Street View: BlacRock proves it’s the big fish in every pond

Morningstar

16/01/2026 08:36

Corrects spelling of BlackRock in headline

** 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

 (Reporting by Akriti Shah in Bengaluru)

 ((akriti.shah@thomsonreuters.com))