InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$1134.38

2026-10-16

Market Cap

$175.7B

Volume

1.1M

52-Wk High

$1187.17

52-Wk Low

$917.39

Trailing PE

25.5

P/S

6.16

Gross Margin

65.0%

Net Margin

24.2%

ROE

12%

ROIC

7%

Piotroski

6/9

Altman Z

1.8

1-Yr Return

-2.7%

5-Yr Return

+218.1%

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 provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York, New York with additional offices in Atlanta, Georgia; Boston, Massachusetts; Chicago, Illinois; Dallas, Texas; Denver, Colorado; Greenwich, Connecticut; Houston, Texas; Miami, Florida; Newport Beach, California; Palo Alto, California; Philadelphia, Pennsylvania; Princeton, New Jersey; San Francisco, California; Santa Monica, California; Seattle, Washington; Washington, DC; West Palm Beach, Florida; Wilmington, Delaware; Mexico; Canada; South Africa; Netherlands; Greece; Serbia; Belgium; Hungary; Denmark; Ireland; Scotland; Germany; Switzerland; England; Luxembourg; Spain; Italy; France; Sweden; Austria; India; China; Australia; Hong Kong; South Korea; Singapore; Taiwan; Japan; Colombia; Argentina; Peru; Chile; Brazil; UAE; Saudi Arabia; Israel.

SectorFinancial ServicesIndustryAsset ManagementExchangeNYSEMarket Cap$175.7BEmployees24,900 (SEC-filed)CEOLaurence Douglas FinkIPO1999-10-01CountryUS

50 Hudson Yards, New York City, NY 10001 · Tel 212 810 5300 · blackrock.com

INSIDERSTREET SCORE39 / 100Street mean $1327.00 (12 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$67M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · BLK -2.7% · S&P 500 +15.9% · spread -18.6pp

7 Years vs S&P 500 · BLK +218.1% · S&P 500 +189.9% · spread +28.2pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE39of 100

Score Breakdown

Profitability	69/100
Growth	68/100
Momentum	64/100
Quality	64/100
Earnings Quality	51/100
Balance Sheet	77/100
Value	51/100
Risk (safety)	30/100
Overall	39.3/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
BX	75
BN	33
KKR	59
BAM	50
APO	54
STT	17
BLK	39

IS Score Trend — quarterly

15 quarters, 23 Q1 to 26 Q3. Peak 63 in 24 Q4, latest 39 — -24 since. Fell in 2 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY39 / 100IS Score 39.3 / 100 · -23.6 from peak of 63

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 92 / 100 · Power +85 · 22 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 39, price structure 92 out of 100, so the price reads better than the business does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 39.3	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 36 → 44 → 39 → 39	the direction matters more than the level
Technical vote share back above 50%	now 100%	price structure no longer broken
Institutional holder count rises two quarters running	peak 2,377 → now 2,298	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)1 buys2026-08-10

Insider Buys (180d)0none disclosed

ETF Funds (30d)1218 up / 1161 downnet +57 funds

Institutions Added (13F)5managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 2,377 · latest 2,298 (-79 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	2,298	121.7M	$115.5B	78.6%
2026 Q1	2,293	117.5M	$112.0B	75.9%
2025 Q4	2,377	120.4M	$125.9B	77.8%
2025 Q3	2,226	115.5M	$133.6B	74.6%
2025 Q2	2,171	118.5M	$123.2B	76.6%
2025 Q1	2,134	117.4M	$109.9B	75.8%
2024 Q4	1,937	118.6M	$118.0B	76.6%
2024 Q3	163	1.1M	$1.0B	0.7%
2024 Q2	5	0.0M	$0.0B	0.0%
2024 Q1	5	0.0M	$0.0B	0.0%
2023 Q4	3	0.0M	$0.0B	0.0%
2023 Q3	4	0.0M	$0.0B	0.0%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Lemkau Gregg	director	2026-09-30	A-Award	27	—	311
Johnson Margaret L	director	2026-09-30	A-Award	33	—	2,067
Ford William E	director	2026-09-30	A-Award	34	—	16,743
Daley Pamela	director	2026-09-30	A-Award	27	—	6,530
Peck Kristin C	director	2026-09-30	A-Award	30	—	2,092
Nixon Gordon M.	director	2026-09-30	A-Award	34	—	5,632
Nasser Amin H.	director	2026-09-30	A-Award	27	—	1,145
Murphy Kathleen	director	2026-09-30	A-Award	36	—	810

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	10	62,639	$66.8M	Counted
M — Exercises (paired A/D)	1	18,095	$9.3M	None — mechanics
G — Gifts	1	7,852	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$66.8M10 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-07-16	Meade Christopher J.	18,095	$19.9M
2026-07-16	Fink Laurence	1,905	$2.1M
2026-04-28	Fink Laurence	33,900	$35.6M
2026-04-27	Kapito Robert	8,739	$9.2M
Trailing 12 mo	14 filings	187,216	$206M

Filed	Form	Reporting person	% of class	Shares
2026-04-27	SCHEDULE 13G	Vanguard Capital Management	6.87%	10.7M sh
2026-03-26	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	BUY	$1,001 - $15,000	2026-08-10	2026-09-07
Rich McCormick	House	SELL	$1,001 - $15,000	2026-07-30	2026-08-17
Rich McCormick	House	SELL	$1,001 - $15,000	2026-07-30	2026-08-17
Shelley Moore Capito	Senate	SELL	$1,001 - $15,000	2026-02-10	2026-03-04
Shelley Moore Capito	Senate	SELL	$1,001 - $15,000	2026-02-10	2026-03-04
Shelley Moore Capito	Senate	SELL	$1,001 - $15,000	2025-08-04	2025-09-03

House 12-Mo25 trades6 purchases

Senate 12-Mo2 trades0 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)2,293

13F Shares117M75.9% of shares out

New / Closed166 / 206positions, QoQ

Increased / Reduced883 / 923positions, QoQ

Put/Call (13F)0.97option positions

Free Float92.8%144M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Sarasin & Partners Llp	232,659	$246M
Assenagon Asset Management S.A.	225,700	$239M
Vontobel Holding Ltd.	72,352	$77M
Fort Washington Investment Advisor	69,326	$73M
Wealth Enhancement Advisory Servic	55,868	$37M
Mn Services Vermogensbeheer B.V.	43,823	$46M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.2%	$4.7B
VTI	0.2%	$4.7B
VSMPX	0.2%	$4.7B
VTSAX	0.2%	$4.7B
VOO	0.2%	$4.0B
VFIAX	0.2%	$4.0B

13F Filers Holding BLK — quarterly

Institutional Put/Call — quarterly

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Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session55.1%2026-10-15

20-Day Avg48.2%50-day 47.9%

TrendRising20d vs 50d

By Market CenterQ: 54% · N: 66% · B: 64%latest session

Weekly Notional ($B)

Where BLK Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.0M	10 sh
Ubsa Ubs Ats	0.8M	13 sh
Sgmt Sigma X2	0.5M	12 sh
Mlix Instinct X	0.4M	15 sh
Ebxl Level Ats	0.3M	8 sh
Mspl Ms Pool (Ats-4)	0.3M	26 sh

Where a dollar of BlackRock, Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
Americas	$16.0B	66%
Europe	$7.2B	30%
Asia Pacific	$1.1B	5%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

BLK (live moat model)Peer median: BX · BN · KKR · BAM · APO

Component scores from the live moat model. Peer median illustrative.

Moat score 41/100 — Weak; primary source Efficient Scale.

Officer	Title
Laurence Douglas Fink	Founder, Chief Executive Officer & Chairman
Robert Steven Kapito	President & Member of Board of Directors
Robert Lawrence Goldstein	Senior MD & Chief Operating Officer
Martin Small	Senior MD, Chief Financial Officer & Global Head of Corporate Strategy

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+8.2%

Next Report2027-01-21

Income Quality0.15OCF ÷ net income

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+19.6%	-7.7%	-0.1%	+14.3%	+18.7%
Gross profit	+18.8%	-11.6%	-1.2%	+17.5%	+33.3%
Operating income	+30.8%	-14.3%	-1.7%	+20.7%	-7.0%
Net income	+19.6%	-12.3%	+6.3%	+15.8%	-12.8%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	19.4	17.9	17.9	20.4	24.2
Cost of revenue	9.6	9.2	9.3	10.3	10.8
Gross profit	9.8	8.7	8.6	10.1	13.4
R&D expense	0.0	0.0	0.6	0.7	0.2
SG&A expense	2.2	2.1	2.1	2.3	4.7
Operating income	7.5	6.4	6.3	7.6	7.0
EBITDA	7.9	6.9	6.8	8.2	8.5
D&A	0.4	0.4	0.4	0.5	0.7
Pretax income	8.2	6.3	7.2	8.3	7.6
Income tax	2.0	1.3	1.5	1.8	1.7
Net income	5.9	5.2	5.5	6.4	5.6
Diluted EPS ($)	38.22	33.97	36.51	42.01	35.42
Diluted shares (M)	154	152	151	152	165

Operating CF$4B

CapEx$0B

Free cash flow$4B

SBC$0B

Buybacks$2B

Net cash change$-1B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	7.4	8.7	12.8	11.5
ST investments	1.3	1.9	1.8	0.0
Receivables (net)	3.6	4.1	4.4	5.2
Total current assets	18.2	19.4	25.2	16.6
PP&E (net)	2.5	2.5	2.6	3.1
Goodwill + intangibles	33.6	33.8	46.7	63.3
Total assets	117.6	123.2	138.6	170.0
Accounts payable	1.2	1.2	1.4	0.0
Short-term debt	0.0	0.0	0.7	0.2
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	1.3	1.2	11.5	0.2
Long-term debt	6.7	7.9	11.6	12.8
Total liabilities	78.8	82.0	89.3	108.5
Shareholders' equity	38.8	41.2	49.4	61.5

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	5.2	5.5	6.4	5.6
D&A	0.4	0.4	0.5	1.1
Stock-based compensation	0.7	0.6	0.8	0.0
Working capital change	(1.1)	(0.4)	0.1	(0.4)
Operating cash flow	5.0	4.2	5.0	4.1
Capital expenditures	(0.5)	(0.3)	(0.3)	(0.4)
Investing cash flow	(1.1)	(1.0)	(3.0)	(4.6)
Buybacks	(2.3)	(1.9)	(1.9)	(2.0)
Dividends paid	(3.0)	(3.0)	(3.1)	(3.3)
Debt issuance / (repay)	(0.8)	1.2	4.4	0.2
Financing cash flow	(5.4)	(2.0)	2.2	(1.1)
Free cash flow	4.4	3.8	4.7	3.7

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	16.2%	13.7%	14.3%	14.7%	10.7%	12%
ROA	3.6%	3.8%	4.6%	4.9%	3.6%	3.9%
ROIC	15.0%	13.5%	12.9%	12.6%	9.2%	6.7%
Gross margin	50.7%	48.6%	48.1%	49.4%	55.5%	65.0%
Operating margin	38.5%	35.7%	35.1%	37.1%	29.1%	30.8%
Net margin	30.5%	29.0%	30.8%	31.2%	22.9%	24.2%
EBITDA margin	40.8%	38.6%	37.9%	40.2%	35.0%	39.5%
FCF margin	23.8%	24.7%	21.4%	23.9%	14.7%	—
VALUATION
P/E	21.78	19.33	21.21	24.76	31.88	25.5
P/B	3.41	2.65	2.97	3.32	3.17	3.0
P/S	6.63	5.60	6.53	7.73	7.31	6.16
P/FCF	27.92	22.63	30.54	32.37	49.84	178.4
EV/EBITDA	16.27	14.47	17.10	19.17	20.22	16.0
EV/Revenue	6.63	5.59	6.48	7.71	7.46	6.3
Earnings yield	4.6%	5.2%	4.7%	4.0%	3.1%	3.94%
FCF yield	3.6%	4.4%	3.3%	3.1%	2.0%	0.56%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	14.45	14.08	15.63	2.19	70.15	1.35
Quick ratio	14.45	14.08	15.63	2.19	70.15	1.35
Debt / equity	0.25	0.22	0.25	0.30	0.27	0.26
Debt / assets	6.1%	7.2%	7.9%	10.3%	8.8%	8.5%
Net debt / EBITDA	-0.00	-0.04	-0.13	-0.04	0.40	0.40
Interest coverage	36.51	30.56	21.73	14.27	10.70	—

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.12	0.13	0.15	0.16	0.16	0.16
Receivables turnover	5.29	5.07	4.97	4.97	5.12	5.2
DSO (days)	69	72	73	74	71	70
DPO (days)	40	48	46	45	21	74
Cash conversion cycle	29	24	27	28	50	-4
GROWTH (YoY)
Revenue growth	19.6%	-7.7%	-0.1%	14.3%	18.7%	—
Net income growth	19.6%	-12.3%	6.3%	15.8%	-12.8%	—
EPS growth	19.6%	-10.3%	7.4%	10.7%	-17.2%	—
FCF growth	29.7%	-3.9%	-13.6%	27.5%	-27.1%	—
PER SHARE ($)
EPS (diluted, TTM)	38.03	34.10	36.63	40.57	33.57	44.65
Book value / share	242.89	248.58	261.96	302.52	337.90	416.93
Revenue / share	124.84	117.71	118.90	129.98	146.41	184.38
FCF / share	29.66	29.13	25.44	31.03	21.48	6.36
Cash / share	60.08	57.61	70.62	92.90	69.33	165.61
SHAREHOLDER RETURN & SCORES
Buyback yield	1.2%	2.3%	1.6%	1.2%	1.1%	1.77%
Altman Z-Score	1.37	1.62	1.71	1.87	1.70	1.8
Piotroski F-Score	4	4	5	5	5	6/9
Beneish M-Score	-2.42	-2.60	-5.84	-2.16	-2.12	-2.54

Model	Score	Zone	Note
Piotroski F-Score	6 / 9	Middling
Altman Z-Score	1.8	Distress (<1.81)	Distress
Income quality	0.15	Accrual-heavy	OCF ÷ net income
Beneish M-Score	-2.54	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.70
Interest burden	0.99
Operating margin	34.6%
Asset turnover	0.17×
Financial leverage	2.99×
= ROE	12%

Growth Quality (live)	Value
Revenue stability	0.65
Earnings stability	0.60
Earnings persistence	0.95
Revenue CAGR 3y	17.6%
EPS CAGR 3y	5.5%
FCF CAGR 3y	-20.2%

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Buyback Yield1.77%

Dividend Yield1.97%

Total Shareholder Return4.27%cash yield

SBC / Revenue3.7%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
BX	$122.7B	23.7	41%	25.8%	+28.6%	7/9	-31.9%
BN	$81.7B	65.2	3%	1.8%	+2.2%	6/9	-16.3%
KKR	$77.4B	25.7	11%	12.4%	+30.7%	8/9	-26.5%
BAM	$72.4B	26.3	10%	52.9%	+26.5%	4/9	-15.6%
APO	$65.4B	24.0	14%	12.1%	+34.6%	6/9	—
STT	$45.5B	13.3	12%	18.0%	+2.2%	6/9	—
AMP	$44.2B	11.9	63%	22.2%	+9.0%	5/9	—
ARES	$36.9B	49.0	15%	10.5%	+45.4%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

33 Analysts

Str Sell (0)Sell (0)Hold (7)Buy (26)Str Buy (0)

Mean Target (qtr)$1327.0012 targets

Target vs. Price+17.0%last-quarter mean

Next Report2027-01-21street $15.43

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$29.48B	$30.36B / $26.94B	$57.34	$59.37 / $56.10	8
FY2027	$32.59B	$34.53B / $29.92B	$64.82	$67.87 / $63.53	10
FY2028	$36.65B	$39.03B / $31.70B	$74.37	$78.24 / $70.50	2

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$1333.09	+17.5%	11
Last Quarter	$1327.00	+17.0%	12
Last Year	$1316.55	+16.1%	38
All Time	$1137.81	+0.3%	94

Rolling mean of published targets vs. last close $1134.38. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

C-

DCF

3/5

ROE

1/5

ROA

1/5

Debt/Eq

1/5

P/E

2/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

BLK -2.7% vs S&P 500 +15.9% — spread -18.6pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$1077.04	+57.34	+5.32%	Above
SMA 50	$1105.23	+29.15	+2.64%	Above
SMA 200	$1060.37	+74.01	+6.98%	Above
EMA 9	$1092.56	+41.82	+3.83%	Above
EMA 21	$1084.70	+49.68	+4.58%	Above
EMA 50	$1086.02	+48.36	+4.45%	Above
EMA 200	$1066.64	+67.74	+6.35%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +8522 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%100

Momentum 25%100

Volume 20%100

Volatility 10%100

Patterns 15%50

This Week100% bullishof 11 price-based votes

4 Weeks Ago18%+82 pts since

12 Weeks Ago64%+36 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$1077.04

Price vs SMA 50$1105.23

Price vs SMA 200$1060.37

EMA 9/21 Cross1092.6/1084.7

SMA 50/200Golden

ADX DirectionADX 16

Supertrend$1051

Parabolic SAR$1050

SMA Slope3.200

RSI63.6

Stochastic K/D77/68

StochRSI K/D89/75

Williams %R-14

CCI346

TSI vs Signal3.2

CMO27.3

ROC7.01%

OBV SignalAccum

Chaikin MF0.050

MFI66

Force Index9M

Elder Ray Bull64.68

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 68

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$1103.54 / $1141.82 / $1162.86	S1 / S2	$1082.50 / $1044.22
Bollinger (20,2)	$1039.01 – $1115.07	Squeeze	Off
52-wk range	$917.39 – $1204.03	Off 52-wk high	-5.8%
ATR (14)	$26.63 (2.3%)	Historical vol	23.7%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

-0.1%Jan55%

-1.9%Feb45%

+2.8%Mar62%

+0.0%Apr55%

+1.6%May70%

-0.7%Jun60%

+3.5%Jul60%

-0.6%Aug50%

+0.9%Sep55%

+3.5%Oct70%

+4.1%Nov70%

+3.9%Dec85%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	BLK	S&P 500
Weekly volatility (σ, 1y)	3.78%	1.83%
Best / worst week (1y)	+10.4% / -10.3%	—
Max drawdown (5y, monthly)	-37.0%	—
1-week VaR (95%)	-6.3%	—
Beta (5y)	1.43	1.00

BLK EQUITY WEATHER (LIVE)PARTLY CLOUDY · +23

Trend+37

Momentum+48

Volume+58

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 1,001 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall+23.4+40.4 vs industry

Trend+36.6+46.4 vs industry

Momentum+48.4+55.4 vs industry

Volume+58.0+58.0 vs industry

Reading	BLK	Asset Management n=10,831	Financial Services n=24,134	All US symbols n=70,435
Overall	+23.4	-17.0	-16.3	-20.5
Trend	+36.6	-9.8	-12.5	-21.3
Momentum	+48.4	-7.0	-4.4	-15.8
Volume	+58.0	+0.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Laurence D. Fink Chairman and Chief Executiv	$37.7M	65% equity+incentive
Robert S. Kapito President	$25.7M	66% equity+incentive
Robert L. Goldstein Senior Managing Director	$15.6M	63% equity+incentive
Martin S. Small Senior Managing Director, Ch	$13.6M	58% equity+incentive
J. Richard Kushel Senior Managing Director a	$11.0M	62% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	57
Social	59
Governance	69
Composite ESG	62

Composite ESG Trend

Filed	8-K contents	Items
2026-10-14	Earnings Release; Regulation FD; Exhibits	2.02,7.01,9.01
2026-07-15	Earnings Release; Regulation FD; Exhibits	2.02,7.01,9.01
2026-06-30	Other Events; Exhibits	8.01,9.01
2026-05-22	Shareholder Vote	5.07
2026-04-14	Earnings Release; Regulation FD; Exhibits	2.02,7.01,9.01
2026-04-03	Material Agreement; Financial Obligation; Exhibits	1.01,2.03,9.01
2026-01-27	Departure/Election of Directors; Appointment of Officers; Financial St	5.02,9.01
2026-01-16	Departure/Election of Directors; Appointment of Officers; Financial St	5.02,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2019-04-16 to 2026-10-14
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	51 rows · 2013 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-07-21 to 2026-09-30
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	2 rows · 2026-03-26 to 2026-04-27
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

BlackRock, Inc. (BLK)

Institutions holding — 12 quarters

BlackRock, Inc. (BLK)

Monthly Net Insider Flow (000 shares)

Signal Summary

BlackRock, Inc. (BLK)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding BLK — quarterly

Institutional Put/Call — quarterly

BlackRock, Inc. (BLK)

Where BLK Trades in the Dark

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

Balance Sheet — Full

Cash Flow Statement — Full

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

Street Price Target — Trajectory

Third-Party Composite Rating

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

Family Scores (site weights)

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)

BlackRock, Inc. (BLK)