BLK
BlackRock Inc.Evidence as of 2026-10-07The desk's Snapshot
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Overview · 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
Start free to see the full management team.
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 surviving record presents a mixed evidence balance (Mixed, + 0.4 of a possible + 2; confidence high). Revenue rose to $ 7,084,000,000 in fiscal Q2 2026 (fiscal quarter ended 2026-06-30) from $ 6,698,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-03-31), continuing an upward sequence from $ 6,509,000,000 in fiscal Q3 2025 and $ 5,423,000,000 in fiscal Q2 2025. Operating income was $ 2,814,000,000 in fiscal Q1 2026 and $ 2,461,000,000 in fiscal Q2 2026, while net income recorded $ 2,212,000,000 and $ 1,914,000,000 in those same quarters; diluted EPS was $ 14.06 in fiscal Q1 2026 and $ 12.19 in fiscal Q2 2026.
Point-in-time balances show long-term debt at $ 12,744,000,000 as of 2026-06-30 and cash and cash equivalents of $ 10,492,000,000 on the same date. Market-data claims upheld include a golden-cross technical configuration with price about 2.8% below the 50-day SMA and 2.2% above the 200-day SMA as of 2026-10-06, trailing twelve-month P/E of 26.86, and trailing twelve-month free cash flow of negative $ 2,137,000,000.
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 was $7,084,000,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001193125-26-337177Revenue was $6,698,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo).
XBRL companyfacts · 0001193125-26-208766Reads 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.
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.
As of the 10-K filed 23 February 2024, BlackRock reported $10.0 trillion of assets under management at December 31, 2023.
10-K filed 2024-02-23The 10-K filed 23 February 2024 states BlackRock had approximately 19,800 employees in more than 30 countries.
10-K filed 2024-02-23Reads 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.
Three-month momentum is +9.0% and six-month momentum is +13.3%, while the six-month momentum ranks in the 63th percentile of the 815-stock research universe on 2026-10-06.
Moneyta signal set · 2026-10-06weakened in debateThe 12-month momentum (12_1) is +3.4% and ranks in the 39th percentile of the 815-stock research universe on 2026-10-06.
Moneyta signal set · 2026-10-06weakened in debateReads 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.
Institutional holders reported aggregate holdings of $116.25B as of 2026-06-30 (13F holdings carry a 45-day reporting lag).
13F holdings · 2336 filers · as of 2026-06-30The largest reported institutional holder in that filing set was BlackRock, Inc. with $9.75B, followed by VANGUARD CAPITAL MANAGEMENT LLC at $8.92B and STATE STREET CORP at $6.17B, as of 2026-06-30.
13F holdings · 2336 filers · as of 2026-06-30Reads 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.
Coverage on 6 October 2026 highlights a BlackRock-managed semiconductor fund outperforming the SMH semiconductor ETF by 22.43 points over the past year, a theme carried by multiple outlets.
News · aol.com · 2026-10-06The same semiconductor-outperformance story was syndicated to at least two other distinct outlets on 6 October 2026, indicating multiple publications ran the same positive-performance headline.
News · 247wallst.com · 2026-10-06Reads 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.
The trailing twelve-month price/earnings ratio is 26.86.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve-month free cash flow is negative $2,137,000,000 and free cash flow per share is -$14.2792, so price/FCF is not a meaningful positive ratio from the reported figures.
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 evidence set jointly supports a favorable operational and market read: sequential quarterly revenue growth (fundamentals-2, fundamentals-1, fundamentals-0, fundamentals-3) and substantial trailing operating income (valuation-2) are strong, company-reported signals of scale and profitability. Large AUM (filings-0) and recent acquisitions disclosed in the filings (filings-2, filings-3) are moderate-strength evidence of strategic expansion and product capability, while positive short- and medium-term price momentum and a constructive technical picture (market-0, market-2) provide additional market-validation signals of investor interest. High institutional ownership and ETF weightings (ownership-0, ownership-1, ownership-3, ownership-4) are strong evidence of entrenched capital support, and multiple outlets running positive performance stories (news-0 through news-4) is moderate supporting evidence of favorable media/flow narratives. Taken together these claims form a coherent bull case on operational scale, strategic activity, and market reception; the strength of revenue/AUM and ownership signals is particularly notable relative to other items in the dataset.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.41
42 surviving claims rest on 15 distinct sources; the heaviest analyst carries 29% of them, and 98% of what the desk raised survived the debate.
The evidence set is moderately concentrated: a relatively small number of sources support many claims and a single analyst contributed nearly a third of surviving items, which raises dependence risk on a few contributors. High persistence through the debate (98% survival) suggests the claims were resilient to internal challenge, but source concentration and analyst weight limit how much confidence to place in any single claim absent additional independent corroboration.
Peer context · computed, not argued
12-1 momentum ranks 5th of 11 in Asset Management (as of 2026-10-06).
6-month relative strength ranks 7th of 11 in Asset Management (as of 2026-10-06).
90-day volatility ranks 7th of 11 in Asset Management (as of 2026-10-06).
dividend yield ranks 7th of 11 in Asset Management (as of 2026-10-06).
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.
8 filings· 2 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+0.3 to the score
2 documents
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.3 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· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
6 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
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.
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.
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Educational analysis of published data. Moneyta does not give investment advice or make recommendations.