earnings
confidence medium
sentiment positive
materiality 0.70
BlackRock Q3 2026: AUM $15.5T, base fees $6.0B, revenue +19% YoY, expenses +14% YoY
BlackRock, Inc.
- AUM $15.5T at Sept 30, 2026; Q3 base fees and securities lending revenue $6.0B.
- Total revenue +19% YoY and +9% sequential; base fees +19% YoY, performance fees +22% YoY.
- Adjusted expenses +14% YoY, +6% sequential; employee comp & benefits +12% YoY, +10% sequential.
- Private markets: Q3 fundraising $30B (LTM $88B), deployment $14B (LTM $68B); dry powder $96B/$139B.
- Alternatives: total AUM $32B, fee-paying AUM $25B, available capital $7B.