BLACKROCK Funding Inc Stock Forum

Will $BLK
$BLK (-1.3%) go over 1000 usd this week?

Hello everyone,

I would like to add a few stable dividend payers to my portfolio.

Currently I have $O (-0.83%) and $BLK (-1.3%)

I was thinking of investing in an ETF that specializes in high dividend yields instead of buying more individual shares. Also to reduce the risk.

Are there any recommendations from the community with good experiences?

I have currently looked at:

$SPYD (-0.28%) and $DHS (-0.5%)

I would appreciate some suggestions - thanks!

Which shares would you currently take profits on?

I am currently $MSFT (+1.59%)
$GOOGL (+1.13%)
$BLK (-1.3%)
$LIN (-0.37%)
$V (-0.03%) very well up at the moment (40-50%). Would you let the shares or profits continue to run or realize profits? I am unfortunately undecided

$BLK (-1.3%) continues from 😉

$

Blackrock Q3 2024 - How does it look?

In the Q3 2024 earnings call from $BLK (-1.3%) several key financial and strategic developments were highlighted.

The firm recorded net inflows of USD 221 billion, the highest quarterly figure in the firm's history, and ended the quarter with USD 11.5 trillion in assets under management (AUM) - an increase of 26% year-on-year.

BlackRock delivered organic base fee growth of 5% annualized, the highest in three years, supported by strong results in iShares, holistic portfolio management and the Aladdin platform.

The firm's operating income increased 26% year-over-year to $2.1 billion, with an operating margin of 45.8%, up 350 basis points. Earnings per share increased by 5% to USD 11.46, despite a higher tax rate compared to the previous year.

Strategically, BlackRock emphasized expansion into private markets, particularly following the acquisition of Global Infrastructure Partners (GIP), which added $116 billion in client assets and is expected to contribute approximately $250 million in management fees in the fourth quarter of 2024. The integration of GIP is expected to double BlackRock's recurring private markets management fees.

The firm also highlighted its partnership with Microsoft and MGX, which led to the creation of a global infrastructure investment partnership for AI, with the goal of capitalizing on the growing demand for data centers and energy infrastructure. This initiative is part of BlackRock's broader strategy to explore new investment opportunities in infrastructure and artificial intelligence through scale and partnerships.

Overall, BlackRock's results reflect strong organic growth, strategic expansion into private markets and continued innovation in financial products, which positions the company well to grow further in the coming years.

A good quarter for shareholders

Hey guys,

What's at the top of your watchlist at the moment? 😎 I'll make a start: $VRTX (-1.85%)
$BLK (-1.3%)
$SYK (+2.48%)
$SNPS (-0.94%)
$8031 (-1.33%)
$STLAM (-1.97%)

Have a great Sunday!

$BLK (-1.3%) World's largest asset manager earns decent money

Blackrock clearly beat profit expectations in the third quarter. At USD 11.46 (expected: USD 10.40), earnings per share were well above estimates.

Sales totaled USD 5.2 billion (expected: USD 5 billion) and increased by 15 % compared to the previous year. The company now manages USD 11.48 trillion. In the third quarter, a further USD 221 billion flowed into the company's products

BlackRock
$BLK (-1.3%) now manages over 10
trillion dollars in assetswhich represents an increase of around 4 trillion dollars a ten years ago.

💶 Amundi: Europe's financial architect - Does he build the most solid assets? 🏗️ Part 1: https://getqu.in/Erlpxb/

Looking at the EV-to-EBITDA ratio, one would expect much more from BlackRock despite its size. Amundi is above DWS, but both companies are at a very low level overall and are actually very poorly valued.

Amundi performs best in terms of shareholder yield, followed by DWS.

The payout ratio is quite high for Amundi and DWS, but seems quite acceptable for the current models.

BlackRock also leads by a wide margin in terms of dividend per share (DPS).

In terms of return on invested capital (ROIC), none of the companies exceed 10%.

In terms of ROE, Amundi and BlackRock are above 10%, with BlackRock consistently above it.

DWS is best positioned in terms of return on invested capital (ROCE) and has been above 10% for some time.

Conclusion

The asset management industry is a growing and highly lucrative industry, and in Europe it is still at the beginning of its development. It is clear that $BLK (-1.3%) is the leading provider and the first choice for any investor who wants to cover this area with a single share. However, the ETFs from $AMUN (-2.75%) are hardly any worse and are also attractively valued. In addition, Amundi offers many undiscovered opportunities that have great potential.

What I like about Amundi are several factors, some of which are not purely rational. As a European provider, Amundi differs from $DWS (-0.13%) and Blackrock because, unlike DWS, it has a better reputation and a better shareholder structure. There is no$DBK (-1.8%) bank in the background, but the interesting holding company SAS Rue La Boetie, and with it there is not a scandal every two weeks. In addition, Amundi offers incredibly cheap ETFs that should tie up capital in the long term and works closely with the German provider Solactive. Anyone familiar with Prime ETFs knows that they are exceptionally cheap. Although they are not yet recognized by many, they have already had an excellent start. Amundi also offers ALTO, an in-house financial technology that, while not quite at the level of BlackRock, is cheaper and just as helpful in its field. Amundi is also a leader in the ESG market and is one of the pioneers in the field of sustainable investments.

The cheap valuation, proximity to us, a good dividend, low-cost ETFs and solid values alongside BlackRock make an overall investment in Amundi attractive to me. It's not for everyone, mainly due to the withholding tax, but for me it's a good source of dividends that I can also support with my own ETFs.

Overall, I can only recommend buying more European provider ETFs. It doesn't always have to be Amundi - have a look here:https://getqu.in/5nb3cO/