BlackRock (BLK) AI Stock Analysis

• Market Cap: $186.50B
• Dividend Yield: 1.81%
• Average Volume (3M): 502.97K
• Price to Earnings (P/E): 27.6
• Beta (1Y): 1.21
• Revenue Growth: 15.88%
• EPS Growth: 2.87%
• Country: US
• Employees: 22,600
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 12.05
• Shares Outstanding: 154,853,330
• 10 Day Avg. Volume: 609,469
• 30 Day Avg. Volume: 502,974
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: 0.92
• Enterprise Value/Revenue: 7.96
• Enterprise Value/Gross Profit: 16.23
• Enterprise Value/Ebitda: 19.25
• 1Y Price Target: $1,198.54
• Price Target Upside: 4.87% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 13

• Rating: 74 Outperform
• Price Target: $1,255.00 ▲(9.81% Upside)

BlackRock's overall stock score is driven by strong financial performance and positive earnings call insights, highlighting robust growth in AUM and key financial metrics. The high valuation and incomplete technical analysis data slightly temper the score. The company's strategic focus on private markets and digital assets positions it well for future growth, despite challenges from increased expenses and institutional index redemptions.

Positive Factors

Record AUM Growth

Record AUM growth to $12.5 trillion highlights BlackRock's strong market position and ability to attract and retain clients, supporting long-term revenue growth.

Strategic Acquisitions

The acquisition of HPS Investment Partners enhances BlackRock's capabilities in private credit, positioning it to meet evolving client demands and expand market reach.

Expansion into Digital Assets

Expansion into digital assets reflects BlackRock's innovation and ability to capitalize on emerging trends, attracting new investor segments and diversifying revenue streams.

Negative Factors

Institutional Index Redemptions

Significant institutional index redemptions could indicate challenges in retaining large clients, potentially impacting future revenue stability and growth.

Decline in Performance Fees

A decline in performance fees suggests pressure on profitability from certain investment products, which could affect overall margin sustainability if not addressed.

Higher Expenses

Rising expenses, particularly in compensation and G&A, may pressure operating margins and require efficiency improvements to maintain profitability.

BlackRock Business Overview & Revenue Model

Company Description

BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York City with additional offices in Boston, Massachusetts; London, United Kingdom; Gurgaon, India; Hong Kong; Greenwich, Connecticut; Princeton, New Jersey; Edinburgh, United Kingdom; Sydney, Australia; Taipei, Taiwan; Singapore; Sao Paulo, Brazil; Philadelphia, Pennsylvania; Washington, District of Columbia; Toronto, Canada; Wilmington, Delaware; and San Francisco, California.

How the Company Makes Money

BlackRock generates revenue primarily through investment management fees, which are charged as a percentage of the assets under management (AUM). The company earns management fees from its mutual funds, iShares ETFs, and other pooled investment vehicles. In addition to management fees, BlackRock also generates revenue from performance fees, which are earned when investment returns exceed certain benchmarks. Another significant revenue stream comes from technology and risk management services provided to clients through its Aladdin platform, which offers analytics and risk management tools. The company has established partnerships with various financial institutions, pension funds, and sovereign wealth funds that contribute to its AUM and revenue. Additionally, BlackRock benefits from economies of scale, allowing it to maintain competitive fee structures while maximizing profitability.

BlackRock Financial Statement Overview

Summary

BlackRock exhibits strong financial health with robust profitability and a solid balance sheet. The company has maintained steady revenue growth and efficient operations, as evidenced by strong margins. While the balance sheet shows moderate leverage, the increase in debt levels requires monitoring. Cash flow generation remains strong, though the recent decline in free cash flow growth could be a potential area of concern.

Income Statement

BlackRock's income statement shows strong profitability with a gross profit margin of 60.95% and a net profit margin of 29.44% for TTM (Trailing-Twelve-Months). The company has demonstrated consistent revenue growth, with a 5.57% increase in the latest period. EBIT and EBITDA margins are robust at 39.36% and 41.04%, respectively, indicating efficient operations. However, the slight decline in net profit margin compared to the previous year suggests some pressure on net earnings.

Balance Sheet

The balance sheet reflects a healthy financial position with a debt-to-equity ratio of 0.30, indicating moderate leverage. Return on equity is strong at 14.49%, showcasing effective use of equity to generate profits. The equity ratio stands at 33.55%, suggesting a solid capital structure. However, the increase in total debt over the past year could pose potential risks if not managed carefully.

Cash Flow

Cash flow analysis reveals a slight decline in free cash flow growth at -2.09% for TTM, which could be a concern. The operating cash flow to net income ratio is healthy at 2.57, indicating strong cash generation relative to net income. The free cash flow to net income ratio is also robust at 0.95, suggesting efficient cash conversion. Despite these strengths, the negative growth in free cash flow warrants attention.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	21.57B	20.41B	17.86B	17.87B	19.37B	16.20B
Gross Profit	10.57B	10.09B	8.58B	8.68B	9.82B	8.27B
EBITDA	8.92B	8.21B	6.77B	6.90B	7.90B	6.08B
Net Income	6.40B	6.37B	5.50B	5.18B	5.90B	4.93B
Balance Sheet
Total Assets	146.47B	138.62B	123.21B	117.63B	152.65B	176.98B
Cash, Cash Equivalents and Short-Term Investments	11.65B	14.59B	10.61B	8.75B	9.32B	8.66B
Total Debt	16.66B	14.22B	9.70B	8.49B	9.32B	8.02B
Total Liabilities	97.16B	89.26B	81.97B	78.84B	113.75B	139.33B
Stockholders Equity	49.14B	47.49B	39.35B	37.74B	37.69B	35.28B
Cash Flow
Free Cash Flow	3.88B	4.70B	3.82B	4.42B	4.60B	3.55B
Operating Cash Flow	4.24B	4.96B	4.17B	4.96B	4.94B	3.74B
Investing Cash Flow	-6.43B	-3.00B	-959.00M	-1.13B	-1.94B	-254.00M
Financing Cash Flow	1.15B	2.24B	-1.99B	-5.44B	-2.29B	244.00M

BlackRock Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 1142.85
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BLK, the sentiment is Positive. The current price of 1142.85 is above the 20-day moving average (MA) of 1120.28, above the 50-day MA of 1115.01, and above the 200-day MA of 1004.65, indicating a bullish trend. The MACD of 5.43 indicates Negative momentum. The RSI at 60.45 is Neutral, neither overbought nor oversold. The STOCH value of 79.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLK.

BlackRock Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BK	79 Outperform	76.67B	16.60	10.96%	1.78%	7.41%	51.70%
BX	76 Outperform	230.43B	50.64	34.29%	2.27%	23.08%	41.35%
BLK	74 Outperform	$186.50B	27.62	14.35%	1.81%	15.88%	2.87%
STT	73 Outperform	32.20B	12.72	10.44%	2.68%	11.66%	67.88%
ARES	64 Neutral	59.79B	104.69	11.00%	2.34%	45.89%	-9.53%
KKR	62 Neutral	132.68B	71.42	7.27%	0.48%	-24.62%	-48.96%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

BlackRock Corporate Events

BlackRock Reports Strong Q2 2025 Financial Results

On July 15, 2025, BlackRock reported its financial results for the second quarter of 2025, highlighting a diluted EPS of $10.19, or $12.05 as adjusted. The company experienced significant net inflows, driven by record performance in iShares ETFs and private markets, alongside a 13% increase in revenue year-over-year. BlackRock’s strategic acquisition of HPS Investment Partners added substantial assets under management, further strengthening its market position. The firm continues to innovate by integrating public and private markets and expanding its digital assets offerings, aiming to attract a new generation of global investors.

The most recent analyst rating on (BLK) stock is a Hold with a $774.00 price target. To see the full list of analyst forecasts on BlackRock stock, see the BLK Stock Forecast page.

BlackRock Completes Acquisition of HPS Investment Partners

On July 1, 2025, BlackRock completed its acquisition of HPS Investment Partners, a global credit investment manager, enhancing its capabilities in the private credit market. This strategic move positions BlackRock to better meet client demands by integrating HPS’s expertise into its existing platform, creating Private Financing Solutions (PFS) to offer comprehensive public and private income solutions. The acquisition is expected to strengthen BlackRock’s market position by addressing the evolving needs of clients and borrowers, while maintaining HPS’s branding for its flagship strategies.

The most recent analyst rating on (BLK) stock is a Hold with a $774.00 price target. To see the full list of analyst forecasts on BlackRock stock, see the BLK Stock Forecast page.

BlackRock Approves Executive Compensation at Annual Meeting

On May 15, 2025, BlackRock, Inc. held its Annual Meeting of Shareholders, where all director nominees were elected, and the compensation for named executive officers was approved through a non-binding advisory vote. Additionally, Deloitte & Touche LLP was ratified as the independent registered public accounting firm for fiscal year 2025. However, shareholder proposals regarding a report on risks associated with stakeholder capitalism and reform of board elections were not approved.

The most recent analyst rating on (BLK) stock is a Hold with a $774.00 price target. To see the full list of analyst forecasts on BlackRock stock, see the BLK Stock Forecast page.