For the third quarter of 2026, analysts expect BlackRock to report revenue of $5.74 billion and EPS of $14.01, with the current stock price of $1,050.25 trading below the average analyst price target of $1,150.00.
Investors are primarily focused on total net inflows, particularly the contribution from high-margin private markets and infrastructure segments following recent large-scale acquisitions.
Recent performance has been driven by a significant rebound in fixed-income demand and the continued expansion of the Aladdin technology platform. Market participants are now looking for evidence that the firm's pivot toward private credit and infrastructure can offset potential fee compression in the core ETF business.