Properly Disclose Investments by Publicly Traded Fund it Advised

JPMorgan Chase & Co

JPMorgan Chairman and CEO Jamie Dimon and BlackRock CEO Larry Fink both have one decade in mind — the 1970s.

JPMorgan's Dimon and BlackRock's Fink both see parallels to the 1970s

Grayscale Bitcoin Trust

The DC Court of Appeals has finalised Grayscale's victory over the US Securities and Exchange Commission (SEC), mandating the SEC to reconsider its initial rejection of Grayscale's proposal to transform its bitcoin closed-ended trust into an exchange-traded fund (ETF). Grayscale, the world's largest bitcoin investment vehicle, has been in a prolonged dispute with the SEC over its ambition to list as a spot ETF on the US equities market.

Grayscale victory and BlackRock listing bring bitcoin ETFs closer to reality

KeyCorp

Unilever

Many regional banks still struggle with the fallout from a liquidity crisis early in 2023. KeyCorp is an exception.

Bull Market and Beyond: 3 Dividend Stocks to Own for the Long Run

American Homes 4 Rent

Blackstone Group

Camden Property

Equity LifeStyle Properties

Industrial Logistics Properties

Invitation Homes

Sun Communities

Tricon Residential

UMH Properties

REITs offer an opportunity to buy real estate at a discount. Private equity players are already taking advantage of this. We highlight 2 likely buyout candidates.

2 REITs That Could Be Takeover Targets

In the fierce realm of asset management, standing out is no small feat. As we venture into the last stretch of 2023, BlackRock Inc. (BLK, Financial) is not just standing out; it is dominating with a towering $9.1 trillion under management.

The Colossal Climb of BlackRock

iShares LifePath Retirement ETF

iShares LifePath Target Date 2025 ETF

iShares LifePath Target Date 2030 ETF

iShares LifePath Target Date 2035 ETF

iShares LifePath Target Date 2040 ETF

iShares LifePath Target Date 2045 ETF

iShares LifePath Target Date 2050 ETF

iShares LifePath Target Date 2055 ETF

iShares LifePath Target Date 2060 ETF

iShares LifePath Target Date 2065 ETF

BlackRock is offering target-date exchanged-traded funds aimed at helping people save for their retirement outside of a 401 (K) plan.

BlackRock offers retirement-date ETFs for investors saving outside 401(k) plans

Goldman Sachs

Icahn Enterprises

Today's market is not the one you inherited many years ago; this is entirely different. With giants like BlackRock NYSE: BLK and The Goldman Sachs Group NYSE: GS guiding their own ships toward a mix of yield and liquidity and away from what seems to be overvalued stocks, you, too, can adjust accordingly.

3 High Dividend Stocks To Beat Treasury Yields

NEW YORK--(BUSINESS WIRE)--Today, BlackRock has launched the industry's only suite of target date ETFs, providing millions of Americans with a simple, affordable, and tax-efficient way to save and invest for retirement. This solution is timely – 57 million Americans lack access to a 401(k) or employer-sponsored retirement plan.1 “This product innovation will make saving for retirement even more accessible at a time when Americans are less confident about their retirement readiness than ever bef.

BlackRock Transforms Access to Retirement Solutions for Millions of Americans

BlackRock Inc. (NYSE: BLK) is the largest asset manager in the world, with $9.42 trillion in assets under management (AUM) as of June 30, 2023. It was funded in 1988 and had an Initial Public Offering (IPO) in September 1999.

Here's how much BlackRock stock is up since its 1999 IPO

Huntington Bancshares

BlackRock Provides ETF Model Portfolios; Huntington National Bank Provides Custody and Sub-Accounting BOSTON , Oct. 18, 2023 /PRNewswire/ -- Visible Foundation announces the launch of Visible National Trust (www.VisibleNationalTrust.com), the first national, turnkey special needs trust platform connecting financial advisors and families that include a loved one with a disability. BlackRock (NYSE:BLK) provides ETF model portfolios, and Huntington Bank (Nasdaq:HBAN) provides custody and sub-accounting.

Visible Foundation Launches First National Disability Wealth Management Platform

BlackRock recently beat earnings expectations, but there was some concern over outflows from its investment funds. The firm's assets under management declined in the quarter, too, primarily due to falling asset prices in a volatile third quarter.

BlackRock's Long-Term Investments Had $12.6 Billion in Net Outflows. Should Investors Be Concerned?

BlackRock CEO Larry Fink said in appearance on "The Claman Countdown" that the "world needs to get back its moral compass" in the wake of Hamas' terror attack on Israel.

BlackRock CEO Fink: ‘World needs to get back its moral compass'

With BlackRock (BLK) recently reporting its third-quarter results last Friday and Goldman Sachs (GS) set to release its Q3 report on Tuesday, let's see if now is a good time to buy stock in either of these finance leaders.

Time to Buy Goldman Sachs (GS) or BlackRock (BLK) Stock This Earnings Season?

Bitfarms Ltd

CleanSpark

An explosive story about a Bitcoin asset manager turned out to be inaccurate.

Why Altcoins and Crypto Miner Stocks Surged on Monday

Coinbase

MicroStrategy Incorporated

Riot Blockchain

Fact: The US Securities and Exchange Commission Will Not Appeal the Grayscale ( GBTC ) ETF Ruling

Bitcoin ETF Saga: Fact vs. Fiction

A false rumor rippled through the crypto world on Monday, sending Bitcoin prices higher after a report said the SEC had approved BlackRock's Bitcoin ETF application. CEO Larry Fink weighs in.

Blackrock CEO Fink weighs in on Bitcoin ETF rumor

Bitcoin briefly popped 10% on Monday after a false report said the SEC approved a spot bitcoin ETF from BlackRock. BlackRock told Bloomberg that its ETF is, in fact, still under review by the SEC.

Bitcoin briefly spiked 10% after a false report said the SEC approved BlackRock's spot bitcoin ETF

Apple

AbbVie

Arbor Realty Trust

Abbott Labs

Archer-Daniels-Midland Company

Aflac

Ameriprise Financial

Amazon

In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. This is part of being transparent with my readers, so they can see what I hold and its correlation with my writing.

My Dividend Growth Portfolio - Q3 2023 Summary

News for Blackrock Inc Stock (BLK)