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BLK

BlackRock, Inc.
$1,009.43 -1.78 (-0.18%) At close · Jul 7
Market Cap
$328.75B
Shares
325,681,832

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$1,009.43 Open$1,012.30 Day$1,003.44–1,019.01 52W$917.39–1,207.31 Avg vol 30d763K Short int2.0M · 0.6% float · 2.8d Short vol23% Last earningsApr 14, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 6
Equibles Rating blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Neutral Momentum Very Weak Sentiment Neutral Fundamentals Fair Quant / Vol Moderate
Market backdrop VIX 16.1 · calm Equity put/call 0.69
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg −5%
below
Price vs 50-day avg −3%
below
RSI (14) 49
neutral
MACD trend Positive
52-week position 32%
mid-range
Momentum
relative strength
Very Weak
1-month return +1%
trailing
6-month return −7%
trailing
YTD return −5%
this year
Relative strength −14%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $1037 › 200d $1063 — 200d above 50d
Institutional flow Accumulating
57 of 2,291 funds reported for Jun 30 · net +6.5K sh shares · +3 new
Insider flow Distributing
Net -$44.8M over 90 days · 100% sells
Short interest Falling
0.62% of float · ▼ -0.1% MoM · 2.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
2,291 holders — mid 3-yr range
Squeeze score 39
low risk · 0–100
Fundamentals
Fair
Revenue growth +16%
Y/Y
EPS growth −16%
Y/Y
Free cash flow $3.6B
Valuation P/E 25.4
rich
Balance sheet $1.3B
net debt
Quant / Vol
risk profile
Moderate
Volatility 27%
annualized · 1-yr
Max drawdown −22%
past year
ATR 2.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Up next
Next earnings call
Jul 15, 2026 Est · unconfirmed · in 1 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 6, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Technicals

      trend & momentum for long-term holders Neutral
      1 · 4 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −5% Bearish
      Price vs 50-day avg
      −3% Neutral
      RSI (14)
      49 Neutral
      MACD trend
      Positive Bullish
      52-week position
      32% Neutral
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $1037 › 200d $1063 — 200d above 50d
      Institutional flow Accumulating
      57 of 2,291 funds reported for Jun 30 · net +6.5K sh shares · +3 new
      Insider flow Distributing
      Net -$44.8M over 90 days · 100% sells
      Short interest Falling
      0.62% of float · ▼ -0.1% MoM · 2.8 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      2,291 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $917 Now $1,009 · 32% 52-wk high $1,207
      vs 200-day avg -5% vs 50-day avg -3%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Active equity net inflows $3B Q1 2026
      iShares net inflows $132B Q1 2026
      Net inflows (LTM) $744B LTM
      Organic base fee growth (LTM) 10% LTM
      Private markets net inflows $9B Q1 2026
      Quarterly cash dividend $5.73 Q1 2026
      Share repurchases $450M Q1 2026
      Technology services ACV growth 14% Q1 2026
      adjusted operating margin excluding performance fees non-GAAP 45.6% first quarter of 2026 call
      Aperio net inflows $13B first quarter of 2026 call
      as-adjusted operating margin non-GAAP 44.5% first quarter of 2026 call
      as-adjusted tax rate non-GAAP 23% first quarter of 2026 call
      ETF net inflows $132B first quarter of 2026 call
      index bond ETF net inflows $41B first quarter of 2026 call
      institutional active net inflows $24B first quarter of 2026 call
      institutional index net outflows $35B first quarter of 2026 call
      net new assets $744B the last twelve months call
      retail net inflows $15B first quarter of 2026 call
      Average AUM $12,603,633M Full Year 2025
      Operating margin (as adjusted) non-GAAP 44.1% Full Year 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Asset Management — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      BLK
      BlackRock, Inc.
      this stock
      $328.75B -5.2% +16.2% 25.4 0.6%
      BN
      BROOKFIELD Corp /ON/
      $95.74B -4.4% 0.6%
      BX
      Blackstone Inc.
      $87.13B -20.7% +9.2% 30.1 2.7%
      KKR
      KKR & Co. Inc.
      $82.79B -25.2% -11.0% 1.7%
      BAM
      Brookfield Asset Management Ltd.
      $74.36B -10.2% +21.0% 1.2%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      2,293
      % held
      35.7%
      Reported
      57 of 2,291
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      876
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      2.0M
      Days to cover
      2.8d
      Change
      -1.2K sh
      View
      Short Volume
      Short vol %
      23%
      As of
      Jul 7, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      543
      Value
      $568.2K
      As of
      May 29, 2026
      View
      Off-Exchange
      Off-exchange %
      41.2%
      Week of
      Jun 15, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$44.8M
      Buyers / Sellers
      0 / 2
      Buyers Sellers
      View
      Congressional Trades Buy
      Member
      Richard Dean McCormick
      Amount
      $1.0K–$15.0K
      Traded
      Mar 19, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $24.2B
      Net income (FY)
      $5.6B
      EPS diluted
      $35.31
      View
      Buybacks
      Remaining
      shares 8.8M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 30, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $35.6M
      Shares
      33.9K
      Filed
      Apr 28, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 14, 2026
      View
      Investor Relations
      Latest news
      BlackRock to Report Second Quarte…
      Published
      Jul 1, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      BLK +6.0% +1.4% -6.8% +5.0% -5.2%
      SPY +0.9% +1.4% +7.6% +0.1% +9.7%
      vs SPY +5.1% +0.0% -14.4% +4.9% -14.8%

      Capital returns

      Latest dividend
      $5.73 / share · ex Jun 5, 2026
      Raised 10%
      Paid (TTM)
      $21.88 / share · 4 payouts
      Dividend yield (TTM, derived)
      2.17%
      Buyback program · as of Mar 31, 2026
      Authorized
      Spent (derived)
      Remaining
      shares 8.80M

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 2012383 CUSIP 09290D101 13F (30d) 74 filings 66 filers Visit website Investor relations