Consensus revenue for the quarter is projected at $6.60 billion (+25.0% YoY) with earnings per share expected to reach $12.06, while the stock currently trades at $999.31 against a consensus analyst price target of $1,258.06.
Investors are primarily focused on Total Assets Under Management (AUM) and organic base fee growth as the firm integrates its recent high-profile acquisitions. BlackRock is coming off a record-setting 2025 where AUM reached $14 trillion, fueled by strong capital market performance and record inflows into its iShares ETF platform. The company's strategic shift toward private credit and infrastructure through its HPS and GIP integrations is expected to be the primary driver of higher-margin revenue growth in the coming year.