BLK BlackRock, Inc.

NEUTRAL Impact: 4/10 8-K
Horizon months Filed Apr 3, 2026 Processed 2mo ago SEC 0001193125-26-142112
8-K material event: Items 1.01
Latest settled — T+20d
BLK ▲ +9.75% at T+20d
NEUTRAL call ✓ call won +9.75% · α vs SPY +0.77% · entry $958.52 → $1,051.98
Next anchor: T+60d in 20d
Last close $994.77 (close Jun 8) · +3.78% from $958.52 entry
Entry anchored
Apr 2, 03:59 PM ET
via Databento tick
T+1d
-0.06%
call -0.06% · α -0.12%
$957.96
settled 2mo ago
T+5d
+6.47%
call +6.47% · α +2.33%
$1,020.51
settled 2mo ago
T+20d
+9.75%
call +9.75% · α +0.77%
$1,051.98
settled 6w ago
T+60d
call — · α —
in 20d

Price Chart

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Executive Summary

BlackRock amended its five-year revolving credit agreement to increase total commitments by $400 million to $6.3 billion and extend the maturity date to March 31, 2031 for most lenders. The amendment also removes the SOFR adjustment for SOFR-based loans. This is a routine credit facility renewal and expansion that strengthens the company's financial position.

Key Financial Metrics

Deal Value
$400.0M

Actionable Insight

This is a standard credit facility renewal and expansion that maintains BlackRock's strong liquidity position. The modest increase and extension suggest conservative financial management rather than preparation for major acquisitions. Monitor for any changes in debt covenants or interest rate terms in future filings.

Key Facts

  • Increased total commitments from $5.9 billion to $6.3 billion
  • Extended maturity date to March 31, 2031 for extending lenders
  • Two lenders did not extend, with commitments maturing March 31, 2028
  • Removed SOFR adjustment for SOFR-based loans
  • Amendment is part of routine credit facility management

Financial Impact

Increased borrowing capacity by $400 million with extended maturity

debtliquidity

Risk Factors

  • Two lenders chose not to extend their commitments
  • Potential for increased borrowing costs if interest rates rise

Market Snapshot

Exchange
NYSE
Sector
Security Brokers, Dealers & Flotation Companies
Analyst Consensus
83% bullish (23 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-142112
Document: d101747d8k.htm0001193125-26-142112
Document: 0001193125-26-142112-index-headers.html0001193125-26-142112
Document: 0001193125-26-142112-index.html0001193125-26-142112
Document: 0001193125-26-142112.txt0001193125-26-142112
18 reports for BLK
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +2.59%Apr 14, 2026
Filters
Rows
Reports for BLK — sortable, filterable
Type Now
May 31, 2026
9d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$1,070.09 $1,068.15▼ −0.18%▼ −0.80%$994.77 (−7.04%)
May 20, 2026
20d ago
Press Release
NEUTRAL ★ 2/10
$1,061.88 $1,045.38▼ −1.55%▼ −3.40%$994.77 (−6.32%)
May 13, 2026
27d ago
13F-HR
NEUTRAL ★ 3/10
$1,094.06 $1,050.13▼ −4.02%▼ −3.88%$994.77 (−9.08%)
May 13, 2026
27d ago
Press Release
NEUTRAL ★ 2/10
$1,094.06 $1,036.30▼ −5.28%▼ −4.12%$994.77 (−9.08%)
May 1, 2026
5w ago
ANALYST-UPGRADE
MIXED ★ 3/10
$1,070.09 $1,068.15▼ −0.18%▼ −0.80%$994.77 (−7.04%)
Apr 28, 2026
6w ago
144
NEUTRAL ★ 2/10
$1,039.36 $1,073.41▲ +3.28%▲ +0.17%$994.77 (−4.29%)
Apr 27, 2026
6w ago
144
NEUTRAL ★ 2/10
$1,049.28 $1,052.25▲ +0.28%▼ −1.41%$994.77 (−5.19%)
Apr 27, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$1,053.65 $1,051.98▼ −0.16%▼ −0.56%$994.77 (−5.59%)
Apr 24, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$1,053.65 $1,051.98▼ −0.16%▼ −0.56%$994.77 (−5.59%)
Apr 20, 2026
7w ago
Press Release
NEUTRAL ★ 3/10
$1,048.41 $1,053.65▲ +0.50%▼ −0.41%$994.77 (−5.12%)
Showing 10 of 18

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