For the second quarter of 2026, analysts anticipate BlackRock to report consensus revenue of $5.68 billion and an EPS of $12.63, with the stock currently trading at $842.15 against an average price target of $925.00.
Investors are primarily focused on total net inflows, particularly within the institutional and ETF segments, as the primary barometer for organic growth and fee-base expansion. Recent performance has been bolstered by the full integration of Global Infrastructure Partners, which is expected to significantly contribute to high-margin private market fees. While sustained fee pressure in the core iShares business remains a headwind, rising total Assets Under Management (AUM) reaching new record highs is expected to offset margin compression.