The strong earnings beat and record inflows suggest BlackRock is gaining market share across ETFs, private markets, and technology services. The dividend increase and share repurchase authorization signal confidence in future cash flows. Traders should watch for continued momentum in organic growth metrics.
Price Chart
Executive Summary
BlackRock reported strong Q1 2026 earnings with a 9.1% beat on adjusted EPS and 27% YoY revenue growth, driven by record $130B net inflows, 10% organic base fee growth, and a 31% increase in adjusted operating income. The company raised its dividend by 10% and authorized $5B in share repurchases.
Key Financial Metrics
Key Facts
- Adjusted EPS of $12.53 beat consensus of $11.48 by 9.1%
- Revenue of $6.698B grew 27% YoY, exceeding $6.43B consensus
- $130B in net inflows, including $132B in iShares ETFs
- 10% organic base fee growth over the last twelve months
- 22% growth in technology services and subscription revenue
- Dividend increased 10% to $5.73 per share
- Authorized $5B in share repurchases
Financial Impact
$6.7B revenue, $12.53 adjusted EPS, $130B net inflows
Risk Factors
- Acquisition integration risks from HPS and Preqin transactions
- Dependence on market performance for fee growth
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-153768 |
| Document: blk-20260414.htm | 0001193125-26-153768 |
| Document: blk-ex99_2.htm | 0001193125-26-153768 |
| Document: 0001193125-26-153768-index-headers.html | 0001193125-26-153768 |
| Document: 0001193125-26-153768-index.html | 0001193125-26-153768 |
| Document: 0001193125-26-153768.txt | 0001193125-26-153768 |
| 8-K Data (Synthetic) | 0001193125-26-153768 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 2, 2026 today | ANALYST-UPGRADE | $1,070.01 awaiting T+20 | awaiting T+20 | — | $1,059.63 (−0.97%) |
Aug 26, 2026 5w ago | 3 | $1,167.57 $1,073.45 | ▼ −8.06% | ▼ −7.55% | $1,059.63 (−9.24%) |
Aug 25, 2026 5w ago | Press Release | $1,173.21 $1,073.45 | ▼ −8.50% | ▼ −8.65% | $1,059.63 (−9.68%) |
Aug 19, 2026 6w ago | Press Release | $1,158.92 $1,053.96 | ▼ −9.06% | ▼ −7.11% | $1,059.63 (−8.57%) |
Aug 11, 2026 7w ago | Institutional Cluster | $1,148.84 $1,072.03 | ▼ −6.69% | ▼ −5.63% | $1,059.63 (−7.77%) |
Aug 7, 2026 8w ago | 13F-HR | $1,136.28 $1,122.29 | ▼ −1.23% | ▼ −0.83% | $1,059.63 (−6.75%) |
Jul 17, 2026 10w ago | Insider Cluster | $1,054.11 $1,143.55 | ▲ +8.48% | ▲ +4.36% | $1,059.63 (+0.52%) |
Jul 17, 2026 10w ago | Insider Cluster | $1,054.11 $1,143.55 | ▲ +8.48% | ▲ +4.36% | $1,059.63 (+0.52%) |
Jul 17, 2026 11w ago | 144 | $1,072.20 $1,172.46 | ▲ +9.35% | ▲ +4.90% | $1,059.63 (−1.17%) |
Jul 16, 2026 11w ago | 144 | $1,072.20 $1,172.46 | ▲ +9.35% | ▲ +4.90% | $1,059.63 (−1.17%) |
US Market Status
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