Event-Driven Stocks

BlackRock Finance, Inc.

BLK

Financials · Financials · Large accelerated filer · SEC filings ↗ · Compare ⊕

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Signs3 good1 warningdetails ↓

Financials

SEC XBRL · annual
 FY23FY22FY21FY20FY19FY18
Revenue$17.86B$17.87B$19.37B$16.20B$14.54B$14.20B
Operating income$6.28B$6.38B$7.45B$5.70B$5.55B$5.46B
Net income$5.50B$5.18B$5.90B$4.93B$4.48B$4.30B
Total assets$123.21B$117.63B$152.65B$176.98B$168.62B$159.57B
Total liabilities$81.97B$78.84B$113.75B$139.33B$133.69B$126.03B
Equity$39.35B$37.74B$37.69B$35.28B$33.55B$32.37B
EPS (diluted)$36.51$33.97$38.22$31.85$28.43$26.58
Shares out.150.2M152.0M152.6M154.8M158.0M160.7M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2023
Operating margin
35.1%
Net margin
30.8%
Return on equity
14.0%
Return on assets
4.5%
Return on capital (ROCE)
Liabilities / assets
66.5%
Debt / equity
2.08×
Book value / share
$261.90
Revenue growth (YoY)
−0.1%
Net income growth (YoY)
6.3%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2023
Accruals / assets
1.1%clean
Piotroski F-Score
5/8mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
60
/ 100
Profitability 100Growth 50Catalyst 33Earnings quality 67Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 warning3 good
  • Revenue declined year-over-year
  • Operating margin is positive
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Insider transactions

SEC Form 4 · most recent
7 acquisitions5 disposalsnet +58,829 shares · last 12
InsiderDateTypeSharesPrice
Kapito RobertOfficer — PresidentSep 3, 2024Gift2,000$0.00
Wiedman MarkOfficer — Senior Managing DirectorAug 30, 2024Option exercise12,000$513.50
Kushel J. RichardOfficer — Senior Managing DirectorAug 29, 2024Option exercise14,000$513.50
Wagner SusanDirectorAug 16, 2024Gift290$0.00
Wiedman MarkOfficer — Senior Managing DirectorAug 15, 2024Option exercise12,000$0.00
Wiedman MarkOfficer — Senior Managing DirectorAug 12, 2024Option exercise11,061$0.00
Fink LaurenceOfficer — Chairman and CEOAug 6, 2024Sell13,293$840.36
Daley PamelaDirectorAug 2, 2024Sell1,523$842.07
Robbins CharlesDirectorJul 18, 2024Gift180$0.00
Wiedman MarkOfficer — Senior Managing DirectorJul 16, 2024Option exercise27,000$513.50
Vestberg Hans ErikDirectorJun 28, 2024Grant40$0.00
Slim Domit Marco AntonioDirectorJun 28, 2024Grant14$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20262.2M4.0+25.2%
Apr 30, 20261.7M2.8-9.9%
Apr 15, 20261.9M2.4+7.7%
Mar 31, 20261.8M1.9+15.0%
Mar 13, 20261.5M1.4+6.9%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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