BLK

BlackRock, Inc.

2026-01-16 08:32 PM

+5.93%

BlackRock surges after record Q4 earnings beat, AUM tops $14 trillion for first time

BlackRock reported record Q4 results with AUM reaching $14.042 trillion, driven by $342 billion in quarterly inflows and strong ETF demand. The company beat estimates with $13.16 EPS and $7.01 billion revenue, raised its dividend 10%, and announced a new share buyback authorization, per Financial Times and Morningstar.

Analysis

Multiple analysts raised price targets following the results—Jefferies to $1,351, BNP Paribas to $1,300, and KBW to $1,340—reflecting confidence in BlackRock's growth trajectory and private markets expansion targeting $400B by 2030. The low volume (0.5x normal) suggests this is a continuation of yesterday's earnings-driven rally rather than fresh buying pressure today. This extends the +5.2% gain from January 15th when earnings were initially released.

Sources

BlackRock assets surge above $14tn after record quarter
BlackRock Earnings: Market Gains and Record Inflows Drive AUM and Revenue to New Highs
BlackRock targets $400B in private markets fundraising by 2030 as platform integration fuels double-digit growth (NYSE:BLK)
BlackRock, Inc. (BLK) to Invest $333.6M in India’s Aditya Birla Renewables Limited
BlackRock Total Assets Hit Record $14 Trillion on ETF Surge

Date: 2026-01-16

Price: $1156.65

Type: Stock Specific

Confidence: high