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07:30
Jul 15 ◎

BLK FY2026 Q2 Watch

BlackRock, Inc. (BLK) FY2026 Q2 Earnings Call

BLK AES ▾

Laurence D. Fink

Management expressed strong confidence in growth trajectory driven by record flows, margin expansion, and private markets momentum, with guidance for increased share repurchases and sustained double-digit earnings growth.

"I've never been more optimistic about BlackRock's future growth ahead of us."

BLK WATCH

Martin S. Small

BlackRock, through its infrastructure platform, is acquiring AES, signaling a major bet on utility-scale energy and grid infrastructure, which may affect AES's capital structure and operations.

"We announced the planned acquisitions, the take private of AES."

AES WATCH

HIGH

07:30
Apr 14 ◎

BLK FY2026 Q1 Watch

BlackRock, Inc. (BLK) FY2026 Q1 Earnings Call

BLK ▾

Lawrence D. Fink

Management expressed strong confidence in the company's platform, pipeline, and ability to gain share across markets, with accelerating momentum in both organic growth and margin expansion.

"This was one of the strongest starts to a year in BlackRock's history."

BLK WATCH

HIGH

10:30
Jan 15 ◎

BLK FY2025 Q4 Watch

BlackRock, Inc. (BLK) FY2025 Q4 Earnings Call

BLK C ▾

Larry Fink

Management's tone is extremely bullish, citing record inflows, 12% organic base fee growth, and a strong pipeline across private markets, wealth, and retirement, suggesting sustained above-target growth and margin expansion.

"We entered 2026 with accelerating momentum across our entire platform. It will be the first full year with a combined strength of BlackRock, GIP, HPS, and Prequin."

BLK WATCH

Martin

Citigroup awarded BlackRock a large SMA mandate, signaling deepening outsourcing relationship and potential for further asset flows.

"Full-year retail net inflows of $107 billion were led by the onboarding of the $80 billion SMA assignment from Citi Wealth during the fourth quarter."

C WATCH

HIGH

07:30
Oct 14 ◎

BLK FY2025 Q3 Watch

BlackRock, Inc. (BLK) FY2025 Q3 Earnings Call

BLK EQIX DLR AMT COIN ▾

Martin Flanagan

Management's tone is highly optimistic, citing record inflows, 10% organic base fee growth, and strong momentum entering the seasonally strongest quarter. The narrative of accelerating client engagement and successful integration of acquisitions supports a bullish outlook.

"The opportunity in front of us far exceeds what we've ever seen before."

BLK WATCH

Larry Fink

BlackRock estimates $1.5 trillion in capital needed over the next 5 years for core and shell of data centers, excluding chips. — This massive capex forecast underscores structural demand for data center infrastructure, benefiting REITs and operators like Equinix, Digital Realty, and American Tower.

"An estimated $1.5 trillion of capital is going to be needed in the next five years in just the core and shell of data centers, and that's not including the chips."

EQIX WATCH DLR WATCH AMT WATCH

Larry Fink

BlackRock's tokenized liquidity fund Biddle has grown to nearly $3 billion AUM, and they plan to tokenize long-term products like iShares ETF shares. — Tokenization of ETFs could disrupt traditional ETF distribution and settlement, potentially benefiting crypto-native platforms like Coinbase and pressuring legacy custodians.

"Biddle has grown to nearly $3 billion in AUM... Now we're exploring tokenizing long-term investment products like iShares."

COIN WATCH

HIGH

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