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BlackRock, Inc. (BLK)

Equity · Currency in USD · Last updated Dec 9, 2023

BlackRock, Inc. is a global investment management company based in New York City. It is the largest asset manager in the world, with over $9 trillion in assets under management. BlackRock offers a wide range of investment products and services, including mutual funds, ETFs, and separately managed accounts, to a diverse range of clients, including retail investors, institutional investors, and financial advisors.

SummaryFinancials

Company Info

ISINUS09247X1019
CUSIP09247X101
SectorFinancial Services
IndustryAsset Management

Highlights

Market Cap$110.89B
EPS$23.33
PE Ratio31.95
PEG Ratio4.30
Revenue (TTM)$17.56B
Gross Profit (TTM)$8.79B
EBITDA (TTM)$6.64B
Year Range$592.23 - $759.86
Target Price$775.46
Short %0.81%
Short Ratio1.83

Share Price Chart


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Performance

The chart shows the growth of an initial investment of $10,000 in BlackRock, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%2,000.00%4,000.00%6,000.00%8,000.00%JulyAugustSeptemberOctoberNovemberDecember
8,361.59%
258.93%
BLK (BlackRock, Inc.)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BLK

BlackRock, Inc.

Popular comparisons: BLK vs. VOO, BLK vs. JPM, BLK vs. SPY, BLK vs. BX, BLK vs. TSLA, BLK vs. UNH, BLK vs. VICI, BLK vs. QQQ, BLK vs. SCHD, BLK vs. SPGI

Return

BlackRock, Inc. had a return of 8.12% year-to-date (YTD) and 8.92% in the last 12 months. Over the past 10 years, BlackRock, Inc. had an annualized return of 12.38%, outperforming the S&P 500 benchmark which had an annualized return of 9.85%.


PeriodReturnBenchmark
Year-To-Date8.12%19.92%
1 month14.47%5.06%
6 months10.34%7.11%
1 year8.92%16.17%
5 years (annualized)16.67%11.84%
10 years (annualized)12.38%9.85%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.03%5.88%6.90%-5.19%-7.05%-5.29%22.69%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for BlackRock, Inc. (BLK) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BLK
BlackRock, Inc.
0.37
^GSPC
S&P 500
1.25

Sharpe Ratio

The current BlackRock, Inc. Sharpe ratio is 0.37. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00JulyAugustSeptemberOctoberNovemberDecember
0.37
1.25
BLK (BlackRock, Inc.)
Benchmark (^GSPC)

Dividend History

BlackRock, Inc. granted a 2.69% dividend yield in the last twelve months. The annual payout for that period amounted to $20.00 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$20.00$19.52$16.52$14.52$13.20$12.02$10.00$9.16$8.72$7.72$6.72$6.00

Dividend yield

2.69%2.75%1.80%2.01%2.63%3.06%1.95%2.41%2.56%2.16%2.12%2.90%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$5.00$0.00$0.00$5.00$0.00$0.00$5.00$0.00$0.00
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
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
2020$0.00$0.00$3.63$0.00$0.00$3.63$0.00$0.00$3.63$0.00$0.00$3.63
2019$0.00$0.00$3.30$0.00$0.00$3.30$0.00$0.00$3.30$0.00$0.00$3.30
2018$0.00$0.00$2.88$0.00$0.00$2.88$0.00$0.00$3.13$0.00$0.00$3.13
2017$0.00$0.00$2.50$0.00$0.00$2.50$0.00$2.50$0.00$0.00$0.00$2.50
2016$0.00$0.00$2.29$0.00$0.00$2.29$0.00$2.29$0.00$0.00$0.00$2.29
2015$0.00$0.00$2.18$0.00$0.00$2.18$0.00$2.18$0.00$0.00$0.00$2.18
2014$0.00$0.00$1.93$0.00$0.00$1.93$0.00$1.93$0.00$0.00$0.00$1.93
2013$0.00$0.00$1.68$0.00$0.00$1.68$0.00$1.68$0.00$0.00$1.68$0.00
2012$1.50$0.00$0.00$1.50$0.00$1.50$0.00$0.00$1.50$0.00

Dividend Yield & Payout


Dividend Yield
BLK
2.69%
Market bottom
1.02%
Market top
5.22%
BlackRock, Inc. has a dividend yield of 2.69%, which is quite average when compared to the overall market.
Payout Ratio
BLK
53.98%
Market bottom
18.80%
Market top
64.70%
BlackRock, Inc. has a payout ratio of 53.98%, 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 Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-18.51%
-4.01%
BLK (BlackRock, Inc.)
Benchmark (^GSPC)

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.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-60.36%Aug 12, 2008140Mar 3, 2009157Oct 14, 2009297
-43.9%Nov 15, 2021229Oct 12, 2022
-42.37%Feb 13, 202027Mar 23, 202079Jul 15, 2020106
-41.95%Jan 12, 2010158Aug 26, 2010599Jan 14, 2013757
-37.47%Jan 23, 2018233Dec 24, 2018284Feb 11, 2020517

Volatility Chart

The current BlackRock, Inc. volatility is 5.86%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%9.00%JulyAugustSeptemberOctoberNovemberDecember
5.86%
2.77%
BLK (BlackRock, Inc.)
Benchmark (^GSPC)