BLK
BlackRock Inc.Evidence as of 2026-09-02Overview · BlackRock Inc.
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 provi…
Management team
- Mr. Pablo A. Goldberg · MD, Head of Research, Portfolio Manager & Senior StrategistFind on LinkedIn
- Mr. Neeraj Seth · MD, Chief Investment Officer & Head of Asian credit SingaporeFind on LinkedIn
- Mr. J. Richard Kushel · Senior MD & Head of the Portfolio Management GroupFind on LinkedIn
- Mr. Robert Lawrence Goldstein · Senior MD & COOFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+ 0.4 of a possible + 2; confidence high). Revenue for the three‑month periods rose from $ 4,243,000,000 to $ 4,728,000,000 and then to $ 4,805,000,000 across the cited quarters. Operating income moved from $ 1,438,000,000 to $ 1,693,000,000 and then to $ 1,800,000,000 over the same sequence, while three‑month net income went from $ 1,157,000,000 to $ 1,573,000,000 then to $ 1,495,000,000.
On a per‑share basis, weighted average diluted shares outstanding declined from 151,349,829 to 150,125,182 and then to 149,657,889. Point‑in‑time long‑term debt rose from $ 6,654,000,000 as of 31 December 2022 to $ 9,857,000,000 as of 30 June 2024, and cash and cash equivalents rose from $ 7,416,000,000 to $ 10,228,000,000 over the same span, producing a net cash‑like balance on that date. Market metrics show price above both moving averages (+ 4.0% vs the 50‑day SMA and + 7.3% vs the 200‑day SMA with a golden cross in place for 15 days), elevated volatility (30‑day annualized vol + 23.6%; 90‑day + 27.2%; vol at the 79th percentile), and a 3‑year max drawdown of − 23.7% with a current drawdown of − 4.6%.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue from contracts (three-month periods) rose from $4,243,000,000 in the quarter ended 31 March 2023 (fiscal Q1 2024, 2023-01-01 to 2023-03-31) to $4,728,000,000 in the quarter ended 31 March 2024 (fiscal Q1 2024, 2024-01-01 to 2024-03-31) and to $4,805,000,000 in the quarter ended 30 June 2024 (fiscal Q2 2024, 2024-04-01 to 2024-06-30).
XBRL companyfacts · 0000950170-24-054148Operating income (three-month periods) increased from $1,438,000,000 in the quarter ended 31 March 2023 (fiscal Q1 2024, 2023-01-01 to 2023-03-31) to $1,693,000,000 in the quarter ended 31 March 2024 (fiscal Q1 2024, 2024-01-01 to 2024-03-31) and to $1,800,000,000 in the quarter ended 30 June 2024 (fiscal Q2 2024, 2024-04-01 to 2024-06-30).
XBRL companyfacts · 0000950170-24-054148Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Momentum over the most recent 3 months is +11.3% and the 6-month momentum is +8.4%.
Moneyta signal set · 2026-09-01weakened in debateThe price is above both moving averages: +4.0% vs the 50-day SMA and +7.3% vs the 200-day SMA, and a golden_cross has been in place for 15 days (cross_age_days = 15).
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, the ETF iShares Core S&P 500 ETF (IVV) holds BLK at 0.22% of the fund.
ETF constituents · market dataThe latest reported 13F quarter shows total institutional holdings of BLK valued at $13.2M as of the period ended 2024-09-30.
13F holdings · 1 filers · as of 2024-09-30weakened in debateReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Recent headlines exist but none are company-specific — market-wide stories and rating chatter are excluded.
Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
Trailing twelve-month GAAP EPS is 40.19.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month free cash flow (FCF) is negative 2,137,000,000, so a standard price-to-FCF ratio is not computable from the TTM FCF.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The set of claims together paint a favorable operational and market-read backdrop: consecutive quarterly revenue and operating income increases alongside a falling diluted share count indicate expanding business scale and shareholder base concentration effects on per-share metrics. The balance sheet claims show cash exceeding long-term debt at the reported date, which with a positive trailing GAAP EPS and a P/E of 28.07 implies earnings strength relative to market price. Market signals (positive 3- and 6-month momentum, price above both 50- and 200-day SMAs with a recent golden cross) and a street consensus skewed toward Buy add market-level reinforcement for a constructive reading. These points jointly counter concerns that are more technical or timing-sensitive by focusing on improving fundamentals, per-share lift, liquidity on the balance sheet, and supportive analyst coverage.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.48
23 surviving claims rest on 6 distinct sources; the heaviest analyst carries 30% of them, and 89% of what the desk raised survived the debate.
The surviving read is moderately robust: 23 claims come from just six distinct sources, so source diversity is limited and individual sources carry weight. One analyst contributes about 30% of the surviving claims and the desk retained 89% through debate, which raises analyst-dependence and suggests the batch was under low internal challenge — treat the read as informative but relatively fragile to a few source changes.
Peer context · computed, not argued
12-1 momentum ranks 3rd of 6 in Asset Management (as of 2026-09-01).
6-month relative strength ranks 5th of 6 in Asset Management (as of 2026-09-01).
90-day volatility ranks 4th of 6 in Asset Management (as of 2026-09-01).
dividend yield ranks 4th of 6 in Asset Management (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
16 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.6 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.1 to the score
2 holdings records
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.7 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on BLK Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.