The Nasdaq-VettaFi Asset Allocation Summit this week included insights from leaders at key asset managers discussing the major decisions that advisors are facing. With costs rising and many investors at or near retirement, fixed income and income ETFs, specifically, took up a big part of the conversation.
The third quarter of 2026 emphasized an increasingly divided macro regime for financial advisors and institutional allocators alike.
BlackRock's Q3 earnings call highlights AI infrastructure financing, higher-fee products and margin expansion as key drivers of growth and future opportunities.
BlackRock delivered solid Q3 results with $205B net inflows and 19% revenue growth, despite modest deceleration in LTM organic asset growth. Operating margin expanded to 47.8%, and adjusted EPS surged 38% YoY, reflecting strong expense control and efficient AUM monetization. The firm's alternatives push continues, with $139B in private markets dry powder positioning BlackRock for future opportunities.
BlackRock, Inc. delivered strong Q3 results with 19% revenue growth and 27% adjusted operating income increase, beating both revenue and EPS estimates. BLK's growth is increasingly diversified, with notable momentum in alternatives, technology services, and higher-fee products beyond core passive ETFs. Operating leverage and a favorable business mix are driving margin expansion, supporting a compelling compounder thesis for long-term EPS growth.
BlackRock's Q3 earnings surged 38%, beating estimates as record AUM of $15.49 trillion and strong inflows fueled revenue growth and a pre-market stock rally.
Although the revenue and EPS for BlackRock (BLK) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
BlackRock NYSE: BLK reported record third-quarter revenue, operating income and earnings per share as broad-based client inflows and higher demand for private markets, exchange-traded funds and technology services lifted results.
BlackRock Inc (NYSE:BLK), the US asset manager, reported a 38% rise in adjusted diluted earnings per share to $15.93 in the third quarter, supported by strong client inflows and higher revenue. The company attracted $205 billion in net inflows during the three months to September 30, including $135 billion into exchange-traded funds (ETFs), which track baskets of assets and trade on stock exchanges.
BlackRock shares BLK rose in premarket trading on Wednesday after the world's largest asset manager reported third-quarter earnings and revenue above Wall Street expectations, supported by strong investment inflows and higher asset valuations. The company reported $205 billion in total net inflows during the quarter, while assets under management (AUM) climbed to $15.49 trillion, up from $13.46 trillion a year earlier.
BlackRock (BLK) came out with quarterly earnings of $15.93 per share, beating the Zacks Consensus Estimate of $13.97 per share. This compares to earnings of $11.55 per share a year ago.
Fund-management giant BlackRock on Wednesday said assets under management are nearly $15.5 trillion after growth of 15%.