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BLK

BlackRock Q1 2026 – Revenue Soars 27% to $6.70B

BlackRock reported first-quarter 2026 diluted earnings per share of $14.06, up from $9.64 a year earlier, while adjusted diluted EPS rose to $12.53 from $11.30.

Revenue climbed 27% to $6.70 billion from $5.28 billion in the first quarter of 2025. Operating income increased 66% to $2.81 billion from $1.70 billion, and operating margin widened to 42.0% from 32.2%.

Net income attributable to BlackRock rose 46% to $2.21 billion from $1.51 billion. Adjusted operating income advanced 31% to $2.67 billion from $2.03 billion, while adjusted net income increased 17% to $2.07 billion from $1.77 billion. Adjusted operating margin improved to 44.5% from 43.2%.

Assets under management reached $13.89 trillion at March 31, 2026, up 20% from $11.58 trillion a year earlier. Average assets under management increased 22% to $14.24 trillion from $11.69 trillion.

BlackRock brought in $129.7 billion of total net flows in the quarter, versus $84.2 billion in the same period last year. Long-term net flows were $136 billion, compared with $620 billion over the last 12 months and $744 billion in the latest twelve-month period cited by the company.

iShares ETFs led the quarter with $132 billion of net inflows, up from $551 billion over the last 12 months. Active strategies added $19 billion, up from $64 billion in the prior-year quarter. Fixed income brought in $41 billion, compared with $171 billion over the last 12 months. Precision and other products contributed $39 billion, versus $129 billion over the last 12 months.

By region, the Americas generated $123 billion of long-term net inflows over the last 12 months, EMEA added $13 billion, and APAC was flat in the latest quarter after $62 billion of outflows over the prior 12 months.

By client type, retail posted $15 billion of long-term inflows in the quarter versus $109 billion over the last 12 months, while institutional clients were negative $11 billion in the quarter compared with $40 billion in outflows over the last 12 months. Cash management recorded $6 billion of outflows in the quarter after $124 billion of inflows over the prior 12 months.

Technology services and subscription revenue rose 22% year over year, and technology services annual contract value increased 14%.

BlackRock repurchased $450 million of shares during the quarter and raised its quarterly cash dividend 10% to $5.73 per share. Following these announcements, the company's shares moved -1.31%, and are now trading at a price of $968.46. For more information, read the company's full 8-K submission here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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