BlackRock Inc

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  • Man looking at data on a smartphone and laptop
    Dividends

    Five Stocks That Generate Passive Income in 2021

    By Rachel Curry
  • BlackRock CEO Larry Fink
    Cryptocurrency & Blockchain

    Larry Fink Says Institutional Investors Are Fascinated by Bitcoin, but Still Not Interested

    By Adam Goodpasture
  • Blackrock office
    Green Energy Stocks

    Two New BlackRock Carbon Transition ETFs Are Taking Center Stage

    By Rachel Curry
  • uploads///EU Fund Flows
    Macroeconomic Analysis

    Fund Flows Continue to Rise in the European Union

    Fund flows in European equities (EFA) have expanded at a slower pace since 2011. Overall, they’ve grown at an average of 10% over the past three years.

    By Robert Karr
  • uploads///AUM by product
    Earnings Report

    BlackRock’s Diversified Offerings Can Benefit from Rate Hikes

    In the first quarter, BlackRock managed ~$1.9 trillion in fixed income offerings, up from ~$1.6 trillion in the first quarter of 2017.

    By Robert Karr
  • uploads///Retail
    Macroeconomic Analysis

    BlackRock’s Retail Continues to Attract New Clients across Classes

    BlackRock’s (BLK) retail business had assets under management (or AUM) of $542 billion as of March 31, 2016.

    By Robert Karr
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    Macroeconomic Analysis

    Emerging Market Equities See Valuations Rise on Fundamentals

    Valuations rose by 3.10% in the week ended September 11, 2015. The rise was mainly due to buying in India’s equities on higher industrial production and low inflation.

    By Robert Karr
  • uploads/// Year Treasury Bond Issuance versus Bid Cover Ratio
    Fund Managers

    10-Year Treasury Note Market Demand Barely Moved Last Week

    On July 8, ten-year Treasury notes worth $21 billion were auctioned—the same as the previous week.

    By Lynn Noah
  • uploads///Dividends
    Company & Industry Overviews

    Is KKR a good pick for retirement or growth options?

    Is KKR a good pick for growth options? KKR is expected to improve its realizations in 2015 and 2016 after an expected valuation increase of energy holdings.

    By Robert Karr
  • uploads///Fundflows XLF
    Macroeconomic Analysis

    Fund Flows to XLF Have Been Declining

    Exchange-traded fund investors added almost $552.6 million on average to the Financial Select Sector SPDR ETF (XLF) in the last quarter. During the week ending September 25, the ETF witnessed outflows of $318.3 million.

    By Rebecca Keats
  • uploads///Repurchases
    Earnings Report

    BlackRock Increases Dividend on Improved Operating Performance

    BlackRock has historically paid out the major portion of its profits in dividends. It increases its dividend per share in-line with its performance.

    By Robert Karr
  • uploads///AM
    Financials

    How Could a Trade War Impact Asset Managers?

    After Trump announced that Chinese investments in US tech stocks would be restricted, the Dow Jones Industrial Average spiked downward.

    By Raymond Anderson
  • Financials

    Overview: A key guide to investing in exchange-traded funds

    This series is our attempt to educate our readers about leveraged and inverse ETFs, their structure, and their suitability for retail investors.

    By Mike Sonnenberg
  • uploads///AUM by product
    Company & Industry Overviews

    Interest Rate Expectations Have Jolted Equity and Debt Alike

    Asset managers (VFH) are seeking stability in order to attract funds toward either equity or debt offerings.

    By Robert Karr
  • uploads///Valuation
    Company & Industry Overviews

    BlackRock’s Valuations following the Decline in Global Equities

    BlackRock (BLK) stock has risen 27.6% over the past six months and 39.0% over the past year.

    By Robert Karr
  • uploads///Rel val
    Company & Industry Overviews

    Can State Street Recover Its Discounted Valuations?

    On a next 12-month basis, State Street Corporation (STT) has a PE (price-to-earnings) ratio of 13.9x. Its competitors’ average is 21.22x.

    By Raymond Anderson
  • uploads///eu p
    Company & Industry Overviews

    EU Equities Decline on Greece’s Woes in Week Ended May 29

    EU equities outperformed other major markets in 2015 due to quantitative easing announced by the European Central Bank, a weaker currency, and rising exports.

    By Robert Karr
  • uploads///negative interest rates
    Fund Managers

    Where Are Interest Rates Going? Ray Dalio Weighs In

    Ray Dalio, and Marketplace Morning Report host David Brancaccio discussed the future of the economy and the next recession. Here’s what you need to know.

    By Surbhi Jain
  • uploads///Rel Val
    Company & Industry Overviews

    What Led to Invesco’s Discounted Valuations?

    Invesco has a price-to-book ratio of ~1.4x on an LTM basis.

    By Raymond Anderson
  • Financials

    Fixed income ETF must-knows: Comparing Treasuries and other ETFs

    Credit spreads associated with lower rated bank loans found in SNLN and BKLN could underperform as corporations see cash flow decline and their ability to service their debt is compromised.

    By Marc Wiersum, MBA
  • uploads///Year to date Performance of NXP Semiconductors
    Financials

    Paul Singer Increased His Holdings in NXP Semiconductor in 3Q17  

    Paul Singer, the CEO of Elliott Management, increased his holdings in NXP Semiconductor (NXPI) in 3Q17, according to a recent 13F filing report.

    By Sarah Sands
  • Financials

    Macro investment recovers: Time to short the long end of the curve?

    This article considers the possibility of rising rates and the case for taking a bearish view on bond prices.

    By Marc Wiersum, MBA
  • uploads///price to cashflow STT
    Company & Industry Overviews

    State Street: A Look at Total Assets under Management

    State Street Corporation ended fiscal 2017 with total AUM of ~$2.8 trillion, with an equity component of ~$1.7 trillion.

    By Raymond Anderson
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    Company & Industry Overviews

    Why State Street Has Lower Valuations

    Wall Street analysts have given a one-year price target on State Street of $117.53.

    By Raymond Anderson
  • uploads///Earnings suprise
    Earnings Report

    BlackRock Misses 1Q16 Estimates on Declining Global Equities

    BlackRock (BLK) reported its 1Q16 earnings on April 14, 2016. The company missed Wall Street analysts’ adjusted EPS estimates of $4.29, posting EPS of $4.25.

    By Robert Karr
  • uploads///analysts
    Company & Industry Overviews

    How Wall Street Analysts View Invesco

    Of 16 analysts tracking Invesco in April 2018, four analysts suggested a “buy,” and six analysts gave “hold” ratings on the stock.

    By Raymond Anderson
  • uploads///Stock performance
    Earnings Report

    Allianz Reports 11% Revenue Growth Backed by Insurance Business

    Allianz Group offer property casualty insurance, life and health insurance, and asset management products and services in over 70 countries. The company’s major operations are in Europe.

    By Robert Karr
  • Consumer

    Fixed income must-know: Why the Fed struggles to create inflation

    This article considers the Federal Reserve Bank’s continued struggle to reach its inflation target and the implications for fixed income investors.

    By Marc Wiersum, MBA
  • Financials

    Why the federal budget deficit is returning to normal levels

    This article considers the ongoing decline in the federal budget deficit and considers the implication for fixed income investors.

    By Marc Wiersum, MBA
  • uploads///Amazon is Outperforming the SP  Index
    Consumer

    Why David Einhorn Is Betting against Amazon

    On a YTD (year-to-date) basis, Amazon has returned nearly 40% as of November 3, 2017.

    By Sarah Sands
  • uploads///BlackRock
    Fund Managers

    How Does BlackRock Make Money?

    BlackRock, an investment management giant, had $7.0 trillion in AUM (assets under management) at the end of the third quarter.

    By Rekha Khandelwal, CFA
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    Consumer

    Real Estate Price Appreciation widely dispersed by location

    The Zillow Home Value Index (ZHVI) rose 5.1% year-over-year to $157,600. The ZHVI is a modeled index, based on the average zillow estimate of home values in each area. The Zillow index is not solely based on home sales, so it isn’t really a comparable index to Case-Schiller. It is closer to Radar Logic, which […]

    By Brent Nyitray, CFA, MBA
  • uploads///Valuations
    Macroeconomic Analysis

    WisdomTree Trades at a Premium due to High Growth

    WisdomTree stock is currently trading at 29x on a one-year forward earnings basis. In comparison, its peers are trading at 16.2x.

    By Robert Karr
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    Macroeconomic Analysis

    Financials Steal the Spotlight on July 15: Stellar Q2 Earnings

    Financial-sector companies such as Bank of America (BAC), U.S. Bancorp (USB), and BlackRock (BLK) shared the spotlight on July 15.

    By Surbhi Jain
  • uploads/// types of Asset Managers Saul
    Financials

    Traditional assets: Defining active and passive management

    Active asset management refers to those asset managers that essentially try to outperform the average market return, a benchmark, or a hurdle rate that may have been set internally.

    By Saul Perez
  • Financials

    The big 3 ETF providers in the US—iShares, SPDR, and Vanguard

    In the U.S., Blackrock (BLK), State Street GA (STT), and Vanguard are the top three ETF providers. They have a 40.1%, 22.3%, and 20.7% market share, respectively.

    By Surbhi Jain
  • uploads///eu v
    Company & Industry Overviews

    EU Equity Valuations Improved on Strong Earnings

    The MSCI Europe Index was valued at 14.9x on a one-year forward earnings basis in the week ending July 31, 2015. Valuations rose by 0.71% that week.

    By Robert Karr
  • Financials

    Fixed income ETFs: Key differences in duration and quality

    This article considers the trade-offs between high-credit-quality and lower-credit-quality, as well as shorter-duration and longer-duration, fixed income ETFs.

    By Marc Wiersum, MBA
  • uploads///Housing Starts
    Consumer

    Housing starts dampened by wet weather in the Midwest

    Housing starts are a critical predictor of future home builder sales Housing starts are released jointly by the Census Bureau and the Department of Housing and Urban Development. Analysts use the information to anticipate future production for home builders, future demand for raw materials, and labor costs. This data will even affect the forecasts for […]

    By Brent Nyitray, CFA, MBA
  • Financials

    5-year Treasury notes saw lower auction demand

    The difference between five-year and 30-year Treasury (TLT) yields narrowed to 142 basis points (or bps) on September 26. This is the narrowest it has been since January 16, 2009.

    By Phalguni Soni
  • uploads///Leader Share
    Company & Industry Overviews

    Why BlackRock has an inorganic strategy for different markets

    BlackRock (BLK) is focusing on diversifying its expanding portfolio more through acquisitions and offerings in emerging markets.

    By Robert Karr
  • when is blackrock earnings date
    Financials

    Will BlackRock’s Q3 Earnings Boost Its Stock Price?

    By Ambrish Shah
  • uploads///Payout
    Earnings Report

    State Street’s Asset Position: Still a Concern in 1Q16?

    As of the fourth quarter of 2015, State Street (STT) reported average total assets that were 10.6% lower than 4Q14.

    By Robert Karr
  • uploads///Wealth management
    Company & Industry Overviews

    Bank of America’s Asset Management Depends on This

    BAC was managing ~$2.59 trillion on March 31, 2017, in client balances, which represents a growth of 5% on a YoY basis.

    By Robert Karr
  • uploads///EM Fund Flows
    Company & Industry Overviews

    Emerging Market Equities See Positive Flows in April

    The iShares MSCI Emerging Markets Minimum Volatility ETF (EEMV) and several other emerging-market ETFs attracted positive flows totaling $0.3 billion for the week ended May 1, 2015.

    By Robert Karr
  • uploads///Investment income
    Macroeconomic Analysis

    How Prospect Capital Improved Its Yields in a Difficult Market

    Prospect Capital has managed to generate above-market yields through disciplined credit selection and a diverse origination approach.

    By Robert Karr
  • uploads///Hedge funds
    Macroeconomic Analysis

    Blackstone Hedge Funds Outperform Relatively, Expand Assets

    Hedge funds performed dismally during the third quarter on lower volatility and geopolitical risks. Alternative managers saw valuations fall.

    By Robert Karr
  • uploads///Repurchase
    Earnings Report

    BlackRock Rewards with Higher Dividends and Repurchases

    BlackRock has repurchased $1.1 billion worth of its own stock over the past four quarters. In 1Q16, the company’s stock repurchases were worth $300 million.

    By Robert Karr
  • uploads///NII NIMs
    Company & Industry Overviews

    Analyzing Wells Fargo’s Interest and Non-Interest Income

    Commercial banks (XLF) have seen their interest income and margins rise over the past few quarters due to rate hikes.

    By Robert Karr
  • uploads///EUP
    Macroeconomic Analysis

    European Equities Rise on Expectation of Further Stimulus

    European equities rose as the ECB’s president hinted at further stimulus for the European economy amid falling commodities and a slowing global economy.

    By Robert Karr
  • uploads///analysts
    Company & Industry Overviews

    Analyst Ratings on Blackstone Have Stayed Steady

    Asset managers have been negatively affected in 1H 2018 by the unsupportive global environment.

    By Raymond Anderson
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    Fund Managers

    Why Marc Faber Believes US Economic Growth Is Weakening

    In 1Q17, the US economy saw a growth rate of 1.2%, according to the report provided by the US Bureau of Economic Analysis.

    By Sarah Sands
  • uploads///Earnings expectation
    Company & Industry Overviews

    Asset Managers to See Growth on Diversified Offerings in 1Q18

    The recent fall in stocks globally is expected to put some pressure on asset managers’ (VFH) operating performances in 1Q18.

    By Robert Karr
  • uploads///FI asset management
    Earnings Report

    BlackRock expected to benefit from fixed income ETFs

    BlackRock benefited the most from the money in motion due to macro factors. Fixed income ETFs in 4Q14 attracted almost half of the total new funds in 2014.

    By Robert Karr
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    Earnings Report

    How ETFs Can Impact State Street’s Investment Management Division

    In the first quarter, BlackRock (BLK) saw inflows of $35.0 billion in its ETF offerings.

    By Raymond Anderson
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    Financials

    Taxable bond fund flow is still strong with tax free interest still low

    Fixed income money flow continues to be dominated by the taxable category with only marginal interest by investors in the tax-free category

    By Jonathan Casteleyn, CFA
  • uploads///Presence of Asset Managers Saul
    Financials

    The main players in asset management

    The efficient market hypothesis maintains that the market prices everything correctly and so it isn’t possible to outperform the market in the long run.

    By Saul Perez
  • uploads///Total AUM by Type
    Financials

    How big is the asset management industry?

    Audited and verified annual figures at the end of 2013 indicate that total assets under management of US registered investment companies equalled nearly $17.1 trillion.

    By Saul Perez
  • Financials

    Must-know investment pledges to India from Fortune 500 CEOs

    The group spoke about how these companies and India could benefit from investment flow into the country. Modi sought investment pledges from many of these CEOs, who were impressed with what India had to offer.

    By Surbhi Jain
  • uploads/// Alternates
    Financials

    Private equity, hedge funds, and other alternative assets

    Private equity is capital invested in companies that aren’t listed on stock exchanges. These alternative assets include venture capital.

    By Saul Perez
  • uploads///Volcker rule
    Financials

    Could Volcker Rule Reforms Hurt in the Next Recession?

    The US Comptroller of the Currency approved changes to the Volcker Rule. The rule originated after the 2008–2009 financial crisis.

    By Mohit Oberoi, CFA
  • uploads///stock exchange _
    Earnings Report

    What’s behind Berkshire Hathaway’s 1Q18 Losses?

    Berkshire Hathaway announced its 1Q18 results on May 5. Buffett’s investment conglomerate posted a net loss of $1.1 billion, or $692 per share.

    By Robert Karr
  • uploads///IFF Institutional investors Q  Pre
    Basic Materials

    IFF: Analyzing Institutional Investors before Its Q3 Earnings

    The 13F filings on June 30 indicated that institutional investors own 85.9% of International Flavors and Fragrances’ (IFF) outstanding shares.

    By Peter Neil
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    Basic Materials

    Are Institutional Investors Buying or Selling Deere?

    The 13F filings of June 30 indicate that institutional investors own ~67.1% of Deere’s (DE) outstanding shares.

    By Peter Neil
  • uploads///ivz post
    Earnings Report

    Acquisitions Boost Invesco’s Assets under Management

    Invesco (IVZ) reported its second-quarter results today, posting EPS of $0.66.

    By Raymond Anderson
  • uploads///DWP
    Earnings Report

    How Berkshire Could Make Use of Excess Liquidity

    Berkshire Hathaway’s (BRK.B) liquidity of over $115 billion is rising at a faster pace owing to strong cash flow generation.

    By Robert Karr
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    Earnings Report

    Investors Await Berkshire Hathaway’s Next Acquisition in 2018

    Berkshire Hathaway (BRK.B) had liquidity of $118 billion at the end of the first quarter.

    By Robert Karr
  • uploads///AUM asset cls
    Earnings Report

    What Could Help T. Rowe Price in Q2 2018

    Of T. Rowe Price’s (TROW) total assets under management in the first quarter, $579.3 billion comprised equity, $135.8 billion comprised fixed income and money market assets, and $299.1 billion were multi-asset funds.

    By Raymond Anderson
  • uploads///AUM inv veh
    Earnings Report

    How Macros and Monetary Policies Could Drive TROW’s Performance

    Donald Trump’s imposition of additional tariffs on $200 billion in Chinese imports has increased trade tension, which could impact the global economy and business.

    By Raymond Anderson
  • uploads///AUCA
    Earnings Report

    State Street’s Investment Servicing Division: What’s Ahead?

    In the first quarter, State Street’s Investment Servicing division garnered net interest income of $663.0 million for a YoY increase of 30.0%.

    By Raymond Anderson
  • uploads///AMTD
    Company & Industry Overviews

    Tariffs: TD Ameritrade’s Views and the Impact on Asset Managers

    On July 11, JJ Kinahan of TD Ameritrade Holding (AMTD) stated his views on the rising US-China trade tensions.

    By Raymond Anderson
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    Company & Industry Overviews

    What Charles Schwab Predicts for Second Half of 2018

    On July 10, Charles Schwab (SCHW) presented its forecast for the second half of the year.

    By Raymond Anderson
  • uploads///Analyst
    Financials

    How Wall Street Rates BlackRock and Asset Managers

    Analysts gave BlackRock a price target of $613.15 on an NTM basis.

    By Robert Karr
  • uploads///Part  Institutional investors
    Basic Materials

    Who Are the Top Institutional Investors in APD?

    The 13F filings by institutional investors as of March 31 indicate that institutional investors own 87.0% of Air Products and Chemical’s (APD) outstanding shares.

    By Peter Neil
  • uploads///ttoal AUM
    Company & Industry Overviews

    A Look at Invesco’s Total Assets under Management

    At the end of the first quarter, Invesco (IVZ) had total AUM (assets under management) of $934.2 billion.

    By Raymond Anderson
  • uploads///TOR
    Company & Industry Overviews

    What Will Invesco’s Revenue Be in Q2 2018?

    Of Invesco’s (IVZ) total first-quarter operating revenue of $1.4 billion, the company’s investment management fees contributed $1.0 billion.

    By Raymond Anderson
  • uploads///stock _
    Company & Industry Overviews

    What Could Affect Invesco’s Performance in Q2 2018?

    In this series, we’ll study the factors that could drive Invesco’s performance, valuations, and analyst ratings.

    By Raymond Anderson
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    Financials

    Can Trade Wars Slow Down the Fed’s Rate Hikes?

    Global central bankers have expressed concern about an expected slowdown in the global economy on the back of trade wars.

    By Robert Karr
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    Company & Industry Overviews

    State Street’s Investment Management Division in Q2

    State Street’s (STT) investment management division garners fee revenue from trading services, management and processing fees, and other revenue.

    By Raymond Anderson
  • uploads///EV
    Company & Industry Overviews

    What’s Expected for State Street’s Investment Servicing Business

    In the first quarter, State Street’s (STT) fee revenue made up a significant portion of its investment servicing revenue.

    By Raymond Anderson
  • uploads///Division wise assets
    Company & Industry Overviews

    How Will Berkshire Deploy Its Cash Pile of over $100 Billion?

    Berkshire Hathaway (BRK.B) was sitting on liquidity of $118 billion at the end of the first quarter.

    By Robert Karr
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    Company & Industry Overviews

    What to Expect of BlackRock Stock amid Lower Flows

    BlackRock is expected to post earnings per share of $6.64 in the second quarter, 1.0% lower sequentially and up 26.7% year-over-year.

    By Robert Karr
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    Company & Industry Overviews

    Apple in Ireland: Looking beyond the Tax Dispute

    iPhone sales accounted for as much as a quarter of Ireland’s economic growth in 2017.

    By Ruchi Gupta
  • uploads///analysts
    Company & Industry Overviews

    How Analysts Are Viewing Blackstone

    Blackstone (BX) is covered by 14 analysts in March 2018. Seven of them are recommending a “strong buy” for the stock, and six are rating it a “buy.”

    By Raymond Anderson
  • uploads///Wealth
    Company & Industry Overviews

    Can Bank of America Generate Alpha for Investors in 2018?

    Banks and asset managers (XLF) had a great run in 2017 due to a rise in broad markets, allowing them to generate a higher base and performance fees.

    By Robert Karr
  • uploads///Rel Val
    Company & Industry Overviews

    How Could T. Rowe Price’s Valuation Recover?

    Price-to-earnings ratio T. Rowe Price (TROW) has an NTM ( next-12-month) PE (price-to-earnings) ratio of 15.0x. Competitors are valued lower, with an average ratio of 15.7x. Peers Franklin Resources (BEN), Financial Engines (FNGN), and BlackRock (BLK) have NTM PE ratios of 11.7x, 17.3x, and 18.2x, respectively. T. Rowe Price’s valuation could fall further, as the company’s […]

    By Raymond Anderson
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    Company & Industry Overviews

    T. Rowe Price’s Views on Global Markets in 2018

    Strong outlook T. Rowe Price (TROW) expects global markets to be positive in 2018, in both emerging and developed economies. Economies’ movement towards digitization and innovation is expected to help businesses. In 2018, T. Rowe Price expects global equity markets to be supported by improving business models, technological developments, and shifting consumer preferences. Technology giants’ valuation is increasing […]

    By Raymond Anderson
  • uploads///ROA
    Company & Industry Overviews

    How T. Rowe Price Aims to Tackle Challenges

    Ways to tackle hurdles While T. Rowe Price (TROW) expects to encounter certain long-term challenges, it has identified some measures it may take to tackle them. The company plans to focus on pricing as well as long-term goals. T. Rowe Price has extended its investment strategies, receiving a positive response from clients. To streamline processes, […]

    By Raymond Anderson
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    Company & Industry Overviews

    What Are T. Rowe Price’s Plans for the Future?

    Outlook Based on its investor presentation on February 21, 2018, T. Rowe Price’s (TROW) current vision is more or less the same as its vision in 2017. The company continues to focus on becoming a leader in active investment management. It also plans to generate and deliver long-term value to customers. T. Rowe Price is […]

    By Raymond Anderson
  • uploads///PS ratio
    Company & Industry Overviews

    These Factors Affected T. Rowe Price’s Assets under Management

    Total assets under management As of December 31, 2017, T. Rowe Price (TROW) had total AUM (assets under management) of $991.1 billion, of which the company’s US mutual funds contributed $606.3 billion and other investment products contributed $384.8 billion. In 2017, the company’s total AUM appreciated by $180.3 billion. In 2017, T. Rowe Price’s US mutual funds appreciated […]

    By Raymond Anderson
  • uploads///market cap
    Company & Industry Overviews

    What’s T. Rowe Price’s Outlook on Emerging Markets?

    Favorable outlook T. Rowe Price (TROW) believes that emerging markets may offer significant investment opportunities after their strong momentum in 2017. Because of improving political and economic situations in some developing countries, many global emerging markets can be looked upon for investments. In 2017, emerging markets saw higher economic growth than developed markets. This trend is expected […]

    By Raymond Anderson
  • uploads///ROIC
    Company & Industry Overviews

    T. Rowe Price’s Operating Expenses Increased: Here’s Why

    Operating expenses Between 2016 and 2017, T. Rowe Price’s (TROW) operating expenses rose 7.8% to $2.7 billion from $2.5 billion in 2016, and its compensation and related costs rose 11.4% to $1.7 billion from $1.5 billion. The increase was mainly due to higher salaries and related benefits and hiring employees. The company incurred compensation and related costs of $446.3 million […]

    By Raymond Anderson
  • uploads///EV to Rev
    Company & Industry Overviews

    Behind T. Rowe Price’s Net Revenue

    Components T. Rowe Price’s (TROW) net revenue comprises three components: investment advisory fees, distribution and servicing fees, and administrative fees. The company’s net revenue rose 13.5% to $4.8 billion in 2017 from $4.2 billion in 2016. Between 2016 and 2017, the company’s investment advisory fees rose 15% from $3.7 billion to $4.3 billion, due to its average […]

    By Raymond Anderson
  • uploads///FCF yield
    Company & Industry Overviews

    T. Rowe Price Announces Leadership Changes

    Assets under management as of January 2018 T. Rowe Price (TROW) had total AUM (assets under management) of $1.1 trillion as of January 31, 2018, compared with $991 billion in December 2017. Of the $1.1 trillion, the company’s sponsored US mutual funds contributed $637 billion, and other investment portfolios contributed $410 billion. Of the sponsored mutual […]

    By Raymond Anderson
  • uploads///ROE
    Company & Industry Overviews

    A Look at T. Rowe Price’s Assets under Management

    Asset classes In its investor presentation on February 21, 2018, T. Rowe Price (TROW) stated that its core business is helped by the allocation of its AUM (assets under management) in different asset classes and its strong client base. However, the company also believes that targeting new opportunities is crucial for its core business. Of its total AUM, […]

    By Raymond Anderson
  • uploads///TROW
    Company & Industry Overviews

    T. Rowe Price Beats Analysts’ Expectations

    In this series, we’ll look at T. Rowe Price’s outlook on emerging and global markets, 4Q17 numbers, and future strategies.

    By Raymond Anderson
  • uploads///Analyst ratings
    Financials

    Why Wall Street Is Long on BlackRock Post-Rout

    Wall Street analysts are expecting a limited upside for asset managers (VFH) as well as broader indexes in 2018.

    By Robert Karr
  • uploads///Valuation
    Company & Industry Overviews

    BlackRock’s Valuations Stable amid Strong Operating Performance

    BlackRock is currently trading at a forward price-to-earnings ratio of 17.6x, compared with the industry average of 18.6x.

    By Robert Karr
  • uploads///Earnings expectation
    Company & Industry Overviews

    BlackRock and Competitors Look at Strong 1Q18 Numbers

    Among the major asset managers, BlackRock (BLK) is expected to post sequential and year-over-year growth in earnings per share to $6.38 in 1Q18 and $6.83 in 2Q18.

    By Robert Karr
  • uploads///Analyst ratings
    Financials

    Wall Street Analysts Long on Asset Managers in 2018

    Analysts gave BlackRock a price target of $614.92 on a next-12-month basis.

    By Robert Karr
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