BLK BlackRock, Inc.

BULLISH Impact: 2/10 ANALYST-UPGRADE
Processed 9d 13h ago SEC analyst-BLK-ubs-20260223
6 firms acted on BLK: UBS, Freedom Broker, TD Cowen, BMO Capital, Wells Fargo, Barclays
Final — all horizons settled through T+60d ⚠ clustered
BLK ▼ -3.10% at T+60d
LONG call ✗ call lost -3.10% · α vs SPY -10.62% · entry $1,070.09 → $1,036.97
Last close $994.77 (close Jun 8) · -7.04% from $1,070.09 entry
Entry anchored
Feb 23, 09:36 AM ET
via Databento tick
T+1d
+0.78%
call +0.78% · α +0.04%
$1,078.44
settled 4mo ago
T+5d
-0.18%
call -0.18% · α -0.80%
$1,068.15
settled 3mo ago
T+20d
-8.99%
call -8.99% · α -5.05%
$973.87
settled 3mo ago
T+60d
-3.10%
call -3.10% · α -10.62%
$1,036.97
settled 22d ago

Price Chart

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Executive Summary

6 firms acted on BLK: UBS, Freedom Broker, TD Cowen, BMO Capital, Wells Fargo, Barclays

Impact Score

Base Score
2/7
LLM Adjustment
+0
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
19 (83%)
Hold
4
Sell / Strong Sell
0
Total Analysts
16
Mean PT
$1,251.25
Median PT
$1,250.00
High PT
$1,393.00
Low PT
$1,140.00
Current Price
$1,046.88
Implied Upside
+19.5%

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-15 UBS maintain Buy $1,270.00
2026-04-15 Morgan Stanley maintain Overweight $1,393.00
2026-04-15 Goldman Sachs maintain Buy $1,313.00
2026-04-15 Evercore ISI Group maintain Outperform $1,220.00
2026-04-15 Barclays maintain Overweight $1,310.00
2026-04-15 Keefe, Bruyette & Woods maintain Outperform $1,240.00
2026-04-13 JP Morgan maintain Neutral $1,128.00
2026-04-10 Evercore ISI Group maintain Outperform $1,180.00
2026-04-10 BMO Capital maintain Outperform $1,200.00
2026-04-09 UBS maintain Buy $1,235.00

Firm Track Record — UBS

UBS accuracy: 55% on 5084 calls | avg return: 4.6%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 13 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
UBS 80% 4/5 12.8% top tier
Argus Research 75% 3/4 12.9% top tier
Wells Fargo 75% 6/8 6.2% top tier
TD Cowen 67% 2/3 13.2% top tier
Goldman Sachs 67% 2/3 4.5% top tier
Barclays 58% 7/12 5.7% above average
Morgan Stanley 58% 7/12 5.7% above average
JP Morgan 57% 4/7 4.9% above average
Citigroup 50% 2/4 7.9% below average
Deutsche Bank 50% 2/4 5.9% below average

Earnings Estimates

Next earnings: Jul 13, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
0q $12.55 $12.19 — $12.85 $6.6B ↑1 ↓0
+1q $13.50 $12.99 — $13.89 $7.1B ↑1 ↓0
0y $53.12 $51.97 — $54.14 $27.9B ↑0 ↓0
+1y $60.65 $57.64 — $64.55 $30.8B ↑0 ↓0

Cross-Platform Signals

Insider Trades (90d)
0 buys / 2 sells
Congressional
Rich McCormick (republican) — buy $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
RENAISSANCE TECHNOLOGIES LLC — new
Institutional
TWO SIGMA INVESTMENTS, LP — add (60%)

Documents Analyzed

Report based on filing metadata.

18 reports for BLK
Performance horizon

Track record builds as more directional reports settle.

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
28d 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

US Market Status

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