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BLK BlackRock, Inc.

NYSE, CIK 0002012383, fiscal year ends 12/31. Last price 1118.25 on 2026-10-23, market value 173.3 billion dollars.

Machine-readable: BLK.json, BLK.md. Sections: Graham Defensive, Magic Formula, Momentum, Insider, Buffett Quality, Lynch GARP, Graham Enterprising, Piotroski F-Score, earnings record, insiders, filings and links.

Philosophy	Score	Status	Current inputs as of	History used	Price	Verification	Rules
Graham Defensive	50 partial, missing 3, 5	partial: 3, 5	2025-12-31 stale: Revenue	2021–2025	2026-10-23	5 verified, 11 unverified	method
Magic Formula	n/a	insufficient data (no fresh current assets/liabilities (unclassified balance sheet))	—	—	—	—	method
Momentum	54	ok	2026-10-23	—	2026-10-23	—	method
Insider	0	no open-market transactions in window	2026-10-23	—	—	—	method
Buffett Quality	49 partial, missing 2, 3	partial: 2, 3	2026-06-30	2021–2025	2026-10-23	0 verified, 27 unverified	method
Lynch GARP	27 partial, missing 1, 2, 5	partial: 1, 2, 5	2026-06-30	2025–2025	2026-10-23	0 verified, 4 unverified	method
Graham Enterprising	25 partial, missing 1, 2, 5, 7	partial: 1, 2, 5, 7	2026-06-30	2021–2025	2026-10-23	0 verified, 6 unverified	method
Piotroski F-Score	44 partial, missing 5, 6	partial: 5, 6	—	2024–2026	—	0 verified, 19 unverified	method

Market value, source trail

market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used

Input	Value	Unit	Period / date	Source
Traded price	1118.25	USD per traded unit (share or ADS)	2026-10-23	Yahoo Finance
SEC shares outstanding	154,996,807	underlying shares	2026-06-30	SEC XBRL CommonStockSharesOutstanding 0001193125-26-337177
Depositary ratio	1.0	underlying shares per traded unit		domestic 10-K filer; SEC shares are the traded units
Market value price date × latest reported shares	173,325,179,428	USD	2026-10-23 shares at 2026-06-30	1118.25 (price 2026-10-23) / 1 x 154,996,807 (shares at 2026-06-30) = 173,325,179,428

Graham Defensive

50 of 100. partial: 3, 5. How this is scored.

Test or factor	Value	Threshold	Points
1 Adequate size	24.22 revenue $B	>= 1	5.0 / 5
2 Debt <= equity (unclassified balance sheet fallback) LongTermDebt including current maturities (upper bound for the noncurrent portion); no AssetsCurrent/LiabilitiesCurrent in any filing	0.22	<= 1.0	30.0 / 30
3 Positive earnings each of 10 years	5 years reported missing 2016, 2017, 2018, 2019, 2020	10 of 10	None / 15
4 Dividends every year for 20 years	20 of 20 XBRL check: 4 years agree, 16 unverified	20 of 20	15.0 / 15
5 EPS growth, 3-yr avg now vs 10 yrs ago	— missing 2014, 2015, 2016	>= +33%	None / 10
6 P/E on 3-year average EPS	29.5	<= 15	0.0 / 15
7 P/B <= 1.5, or P/E x P/B <= 22.5	P/B 3.01, product 88.7	<= 1.5 or <= 22.5	0.0 / 10

Inputs, 18 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	1118.25	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Revenue	24216000000.0	2025-12-31 stale	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001193125-26-071966	unverified
debt_incl_current	12744000000.0	2026-06-30	SEC XBRL LongTermDebt (companyfacts) 0001193125-26-337177	unverified
equity	57613000000.0	2026-06-30	SEC XBRL StockholdersEquity (companyfacts) 0001193125-26-337177	unverified
Net income FY2021	5901000000.0	2021-12-31 history	SEC XBRL NetIncomeLoss 0001308179-26-000262	unverified
Net income FY2022	5178000000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0000950170-25-026584	unverified
Net income FY2023	5502000000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Net income FY2024	6369000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Net income FY2025	5553000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Dividend years (Yahoo)	[2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026]	history	Yahoo Finance dividend history	verified (partly: XBRL covers 4 of 20 years)
Dividends per share FY2022 (XBRL)	19.52	2022-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0000950170-25-026584	verified
Dividends per share FY2023 (XBRL)	20.0	2023-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001193125-26-071966	verified
Dividends per share FY2024 (XBRL)	20.4	2024-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001193125-26-071966	verified
Dividends per share FY2025 (XBRL)	20.84	2025-12-31 history	SEC XBRL CommonStockDividendsPerShareDeclared 0001193125-26-071966	verified
EPS diluted FY2023	36.51	2023-12-31 history	SEC XBRL EarningsPerShareDiluted 0001193125-26-071966	unverified
EPS diluted FY2024	42.01	2024-12-31 history	SEC XBRL EarningsPerShareDiluted 0001193125-26-071966	unverified
EPS diluted FY2025	35.31	2025-12-31 history	SEC XBRL EarningsPerShareDiluted 0001193125-26-071966	unverified
Shares outstanding	154996807.0	2026-06-30	SEC XBRL CommonStockSharesOutstanding 0001193125-26-337177	not cross-checked

Magic Formula

insufficient data (no fresh current assets/liabilities (unclassified balance sheet)). How this is scored.

insufficient data (no fresh current assets/liabilities (unclassified balance sheet)).

Momentum

54 of 100. ok. How this is scored.

Test or factor	Value	Points
12-1 month return	-3.7 % (percentile 33.9)	16.9 / 50
6 month return	7.3 % (percentile 57.9)	11.6 / 20
Price / 52-week high	0.95	14.3 / 15
Volatility penalty (60d annualised)	22.6 %	10.9 / 15

Inputs, 1 numbers with their sources

Input	Value	Period	Source	Check
Adjusted close series (14 months)	1118.25	2026-10-23	Yahoo Finance / Alpaca Market Data daily history	not cross-checked

Insider

0 of 100. no open-market transactions in window. How this is scored. Form 4 data loaded through 2026-10-23

Test or factor	Value	Points
Open-market buy value / market cap (percentile among buyers)	0.0 bp	0.0 / 35
Distinct buyers	0	0.0 / 25
Buyer seniority	0.0	0.0 / 20
Recency (half-life 30d)	0.0	0.0 / 10
Sales penalty (excludes 10b5-1 plan sales)	0.0 bp	-0.0 / 0

Inputs, 0 numbers with their sources

Input	Value	Period	Source	Check

Buffett Quality

49 of 100. partial: 2, 3. How this is scored.

Test or factor	Value	Threshold	Points
1 Average return on equity (net income / year-end equity)	13.3% over 5 yrs	>= 15%	19.0 / 25
2 Profitable every year needs at least 7 years of net income	5 years reported	all years	None / 15
3 Net income growth, 3-yr average now vs start of window needs at least 6 years	5 years reported	>= +10%	None / 10
4 Borrowings / 3-yr average earnings (years to repay) LongTermDebt (incl. current maturities)	2.2 years	<= 4	15.0 / 15
5 Operating margin, 5-yr average	50.8%	>= 20%	10.0 / 10
6 Free cash flow / net income, 5-yr (operating cash flow minus capex)	0.73	>= 1.0	4.6 / 10
7 Owner-earnings yield (3-yr avg free cash flow / market cap)	2.3%	>= 7%	0.0 / 15

Inputs, 29 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	1118.25	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Net income FY2021	5901000000.0	2021-12-31 history	SEC XBRL NetIncomeLoss 0001308179-26-000262	unverified
Equity at FY2021 end	37806000000.0	2021-12-31 history	SEC XBRL StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest 0000950170-25-026584	unverified
Net income FY2022	5178000000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0000950170-25-026584	unverified
Equity at FY2022 end	37876000000.0	2022-12-31 history	SEC XBRL StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest 0001193125-26-071966	unverified
Net income FY2023	5502000000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Equity at FY2023 end	39347000000.0	2023-12-31 history	SEC XBRL StockholdersEquity 0000950170-25-026584	unverified
Net income FY2024	6369000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Equity at FY2024 end	47495000000.0	2024-12-31 history	SEC XBRL StockholdersEquity 0001193125-26-071966	unverified
Net income FY2025	5553000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Equity at FY2025 end	55888000000.0	2025-12-31 history	SEC XBRL StockholdersEquity 0001193125-26-337177	unverified
debt_incl_current	12744000000.0	2026-06-30	SEC XBRL LongTermDebt (companyfacts) 0001193125-26-337177	unverified
Operating income FY2022	6385000000.0	2022-12-31 history	SEC XBRL OperatingIncomeLoss 0000950170-25-026584	unverified
Revenue FY2022	11061000000.0	2022-12-31 history	SEC XBRL Revenues 0000950170-25-026584	unverified
Operating income FY2023	6275000000.0	2023-12-31 history	SEC XBRL OperatingIncomeLoss 0001193125-26-071966	unverified
Revenue FY2023	11012000000.0	2023-12-31 history	SEC XBRL Revenues 0000950170-25-026584	unverified
Operating income FY2024	7574000000.0	2024-12-31 history	SEC XBRL OperatingIncomeLoss 0001193125-26-071966	unverified
Revenue FY2024	12794000000.0	2024-12-31 history	SEC XBRL Revenues 0000950170-25-026584	unverified
Operating income FY2025	7045000000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001193125-26-071966	unverified
Revenue FY2025	24216000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001193125-26-071966	unverified
Operating cash flow FY2022	4956000000.0	2022-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0000950170-25-026584	unverified
Capital expenditure FY2022	533000000.0	2022-12-31 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0000950170-25-026584	unverified
Operating cash flow FY2023	4165000000.0	2023-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001193125-26-071966	unverified
Capital expenditure FY2023	344000000.0	2023-12-31 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001193125-26-071966	unverified
Operating cash flow FY2024	4956000000.0	2024-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001193125-26-071966	unverified
Capital expenditure FY2024	255000000.0	2024-12-31 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001193125-26-071966	unverified
Operating cash flow FY2025	3927000000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001193125-26-071966	unverified
Capital expenditure FY2025	375000000.0	2025-12-31 history	SEC XBRL PaymentsToAcquirePropertyPlantAndEquipment 0001193125-26-071966	unverified
Shares outstanding	154996807.0	2026-06-30	SEC XBRL CommonStockSharesOutstanding 0001193125-26-337177	not cross-checked

Lynch GARP

27 of 100. partial: 1, 2, 5. How this is scored.

Test or factor	Value	Threshold	Points
1 PEG: P/E divided by 5-yr EPS growth (in % points) needs diluted EPS for the last fiscal year and five years earlier	—	<= 1.0	None / 30
2 EPS growth, 5-yr compound rate needs diluted EPS for the last fiscal year and five years earlier	—	12% to 35% a year	None / 20
3 P/E on latest annual EPS	31.7	<= 25	5.6 / 10
4 Borrowings / equity LongTermDebt (incl. current maturities)	0.22	<= 0.5	15.0 / 15
5 Years of the last 5 in which EPS rose needs six consecutive fiscal years of diluted EPS	—	5 of 5	None / 15
6 Net cash (cash minus borrowings) / market cap	-1.3%	>= +10%	6.8 / 10

Inputs, 5 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	1118.25	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
EPS diluted FY2025	35.31	2025-12-31 history	SEC XBRL EarningsPerShareDiluted 0001193125-26-071966	unverified
debt_incl_current	12744000000.0	2026-06-30	SEC XBRL LongTermDebt (companyfacts) 0001193125-26-337177	unverified
equity	57613000000.0	2026-06-30	SEC XBRL StockholdersEquity (companyfacts) 0001193125-26-337177	unverified
cash	10492000000.0	2026-06-30	SEC XBRL CashAndCashEquivalentsAtCarryingValue (companyfacts) 0001193125-26-337177	unverified

Graham Enterprising

25 of 100. partial: 1, 2, 5, 7. How this is scored.

Test or factor	Value	Threshold	Points
1 Current ratio no fresh current assets/liabilities (unclassified balance sheet)	—	>= 1.5	None / 15
2 Borrowings vs working capital no fresh current assets/liabilities	—	<= 1.1x	None / 15
3 No earnings deficit in the last 5 years	5 of 5 profitable	5 of 5	15.0 / 15
4 Pays a current dividend	yes	yes	10.0 / 10
5 EPS higher than five years earlier needs diluted EPS for the last fiscal year and five years earlier	—	higher	None / 10
6 Price / book value per share book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)	3.01	<= 1.2	0.0 / 20
7 Price / net current asset value per share (current assets minus all liabilities) needs fresh current assets, total liabilities (or assets and equity of the same date) and share count	—	<= 0.67	None / 15

Inputs, 9 numbers with their sources

Input	Value	Period	Source	Check
Price (close, per traded unit)	1118.25	2026-10-23	Alpaca Market Data (consolidated SIP daily bar)	not cross-checked
Net income FY2021	5901000000.0	2021-12-31 history	SEC XBRL NetIncomeLoss 0001308179-26-000262	unverified
Net income FY2022	5178000000.0	2022-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0000950170-25-026584	unverified
Net income FY2023	5502000000.0	2023-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Net income FY2024	6369000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Net income FY2025	5553000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
Dividend years (Yahoo)	[2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026]	history	Yahoo Finance dividend history	not cross-checked
equity	57613000000.0	2026-06-30	SEC XBRL StockholdersEquity (companyfacts) 0001193125-26-337177	unverified
Shares outstanding	154996807.0	2026-06-30	SEC XBRL CommonStockSharesOutstanding 0001193125-26-337177	not cross-checked

Piotroski F-Score

44 of 100. partial: 5, 6. How this is scored.

Test or factor	Value	Threshold	Points
1 Return on assets is positive	3.3%	pass = 1	11.11111111111111 / 11.11111111111111
2 Operating cash flow is positive	3,927M	pass = 1	11.11111111111111 / 11.11111111111111
3 Return on assets improved on the prior year	4.6% -> 3.3%	pass = 1	0.0 / 11.11111111111111
4 Operating cash flow exceeds net income (accruals)	3,927M vs 5,553M	pass = 1	0.0 / 11.11111111111111
5 Long-term debt / assets fell an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
6 Current ratio improved an input is not reported for one of the two years	—	pass = 1	None / 11.11111111111111
7 No new shares issued (share count did not rise)	155M -> 155M	pass = 1	11.11111111111111 / 11.11111111111111
8 Operating margin improved (stand-in for gross margin, which the dataset does not carry)	59.2% -> 29.1%	pass = 1	0.0 / 11.11111111111111
9 Asset turnover (revenue / assets) improved	0.09 -> 0.14	pass = 1	11.11111111111111 / 11.11111111111111

Inputs, 19 numbers with their sources

Input	Value	Period	Source	Check
net_income 2025-12-31	5553000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
total_assets 2025-12-31	169998000000.0	2025-12-31 history	SEC XBRL Assets 0001193125-26-337177	unverified
cfo 2025-12-31	3927000000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001193125-26-071966	unverified
net_income 2025-12-31	5553000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
net_income 2024-12-31	6369000000.0	2024-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
total_assets 2025-12-31	169998000000.0	2025-12-31 history	SEC XBRL Assets 0001193125-26-337177	unverified
total_assets 2024-12-31	138615000000.0	2024-12-31 history	SEC XBRL Assets 0001193125-26-071966	unverified
cfo 2025-12-31	3927000000.0	2025-12-31 history	SEC XBRL NetCashProvidedByUsedInOperatingActivities 0001193125-26-071966	unverified
net_income 2025-12-31	5553000000.0	2025-12-31 history	SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 0001308179-26-000262) 0001193125-26-071966	unverified
shares_out 2026-06-30	154996807.0	2026-06-30 history	SEC XBRL CommonStockSharesOutstanding 0001193125-26-337177	unverified
shares_out 2025-06-30	154751073.0	2025-06-30 history	SEC XBRL CommonStockSharesOutstanding 0000950170-25-103780	unverified
operating_income 2025-12-31	7045000000.0	2025-12-31 history	SEC XBRL OperatingIncomeLoss 0001193125-26-071966	unverified
operating_income 2024-12-31	7574000000.0	2024-12-31 history	SEC XBRL OperatingIncomeLoss 0001193125-26-071966	unverified
revenue 2025-12-31	24216000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001193125-26-071966	unverified
revenue 2024-12-31	12794000000.0	2024-12-31 history	SEC XBRL Revenues 0000950170-25-026584	unverified
revenue 2025-12-31	24216000000.0	2025-12-31 history	SEC XBRL RevenueFromContractWithCustomerExcludingAssessedTax 0001193125-26-071966	unverified
revenue 2024-12-31	12794000000.0	2024-12-31 history	SEC XBRL Revenues 0000950170-25-026584	unverified
total_assets 2025-12-31	169998000000.0	2025-12-31 history	SEC XBRL Assets 0001193125-26-337177	unverified
total_assets 2024-12-31	138615000000.0	2024-12-31 history	SEC XBRL Assets 0001193125-26-071966	unverified

Earnings record

SEC XBRL, by fiscal year (named by the calendar year it ends in); EPS split-adjusted to today's shares; each row links to the filing.

FY	Ended	Revenue, $M	Net income, $M	EPS diluted	Dividend	Filing
2021	2021-12-31		5,901		paid	0001308179-26-000262
2022	2022-12-31	11,061	5,178	33.97	paid	0000950170-25-026584
2023	2023-12-31	11,012	5,502	36.51	paid	0001193125-26-071966
2024	2024-12-31	12,794	6,369	42.01	paid	0001193125-26-071966
2025	2025-12-31	24,216	5,553	35.31	paid	0001193125-26-071966

Insider transactions

SEC Form 4 open-market purchases and sales from the insider data sets; latest 20.

Date	Insider	Role	Type	Shares	Price	Value
2026-07-16	Meade Christopher J.	officer	sale	15,895	1101.99	17,516,131
2026-07-16	Meade Christopher J.	officer	sale	2,200	1102.80	2,426,160
2026-07-16	Fink Laurence	CEO	sale	1,905	1080.57	2,058,486
2026-04-28	Fink Laurence	CEO	sale	2,126	1052.50	2,237,615
2026-04-28	Fink Laurence	CEO	sale	8,225	1051.35	8,647,354
2026-04-28	Fink Laurence	CEO	sale	13,834	1050.44	14,531,787
2026-04-28	Fink Laurence	CEO	sale	9,715	1049.61	10,196,961
2026-04-27	Kapito Robert	Pres	sale	5,364	1056.86	5,668,997
2026-04-27	Kapito Robert	Pres	sale	3,188	1056.10	3,366,847
2026-04-27	Kapito Robert	Pres	sale	187	1057.60	197,771

Filings and links

Third-party sites are linked only; nothing from them is stored here.

SEC: filing index, 8-K, Form 4, XBRL companyfacts
Prices: Yahoo Finance, Stooq
Elsewhere: morningstar, finviz, stockanalysis, seeking alpha, openinsider, google news

Cite as: The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/BLK; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23. Data last checked 2026-10-26.