BlackRock, Inc.

(New York Stock Exchange)
Bullish +65

BlackRock stock heads into October 13 earnings after strong quarter

πŸ“ˆ BlackRock reported USD 13.91 EPS and USD 7.08 billion revenue in Q2 2026, beating analyst estimates.

πŸ“Š Revenue increased 30.60% from the comparable period, driven by strong operational performance.

πŸ’° The company achieved a net margin of 24.09% and a return on equity of 14.90%.

🎯 Analysts maintain a Moderate Buy consensus with an average twelve-month target of USD 1,308.06.

πŸ“… BlackRock is scheduled to release Q3 2026 earnings on October 13, 2026, before the market opens.

πŸ” Consensus estimates for Q3 set a higher bar with expected EPS of USD 14.25 and revenue of USD 7.44 billion.

πŸ“‰ Morgan Stanley recently lowered its price target from USD 1,488.00 to USD 1,479.00 while retaining an Overweight rating.

πŸ’΅ BlackRock's market capitalization was USD 165.5 billion as of September 30, 2026.

πŸ“ˆ The stock closed at USD 1,067.94 on September 29, 2026, trading within its 52-week range.

🏒 BlackRock operates in the Financial Services / Asset Management sector with headquarters in New York.

Bullish Signals
  • BlackRock delivered USD 13.91 EPS and USD 7.08 billion revenue in Q2 2026, significantly beating analyst consensus estimates.
  • Revenue grew 30.60% year-over-year, demonstrating strong organic growth independent of asset market appreciation.
  • The company achieved a healthy net margin of 24.09% and a return on equity of 14.90%.
  • Wall Street analysts maintain a Moderate Buy consensus with an average twelve-month price target of USD 1,308.06.
  • BlackRock's market capitalization stands at USD 165.5 billion as of September 30, 2026.
Risk Factors
  • Morgan Stanley recently lowered its price target from USD 1,488.00 to USD 1,479.00, though the rating remains Overweight.
  • The upcoming Q3 earnings report faces a higher consensus bar with expected EPS of USD 14.25 compared to the previous quarter's beat.
Full Analysis
BlackRock Inc. is preparing to report its Q3 2026 earnings on October 13, 2026, following a strong second quarter reported on July 15, 2026. The company delivered USD 13.91 in earnings per share and USD 7.08 billion in revenue for the period, significantly outperforming analyst expectations. Financial performance was robust as the asset manager beat consensus estimates by a wide margin. Earnings per share exceeded the USD 12.69 consensus by USD 1.22, while revenue surpassed the USD 6.73 billion estimate and grew 30.60% year-over-year. This growth was driven by operational strength rather than solely relying on asset market appreciation. Wall Street sentiment remains positive with a Moderate Buy consensus from 17 analysts, setting an average twelve-month price target of USD 1,308.06. The company reported a net margin of 24.09% and a return on equity of 14.90%. As the stock trades near USD 1,068, investors are closely watching whether this recent earnings strength can support the current valuation range ahead of the upcoming report. Analyst revisions continue to track BlackRock's performance, with Morgan Stanley recently lowering its target slightly while maintaining an Overweight rating. The upcoming Q3 report is expected to show consensus EPS of USD 14.25 and revenue of USD 7.44 billion, setting a higher bar for the company to clear in its next update.