BlackRock (BLK)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$1122.29-0.34%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
QuarterlyIQ Insights · BLK
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-09-04.
The screen ranks BLK against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated strong grew net income 67% of the time over the next year (vs 56% for the rest of the cohort, n=7680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Grow private markets fundraising to reach $400 billion by 2030, leveraging acquisitions and organic growth.
Stated as a priority in 7 of last 7 quarters. Management consistently references the $400 billion private markets fundraising goal by 2030, supported by landmark fundraising such as $25.2 billion raised for GIP's fifth flagship in 2025-Q2. The trajectory shows delivering progress with acquisitions and organic growth fueling fundraising momentum.
“We see excellent fundraising activity as we work toward our goal of $400 billion in private markets fundraising by 2030.”
“We9re seeing excellent fundraising activity as we work toward our goal of $400 billion in private markets fundraising by 2030.”
“We9re seeing excellent fundraising activity as we work toward our goal of $400 billion in private markets fundraising by 2030.”
“We9ve brought together the strengths of GIP, HPS, and Preqin, and together we9re already driving landmark fundraising and deal flow.”
“We surpassed the fundraising target for GIP9s fifth flagship, raising $25.2 billion.”
“We9re seeing strong fundraising momentum in private markets, including private credit and infrastructure.”
“Our closing of GIP and planned acquisitions of HPS and Preqin are expected to significantly scale and enhance our private markets investment and data capabilities.”
Sustain and accelerate organic base fee growth across multiple client segments and product lines.
Stated as a priority in 7 of last 7 quarters. Organic base fee growth ranged from 6% to 10% across recent quarters, with 8% growth in 2026-Q2 and 10% over the last twelve months as of 2026-Q1. Management's statements align with consistent delivery of strong organic fee growth across diversified client segments.
Grow technology services and subscription revenue, driven by Aladdin and multi-product solutions adoption.
Stated as a priority in 7 of last 7 quarters. Technology services and subscription revenue grew from $436 million in 2025-Q1 to $566 million in 2026-Q2, representing 13-22% year-over-year growth. Management consistently highlights Aladdin adoption as a key driver, and the financials show delivering growth in this segment.
Increase capital returned to shareholders through higher share repurchases and dividend payments.
Stated as a priority in 7 of last 7 quarters. Management increased planned share repurchases to $2 billion in 2026 and executed $450 million in 2026-Q2. Dividends per share rose from $5.21 in 2025-Q4 to $5.73 in 2026-Q2. The financials confirm consistent capital return increases, delivering on stated shareholder return priorities.
BlackRock aims to enhance its private credit capabilities through the acquisition of HPS Investment Partners.
Over the trailing year it converted -0.17x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 61% for the rest of the cohort, n=6844).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated neutral grew net income 56% of the time over the next year (vs 58% for the rest of the cohort, n=3751).
Not investment advice. As of 2026-09-04.
“Clients entrusted BlackRock with $192 billion of net inflows, generating 8% organic base fee growth 9 well in excess of our target.”
“10% organic base fee growth over the last twelve months, broad-based across the platform.”
“9% organic base fee growth over the last twelve months, fees related to the GIP and HPS Transactions.”
“10% annualized organic base fee growth in the quarter reflects broad-based strength.”
“7% organic base fee growth for the second quarter and the first half of 2025.”
“6% organic base fee growth in the first quarter, representing our best start to a year since 2021.”
“7% organic base fee growth and 12% technology services ACV growth in the fourth quarter.”
“13% growth in technology services and subscription revenue year-over-year, driven by continued momentum in Aladdin and multi-product solutions.”
“22% growth in technology services and subscription revenue year-over-year, driven by continued momentum in Aladdin and the impact of the Preqin Transaction.”
“Higher technology services and subscription revenue, partially offset by lower performance fees.”
“Technology services ACV growth of 15% reflects continued adoption of Aladdin.”
“Technology ACV growth reached a fresh high of 16%.”
“16% growth in technology services and subscription revenue year-over-year.”
“Technology services revenue increased 118 million year-over-year.”
“Increasing planned quarterly share repurchases to $550 million and dividend per share to $5.73.”
“$450 million of share repurchases in the current quarter and 10% increase in quarterly cash dividend to $5.73 per share.”
“$5 billion returned to shareholders in 2025, including $1.6 billion worth of share repurchases.”
“$375 million worth of share repurchases in the current quarter.”
“$375 million of share repurchases in the current quarter.”
“$375 million of share repurchases in the current quarter and 2% increase in quarterly cash dividend to $5.21 per share.”
“$4.7 billion returned to shareholders in 2024, including $1.6 billion of share repurchases.”