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BlackRock Inc.
BLKFinancialsGenerated Jul 5, 2026, 08:09 PM UTC
BLK (BlackRock Inc.) analytical snapshot. Return on equity 11.58%, ROA 3.97%, ROIC 10.49%. Net income up ▲ +6.3% YoY. Debt/equity 0.22, current ratio —, net debt $2.91B. Market cap $154.26B at $995.73 per share. Trailing P/E 27.27, P/S 13.95, P/B 2.72. EV/Operating income ≈ 25.05 (EV $157.17B). Risk: Low. Macro: Risk-on · Supportive. Composite analytical score -15 (data confidence 79%). Descriptive analytics from public filings — not investment advice.
Free SEC analysis
— computed from SEC filings, free to readFundamentals
Return on equity 11.58%, ROA 3.97%, ROIC 10.49%. Net income up ▲ +6.3% YoY. Debt/equity 0.22, current ratio —, net debt $2.91B.
- Return on equity 11.58%, ROA 3.97%, ROIC 10.49%.
- Net income up ▲ +6.3% YoY.
- Debt/equity 0.22, current ratio —, net debt $2.91B.
| FY | Revenue | Rev YoY | Gross% | Op% | Net% | FCF | ROE% |
|---|---|---|---|---|---|---|---|
| 2024 | $11.06B | — | 0.00 | 57.73 | 46.81 | $4.42B | 13.16 |
| 2025 | — | — | — | — | — | $3.82B | 11.58 |
Filings & Ownership
Latest quarterly report (10-Q) filed May 6, 2026. 2 recent 8-K material-event filings in the index. Recent insider Form 4s: 0 buy vs 0 sell transactions.
- Latest quarterly report (10-Q) filed May 6, 2026.
- 2 recent 8-K material-event filings in the index.
- Recent insider Form 4s: 0 buy vs 0 sell transactions.
- ~10,000+ recent 13F-HR filings reference BlackRock Inc.; broad institutional reporting.
- Recent filers include SSA SWISS ADVISORS AG, SSA SWISS ADVISORS AG, SSA SWISS ADVISORS AG.
- 20 recent 13D activist/beneficial-ownership filings — potential catalyst.
| Filer | Form | Filed |
|---|---|---|
| SSA SWISS ADVISORS AG | 13F-HR | May 8, 2025 |
| SSA SWISS ADVISORS AG | 13F-HR | Feb 26, 2026 |
| SSA SWISS ADVISORS AG | 13F-HR | Jul 31, 2025 |
| SSA SWISS ADVISORS AG | 13F-HR | Dec 3, 2025 |
| Angeles Investment Advisors, LLC | 13F-HR | May 17, 2021 |
| Date | Form | Description |
|---|---|---|
| Jun 30, 2026 | 8-K | 8-K |
| May 22, 2026 | 8-K | 8-K |
SEC Filing Deep-Analysis
1 risk signal(s), 2 watch item(s) detected from XBRL filing diff analysis. 1 risk signal(s) detected versus 0 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- NEW: Material weakness in internal controls in latest filing: The term "material weakness" appears in recent 10-K/10-Q filings but was NOT present in the prior 24-month period. This is a new risk disclosure that warrants attention. Found in 2 filing(s).
- NEW: Impairment charge: Impairment charge appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- NEW: Restructuring: Restructuring appears in recent filings but not in the prior 24-month period. Monitor for materiality.
- Endogenous analysis: 1 risk signal(s) detected versus 0 positive signal(s). The balance of evidence suggests elevated filing-specific risk that warrants monitoring in subsequent filings.
- 20 disclosure(s) dropped from prior year — reduced reporting granularity.
- 3 new risk-language term(s) detected in filing text: Material weakness in internal controls, Impairment charge, Restructuring.
| Metric | Prior year | Latest year | Change | % Change |
|---|---|---|---|---|
| Revenue | — | $11.06B | — | — |
| Operating income | $6.38B | $6.28B | $-110.0M | -1.7% |
| Net income | $5.18B | $5.50B | $324.0M | +6.3% |
| Operating cash flow | $4.96B | $4.17B | $-791.0M | -16.0% |
| Capex | $533.0M | $344.0M | $-189.0M | -35.5% |
| Total assets | $123.21B | $138.62B | $15.40B | +12.5% |
| Total liabilities | $81.97B | $89.26B | $7.29B | +8.9% |
| Long-term debt | $7.92B | $12.31B | $4.40B | +55.5% |
| Cash & equivalents | $8.74B | $12.76B | $4.03B | +46.1% |
| Stockholders equity | $39.35B | $47.49B | $8.15B | +20.7% |
| Accounts receivable | $3.92B | $4.30B | $388.0M | +9.9% |
| Type | Concepts |
|---|---|
| Removed | AccruedIncomeTaxes, AssetAcquisitionConsiderationTransferredContingentConsideration, Capital, CapitalRequiredForCapitalAdequacy, CapitalRequiredForCapitalAdequacyToRiskWeightedAssets, CapitalRequiredToBeWellCapitalized, CapitalRequiredToBeWellCapitalizedToRiskWeightedAssets, CapitalToRiskWeightedAssets, ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest, CryptoAssetCost |
| Term | Severity | Recent | Prior | Status |
|---|---|---|---|---|
| Material weakness in internal controls | high | 2 | 0 | NEW |
| Impairment charge | medium | 4 | 0 | NEW |
| Restructuring | medium | 5 | 0 | NEW |
| Related party transactions | low | 7 | 0 | NEW |
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- ProValuationMarket cap $154.26B at $995.73 per share.
- ProPrice & TechnicalsPrice $995.73 — downtrend (below 200-DMA); 1-month momentum negative.
- ProMacro & RatesMarket regime: Risk-on · Supportive.
- ProRisk ScorecardComposite risk: Low.
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Macro exposure
Rate-sensitive · High sensitivityMacro regime: Risk-on · Supportive. BlackRock Inc. is a rate-sensitive name (high macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.
Analytical read
deterministic previewLatest quarterly report (10-Q) filed May 6, 2026..
Peer comparison
Rate-sensitive groupHow BLK stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.
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|---|---|---|
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| American Express Co. AXP | 11 | Neutral |
| Visa Inc. V | 8 | Neutral |
| Mastercard Inc. MA | 8 | Neutral |
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| Dominion Energy D | 6 | Neutral |
| Charles Schwab Corp. SCHW | 6 | Neutral |
| Realty Income Corp. O | 4 | Neutral |
| NextEra Energy NEE | 0 | Neutral |
| Duke Energy Corp. DUK | 0 | Neutral |
| Wells Fargo & Co. WFC | -1 | Neutral |
| Digital Realty Trust DLR | -6 | Neutral |
| Allstate Corp. ALL | -7 | Neutral |
| American Water Works AWK | -9 | Neutral |
| Goldman Sachs Group GS | -10 | Neutral |
| Citigroup Inc. C | -11 | Neutral |
| Morgan Stanley MS | -13 | Neutral |
| BlackRock Inc. BLK● you | -15 | Neutral |
| Crown Castle Inc. CCI | -18 | Neutral |
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