Reported Q: Q4 2025 Rev YoY: +23.5% EPS YoY: -32.6% Move: -3.32%
BlackRock Inc
0QZZ.L
$935.98 -3.32%
Exchange LSE Sector Financial Services Industry Financial Diversified
Q4 2025
Published: Jan 15, 2026

Company Status Snapshot

Fast view of the latest quarter outcome for 0QZZ.L

Reported

Report Date

Jan 15, 2026

Quarter Q4 2025

Revenue

7.01B

YoY: +23.5%

EPS

7.16

YoY: -32.6%

Market Move

-3.32%

Previous quarter: Q3 2025

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Earnings Highlights

  • Revenue of $7.01B up 23.5% year-over-year
  • EPS of $7.16 decreased by 32.6% from previous year
  • Gross margin of 63.1%
  • Net income of 1.13B
  • "“organic base fee growth continues to outperform our 5-plus percent baseline target, 10% in Q3, 12% print in Q4, 9% for the year.”" - Martin Small
0QZZ.L
Company 0QZZ.L

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Executive Summary

BlackRock delivered a resilient fourth quarter and a strong full year for 2025, underscoring the company’s differentiated platform and growth flywheels across public and private markets. Fourth-quarter revenue reached $7.01 billion, up 23% year over year, with full-year revenue of $24.0 billion, up 19% year over year. Management highlighted broad-based organic base fee growth, totaling 12% in Q4 and 9% for the full year, driven by market beta, ongoing base fee expansion, and the contribution from HPS and Preqin. ACV climbed 31% year over year (16% organic), while base fees run rate entered 2026 roughly 35% higher than 2024 and ~50% higher than 2023. Second‑order effects from acquisitions (HPS, Preqin, GIP) and strong inflows enabled a record year of returns to shareholders (dividends up 10% in 2026 and $1.8B planned share repurchases in 2026). BlackRock ended 2025 with a record $14 trillion in AUM and robust flows across iShares, private markets, and private credit, indicating durable demand for a multi‑fuel platform designed to scale public and private markets through Aladdin, eFront, and Preqin. Management framed 2026 as a year of continued organic growth, margin expansion through fee-related earnings, and tangible progress toward their 2030 private markets targets (roughly $400B fundraising by 2030). The commentary also stressed ongoing geographic expansion, with double‑digit base fee growth in Asia and LatAm, continued investment in private markets to wealth, tokenization initiatives, and a refreshed emphasis on “One BlackRock” across the GIP/HPS/Preqin combination. This report synthesizes the quantitative results with management’s commentary to form a forward-looking view on earnings quality, balance sheet health, and the investment thesis for stakeholders.

Key Performance Indicators

Revenue
Increasing
7.01B
QoQ: 7.67% | YoY: 23.45%
Gross Profit
Increasing
4.42B
63.13% margin
QoQ: 13.46% | YoY: 58.23%
Operating Income
Decreasing
1.66B
QoQ: -15.04% | YoY: -19.95%
Net Income
Decreasing
1.13B
QoQ: -14.81% | YoY: -32.51%
EPS
Decreasing
7.27
QoQ: -14.87% | YoY: -32.56%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q4 2025 7,008.00 7.16 +23.5% View
Q3 2025 6,509.00 8.43 +25.3% View
Q2 2025 5,423.00 10.19 +12.9% View
Q1 2025 5,276.00 9.64 +7.7% View
Q4 2024 5,677.00 10.64 +16.0% View