Is BlackRock Stock a Good Investment?

BlackRock Investment Advice

BLK

To provide specific investment advice or recommendations on BlackRock stock, we recommend investors consider the following general factors when evaluating BlackRock. This will help you to make an informed decision on whether to include BlackRock in one of your diversified portfolios:

Examine BlackRock's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research BlackRock's leadership team and their track record. Good management can help BlackRock navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact BlackRock's business and its evolving consumer preferences.
Compare BlackRock's performance and market position to its competitors. Analyze how BlackRock is positioned in terms of product offerings, innovation, and market share.
Check if BlackRock pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about BlackRock's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in BlackRock stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if BlackRock is a good investment.

Sell

Buy

Hold

Macroaxis provides advice on BlackRock to complement and cross-verify current analyst consensus on BlackRock. Our investment recommendation engine determines the company's potential to grow exclusively from the perspective of an investor's current risk tolerance and investing horizon. To make sure BlackRock is not overpriced, please confirm all BlackRock fundamentals, including its current valuation, revenue, current ratio, as well as the relationship between the number of shares shorted and cash and equivalents . Given that BlackRock has a price to earning of 19.81 X, we suggest you to validate BlackRock market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Market Performance	Very Weak	Details
Volatility	Very steady	Details
Hype Condition	Low key	Details
Current Valuation	Fairly Valued	Details
Odds Of Distress	Very Low	Details
Economic Sensitivity	Responds to the market	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Strong Buy	Details
Financial Strenth (F Score)	Healthy	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine BlackRock Stock

Researching BlackRock's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 88.0% of the company shares are held by institutions such as insurance companies. The book value of BlackRock was currently reported as 264.96. The company has Price/Earnings To Growth (PEG) ratio of 2.46. BlackRock recorded earning per share (EPS) of 39.36. The entity last dividend was issued on the 6th of March 2024. The firm had 1:1 split on the 5th of June 2007.

To determine if BlackRock is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding BlackRock's research are outlined below:

	BlackRock generated a negative expected return over the last 90 days
	Over 88.0% of the company shares are held by institutions such as insurance companies
	On 22nd of March 2024 BlackRock paid $ 5.1 per share dividend to its current shareholders
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BlackRock Quarterly Accounts Payable

1.22 Billion

BlackRock uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in BlackRock. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to BlackRock's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	12th of April 2024 Upcoming Quarterly Report	View
	12th of July 2024 Next Financial Report	View
	31st of March 2024 Next Fiscal Quarter End	View
	10th of January 2025 Next Fiscal Year End	View
	31st of December 2023 Last Quarter Report	View
	31st of December 2023 Last Financial Announcement	View

Earnings surprises can significantly impact BlackRock's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises BlackRock's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2006-01-19	2005-12-31	1.06	1.21	0.15	14
2009-07-21	2009-06-30	1.58	1.75	0.17	10
2010-10-20	2010-09-30	2.46	2.75	0.29	11
2010-01-27	2009-12-31	2.1	2.39	0.29	13
2009-01-21	2008-12-31	0.99	0.68	-0.31	31
2008-01-17	2007-12-31	2.15	2.52	0.37	17
2007-10-17	2007-09-30	1.91	2.29	0.38	19
2011-01-25	2010-12-31	2.9	3.42	0.52	17

Know BlackRock's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as BlackRock is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading BlackRock backward and forwards among themselves. BlackRock's institutional investor refers to the entity that pools money to purchase BlackRock's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Wells Fargo & Co	2023-12-31	2.6 M
Capital Research & Mgmt Co - Division 3	2023-12-31	2.5 M
Fmr Inc	2023-12-31	2.3 M
Norges Bank	2023-12-31	2.2 M
Fisher Asset Management, Llc	2023-12-31	2 M
Wellington Management Company Llp	2023-12-31	1.7 M
Northern Trust Corp	2023-12-31	1.5 M
Ameriprise Financial Inc	2023-12-31	1.5 M
Goldman Sachs Group Inc	2023-12-31	1.4 M
Vanguard Group Inc	2023-12-31	12.9 M
Blackrock Inc	2023-12-31	9.6 M

Note, although BlackRock's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

BlackRock's market capitalization trends

The company currently falls under 'Mega-Cap' category with a total capitalization of 111.52 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate BlackRock's market, we take the total number of its shares issued and multiply it by BlackRock's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Market Cap

127.29 Billion

BlackRock's profitablity analysis

BlackRock's profitability indicators refer to fundamental financial ratios that showcase BlackRock's ability to generate income relative to its revenue or operating costs. If, let's say, BlackRock is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, BlackRock's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of BlackRock's profitability requires more research than a typical breakdown of BlackRock's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.

	Last Reported	Projected for Next Year
Return On Tangible Assets	0.06	0.09
Return On Capital Employed	0.06	0.05
Return On Assets	0.04	0.06
Return On Equity	0.14	0.17

The company has Net Profit Margin of 0.32 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.36 %, which entails that for every 100 dollars of revenue, it generated $0.36 of operating income.

Determining BlackRock's profitability involves analyzing its financial statements and using various financial metrics to determine if BlackRock is a good buy. For example, gross profit margin measures BlackRock's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of BlackRock's profitability and make more informed investment decisions.

The data published in BlackRock's official financial statements usually reflect BlackRock's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of BlackRock. For example, before you start analyzing numbers published by BlackRock accountants, it's critical to develop an understanding of what BlackRock's liquidity, profitability, and earnings quality are in the context of the Capital Markets space in which it operates.

Please note, the presentation of BlackRock's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, BlackRock's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in BlackRock's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of BlackRock. Please utilize our Beneish M Score to check the likelihood of BlackRock's management manipulating its earnings.

Evaluate BlackRock's management efficiency

BlackRock has Return on Asset of 0.0329 % which means that on every $100 spent on assets, it made $0.0329 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1419 %, implying that it generated $0.1419 on every 100 dollars invested. BlackRock's management efficiency ratios could be used to measure how well BlackRock manages its routine affairs as well as how well it operates its assets and liabilities. At this time, BlackRock's Return On Tangible Assets are quite stable compared to the past year. Return On Assets is expected to rise to 0.06 this year, although the value of Return On Capital Employed will most likely fall to 0.05. At this time, BlackRock's Total Current Liabilities is quite stable compared to the past year. Non Current Liabilities Total is expected to rise to about 119.4 B this year, although the value of Liabilities And Stockholders Equity will most likely fall to about 119.8 B.

	Last Reported	Projected for Next Year
Book Value Per Share	263.49	276.67
Net Current Asset Value	0.00	0.00
Tangible Asset Value	0.00	0.00
Tangible Book Value Per Share	49.94	52.44
Enterprise Value Over EBITDA	16.37	11.49
Price Book Value Ratio	3.08	3.58
Enterprise Value Multiple	16.37	11.49
Price Fair Value	3.08	3.58
Enterprise Value	122.2 B	128.3 B

The analysis of BlackRock's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze BlackRock's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of BlackRock Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.

Dividend Yield

0.0272

Forward Dividend Yield

0.0272

Forward Dividend Rate

20.4

Beta

1.37

Basic technical analysis of BlackRock Stock

As of the 19th of April, BlackRock shows the mean deviation of 0.9418, and Risk Adjusted Performance of (0.03). BlackRock technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and interpolate thirteen technical drivers for BlackRock, which can be compared to its peers. Please confirm BlackRock standard deviation, as well as the relationship between the maximum drawdown and kurtosis to decide if BlackRock is priced correctly, providing market reflects its regular price of 747.3 per share. Given that BlackRock has information ratio of (0.11), we suggest you to validate BlackRock's prevailing market performance to make sure the company can sustain itself at a future point.

BlackRock's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific BlackRock insiders, such as employees or executives, is commonly permitted as long as it does not rely on BlackRock's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases BlackRock insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Mark Wilson over three months ago

Acquisition by Mark Wilson of tradable shares of BlackRock subject to Rule 16b-3

BlackRock's Outstanding Corporate Bonds

BlackRock issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. BlackRock uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most BlackRock bonds can be classified according to their maturity, which is the date when BlackRock has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	BLACKROCK INC 325 Corp Bond US09247XAP69	View
	US09247XAQ43 Corp Bond US09247XAQ43	View
	US09247XAR26 Corp Bond US09247XAR26	View
	BLK 21 25 FEB 32 Corp Bond US09247XAS09	View
	BLACKROCK INC 32 Corp Bond US09247XAN12	View

View All BlackRock Corporate Bonds

Understand BlackRock's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing BlackRock's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	(0.03)
	Market Risk Adjusted Performance	(0.04)
	Mean Deviation	0.9418
	Coefficient Of Variation	(1,728)
	Standard Deviation	1.21
	Variance	1.47
	Information Ratio	(0.11)
	Jensen Alpha	(0.17)
	Total Risk Alpha	(0.20)
	Treynor Ratio	(0.05)
	Maximum Drawdown	5.83
	Value At Risk	(2.52)
	Potential Upside	1.82
	Skewness	(0.29)
	Kurtosis	0.3716

	Risk Adjusted Performance	(0.03)
	Market Risk Adjusted Performance	(0.04)
	Mean Deviation	0.9418
	Coefficient Of Variation	(1,728)
	Standard Deviation	1.21
	Variance	1.47
	Information Ratio	(0.11)
	Jensen Alpha	(0.17)
	Total Risk Alpha	(0.20)
	Treynor Ratio	(0.05)
	Maximum Drawdown	5.83
	Value At Risk	(2.52)
	Potential Upside	1.82
	Skewness	(0.29)
	Kurtosis	0.3716

Consider BlackRock's intraday indicators

BlackRock intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of BlackRock stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	11822.48
	Daily Balance Of Power	(0.44)
	Rate Of Daily Change	0.99
	Day Median Price	754.1
	Day Typical Price	751.83
	Price Action Indicator	(10.05)
	Period Momentum Indicator	(6.49)
	Relative Strength Index	23.61

BlackRock Corporate Filings

8K	12th of April 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify
	10th of April 2024 Other Reports	View Verify
ASR	9th of April 2024 Automatic Shelf Registration Statement under Rule 415 filed with the U.S. Securities and Exchange Commission (SEC)	View Verify
13A	5th of April 2024 An amended filing to the original Schedule 13G	View Verify

BlackRock time-series forecasting models is one of many BlackRock's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary BlackRock's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

BlackRock Stock media impact

Far too much social signal, news, headlines, and media speculation about BlackRock that are available to investors today. That information is available publicly through BlackRock media outlets and privately through word of mouth or via BlackRock internal channels. However, regardless of the origin, that massive amount of BlackRock data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of BlackRock news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of BlackRock relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to BlackRock's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive BlackRock alpha.

BlackRock Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards BlackRock can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

BlackRock Historical Investor Sentiment

Investor biases related to BlackRock's public news can be used to forecast risks associated with an investment in BlackRock. The trend in average sentiment can be used to explain how an investor holding BlackRock can time the market purely based on public headlines and social activities around BlackRock. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

BlackRock's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for BlackRock and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average BlackRock news discussions. The higher the estimate score, the more favorable the investor's outlook on BlackRock.

BlackRock Maximum Pain Price across 2024-04-19 Option Contracts

BlackRock's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of BlackRock close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of BlackRock's options.

Be your own money manager

Our tools can tell you how much better you can do entering a position in BlackRock without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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BlackRock Corporate Directors

BlackRock corporate directors refer to members of a BlackRock board of directors. The board of directors generally takes responsibility for the BlackRock's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of BlackRock's board members must vote for the resolution. The BlackRock board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.

Mathis Cabiallavetta	Independent Director	Profile
David Komansky	Independent Director	Profile
Bader Alsaad	Independent Director	Profile
Robert Goldstein	Chief Operating Officer, Senior Managing Director, Global Head of BlackRock Solutions	Profile

How to buy BlackRock Stock?

Examine BlackRock's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research BlackRock's leadership team and their track record. Good management can help BlackRock navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact BlackRock's business and its evolving consumer preferences.
Compare BlackRock's performance and market position to its competitors. Analyze how BlackRock is positioned in terms of product offerings, innovation, and market share.
Check if BlackRock pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about BlackRock's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

Already Invested in BlackRock?

The danger of trading BlackRock is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of BlackRock is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than BlackRock. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile BlackRock is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.

When determining whether BlackRock is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if BlackRock Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Blackrock Stock. Highlighted below are key reports to facilitate an investment decision about Blackrock Stock: