BlackRock (BLK) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - BlackRock reported a revenue of $7.01 billion for Q4 2025, marking a year-over-year increase of 23.5% and exceeding the Zacks Consensus Estimate by 3.88% [1] - The company's EPS for the same period was $13.16, compared to $11.93 a year ago, but did not meet the consensus EPS estimate of $12.39 [1] Financial Performance Metrics - Net inflows reached $341.71 billion, surpassing the average estimate of $232.59 billion from three analysts [4] - Cash management net inflows were $73.91 billion, exceeding the average estimate of $38.38 billion [4] - Total Assets Under Management (AUM) stood at $14,041.52 billion, slightly above the average estimate of $13,989.59 billion [4] - Technology services revenue was reported at $531 million, slightly above the average estimate of $528.86 million, reflecting a year-over-year increase of 24.1% [4] - Total investment advisory, administration fees, and securities lending revenue was $5.28 billion, compared to the average estimate of $5.3 billion, representing a year-over-year increase of 19.5% [4] - Distribution fees amounted to $359 million, below the average estimate of $371.59 million, with a year-over-year change of 11.5% [4] - Long-term investment advisory revenue was $4.95 billion, slightly below the average estimate of $4.96 billion, showing a year-over-year increase of 20% [4] - Advisory and other revenue reached $86 million, exceeding the average estimate of $65.47 million, with a year-over-year increase of 45.8% [4] - Fixed income investment advisory revenue was $947 million, slightly below the average estimate of $955.61 million, reflecting a year-over-year change of -0.3% [4] - Alternatives investment advisory revenue was $847 million, slightly below the average estimate of $853.67 million, with a year-over-year increase of 20% [4] Stock Performance - BlackRock's shares returned +2.5% over the past month, outperforming the Zacks S&P 500 composite's +1.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market [3]