In the latest trading session, BlackRock (BLK) closed at $990.87, marking a -2.76% move from the previous day. This change lagged the S&P 500's 0.74% loss on the day. Meanwhile, the Dow lost 1.21%, and the Nasdaq, a tech-heavy index, lost 0.89%.

Shares of the investment firm witnessed a loss of 2.86% over the previous month, trailing the performance of the Finance sector with its gain of 1.17%, and the S&P 500's gain of 5.39%.

The investment community will be paying close attention to the earnings performance of BlackRock in its upcoming release. The company is forecasted to report an EPS of $12.53, showcasing a 3.98% upward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $6.67 billion, up 23.03% from the year-ago period.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $52.8 per share and a revenue of $27.65 billion, representing changes of +9.79% and +14.19%, respectively, from the prior year.

Investors should also take note of any recent adjustments to analyst estimates for BlackRock. Recent revisions tend to reflect the latest near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.06% higher. BlackRock is currently sporting a Zacks Rank of #3 (Hold).

Digging into valuation, BlackRock currently has a Forward P/E ratio of 19.3. This indicates a premium in contrast to its industry's Forward P/E of 11.39.

Investors should also note that BLK has a PEG ratio of 1.33 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Financial - Investment Management industry stood at 1.09 at the close of the market yesterday.

The Financial - Investment Management industry is part of the Finance sector. Currently, this industry holds a Zacks Industry Rank of 200, positioning it in the bottom 19% of all 250+ industries.

Valued at a market cap of $162.5 billion, BlackRock, Inc. (BLK) is an asset management corporation, serving institutional, intermediary, and retail clients. The New York-based company offers a comprehensive suite of investment solutions that span across equities, fixed income, multi-asset portfolios, commodities, and alternative investments.

Companies worth $10 billion or more are typically classified as “large-cap stocks,” and BLK fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the asset management industry. The company excels in its robust risk-management culture, extensive distribution network, and specialized capabilities in multi-asset solutions and alternative investments.

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Despite its notable strength, this asset management company has dipped 16.3% from its 52-week high of $1,219.94, reached on Oct. 15, 2025. Moreover, shares of BLK have declined 4.4% over the past three months, considerably underperforming the Nasdaq Composite’s ($NASX) 19.8% return during the same time frame.

In the longer term, BLK has gained 3.7% over the past 52 weeks, notably lagging NASX's 42.1% uptick over the same time period. Additionally, on a YTD basis, shares of BLK are down 5%, compared to NASX’s 16.8% rise.

To confirm its bearish trend, BLK has been trading below its 200-day moving average since late February, with slight fluctuations, and has recently started trading below its 50-day moving average.

On Apr. 14, shares of BLK rose 3% after its impressive Q1 earnings release. The company's revenue for the quarter reached $6.7 billion, representing a 27% increase from the year-ago quarter and surpassing the Street's estimates. Furthermore, its adjusted EPS came in at $12.53, marking a 10.9% growth compared to the same period last year, which also topped consensus expectations. This upbeat performance was fueled by robust organic base fee growth, expanding technology services revenue from its Aladdin platform, and a record first quarter for iShares ETFs, which attracted $132 billion in net inflows.

It looks like BlackRock, Inc. (NYSE:BLK) is about to go ex-dividend in the next 4 days. The ex-dividend date occurs one day before the record date, which is the day on which shareholders need to be on the company's books in order to receive a dividend. The ex-dividend date is important as the process of settlement involves a full business day. So if you miss that date, you would not show up on the company's books on the record date. This means that investors who purchase BlackRock's shares on or after the 5th of June will not receive the dividend, which will be paid on the 23rd of June.

The company's next dividend payment will be US$5.73 per share, and in the last 12 months, the company paid a total of US$22.92 per share. Based on the last year's worth of payments, BlackRock stock has a trailing yield of around 2.2% on the current share price of US$1046.88. Dividends are a major contributor to investment returns for long term holders, but only if the dividend continues to be paid. So we need to check whether the dividend payments are covered, and if earnings are growing.

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Dividends are typically paid from company earnings. If a company pays more in dividends than it earned in profit, then the dividend could be unsustainable. BlackRock is paying out an acceptable 53% of its profit, a common payout level among most companies.

Generally speaking, the lower a company's payout ratios, the more resilient its dividend usually is.

See our latest analysis for BlackRock

Click here to see the company's payout ratio, plus analyst estimates of its future dividends.

Have Earnings And Dividends Been Growing?

Stocks in companies that generate sustainable earnings growth often make the best dividend prospects, as it is easier to lift the dividend when earnings are rising. If earnings fall far enough, the company could be forced to cut its dividend. This is why it's a relief to see BlackRock earnings per share are up 4.6% per annum over the last five years.

The main way most investors will assess a company's dividend prospects is by checking the historical rate of dividend growth. BlackRock has delivered 10% dividend growth per year on average over the past 10 years. It's encouraging to see the company lifting dividends while earnings are growing, suggesting at least some corporate interest in rewarding shareholders.

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.

Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.

Based in New York, BlackRock (BLK) is in the Finance sector, and so far this year, shares have seen a price change of -2.23%. Currently paying a dividend of $5.73 per share, the company has a dividend yield of 2.19%. In comparison, the Financial - Investment Management industry's yield is 2.93%, while the S&P 500's yield is 1.44%.

Looking at dividend growth, the company's current annualized dividend of $22.92 is up 10% from last year. Over the last 5 years, BlackRock has increased its dividend 5 times on a year-over-year basis for an average annual increase of 7.33%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. BlackRock's current payout ratio is 47%, meaning it paid out 47% of its trailing 12-month EPS as dividend.

Earnings growth looks solid for BLK for this fiscal year. The Zacks Consensus Estimate for 2026 is $52.80 per share, which represents a year-over-year growth rate of 9.79%.

Investors like dividends for a variety of different reasons, from tax advantages and decreasing overall portfolio risk to considerably improving stock investing profits. But, not every company offers a quarterly payout.

Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. During periods of rising interest rates, income investors must be mindful that high-yielding stocks tend to struggle. With that in mind, BLK is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).

(Bloomberg) -- BlackRock Inc. is trimming its bet on stocks across its $220 billion model-portfolio business as US equities surge to record highs following a strong earnings season.

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The world’s largest asset manager cut its overweight position in equities from 3% to 1%, according to an investment outlook viewed by Bloomberg. The shift triggered billions of dollars of flows between BlackRock’s exchange-traded funds on Thursday, data compiled by Bloomberg showed.

The move follows a “generational earnings season” for US companies, wrote Michael Gates, lead portfolio manager for BlackRock’s Target Allocation ETF model portfolio suite. The strong results, booming productivity and a stable economy has pushed the S&P 500 to records highs in recent weeks, offsetting the impact of the war with Iran and growing doubts that the Federal Reserve will lower interest rates this year, he said.

But it’s becoming harder to expect over performance from equities, he cautioned. The markets have already priced the positive indicators, and “we see a narrower path ahead to avoiding potential risks,” he said.

Gates said the firm remains confident in equities, and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending.

Model portfolios, which package together funds into ready-made strategies to be sold to financial advisers, have soared in popularity in recent years. Bloomberg Intelligence estimates that $3 trillion sits in model portfolios, roughly 22% of all ETF assets. BlackRock controls more than $220 billion in these models, up from $150 billion last year.

As a result of this week’s adjustment, more than $12 billion flowed into the iShares Core S&P 500 ETF (ticker IVV) in the latest session, Bloomberg data show. Meanwhile, a record haul flooded into the iShares International Country Rotation Active ETF (CORO) to capture regions that are the most advanced in adopting AI, according to the outlook.

Those inflows came at the expense of factor-focused and thematic funds, with a combined $10 billion exiting from the likes of the iShares MSCI USA Quality Factor ETF (QUAL), the iShares S&P 500 Value ETF (IVE), the iShares US Thematic Rotation Active ETF (THRO) and the iShares MSCI USA Momentum Factor ETF (MTUM) in the most recent trading session, Bloomberg data show.

BlackRock (BLK) closed at $1,046.49 in the latest trading session, marking a -2.23% move from the prior day. The stock's performance was behind the S&P 500's daily gain of 0.58%. Meanwhile, the Dow gained 0.05%, and the Nasdaq, a tech-heavy index, added 0.91%.

Prior to today's trading, shares of the investment firm had gained 2.98% outpaced the Finance sector's gain of 1.37% and lagged the S&P 500's gain of 4.96%.

Market participants will be closely following the financial results of BlackRock in its upcoming release. The company is forecasted to report an EPS of $12.53, showcasing a 3.98% upward movement from the corresponding quarter of the prior year. In the meantime, our current consensus estimate forecasts the revenue to be $6.67 billion, indicating a 23.03% growth compared to the corresponding quarter of the prior year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $52.8 per share and a revenue of $27.65 billion, signifying shifts of +9.79% and +14.19%, respectively, from the last year.

Investors should also take note of any recent adjustments to analyst estimates for BlackRock. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.06% higher. At present, BlackRock boasts a Zacks Rank of #3 (Hold).

Looking at its valuation, BlackRock is holding a Forward P/E ratio of 20.27. For comparison, its industry has an average Forward P/E of 11.16, which means BlackRock is trading at a premium to the group.

It's also important to note that BLK currently trades at a PEG ratio of 1.39. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Financial - Investment Management was holding an average PEG ratio of 1.07 at yesterday's closing price.

The Financial - Investment Management industry is part of the Finance sector. At present, this industry carries a Zacks Industry Rank of 202, placing it within the bottom 18% of over 250 industries.

BlackRock, Inc. (NYSE: BLK) launched its spot U.S. exchange-traded fund (ETF) tied to Bitcoin (BTC) on Jan. 11, 2024.

It was a historic moment for the crypto industry as the launch demonstrated the growing faith of Wall Street in digital assets.

Several large players like Morgan Stanley (NYSE: MS) and Franklin Templeton (NYSE: BEN) have also launched Bitcoin ETFs by now.

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BlackRock's IBIT logs second-largest daily outflow

It has been more than two years since then and the iconic fund has gone through its ups and downs.

BlackRock's iShares Bitcoin Trust ETF (Nasdaq: IBIT) tracks the price of Bitcoin and gives investors indirect Bitcoin exposure.

The way Bitcoin hit the record high price of $126,080 on Oct. 6, 2025, IBIT's price also hit the record high of $71.82 the same day.

The fund similarly mirrored Bitcoin's downfall over the next months.

Bitcoin is currently trading 40% lower than its record high at $73,388.24. IBIT is also trading 40% lower than its record high and closed at $42.45 on May 27.

It also marked the second-worst day for the BlackRock fund as it logged $527.84 million in net daily outflow as per SoSoValue.

The fund saw a net daily outflow of $528.30 million on Jan. 30, its worst day ever.

As of May 27, IBIT has a cumulative net inflow of $64 billion and holds net assets worth $59.48 billion.

Collectively, there are 13 spot Bitcoin ETFs listed in the U.S. market which have a cumulative net inflow of $56 billion, and hold total net assets worth $96.45 billion as of May 27.

Related: Goldman Sachs files for first Bitcoin ETF

This story was originally published by TheStreet on May 28, 2026, where it first appeared in the MARKETS section. Add TheStreet as a Preferred Source by clicking here.