BlackRock (BLK) Stock: Surges on Record $698B Inflows, 10% Dividend Hike and $14T AUM Milestone

TLDR

• BlackRock hits $14T AUM as record inflows push momentum into 2026.
• Strong ETF and active strategy demand fuel broad fee and revenue gains.
• Earnings rise on core strength despite GAAP noise from one-offs.
• Dividend boost and buybacks highlight confidence in long-term growth.
• Unified platforms and global mandates set the stage for 2026 expansion.

BlackRock (BLK) shares advanced into 2026 with firm momentum as it posted $14 trillion in AUM and reported record full-year net inflows. The company also delivered a 10% dividend increase and expanded its repurchase authorization to reinforce capital returns. The stock closed at $1,091.85 after a 0.21% gain that followed stronger early trading.

BlackRock, Inc., BLK

Record Inflows and Expanding Platform Strength

BlackRock ended 2025 with $698 billion in full-year net inflows and reported $342 billion arriving in the fourth quarter. The company cited broad demand across iShares ETFs, systematic active equities, private markets and cash strategies, and this activity supported a 12% annualized organic base fee growth rate in the quarter. Furthermore, the firm stated that it enters 2026 with accelerating traction across regions and channels as client mandates expand.

The Americas region recorded $190 billion in long-term net flows, and EMEA followed with $86 billion for the period. APAC posted an $8 billion outflow, yet total long-term flows reached $268 billion for the quarter and continued to show strong direction. ETFs generated $181 billion in flows as interest strengthened across equity and fixed income categories.

BlackRock also reported significant demand from retail and institutional channels, and each contributed to the firm’s rising asset base. Retail flows reached $82 billion for the quarter, and institutional active strategies added $16 billion. However, institutional index strategies posted modest outflows, yet overall long-term flows remained firmly positive.

Revenue Growth and Earnings Dynamics

Full-year revenue rose 19% to $24.2 billion and reflected market appreciation, organic base fee expansion and higher technology revenue. The company’s GAAP operating income declined 7% due to noncash acquisition-related items and a charitable contribution, and these factors also reduced GAAP diluted EPS by 16%. Nevertheless, BlackRock recorded an 18% increase in as-adjusted operating income as core performance strengthened.

Average AUM increased 19% year over year to $13.7 trillion in the fourth quarter and supported firm base-fee momentum across products. Active strategies, ETFs and private markets contributed to the expansion, and each segment demonstrated continued traction through year-end. The company said broad fundraising activity in private markets aligns with its target of $400 billion raised by 2030.

BlackRock noted technology services and data solutions continued to scale and lifted recurring revenue streams. The segment also benefited from platform unification following recent acquisitions, and management expects further integration gains in 2026. Higher subscription activity supported a stronger revenue mix.

Capital Returns and Strategic Positioning for 2026

BlackRock returned $5 billion to shareholders in 2025 and completed $1.6 billion of share repurchases during the year. The Board approved a quarterly dividend increase to $5.73 per share and authorized an additional 7 million shares under the repurchase program. The firm said this decision reflects confidence in long-term growth and margin expansion.

The company positioned its combined capabilities with GIP, HPS and Preqin as a unified platform for 2026. It stated that clients are seeking broader solutions across public and private markets, and new mandates span data, technology and asset management. Additionally, BlackRock emphasized that its scale across traditional and digital markets enhances its global reach.

BlackRock aims to capitalize on emerging demand in areas such as wealth, retirement, active ETFs, digital assets and tokenization. The firm also highlighted its leadership in technology infrastructure as a core advantage. As 2026 begins, the company said it remains aligned with strong business momentum and broader opportunities for long-term growth.

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