BUZZ-Street View: BlacRock proves it’s the big fish in every pond
BlackRockreported a fourth-quarter profit that exceeded Wall Street expectations, driven by a market rally that increased its fee income and assets under management (AUM) to a record $14 trillion. Analysts maintain a "buy" rating on BLK, with a median price target of $1,300. Jefferies highlights BLK's strong position for continued organic base-fee growth, while KBW emphasizes its scale and diversified product lineup. TD Cowen anticipates higher fee rates and improved margins, and Morningstar notes BLK's strong performance in organic AUM growth, particularly in index funds and ETFs.
BlackRock’s (BLK.N) fourth-quarter profit beat Wall Street estimates on Thursday; market rally boosted its fee income, assets under management (AUM) at record $14 trillion
Avg rating on BLK by 18 analysts is “buy”; median PT $1,300 - LSEG data
MARKET’S FAVORITE PLOT TWIST
Jefferies (“buy,” PT: $1,351) says BLK’s 12% annualized organic base-fee growth in 4Q25, rapid scaling of its private markets, digital assets, and international distribution businesses, put it in strong position to maintain organic base-fee growth through 2026
KBW (“outperform,” PT: $1,340) says BLK’s scale, diversified product lineup are key advantages
TD Cowen (“hold,” PT: $1,238) says BLK has strong, diversified growth prospects; expects higher fee rates, improved margins, and aggressively return capital
Morningstar (fair value: $1,170) says BLK outperforms in organic AUM growth, as investors favor its index funds and ETFs over active products
