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BlackRock chief product officer and senior managing director Rich Kushel awarded shares 18 January 2018

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BlackRock (NYSE:BLK) chief product officer and senior managing director Rich Kushel, was awarded 3,531 shares worth $US2 million on January 16.

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SECTION 1 BIOGRAPHY RICH KUSHEL, CHIEF PRODUCT OFFICER AND SENIOR MANAGING DIRECTOR

Mr. Kushel is BlackRock's Chief Product Officer and global head of the Strategic Product Management group, and a member of the Global Executive and Global Operating Committees. He also oversees the BlackRock Investment Institute and the firm 's Corporate Governance and Responsible Investment teams.Previously, Mr. Kushel was head of BlackRock 's Portfolio Management Group where he had responsibility for the management of the firm 's portfolio teams across all asset classes, market sectors and styles. From 2009 to 2010, Mr. Kushel was based in London and served as Chairman of BlackRock 's International businesses, responsible for the regional management of BlackRock 's businesses and operations outside the US and Canada. Prior to that, Mr. Kushel held several positions within the firm, including heading BlackRock 's International Institutional business and heading BlackRock 's Alternatives efforts and Wealth Management Groups, where he oversaw product development, marketing, and client servicing for alternative investments, and directed BlackRock 's activities for high net worth individuals and family offices. Prior to joining BlackRock in 1991, he was an associate in the Financial Institutions Group at Prudential Securities.Mr. Kushel currently serves as the Vice Chairman of the Council on Asset and Investment Management of the Institute for International Finance and previously served as a board member of the UK Investment Management Association. Mr. Kushel earned a BS degree in industrial engineering from Stanford University in 1988.

SECTION 2 BLACKROCK, INC. PRICE PERFORMANCE SCORECARD (NYSE:BLK):

+ The performance of BlackRock, Inc. is placed 235/2,524 in the BSS News Bites ranking of price performance of NYSE stocks in the past year, a percentile ranking of 90.

2.1 MCap History:

In the past 5 years Market Capitalization has increased by $US60.5 billion from $US32.4 billion to $US92.9 billion. Based on a dynamic start date of 5 years ago, there has been only 1 decline in MCap over the last 5 years.

PriceMCap (US$ B)
Last$US579.2292.9
1 Year ago$US375.6261.9
2 Years ago$US292.6149.3
3 Years ago$US339.0257.8
4 Years ago$US304.6452.9
5 Years ago$US217.5932.4

2.2 Moving Annual Return (Trailing 12 months):

Based on a dynamic start date of 5 years ago, the Moving Annual Return has been positive in 4 of the last 5 years. An investment in BLK a year ago would have produced a return of 57.1%

BLKCloseDividendsCapital Gain / (Loss) %% YieldAnnual Return %
Last Traded Jan 18$US579.22$US10.054.22.757.1
1 Year ago$US374.98$US9.1628.13.131.3
2 Years ago$US292.61$US8.72(13.7)2.6-11.1
3 Years ago$US339.02$US7.7211.32.513.8
4 Years ago$US304.64$US6.7238.83.141.9

Close 5 years ago $US219.44.

2.3 Present Value of $US1000 invested in the past

The present value of $US1000 invested a year ago is $US1,578

PV$10001-week1-month1-year
BLK.NYSE1,0771,1161,578
S&P 500 Index1,0111,0431,232

2.4 Trailing Price Change %

1-Year price change of 54.2% for BlackRock outperformed the change of 23.4% in the S&P 500 Index for a relative price change of 30.8%.

Price Change %1-Month3-Month1-Year
BLK11.621.354.2
Asset managers sector6.38.229.5
S&P 500 Index4.09.223.4

SECTION 3 BLACKROCK, INC. FINANCIALS AND GROWTH PERFORMANCE SCORECARD (NYSE:BLK):

3.1 Key Financials (All figures percent)

Return on Equity deteriorated from 11.1% in 2013 to 10.9% in 2016, Revenue Growth deteriorated from 9.0% in 2013 to -2.5% in 2016 and EPS Growth deteriorated from 22.3% in 2013 to -3.8% in 2016.

BLKRevenue GrowthEPS GrowthOperating MarginROE
2016-2.5-3.842.710.9
20152.82.843.111.8
201410.414.142.712
2013922.341.111.1

3.2 Growth

5-years average annualized earnings growth rate of 9.0%

+ Profit growth and EBITDA growth have shown signs of deterioration in recent years. [Year ended, all figures in %]

YearRevenue GrowthEPS GrowthEBITDA Growth
Dec 16-2.5-3.8-3.7
Dec 152.82.8-1.6
Dec 1410.414.111.8
Dec 13922.312.2

3.3 Revenue and Net Profit

In the last 3 years Compound Annual Growth Rate (CAGR) averaged 2.4% for Total Revenue and 2.7% for Net Profit.

DescriptionAnnual ($US B)3-year Avg ($US B)3-year CAGR %
Total Revenue11.211.32.4
EBITDA4.84.92.0
Operating Profit4.74.73.7
Net Profit3.23.32.7

CAGR = Compound Annual Growth Rate

3.4 Performance (All figures in %)

Net Profit Margin 3-year average is 29.7% and Return on Equity 3-year average is 11.6%.

DescriptionAnnual3-year Avg
EBITDA Margin43.945.1
Operating Profit Margin42.742.8
Net Profit Margin29.029.7
Return on Equity10.911.6
Return on Assets1.41.4

3.5 High Performance Indicators:

DescriptionValueRank In NYSE Market
Cash to MCap %29.9In Top 5%
Turnover in Quarter$US14.3 billionIn Top 5%
Price/MAP501.14In Top 6%
Price/MAP2001.3In Top 7%
% Prem to 1-mo Vol Wtd Price7.4In Top 10%
Relative Price Change % (1 Year)30.8In Top Quartile
3-mo Price Change %21.3In Top Quartile
Total Debt to Equity0.2In Top Quartile
Interest Cover22.8In Top Quartile
Price Change %0.5In Top Quartile
Earnings Yield %3.3In Top Quartile

SECTION 4 BLACKROCK, INC. MARKET POSITION AND GLOBAL RANK (NYSE:BLK):

4.1 Market Position

BlackRock, Inc. (NYSE:BLK), the NYSE's largest Asset Manager company by market cap, climbed $US65.51 (or 12.8%) year-to-date (YTD) in 2018 to close at $US579.22. Compared with the S&P 500 Index which has risen 4.7% YTD, this is a relative price increase of 8.1%. A zero-bagger in 2017, the value of USD1,000 invested two years ago is $US2,078 [vs $US1,488 for the S&P 500 Index], for a capital gain of $US979 and dividend reinvested of $US99. The average annualised return to shareholders has been 44.2% in the past two years. The average daily volume of 573,545 shares so far in 2018 was 359.7 times the average daily volume in 2017.

4.2 Global Rank

Rank in the S&P 500 Index [out of 491 stocks]

DescriptionValueRank
MCap (US$)92.9B65
Total Assets (US$)220.2B28
Revenue (US$)12B190
Net Profit (US$)3.5B71
Return on Equity %10.9278
Net Profit Margin %29.042
Price Earnings30.4299
Yield %1.7201
PV$1000 (1Year) US$1,57842
% Change YTD12.821

SECTION 5 OTHER DIRECTORS OF BLACKROCK, INC.

Laurence D. Fink, Chief Executive Officer & Chairman & Director

Robert S. Kapito, President & Director

Gary S. Shedlin, Chief Financial Officer

Murry S. Gerber, Director

Thomas H. OBrien, Director

Fabrizio Freda, Director

Jessica Einhorn, Director

Marco Antonio Slim Domit, Director

Susan L. Wagner, Director

James Grosfeld, Director

William S. Demchak, Director

David H. Komansky, Director

Cheryl D. Mills, Director

Pamela Daley, Director

Ivan G. Seidenberg, Director

John Varley, Director

Gordon M. Nixon, Director

Abdlatif Y. Al-Hamad, Director

Deryck Maughan, Independent Director

Rob Goldstein, Chief Operating Officer

SECTION 6 BLACKROCK, INC. ACTIVITIES

BlackRock, Inc. (BlackRock) operates as an investment management firm in the United States. BlackRock provides diversified investment management services to institutional clients and to individual investors through various investment vehicles. Its investment management services primarily consist of the active management of fixed income, cash management and equity client accounts; the management of a number of open-end and closed-end mutual fund families, and other non-United States equivalent retail products serving the institutional and retail markets, and the management of alternative funds developed to serve various customer needs. In addition, BlackRock provides market risk management, financial markets advisory and enterprise investment system services to a broad base of clients.

SECTION 7 RECENT NEWS ON DIRECTORS

7.1 REPORTED STOCK AWARDS

18 January 2018

BlackRock chairman of blackrock alternative investors Mark McCombe awarded shares

BlackRock (NYSE:BLK) chairman of blackrock alternative investors Mark McCombe, was awarded 3,134 shares worth $US1.8 million on January 16.

18 January 2018

BlackRock chief operating officer Rob Goldstein awarded shares

BlackRock (NYSE:BLK) chief operating officer Rob Goldstein, was awarded 4,105 shares worth $US2.3 million on January 16.

18 January 2018

BlackRock chief financial officer Gary S. Shedlin awarded shares

BlackRock (NYSE:BLK) chief financial officer Gary S. Shedlin, was awarded 3,089 shares worth $US1.7 million on January 16.

18 January 2018

BlackRock chief executive officer Laurence D. Fink awarded shares

BlackRock (NYSE:BLK) chief executive officer Laurence D. Fink, was awarded 8,121 shares worth $US4.6 million on January 16.

18 January 2018

BlackRock senior managing director global head of human resources Jeff Smith awarded shares

BlackRock (NYSE:BLK) senior managing director global head of human resources Jeff Smith, was awarded 2,781 shares worth $US1.6 million on January 16.

18 January 2018

BlackRock head of asia pacific and senior managing director Ryan Stork awarded shares

BlackRock (NYSE:BLK) head of asia pacific and senior managing director Ryan Stork, was awarded 1,851 shares worth $US1 million on January 16.

18 January 2018

BlackRock director and president Robert S. Kapito awarded shares

BlackRock (NYSE:BLK) director and president Robert S. Kapito, was awarded 6,204 shares worth $US3.5 million on January 16.

03 January 2018

BlackRock director Pamela Daley awarded shares

BlackRock (NYSE:BLK) director Pamela Daley, was awarded 73 shares worth $US37,547 on January 03.

03 January 2018

BlackRock director Abdlatif Y. Al-Hamad awarded shares

BlackRock (NYSE:BLK) director Abdlatif Y. Al-Hamad, was awarded 40 shares worth $US20,574 on January 03.

03 January 2018

BlackRock director Ivan G. Seidenberg awarded shares

BlackRock (NYSE:BLK) director Ivan G. Seidenberg, was awarded 83 shares worth $US42,690 on January 03.

03 January 2018

BlackRock director Cheryl D. Mills awarded shares

BlackRock (NYSE:BLK) director Cheryl D. Mills, was awarded 61 shares worth $US31,375 on January 03.

03 January 2018

BlackRock director Murry S. Gerber awarded shares

BlackRock (NYSE:BLK) director Murry S. Gerber, was awarded 12 shares worth $US6,172 on January 03.

7.2 SHAREHOLDER VALUE ADDED BY DIRECTORS

15 January 2018

Pamela Daley brings two-bagger value to BlackRock

Pamela Daley was appointed Director of BlackRock (NYSE:BLK) four years ago on January 15, 2014. The present value of USD1,000 (PV1000) invested on the appointment date is $US2,038, for a capital gain of $US846 and dividend reinvested of $US192. In the same period the shares were up 84.6% from $US300.9 to $US555.5.

01 January 2018

Laurence D. Fink brings three-bagger value to BlackRock

Laurence D. Fink was appointed CEO of BlackRock (NYSE:BLK) twenty years ago on January 01, 1998. The present value of USD1,000 (PV1000) invested on the appointment date is $US3,334, for a capital gain of $US1,839 and dividend reinvested of $US495.

01 January 2018

Thomas H. OBrien brings three-bagger value to BlackRock

Thomas H. OBrien was appointed Director of BlackRock (NYSE:BLK) nineteen years ago on January 01, 1999. The present value of USD1,000 (PV1000) invested on the appointment date is $US3,334, for a capital gain of $US1,839 and dividend reinvested of $US495.

01 January 2018

Murry S. Gerber brings three-bagger value to BlackRock

Murry S. Gerber was appointed Director of BlackRock (NYSE:BLK) eighteen years ago on January 01, 2000. The present value of USD1,000 (PV1000) invested on the appointment date is $US3,334, for a capital gain of $US1,839 and dividend reinvested of $US495.

01 January 2018

James Grosfeld brings three-bagger value to BlackRock

James Grosfeld was appointed Director of BlackRock (NYSE:BLK) nineteen years ago on January 01, 1999. The present value of USD1,000 (PV1000) invested on the appointment date is $US3,334, for a capital gain of $US1,839 and dividend reinvested of $US495.

31 December 2017

Robert S. Kapito starts fourth year as BlackRock President

Robert S. Kapito was appointed President of BlackRock (NYSE:BLK) three years ago on December 31, 2014. The shares were up from $US348.3 to $US515.6 and the total annualized return to shareholders (TRS) since appointment is 16.8%. The present value of USD1,000 (PV1000) invested on the appointment date is now worth $US1,595, a gain of $US481 and dividend reinvested of $US115.

30 July 2017

Gordon M. Nixon starts third year as BlackRock Director

Gordon M. Nixon was appointed Director of BlackRock (NYSE:BLK) two years ago on July 30, 2015. The shares were up from $US332.6 to $US424.0 and the total annualized return to shareholders (TRS) since appointment is 15.9%. The present value of USD1,000 (PV1000) invested on the appointment date is now worth $US1,343, a gain of $US275 and dividend reinvested of $US68.

7.3 RECENT REPORTED SELLING

16 January 2018

BlackRock senior managing director global head of human resources Jeff Smith sells

BlackRock (NYSE:BLK) Senior Managing Director Global Head of Human Resources Jeff Smith sold 425 shares worth $US240,533 on January 16. The selling price was $US565.96.

Source: www.BuySellSignals.com