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BLKBlackRock, Inc.Hold6.4·$1048.76+1.62%
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BlackRock, Inc. (BLK) Stock Analysis

Recovery setup · Catalyst-Driven edge

HoldModerate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $1048.76, but acceptable to hold if already in. Reasons: Thin upside margin: 6.9%; Below 200-MA (14d, -0.9%).

BlackRock manages $14.0 trillion in AUM across equity, fixed income, multi-asset, alternatives, and ETFs for institutional and retail clients in over 100 countries. Revenue of $24.2 billion in 2025 is generated primarily through investment management fees as a percentage of AUM,... Read more

$1048.76+6.9% A.UpsideScore 6.4/10#7 of 109 Asset Management
QualityF-score8 / 9FCF yield4.21%
IncomeYield2.22%(5y avg 2.34%)Payout53.76%sustainable
Stop $997.61Target $1121.62(analyst − 10%)A.R:R 1.0:1
Analyst target$1246.25+18.8%16 analysts
$1121.62our TP
$1048.76price
$1246.25mean
$1393

Hold if already holding. Not a fresh buy at $1048.76, but acceptable to hold if already in. Reasons: Thin upside margin: 6.9%; Below 200-MA (14d, -0.9%). Chart setup: Death cross but MACD improving, RSI 44. Maintain position. Not compelling to add more. Score 6.4/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 29d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

10-K grounded · weekly refresh

About BlackRock, Inc.

About BlackRock, Inc.

BlackRock managed $14.0 trillion in total assets under management at December 31, 2025, reaching that level through a five-year AUM compound annual growth rate of 10% and the July 2025 acquisition of HPS Investment Partners ($118 billion added). The firm generated $24.2 billion in GAAP revenue in 2025 across equity, fixed income, multi-asset, alternatives, ETFs, and cash management, employing approximately 24,900 people in more than 30 countries, with roughly 35% of total AUM managed for clients domiciled outside the United States.

Investment management fees charged as a percentage of AUM constitute the primary revenue source; performance fees added $1.4 billion—6% of total 2025 revenue—concentrated in private markets and alternatives strategies. BlackRock's iShares ETF platform attracted $527 billion in net inflows during 2025, bringing ETF AUM to $5.5 trillion and ETF base fees to 45% of long-term base fees and securities lending revenue. Retail clients held 10% of long-term AUM but generated 25% of base fees, reflecting higher fee rates on active products; institutional clients held 48% of long-term AUM. The Aladdin technology platform, along with eFront, Preqin, and Cachematrix, generates subscription revenue tied to positions managed and subscriptions, providing a revenue stream partially independent of AUM valuation. The company's July 2025 HPS acquisition and October 2024 GIP acquisition together added $188 billion of AUM, extending BlackRock's alternatives business into private credit and infrastructure.

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BlackRock's US mutual funds, closed-end funds, and ETFs are governed by management contracts that independent fund board directors must approve annually—and which shareholders, through activist campaigns, may pressure boards to terminate or put to a tender offer or liquidation vote. The 10-K notes shareholder activism in closed-end funds has increased, including public campaigns to demand significant transactions such as mergers or liquidations. Beyond the SEC and CFTC, a significant portion of BlackRock's critical operations is concentrated in a limited number of cities including New York, London, Edinburgh, Atlanta, and San Francisco, and the 10-K flags that a major disruption at any of these locations could materially impact operations.

See also: Financial Services · Asset Management

From BlackRock, Inc.'s most recent 10-K filing, extracted June 9, 2026.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-15
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Jul 15, 202629d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
High-quality business
Strong growth profile
Risks
Thin upside margin: 6.9%
Below 200-MA (14d, -0.9%)

Key Metrics

P/E (TTM)26.0
P/E (Fwd)17.0
Mkt Cap$168.1B
EV/EBITDA16.3
Profit Mgn24.4%
ROE11.9%
Rev Growth27.0%
Beta1.43
Dividend2.22%
Rating analysts23

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.82neutral
IV41%normal
Max Pain$390-62.8% vs spot

Concentration Risks(10-K Item 1A)

  • MEDIUMProductETFs45%
    10-K Item 1: 'ETFs represented 42% of long-term AUM at December 31, 2025 and 45% of long-term base fees and securities lending revenue for 2025'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesA.R:R 1.0 < 1.5@spotDeath cross (50MA < 200MA)Momentum 6.3>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 29d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Aggressive
RSI
44 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $978.23Resistance $1091.92

Price Targets

$998
$1122
A.Upside+6.9%
A.R:R1.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! asymmetry at 1.0 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-15 (29d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BLK stock a buy right now?

Hold if already holding. Not a fresh buy at $1048.76, but acceptable to hold if already in. Reasons: Thin upside margin: 6.9%; Below 200-MA (14d, -0.9%). Chart setup: Death cross but MACD improving, RSI 44. Maintain position. Not compelling to add more. Target $1121.62 (+6.9%), stop $997.61 (−5.1%), A.R:R 1.0:1. Score 6.4/10, moderate confidence.

What is the BLK stock price target?

Take-profit target: $1121.62 (+6.9% upside). Target $1121.62 (+6.9%), stop $997.61 (−5.1%), A.R:R 1.0:1. Stop-loss: $997.61.

What are the risks of investing in BLK?

Thin upside margin: 6.9%; Below 200-MA (14d, -0.9%).

Is BLK overvalued or undervalued?

BlackRock, Inc. trades at a P/E of 26.0 (forward 17.0). TrendMatrix value score: 5.5/10. Verdict: Hold.

What do analysts say about BLK?

23 analysts cover BLK with a consensus score of 4.0/5. Average price target: $1246.

What does BlackRock, Inc. do?BlackRock manages $14.0 trillion in AUM across equity, fixed income, multi-asset, alternatives, and ETFs for...

BlackRock manages $14.0 trillion in AUM across equity, fixed income, multi-asset, alternatives, and ETFs for institutional and retail clients in over 100 countries. Revenue of $24.2 billion in 2025 is generated primarily through investment management fees as a percentage of AUM, supplemented by performance fees ($1.4 billion, or 6% of revenue) and technology/subscription services including Aladdin. The company's iShares ETF franchise holds $5.5 trillion in AUM and produced $527 billion in net inflows during 2025.

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