Nineteen research firms currently cover BlackRock, assigning a consensus recommendation of Moderate Buy. Of those, fifteen analysts recommend Buy while four maintain a Hold rating. Over the past year, analysts’ 12-month price targets have averaged approximately $1,314.70, reflecting expectations for continued asset-management growth fueled by rising institutional allocations and BlackRock’s technology offerings.

For the quarter ended December 31, 2025, BlackRock reported earnings per share of $13.16, beating consensus estimates by $0.61. Quarterly revenue rose 23.4% year-over-year to $6.33 billion, narrowly missing analysts’ forecasts by $0.47 billion. Return on equity reached 15.14%, and net margin stood at 22.93%, underscoring the firm’s strong profitability despite market volatility and fee pressure in index and active strategies.

BlackRock declared a quarterly dividend of $5.73 per share, up from $5.21, representing an annualized payout of $22.92 and yielding roughly 2.0%. The dividend will be paid on March 24 to shareholders of record as of March 6. At a payout ratio near 58.8%, the increase signals management’s confidence in free-cash-flow generation and ongoing commitment to returning capital to investors.

In mid-January, Director J. Richard Kushel sold 20,000 shares, and CFO Martin Small sold 27,047 shares, together realizing over $54 million in proceeds. These transactions reduced their respective holdings by 24.4% and 71.9%. Over the past 90 days, insiders have sold 48,305 shares valued at $55.5 million. Institutional investors currently own approximately 80.7% of BlackRock’s stock, with several boutique funds trimming positions in recent quarters.