What is Zacks Research's Forecast for BlackRock Q4 Earnings?

Key Points

• Zacks Research has raised its Q4 2025 earnings per share (EPS) forecast for BlackRock from $11.67 to $11.69, maintaining a "Hold" rating for the stock.
• BlackRock reported Q2 earnings of $12.05 per share, surpassing estimates by $1.64, with a year-over-year revenue increase of 12.9%.
• The company has announced a quarterly dividend of $5.21 per share, which will yield 1.9% and is set to be paid to shareholders of record on September 5th.

BlackRock (NYSE:BLK - Free Report) - Analysts at Zacks Research boosted their Q4 2025 EPS estimates for shares of BlackRock in a research note issued to investors on Tuesday, September 16th. Zacks Research analyst Team now expects that the asset manager will post earnings of $11.69 per share for the quarter, up from their prior forecast of $11.67. Zacks Research has a "Hold" rating on the stock. The consensus estimate for BlackRock's current full-year earnings is $47.41 per share. Zacks Research also issued estimates for BlackRock's Q2 2026 earnings at $12.35 EPS, Q3 2026 earnings at $12.78 EPS, Q4 2026 earnings at $13.70 EPS and FY2026 earnings at $50.33 EPS.

BlackRock (NYSE:BLK - Get Free Report) last issued its quarterly earnings data on Tuesday, July 15th. The asset manager reported $12.05 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $10.41 by $1.64. The firm had revenue of $5.42 billion during the quarter, compared to analysts' expectations of $5.40 billion. BlackRock had a net margin of 29.68% and a return on equity of 15.53%. The business's revenue for the quarter was up 12.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $10.36 earnings per share.

Several other equities analysts have also commented on BLK. Morgan Stanley reduced their target price on shares of BlackRock from $1,247.00 to $1,224.00 and set an "overweight" rating on the stock in a report on Wednesday, July 16th. Telsey Advisory Group reissued an "outperform" rating on shares of BlackRock in a research note on Tuesday, July 8th. The Goldman Sachs Group reissued a "buy" rating and issued a $1,115.00 price target on shares of BlackRock in a report on Tuesday, July 8th. Bank of America increased their target price on BlackRock from $1,214.00 to $1,224.00 and gave the company a "buy" rating in a report on Wednesday, July 16th. Finally, Wells Fargo & Company dropped their price objective on shares of BlackRock from $1,180.00 to $1,170.00 and set an "overweight" rating for the company in a report on Wednesday, July 16th. Twelve analysts have rated the stock with a Buy rating and three have given a Hold rating to the company's stock. Based on data from MarketBeat.com, BlackRock presently has an average rating of "Moderate Buy" and a consensus price target of $1,154.07.

BlackRock Price Performance

BLK stock traded up $5.63 during midday trading on Wednesday, reaching $1,142.76. 1,504,904 shares of the stock were exchanged, compared to its average volume of 445,605. The company has a debt-to-equity ratio of 0.39, a current ratio of 4.04 and a quick ratio of 4.04. The stock has a market capitalization of $176.96 billion, a PE ratio of 27.63, a P/E/G ratio of 2.19 and a beta of 1.45. The company has a fifty day moving average price of $1,119.82 and a 200 day moving average price of $1,013.18. BlackRock has a 52 week low of $773.74 and a 52 week high of $1,171.89.

Hedge Funds Weigh In On BlackRock

Several institutional investors and hedge funds have recently bought and sold shares of BLK. Brighton Jones LLC raised its stake in BlackRock by 23.1% during the fourth quarter. Brighton Jones LLC now owns 1,575 shares of the asset manager's stock worth $1,615,000 after purchasing an additional 296 shares during the period. Bison Wealth LLC boosted its stake in shares of BlackRock by 1.6% in the fourth quarter. Bison Wealth LLC now owns 1,052 shares of the asset manager's stock valued at $1,078,000 after buying an additional 17 shares in the last quarter. Westwood Holdings Group Inc. purchased a new stake in BlackRock during the fourth quarter worth $3,263,000. Vident Advisory LLC lifted its position in shares of BlackRock by 13.9% in the fourth quarter. Vident Advisory LLC now owns 1,854 shares of the asset manager's stock valued at $1,901,000 after acquiring an additional 226 shares in the last quarter. Finally, Zurich Insurance Group Ltd FI purchased a new position in BlackRock during the fourth quarter worth approximately $3,690,000. 80.69% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at BlackRock

In other BlackRock news, Director Rachel Lord sold 18,036 shares of the business's stock in a transaction on Friday, July 25th. The stock was sold at an average price of $1,125.60, for a total value of $20,301,321.60. Following the transaction, the director owned 19,205 shares of the company's stock, valued at approximately $21,617,148. The trade was a 48.43% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director J. Richard Kushel sold 17,142 shares of the firm's stock in a transaction on Wednesday, July 30th. The shares were sold at an average price of $1,120.50, for a total transaction of $19,207,611.00. Following the sale, the director owned 61,369 shares in the company, valued at approximately $68,763,964.50. This trade represents a 21.83% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 66,494 shares of company stock worth $74,694,573. 1.98% of the stock is owned by company insiders.

BlackRock Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 23rd. Shareholders of record on Friday, September 5th will be issued a dividend of $5.21 per share. This represents a $20.84 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Friday, September 5th. BlackRock's dividend payout ratio (DPR) is presently 50.39%.

BlackRock Company Profile

BlackRock, Inc is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks.