BlackRock (BLK) reported $6.51 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 25.3%. EPS of $11.55 for the same period compares to $11.46 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $6.25 billion, representing a surprise of +4.16%. The company delivered an EPS surprise of +3.22%, with the consensus EPS estimate being $11.19.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how BlackRock performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net inflows: $204.64 billion versus $169.12 billion estimated by three analysts on average.
- Net inflows - Product Type - Cash management: $34.10 billion versus the three-analyst average estimate of $28.16 billion.
- Assets under management - Cash management: $1,004.73 billion versus the three-analyst average estimate of $986.83 billion.
- Total Assets Under Management: $13,463.63 billion versus $13,075.02 billion estimated by three analysts on average.
- Revenue- Technology services revenue: $515 million versus the three-analyst average estimate of $496.67 million. The reported number represents a year-over-year change of +27.8%.
- Revenue- Investment advisory, administration fees and securities lending revenue- Equity subtotal: $2.15 billion versus $2.16 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.6% change.
- Revenue- Total investment advisory, administration fees and securities lending revenue: $5.05 billion versus $4.92 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +25.2% change.
- Revenue- Distribution fees: $355 million versus $347.18 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.9% change.
- Revenue- Investment advisory, administration fees and securities lending revenue- Long-Term: $4.73 billion versus the three-analyst average estimate of $4.61 billion. The reported number represents a year-over-year change of +25.5%.
- Revenue- Advisory and other revenue: $77 million versus the three-analyst average estimate of $57.5 million. The reported number represents a year-over-year change of +45.3%.
- Revenue- Investment advisory, administration fees and securities lending revenue- Fixed income subtotal: $906 million versus the three-analyst average estimate of $936.8 million. The reported number represents a year-over-year change of -3.6%.
- Revenue- Investment advisory, administration fees and securities lending revenue- Alternatives subtotal: $831 million compared to the $833.46 million average estimate based on three analysts. The reported number represents a change of +88.4% year over year.
View all Key Company Metrics for BlackRock here>>>
Shares of BlackRock have returned +3.6% over the past month versus the Zacks S&P 500 composite's +1.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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BlackRock (BLK): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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