Street View: BlackRock proves it's the big fish in every pond

BlackRock's BLK.N fourth-quarter profit beat Wall Street estimates on Thursday; market rally boosted its fee income, assets under management (AUM) at record $14 trillion

Avg rating on BLK by 18 analysts is "buy"; median PT $1,300 - LSEG data

MARKET’S FAVORITE PLOT TWIST

Jefferies ("buy," PT: $1,351) says BLK's 12% annualized organic base‑fee growth in 4Q25, rapid scaling of its private markets, digital assets, and international distribution businesses, put it in strong position to maintain organic base‑fee growth through 2026

KBW ("outperform," PT: $1,340) says BLK's scale, diversified product lineup are key advantages

TD Cowen ("hold," PT: $1,238) says BLK has strong, diversified growth prospects; expects higher fee rates, improved margins, and aggressively return capital

Morningstar (fair value: $1,170) says BLK outperforms in organic AUM growth, as investors favor its index funds and ETFs over active products