| BLK |
Report |
Adjusted EPS |
BEAT |
pred ~$12.76 vs. cons $12.63 |
MEDIUM |
| BLK |
Report |
Total revenue |
BEAT |
pred ~$6.84B vs. cons $6.75B |
MEDIUM |
| BLK |
Report |
Total net inflows |
BEAT |
pred ~$125.0B vs. cons $115.96B |
MEDIUM |
| BLK |
Guide |
Organic base-fee growth commentary |
BETTER |
guide ~7.0% vs. cons 6.5% (2H 2026) |
MEDIUM |
| BLK |
Guide |
Adjusted operating-margin target |
UNCHANGED |
guide ~45.0% vs. cons 45.0% (FY 2026) |
MEDIUM |
| BLK |
Guide |
Technology-services ACV growth |
BETTER |
guide ~14.0% vs. cons 13.0% (FY 2026) |
MEDIUM |
| BLK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.3% |
— |
MEDIUM |
| BLK |
Return |
5-day cumulative residual |
+3.1% (FOLLOW-THROUGH) |
Positive EPS revisions should follow the out-period math from ~7.0% organic base-fee growth versus 6.5% expected and ~14.0% ACV growth versus 13.0% expected, while a maintained ~45.0% margin target versus 45.0% consensus limits downside to forward estimates. |
MEDIUM |