- ISIN
- US09247X1019
- CUSIP
- 09247X101
- Sector
- Financial Services
- Industry
- Asset Management
- IPO Date
- Oct 1, 1999
Highlights
- Market Cap
- $156.73B
- Enterprise Value
- $151.32B
- EPS (TTM)
- $38.53
- PE Ratio
- 26.24
- Total Revenue (TTM)
- $25.71B
- Gross Profit (TTM)
- $15.21B
- EBITDA (TTM)
- $9.79B
- Year Range
- $917.39 - $1,219.94
- Target Price
- $1,311.78
- ROA (TTM)
- 3.67%
- ROE (TTM)
- 11.03%
Share Price Chart
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Performance
BLK Performance Chart
BlackRock, Inc. (BLK) is down 4.5% since the beginning of the year. At $1,011 per share, BLK is trading 17.1% below its 52-week high of $1,220. Investors who bought $1,000 worth of BLK shares 5 years ago would now be looking at an investment worth $1,266.
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Returns By Period
BlackRock, Inc. (BLK) has returned -4.46% so far this year and -4.60% over the past 12 months. Over the last decade, BLK has posted an annualized return of 14.13%, slightly higher than the S&P 500 Index benchmark’s 13.47%.
BlackRock, Inc.
- 1D
- 1.55%
- 1M
- 1.57%
- 6M
- -8.68%
- YTD
- -4.46%
- 1Y
- -4.60%
- 3Y*
- 16.56%
- 5Y*
- 4.83%
- 10Y*
- 14.13%
Benchmark (S&P 500 Index)
- 1D
- 0.72%
- 1M
- 2.08%
- 6M
- 9.21%
- YTD
- 10.11%
- 1Y
- 20.04%
- 3Y*
- 19.66%
- 5Y*
- 11.58%
- 10Y*
- 13.47%
BLK Monthly Returns History
Based on dividend-adjusted daily data since Oct 1, 1999, BLK's average daily return is +0.09%, while the average monthly return is +1.86%. At this rate, an investment would double in approximately 3.1 years.
Historically, 61% of months were positive and 39% were negative. The best month was Mar 2009 with a return of +35.4%, while the worst month was Oct 2008 at -32.5%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.
On a daily basis, BLK closed higher 52% of trading days. The best single day was Oct 28, 2008 with a return of +19.6%, while the worst single day was Oct 15, 2008 at -15.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.54% | -4.98% | -9.04% | 10.80% | -1.76% | -7.63% | 5.16% | -4.46% | |||||
| 2025 | 4.92% | -9.09% | -2.67% | -3.40% | 7.18% | 7.65% | 5.41% | 1.91% | 3.92% | -7.12% | -3.28% | 2.70% | 6.55% |
| 2024 | -4.62% | 4.78% | 3.39% | -9.48% | 2.30% | 2.65% | 11.33% | 2.89% | 5.91% | 3.32% | 4.26% | 0.72% | 29.29% |
| 2023 | 7.14% | -9.19% | -2.24% | 0.31% | -2.03% | 5.88% | 6.90% | -5.19% | -7.05% | -5.29% | 22.69% | 8.78% | 17.86% |
| 2022 | -10.12% | -9.61% | 3.41% | -18.25% | 7.11% | -8.32% | 9.87% | -0.42% | -16.81% | 17.38% | 10.85% | -0.35% | -20.40% |
| 2021 | -2.81% | -0.96% | 9.20% | 8.67% | 7.05% | 0.23% | -0.89% | 8.78% | -10.70% | 12.50% | -4.12% | 1.68% | 29.39% |
Benchmark Metrics
BlackRock, Inc. has an annualized alpha of 15.07%, beta of 1.13, and R2 of 0.42 versus S&P 500 Index. Calculated based on daily prices since October 01, 1999.
- This stock captured 144.87% of S&P 500 Index gains but only 85.93% of its losses - a favorable profile for investors.
- R2 of 0.42 means the benchmark explains less than half of this stock's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 15.07%
- Beta
- 1.13
- R²
- 0.42
- Upside Capture
- 144.87%
- Downside Capture
- 85.93%
Return for Risk
Risk / Return Rank
BLK ranks 34 for risk / return — below 34% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for BlackRock, Inc. (BLK) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BLK | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.78 | ||
| Sortino ratioReturn per unit of downside risk | -2.29 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.29 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 2.21 | -2.42 |
| Martin ratioReturn relative to average drawdown | -0.43 | 9.63 | -10.06 |
Dividends
Dividend History
BlackRock, Inc. provided a 2.16% dividend yield over the last twelve months, with an annual payout of $21.88 per share. The company has been increasing its dividends for 22 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $21.88 | $20.84 | $20.40 | $20.00 | $19.52 | $16.52 | $14.52 | $13.20 | $12.09 | $10.00 | $9.16 | $8.72 |
Dividend yield | 2.16% | 1.95% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.08% | 1.95% | 2.41% | 2.56% |
Monthly Dividends
The table displays the monthly dividend distributions for BlackRock, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $5.73 | $0.00 | $0.00 | $5.73 | $0.00 | $11.46 | |||||
| 2025 | $0.00 | $0.00 | $5.21 | $0.00 | $0.00 | $5.21 | $0.00 | $0.00 | $5.21 | $0.00 | $0.00 | $5.21 | $20.84 |
| 2024 | $0.00 | $0.00 | $5.10 | $0.00 | $0.00 | $5.10 | $0.00 | $0.00 | $5.10 | $0.00 | $0.00 | $5.10 | $20.40 |
| 2023 | $0.00 | $0.00 | $5.00 | $0.00 | $0.00 | $5.00 | $0.00 | $0.00 | $5.00 | $0.00 | $0.00 | $5.00 | $20.00 |
| 2022 | $0.00 | $0.00 | $4.88 | $0.00 | $0.00 | $4.88 | $0.00 | $0.00 | $4.88 | $0.00 | $0.00 | $4.88 | $19.52 |
| 2021 | $0.00 | $0.00 | $4.13 | $0.00 | $0.00 | $4.13 | $0.00 | $0.00 | $4.13 | $0.00 | $0.00 | $4.13 | $16.52 |
Dividend Yield & Payout
Dividend Yield
BlackRock, Inc. has a dividend yield of 2.16%, which is quite average when compared to the overall market.
Payout Ratio
BlackRock, Inc. has a payout ratio of 55.67%, which is quite average when compared to the overall market. This suggests that BlackRock, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the BlackRock, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the BlackRock, Inc. was 60.36%, occurring on Mar 3, 2009. Recovery took 157 trading sessions.
The current BlackRock, Inc. drawdown is 14.56%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -60.36%Mar 2009 | 6mo 23d | 7mo 15d | 1y 2moAug 2008 - Oct 2009 |
Bear market2022 | -43.90%Oct 2022 | 11mo 1d | 1y 11mo | 2y 10moNov 2021 - Sep 2024 |
COVID crash2020 | -42.37%Mar 2020 | 1mo 9d | 3mo 24d | 5mo 3dFeb 2020 - Jul 2020 |
2010 bear market2010 | -41.95%Aug 2010 | 7mo 16d | 2y 4mo | 3y 4dJan 2010 - Jan 2013 |
Rate-hike selloffLate 2018 | -37.47%Dec 2018 | 11mo 5d | 1y 1mo | 2y 19dJan 2018 - Feb 2020 |
Drawdown Indicators
| BLK | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.36% | -56.78% | -3.58% |
Max Drawdown (1Y)Largest decline over 1 year | -22.45% | -9.10% | -13.35% |
Max Drawdown (3Y)Largest decline over 3 years | -23.74% | -18.90% | -4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -43.90% | -25.43% | -18.47% |
Max Drawdown (10Y)Largest decline over 10 years | -43.90% | -33.92% | -9.98% |
Current DrawdownCurrent decline from peak | -14.56% | -0.95% | -13.61% |
Average DrawdownAverage peak-to-trough decline | -11.93% | -10.71% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.68% | 2.09% | +8.59% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of BlackRock, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how BlackRock, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BLK, comparing it with other companies in the Asset Management industry. Currently, BLK has a P/E ratio of 26.2. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BLK relative to other companies in the Asset Management industry. Currently, BLK has a P/S ratio of 6.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BLK in comparison with other companies in the Asset Management industry. Currently, BLK has a P/B value of 2.9. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
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Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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