{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"BLK","limit":50},"count":50,"signals":[{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":100,"match_count":29,"context":"ime to time.  Loans means the collective reference to the Revolving Credit Loans, the USD Revolving Credit Loans, the Japanese Yen Loans and the Swingline Loans and Loan means any of such Loans.  24  Material Adverse Effect means a material adverse effect on (a) the business, operations or financial condition of the Parent Borrower and its Subsidiaries taken as a whole or (b) the ability of the Parent Borrower****or the","filed_date":"2026-04-03","accession":"0001193125-26-142112","full_text":"https://origin.rootz.global/static/filing/0001193125-26-142112.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":100,"match_count":16,"context":"operating margin were driven by noncash acquisition-related expenses and the noncash Charitable Contribution. Operating income and operating margin for 2025 also included the impact of a $39 million restructuring charge, comprised of severance and compensation expense for accelerated vesting of previously granted deferred compensation awards, in connection with an initiative to modify the Company's organization to f","filed_date":"2026-02-25","accession":"0001193125-26-071966","full_text":"https://origin.rootz.global/static/filing/0001193125-26-071966.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":100,"match_count":103,"context":"rates or an inability to timely obtain and effectively deploy leverage; risks associated with a lack of diversification, such that any adverse change in one or a small number of issuers could have a material adverse effect on an investment product or clients investments; risks related to investments in securities or companies that are or become stressed and distressed, including abrupt and erratic market movements, abo","filed_date":"2026-02-25","accession":"0001193125-26-071966","full_text":"https://origin.rootz.global/static/filing/0001193125-26-071966.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":100,"match_count":13,"context":"nt expense |  |  |  1,162 |  |  |  |  962 |  |  |  |  3,234 |  |  |  |  2,779 |  |  | |  General and administration expense |  |  |  782 |  |  |  |  562 |  |  |  |  2,182 |  |  |  |  1,625 |  |  | |  Restructuring charge |  |  |  |  |  |  |  |  |  |  |  39 |  |  |  |  |  |  | |  Amortization and impairment of intangible assets |  |  |  253 |  |  |  |  89 |  |  |  |  507 |  |  |  |  166 |  |  | |  Total expense |  |","filed_date":"2025-11-05","accession":"0001193125-25-267043","full_text":"https://origin.rootz.global/static/filing/0001193125-25-267043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":100,"match_count":17,"context":"nt expense |  |  |  1,063 |  |  |  |  929 |  |  |  |  2,072 |  |  |  |  1,817 |  |  | |  General and administration expense |  |  |  689 |  |  |  |  534 |  |  |  |  1,400 |  |  |  |  1,063 |  |  | |  Restructuring charge |  |  |  39 |  |  |  |  |  |  |  |  39 |  |  |  |  |  |  | |  Amortization of intangible assets |  |  |  137 |  |  |  |  39 |  |  |  |  254 |  |  |  |  77 |  |  | |  Total expense |  |  |  3,692 |  |","filed_date":"2025-08-06","accession":"0000950170-25-103780","full_text":"https://origin.rootz.global/static/filing/0000950170-25-103780.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":100,"match_count":29,"context":"ime to time.  Loans means the collective reference to the Revolving Credit Loans, the USD Revolving Credit Loans, the Japanese Yen Loans and the Swingline Loans and Loan means any of such Loans.  24  Material Adverse Effect means a material adverse effect on (a) the business, operations or financial condition of the Parent Borrower and its Subsidiaries taken as a whole or (b) the ability of the Parent Borrower****or the","filed_date":"2025-04-07","accession":"0001193125-25-073567","full_text":"https://origin.rootz.global/static/filing/0001193125-25-073567.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":100,"match_count":32,"context":"-GAAP Reconciliation | A-1 | | | | | | | Index of Frequently Requested Information | | | | | BlackRocks Impact on its People | 38 | Pay Versus Performance | 103 | | | Board and Committee Oversight of Cybersecurity | 36 | Peer Group | 71 | | | Board Composition | 13 | Public Policy Engagement | 41 | | | CEO Pay Ratio for 2024 | 102 | Stock Ownership Guidelines for Directors | 44 | | | Clawback Policies","filed_date":"2025-04-04","accession":"0001308179-25-000388","full_text":"https://origin.rootz.global/static/filing/0001308179-25-000388.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":88,"match_count":11,"context":"e |  |  |  720 |  |  |  |  613 |  |  |  |  1,394 |  |  |  |  1,228 |  |  | |  Change in fair value of contingent consideration |  |  |  11 |  |  |  |  76 |  |  |  |  (538 |  ) |  |  |  172 |  |  | |  Restructuring charge |  |  |  |  |  |  |  39 |  |  |  |  |  |  |  |  39 |  |  | |  Amortization of intangible assets |  |  |  276 |  |  |  |  137 |  |  |  |  553 |  |  |  |  254 |  |  | |  Total expense |  |  |  4,623 |","filed_date":"2026-08-06","accession":"0001193125-26-337177","full_text":"https://origin.rootz.global/static/filing/0001193125-26-337177.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":80,"match_count":10,"context":"|  962 |  |  |  |  200 |  |  |  |  |  1,063 |  |  |  |  99 |  |  |  | |  General and administration expense |  |  782 |  |  |  |  562 |  |  |  |  220 |  |  |  |  |  689 |  |  |  |  93 |  |  |  | |  Restructuring charge |  |  - |  |  |  |  - |  |  |  |  - |  |  |  |  |  39 |  |  |  |  (39 |  ) |  |  | |  Amortization and impairment of intangible assets |  |  253 |  |  |  |  89 |  |  |  |  164 |  |  |  |  |  137 |  |","filed_date":"2025-10-14","accession":"0001193125-25-237960","full_text":"https://origin.rootz.global/static/filing/0001193125-25-237960.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":80,"match_count":10,"context":"929 |  |  |  |  134 |  |  |  |  |  1,009 |  |  |  |  54 |  |  |  | |  General and administration expense |  |  689 |  |  |  |  534 |  |  |  |  155 |  |  |  |  |  711 |  |  |  |  (22 |  ) |  |  | |  Restructuring charge |  |  39 |  |  |  |  - |  |  |  |  39 |  |  |  |  |  - |  |  |  |  39 |  |  |  | |  Amortization of intangible assets |  |  137 |  |  |  |  39 |  |  |  |  98 |  |  |  |  |  117 |  |  |  |  20 |  |  |","filed_date":"2025-07-15","accession":"0000950170-25-095711","full_text":"https://origin.rootz.global/static/filing/0000950170-25-095711.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"platform_shift","strength":74,"match_count":8,"context":"F index and active, respectively. BlackRocks effective fee rates fluctuate due to changes in AUM mix. Approximately half of BlackRocks equity AUM is tied to international market strategies, including emerging markets, which tend to have higher fee rates than US equity strategies. Accordingly, fluctuations in international equity markets, which may not consistently move in tandem with US markets, have a greater i","filed_date":"2026-02-25","accession":"0001193125-26-071966","full_text":"https://origin.rootz.global/static/filing/0001193125-26-071966.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":64,"match_count":8,"context":"|  107 |  |  |  |  |  674 |  |  |  |  46 |  |  |  | |  Change in fair value of contingent consideration |  |  11 |  |  |  |  76 |  |  |  |  (65 |  ) |  |  |  |  (549 |  ) |  |  |  560 |  |  |  | |  Restructuring charge |  |  - |  |  |  |  39 |  |  |  |  (39 |  ) |  |  |  |  - |  |  |  |  - |  |  |  | |  Amortization of intangible assets |  |  276 |  |  |  |  137 |  |  |  |  139 |  |  |  |  |  277 |  |  |  |  (1 |","filed_date":"2026-07-15","accession":"0001193125-26-304013","full_text":"https://origin.rootz.global/static/filing/0001193125-26-304013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":61,"match_count":7,"context":"1 billion, positive across active and index and major regions, represented organic asset growth of 6%, compared to Traditional Peers(2) who saw, on average, 1% organic assetdecay; Technology services revenue grew 8% and annual contract value increased 12% in 2024, as clients increasingly partnered with BlackRock for integrated risk analytics and whole portfolio investment capabilities; and Total revenue was up 1","filed_date":"2025-04-04","accession":"0001308179-25-000388","full_text":"https://origin.rootz.global/static/filing/0001308179-25-000388.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":56,"match_count":7,"context":"neral and administration expense |  |  2,731 |  |  |  |  2,257 |  |  |  |  474 |  |  |  | |  Change in fair value of contingent consideration |  |  720 |  |  |  |  (36 |  ) |  |  |  756 |  |  |  | |  Restructuring charge |  |  39 |  |  |  |  - |  |  |  |  39 |  |  |  | |  Amortization and impairment of intangible assets |  |  775 |  |  |  |  291 |  |  |  |  484 |  |  |  | |  Total expense |  |  17,171 |  |  |  |  12,","filed_date":"2026-01-15","accession":"0001193125-26-013503","full_text":"https://origin.rootz.global/static/filing/0001193125-26-013503.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"strategic_event","strength":56,"match_count":7,"context":"| Generally Accepted Accounting Principles in the United States | | | | | | | GEC | Global Executive Committee | | | | | | | MDCC | Management Development & CompensationCommittee | | | | | | | NEO | Named Executive Officer | | | | | | | NGC | Nominating & Governance Committee | | | | | | | NTM | Next Twelve Months | | | | | | | NYSE | New York Stock Exchange | | | | | | | PAC | Political Action Committee | | | | | | |","filed_date":"2025-04-04","accession":"0001308179-25-000388","full_text":"https://origin.rootz.global/static/filing/0001308179-25-000388.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":56,"match_count":7,"context":"neral and administration expense |  |  2,125 |  |  |  |  1,917 |  |  |  |  208 |  |  |  | |  Change in fair value of contingent consideration |  |  26 |  |  |  |  265 |  |  |  |  (239 |  ) |  |  | |  Restructuring charge |  |  - |  |  |  |  39 |  |  |  |  (39 |  ) |  |  | |  Amortization of intangible assets |  |  829 |  |  |  |  507 |  |  |  |  322 |  |  |  | |  Total expense |  |  13,931 |  |  |  |  11,824 |  |  |","filed_date":"2026-10-14","accession":"0001193125-26-420979","full_text":"https://origin.rootz.global/static/filing/0001193125-26-420979.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"restructuring","strength":53,"match_count":6,"context":"| 148 | 17 | 24 | | | Acquisition-related transaction costs (b)(1) | 90 | 7 | | | | Contingent consideration fair value adjustments (b) | (36) | 3 | 3 | | | Lease costs New York (c) | | 14 | 57 | | | Restructuring charge (d) | | 61 | 91 | | | Reduction of indemnification asset (e)(1) | | 8 | | | | Operating income, as adjusted | 8,110 | 6,593 | 6,711 | | | Product launch costs and commissions | | | 6 | | | Operating","filed_date":"2025-04-04","accession":"0001308179-25-000388","full_text":"https://origin.rootz.global/static/filing/0001308179-25-000388.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"ai_adoption","strength":40,"match_count":5,"context":"t its technology infrastructure and data from misappropriation or corruption, as the failure to do so could disrupt BlackRocks operations and cause financial losses. Advances in technology, including generative AI, and use of such technology by malicious actors heighten these risks. Although BlackRock has implemented policies and controls, and takes protective measures involving significant expense, to help pr","filed_date":"2026-02-25","accession":"0001193125-26-071966","full_text":"https://origin.rootz.global/static/filing/0001193125-26-071966.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":40,"match_count":5,"context":"visory, administration fees and securities lending revenue line items. (2) Amounts include commodity ETFs and ETPs. Highlights &#x2022; Investment advisory, administration fees and securities lending revenue increased $1.0 billion from the third quarter of 2024, primarily driven by organic base fee growth, the impact of market beta on average AUM, and approximately $215 million and $225 million of fees related to the GIP and H","filed_date":"2025-10-14","accession":"0001193125-25-237960","full_text":"https://origin.rootz.global/static/filing/0001193125-25-237960.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"strategic_event","strength":36,"match_count":2,"context":"the acquisition. Therefore, it is impractical for the Company to provide the full disclosure of required financial information as of the date of this filing. In July 2025, BlackRock announced that it entered into a definitive agreement to acquire ElmTree Funds (ElmTree), a net-lease real estate investment firm with $7.3 billion in total assets under management as of March 31, 2025. Upfront consideration will be paid primarily in st","filed_date":"2025-08-06","accession":"0000950170-25-103780","full_text":"https://origin.rootz.global/static/filing/0000950170-25-103780.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"strategic_event","strength":36,"match_count":2,"context":"so includes Switzerland, Ireland and France. Asia-Pacific is primarily comprised of Hong Kong, Japan, Singapore and Australia. 24. Subsequent Events  In December 2024, BlackRock announced that it had entered into a definitive agreement to acquire 100% of the business and assets of HPS Investment Partners (\"HPS\"), a leading global credit investment manager with 100% of the consideration paid in BlackRock equity (the \"HPS Transaction","filed_date":"2025-05-07","accession":"0000950170-25-065838","full_text":"https://origin.rootz.global/static/filing/0000950170-25-065838.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":32,"match_count":4,"context":"visory, administration fees and securities lending revenue line items. (2) Amounts include commodity ETFs and ETPs. Highlights &#x2022; Investment advisory, administration fees and securities lending revenue increased $861 million from the fourth quarter of 2024, primarily driven by organic base fee growth, the impact of market beta on average AUM, and approximately $230 million of fees related to the HPS Transaction. Securiti","filed_date":"2026-01-15","accession":"0001193125-26-013503","full_text":"https://origin.rootz.global/static/filing/0001193125-26-013503.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"ai_adoption","strength":32,"match_count":4,"context":"k units granted as part of the Annual Equity Grant, to be settled in shares of BlackRock common stock in a lump sum on the date the director ceases to be a member of the Board or in equal annual installments on each of the first five anniversaries of the date the director ceases to be a member of the Board. (2)Timing of Annual Retainer Payments. Board and Committee service retainers are paid in Janua","filed_date":"2025-04-04","accession":"0001308179-25-000388","full_text":"https://origin.rootz.global/static/filing/0001308179-25-000388.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":24,"match_count":3,"context":"visory, administration fees and securities lending revenue line items. (2) Amounts include commodity ETFs and ETPs. Highlights &#x2022; Investment advisory, administration fees and securities lending revenue increased $579 million from the second quarter of 2024, primarily driven by organic base fee growth, the impact of market beta and foreign exchange movements on average AUM, and approximately $240 million of fees related t","filed_date":"2025-07-15","accession":"0000950170-25-095711","full_text":"https://origin.rootz.global/static/filing/0000950170-25-095711.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":24,"match_count":3,"context":"6 |  |  |  $ |  1,422 |  |  |  $ |  7,008 |  |  |  $ |  (310 |  ) |  | (1) Amounts include commodity ETFs and ETPs. Highlights &#x2022; Investment advisory, administration fees and securities lending revenue increased $1.0 billion from the first quarter of 2025, primarily driven by organic base fee growth, the impact of market beta on average AUM, and approximately $230 million of fees related to the HPS Transaction. Securitie","filed_date":"2026-04-14","accession":"0001193125-26-153768","full_text":"https://origin.rootz.global/static/filing/0001193125-26-153768.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":24,"match_count":3,"context":"|  |  |  $ |  13,782 |  |  |  $ |  10,699 |  |  |  $ |  3,083 |  |  | (1) Amounts include commodity ETFs and ETPs. Highlights &#x2022; Investment advisory, administration fees and securities lending revenue increased $1.3 billion from the second quarter of 2025, primarily driven by the positive impact of market beta on average AUM, organic base fee growth and approximately $230 million of fees related to the HPS Transaction.","filed_date":"2026-07-15","accession":"0001193125-26-304013","full_text":"https://origin.rootz.global/static/filing/0001193125-26-304013.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":24,"match_count":3,"context":"|  |  |  $ |  21,534 |  |  |  $ |  17,208 |  |  |  $ |  4,326 |  |  | (1) Amounts include commodity ETFs and ETPs. Highlights &#x2022; Investment advisory, administration fees and securities lending revenue increased $990 million from the third quarter of 2025, primarily driven by organic base fee growth and the impact of market beta on average AUM. Securities lending revenue of $253 million increased from $203 million in the","filed_date":"2026-10-14","accession":"0001193125-26-420979","full_text":"https://origin.rootz.global/static/filing/0001193125-26-420979.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":16,"match_count":2,"context":"ecurities lending revenue line items. (2) Average AUM is calculated as the average of the month-end spot AUM amounts for the trailing thirteen months.  (3) Amounts include commodity ETFs and ETPs. 51 Revenue increased $3.8 billion, or 19%, from 2024, primarily reflecting the positive impact of markets, organic base fee growth, fees related to the GIP and HPS Transactions and higher technology services and subscription revenue.","filed_date":"2026-02-25","accession":"0001193125-26-071966","full_text":"https://origin.rootz.global/static/filing/0001193125-26-071966.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"platform_shift","strength":16,"match_count":2,"context":"estate investment firm, with consideration paid primarily in BlackRock common stock. The acquisition of ElmTree positions the Company to scale its real estate-related offerings, while expanding into new markets as an owner-operator. See Note 10, Goodwill and Note 11, Intangible Assets for additional information on the goodwill and intangible assets related to ElmTree. Unaudited Pro Forma Information The fo","filed_date":"2025-11-05","accession":"0001193125-25-267043","full_text":"https://origin.rootz.global/static/filing/0001193125-25-267043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":16,"match_count":2,"context":"e of the month-end spot AUM amounts for the trailing ten months. (4) Amounts include commodity ETFs and ETPs. Three Months Ended September 30, 2025 Compared with Three Months Ended September 30, 2024 Revenue increased $1.3 billion, or 25%, from the three months ended September 30, 2024, primarily driven by organic base fee growth, the impact of market beta on average AUM, fees related to the GIP and HPS Transactions, and highe","filed_date":"2025-11-05","accession":"0001193125-25-267043","full_text":"https://origin.rootz.global/static/filing/0001193125-25-267043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"platform_shift","strength":16,"match_count":2,"context":"tional consideration subject to ElmTree's performance over the next five years. The acquisition of ElmTree is expected to position the Company to scale its real estate offerings, while expanding into new markets as an owner-operator. The transaction is expected to close in the third quarter of 2025, subject to customary closing conditions. The Company conducted a review for additional subsequent events and","filed_date":"2025-08-06","accession":"0000950170-25-103780","full_text":"https://origin.rootz.global/static/filing/0000950170-25-103780.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":16,"match_count":2,"context":"e average of the month-end spot AUM amounts for the trailing seven months. (4) Amounts include commodity ETFs and ETPs. Three Months Ended June 30, 2025 Compared with Three Months Ended June 30, 2024 Revenue increased $618 million, or 13%, from the three months ended June 30, 2024, primarily driven by organic base fee growth, the impact of market beta and foreign exchange movements on average AUM, fees related to the GIP Trans","filed_date":"2025-08-06","accession":"0000950170-25-103780","full_text":"https://origin.rootz.global/static/filing/0000950170-25-103780.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"strategic_event","strength":16,"match_count":2,"context":"lowing are the voting results on each matter submitted to the Companys shareholders at the Annual Meeting. All director nominees were elected (Item 1). The proposal to approve the compensation of the named executive officers as disclosed in the Companys proxy statement, through a non-binding advisory vote, was approved (Item 2). Additionally, shareholders ratified the appointment of Deloitte & Touche LLP as the Companys","filed_date":"2025-05-16","accession":"0001193125-25-121622","full_text":"https://origin.rootz.global/static/filing/0001193125-25-121622.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":16,"match_count":2,"context":"visory, administration fees and securities lending revenue line items. (2) Amounts include commodity ETFs and ETPs. Highlights &#x2022; Investment advisory, administration fees and securities lending revenue increased $623 million from the first quarter of 2024, primarily driven by organic base fee growth, the impact of market beta on average AUM and approximately $285 million of fees related to the GIP Transaction, partially","filed_date":"2025-04-11","accession":"0000950170-25-053022","full_text":"https://origin.rootz.global/static/filing/0000950170-25-053022.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"strategic_event","strength":16,"match_count":2,"context":"lowing are the voting results on each matter submitted to the Companys shareholders at the Annual Meeting. All director nominees were elected (Item 1). The proposal to approve the compensation of the named executive officers as disclosed in the Companys proxy statement, through anon-bindingadvisory vote, was approved (Item 2). Additionally, shareholders ratified the appointment of Deloitte& Touche LLP as the Companys in","filed_date":"2026-05-22","accession":"0001193125-26-237027","full_text":"https://origin.rootz.global/static/filing/0001193125-26-237027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"growth_inflection","strength":16,"match_count":2,"context":"e average of the month-end spot AUM amounts for the trailing seven months. (3) Amounts include commodity ETFs and ETPs. Three Months Ended June 30, 2026 Compared with Three Months Ended June 30, 2025 Revenue increased $1.7 billion, or 31%, from the three months ended June 30, 2025, primarily driven by the positive impact of markets, organic base fee growth, fees related to the HPS Transaction, higher performance fees and highe","filed_date":"2026-08-06","accession":"0001193125-26-337177","full_text":"https://origin.rootz.global/static/filing/0001193125-26-337177.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":13,"match_count":1,"context":"of legal proceedings; (9) the extent and timing of any share repurchases; (10) the impact, extent and timing of technological changes and the adequacy of intellectual property, data, information and cybersecurity protection; (11) the failure to effectively manage the development and use of artificial intelligence; (12) attempts to circumvent BlackRocks operational control environment or the potential","filed_date":"2025-11-05","accession":"0001193125-25-267043","full_text":"https://origin.rootz.global/static/filing/0001193125-25-267043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":13,"match_count":1,"context":"of legal proceedings; (9) the extent and timing of any share repurchases; (10) the impact, extent and timing of technological changes and the adequacy of intellectual property, data, information and cybersecurity protection; (11) the failure to effectively manage the development and use of artificial intelligence; (12) attempts to circumvent BlackRocks operational control environment or the potential","filed_date":"2025-08-06","accession":"0000950170-25-103780","full_text":"https://origin.rootz.global/static/filing/0000950170-25-103780.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":13,"match_count":1,"context":"of legal proceedings; (10) the extent and timing of any share repurchases; (11) the impact, extent and timing of technological changes and the adequacy of intellectual property, data, information and cybersecurity protection; (12) the failure to effectively manage the development and use of artificial intelligence; (13) attempts to circumvent BlackRocks operational control environment or the potential","filed_date":"2025-05-07","accession":"0000950170-25-065838","full_text":"https://origin.rootz.global/static/filing/0000950170-25-065838.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":13,"match_count":1,"context":"of legal proceedings; (9) the extent and timing of any share repurchases; (10) the impact, extent and timing of technological changes and the adequacy of intellectual property, data, information and cybersecurity protection; (11) the failure to effectively manage the development and use of artificial intelligence; (12) attempts to circumvent BlackRocks operational control environment or the potential","filed_date":"2026-05-06","accession":"0001193125-26-208766","full_text":"https://origin.rootz.global/static/filing/0001193125-26-208766.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":13,"match_count":1,"context":"of legal proceedings; (9) the extent and timing of any share repurchases; (10) the impact, extent and timing of technological changes and the adequacy of intellectual property, data, information and cybersecurity protection; (11) the failure to effectively manage the development and use of artificial intelligence; (12) attempts to circumvent BlackRocks operational control environment or the potential","filed_date":"2026-08-06","accession":"0001193125-26-337177","full_text":"https://origin.rootz.global/static/filing/0001193125-26-337177.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"ai_adoption","strength":8,"match_count":1,"context":"he payment of premiums and there are no premium payments which are due and unpaid, (C) failed to make a required contribution or payment to a Multiemployer Plan, or (D) failed to make a required installment or other required payment under Section 412 of the Code.  (iv) Except where the failure of any of the following representations to be correct in all material respects could not reasonably be expec","filed_date":"2026-04-03","accession":"0001193125-26-142112","full_text":"https://origin.rootz.global/static/filing/0001193125-26-142112.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"backlog_growth","strength":8,"match_count":1,"context":"direct hedge funds. Private markets continue to see increasing allocations from institutional and wealth investors, and BlackRocks highly diversified franchise is well positioned to continue to meet growing demand. The closing of the HPS Transaction added $165 billion of client AUM and $118 billion of fee-paying AUM in July. The completed acquisitions of HPS, GIP and Preqin position the Company's platform ahea","filed_date":"2026-02-25","accession":"0001193125-26-071966","full_text":"https://origin.rootz.global/static/filing/0001193125-26-071966.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"margin_pressure","strength":8,"match_count":1,"context":"BlackRock continues to invest in technology services offerings, which enhance the ability to manage portfolios and risk, effectively serve clients and operate efficiently. Market volatility, growing cost pressures, and complexity in optimizing whole portfolios underscore the need for enterprise operating and risk management technology, and should continue to drive demand for holistic and flexible technology s","filed_date":"2026-02-25","accession":"0001193125-26-071966","full_text":"https://origin.rootz.global/static/filing/0001193125-26-071966.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"ai_adoption","strength":8,"match_count":1,"context":"ement.  [REDACTED]  10.3. Final Distribution. After the application or distribution of the proceeds of the liquidation of the assets of the Partnership or a Series, as applicable, in one or more installments to the satisfaction of the liabilities to creditors of the Partnership or that Series, as applicable, including to the satisfaction of the expenses of the winding-up, liquidation and termination","filed_date":"2026-01-16","accession":"0001193125-26-015405","full_text":"https://origin.rootz.global/static/filing/0001193125-26-015405.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":8,"match_count":1,"context":"of legal proceedings; (9) the extent and timing of any share repurchases; (10) the impact, extent and timing of technological changes and the adequacy of intellectual property, data, information and cybersecurity protection; (11) the failure to effectively manage the development and use of artificial intelligence; (12) attempts to circumvent BlackRock&#x2019;s operational control environment or the po","filed_date":"2026-01-15","accession":"0001193125-26-013503","full_text":"https://origin.rootz.global/static/filing/0001193125-26-013503.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"ai_adoption","strength":8,"match_count":1,"context":"ant date and the attainment of Company performance measures during the four-year performance period. Both hurdles have been achieved, and each of the three tranches of the awards vested in equal installments at the end of 2022, 2023 and 2024, respectively. Vested 2017 Performance-based Options are exercisable for up to nine years following the grant date. The expense for each tranche has been amortiz","filed_date":"2025-11-05","accession":"0001193125-25-267043","full_text":"https://origin.rootz.global/static/filing/0001193125-25-267043.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"backlog_growth","strength":8,"match_count":1,"context":"is even more notable in its diversification. Top organic base fee growth contributors included our systematic franchise, private markets, digital assets, outsourcing, cash and iShares ETFs, which saw record demand. BlackRock&#x2019;s multiple sources of growth differentiate us and are resonating through accelerating client activity across our platform. We believe our results are a powerful validation of our hy","filed_date":"2025-10-14","accession":"0001193125-25-237960","full_text":"https://origin.rootz.global/static/filing/0001193125-25-237960.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"risk_factor","strength":8,"match_count":1,"context":"of legal proceedings; (9) the extent and timing of any share repurchases; (10) the impact, extent and timing of technological changes and the adequacy of intellectual property, data, information and cybersecurity protection; (11) the failure to effectively manage the development and use of artificial intelligence; (12) attempts to circumvent BlackRock&#x2019;s operational control environment or the po","filed_date":"2025-10-14","accession":"0001193125-25-237960","full_text":"https://origin.rootz.global/static/filing/0001193125-25-237960.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"BLK","company":"BlackRock, Inc.","exchange":"NYSE","sector":"Security Brokers, Dealers & Flotation Companies","signal_type":"ai_adoption","strength":8,"match_count":1,"context":"ant date and the attainment of Company performance measures during the four-year performance period. Both hurdles have been achieved, and each of the three tranches of the awards vested in equal installments at the end of 2022, 2023 and 2024, respectively. Vested 2017 Performance-based Options are exercisable for up to nine years following the grant date. The expense for each tranche has been amortiz","filed_date":"2025-08-06","accession":"0000950170-25-103780","full_text":"https://origin.rootz.global/static/filing/0000950170-25-103780.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."}],"origin":{"leaf":"d5cf11873d4ab9ba2e1c6730d4007ff1c2652ebe2a3e77f323b562d2d2fd64a1","formula":"v2: sha256( sha256(content) || parent || source_accession )","content_sha256":"df45fc704f0bc718eeacf7d109fb3d780992686fb7ad469d8819e4550cfdd944","parent":null,"source":"signal_search","chain":"sec.gov/EDGAR (retrieved over TLS, accession recorded) > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Recompute it: sha256(sha256(<this response body minus the origin block>) || parent || source_accession). Deterministic — the same record yields the same leaf every time. 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Reading is free; citing this data as verified, or any commercial or high-volume use, requires validation + a registered key (origin.rootz.global/dashboard). Unvalidated commercial use is unlicensed.","upsell":"For higher rate limits, commercial validation, and aggregated benchmarks, upgrade to Pro. See origin.rootz.global/pricing","tier_recommendation":"pro"}}