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's wide range of investment products showed why it's the top investment manager in the world.

Investors Flocked to Bonds in 2022, and BlackRock Was a Big Winner

Roundhill Deep Value

iShares MSCI International Value Factor ETF

USAA MSCI Emerging Markets Value Momentum Blend Index ETF

Vanguard Small Cap Value ETF

Vanguard Mid-Cap Value ETF

Vanguard Value ETF

Value ETFs can net serious profits over time.

Best Value ETFs to Invest In

Further, at its current price of $730 per share, the stock is trading 3% below its fair value of $750 – Trefis' estimate for BlackRock's valuation.

BlackRock Stock Topped The Consensus In Q4, What's Next?

Apple

Algonquin Power & Utilities

Activision Blizzard

Brookfield Renewable Partners

Brookfield Infrastructure

Disney

Enbridge

Fortis

Gentex

Home Depot

Magna International

Microsoft

Royal Bank of Canada

Starbucks

SPDR S&P 500 ETF Trust

Texas Instruments

Visa

Couche-Tard, Activision Blizzard, and Intertape Polymer (acquired throughout the year) were my top performers for 2022. The increase in dividends is worth a lot more to me than how my portfolio did in 2022.

2022 Performance Review And 2 Additions - December Dividend Income Report

That's fund giant BlackRock Inc.'s BLK, -0.78%  Chief Executive Larry Fink's answer when asked this week at the glitzy Switzerland gathering of executives, economists and politicians about the “anti-woke” pushback against Wall Streeters who see investment opportunity in fighting climate change.

BlackRock's Fink says climate and ESG-investing attacks getting ugly, personal

Passive products from BlackRock Inc, Vanguard Group and others were rare cash recipients last year as U.S. mutual and exchange-traded funds suffered $370 billion in net withdrawals, their first annual outflows on record, researcher Morningstar Inc said.

BlackRock, Vanguard stand apart as U.S. funds suffer first annual outflows

BlackRock , the world's biggest asset manager, lost around $4 billion in assets under management as a result of a political backlash against environmental, social and governance (ESG) investing in the United States, its chief executive said.

Davos 2023: BlackRock U.S. inflows dwarf $4 bln lost in ESG backlash -CEO

Investment giant BlackRock announced Friday it is taking a minority stake in, and leading a financing round for, venture-backed fintech startup Human Interest. Terms of the deal were not disclosed.

BlackRock acquires minority stake in SMB 401(k) provider Human Interest

BlackRock, Inc. (NYSE:BLK ) Q4 2022 Results Conference Call January 13, 2023 8:30 AM ET Company Participants Christopher Meade - General Counsel Laurence Fink - Chairman and Chief Executive Officer Gary Shedlin - Chief Financial Officer Robert Kapito - President Conference Call Participants Daniel Fannon - Jefferies Alex Blostein - Goldman Sachs Michael Cyprys - Morgan Stanley Craig Siegenthaler - Bank of America Operator Good morning. My name is Keren, and I will be your conference facilitator today.

BlackRock, Inc. (BLK) Q4 2022 Earnings Call Transcript

Five states, including California, Oregon and Illinois, started requiring many businesses to offer retirement plans or enroll workers in a state-run savings program, according to AARP.

BlackRock, world's largest asset manager, buys stake in small-business 401(k) startup

BlackRock (BLK) results outshine estimates in the fourth quarter of 2022, benefiting from lower expenses. However, the decrease in revenues and AUM were headwinds.

BlackRock's (BLK) Earnings & Revenues Beat Estimates in Q4

BlackRock (BLK) delivered earnings and revenue surprises of 11.76% and 4.23%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

BlackRock (BLK) Tops Q4 Earnings and Revenue Estimates

The asset manager reported fourth-quarter earnings of $8.93, higher than expectations, but lower than a year ago. Total revenue stood at $4.3 billion.

BlackRock Profit Dives as Legacy of Terrible 2022 Continues to Hit the Sector

Assets under management stood at $8.59 trillion at the end of the quarter, down from a little more than $10 trillion a year earlier but up from $7.96 trillion in the third quarter.

BlackRock quarterly profit slips on lower fee income

The money-management firm's assets under management increased to $8.6 trillion after three quarters of declines.

BlackRock Profit Falls 23%

NEW YORK--( BUSINESS WIRE )--BlackRock, Inc. (NYSE: BLK) today released its financial results for the fourth quarter of 2022. The company's earnings release and supplemental materials are available via ir.blackrock.com/QuarterlyResults.

BlackRock Reports Fourth Quarter 2022 Earnings

By taking a minority stake in an online 401(k) provider, the company seeks access to an underserved corner of retirement investing.

BlackRock Buys Stake in Small-Business 401(k) Startup

Invesco

Netflix

T. Rowe Price Group

Stocks that have recently benefited from “disinflation,” or a declining rate of inflation, have outperformed inflation beneficiaries since the middle of 2022.

Netflix and 4 More Stocks That Should Win if Inflation Keeps Cooling

TORONTO, Jan. 11, 2023 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (“BlackRock”) (NYSE: BLK) today announced that effective on January 12, 2023, the annual management fees of the following iShares exchange-traded funds (“iShares Funds”) will change as follows:

BlackRock® Canada Announces Fee Reductions

AbbVie

Accenture Plc

Automatic Data Processing

Applied Materials

ASML Hld

Best Buy

Cisco Systems

Expeditors International of Washington

Fastenal

Ferguson Enterprises Inc

Garmin

Infosys

KLA-Tencor

Lockheed Martin

Lowe's

Lam Research

Mastercard

Monolithic Power Systems

Merck

Paychex

Rollins

The 4 factor dividend growth portfolio was launched on November 1st, 2022, and is thus far off to a great start. The portfolio generated 0.28% of alpha in December and continues to outpace the S&P 500 Total Return.

4 Factor Dividend Growth Portfolio - December 2022 Results

News for Blackrock Inc Stock (BLK)