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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Alex Blostein | Goldman Sachs | 6 | 0% |
| Craig Siegenthaler | Bank of America | 6 | 0% |
| Mike Cyprys | Morgan Stanley | 6 | 0% |
| Dan Fannon | Jefferies | 5 | 0% |
| Brian Bedell | Deutsche Bank | 4 | 0% |
| Mike Brown | UBS | 4 | 0% |
| Will Katz | TD Cowen | 3 | 0% |
| Ken Worthington | JPMorgan | 3 | 0% |
| Ben Budish | Barclays | 3 | 0% |
| Brennan Hawken | BMO Capital Markets | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| Jefferies | 1 |
| 5 |
| 0% |
| UBS | 1 | 4 | 0% |
| Deutsche Bank | 1 | 4 | 0% |
| JPMorgan | 1 | 3 | 0% |
| Barclays | 1 | 3 | 0% |
BlackRock delivered record Q1 FY2026 organic growth with $130 billion in net inflows as revenue surged 27.0% and EPS spread +3.0pp, with the +1 eps_adjustment reflecting genuine margin expansion. HPS and Preqin integrations were accelerating, private credit structural demand remained intact, and the DOL proposed rule for private assets in 401(k) plans was highlighted as a potential catalyst. Market volatility and geopolitical uncertainty persisted but international diversification drove premium flows.
Demand | Product Launch | M&A | Competitive Dynamics | Capital Allocation | Regulation Policy | Revenue Growth | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 1 | 3 | 2 | 1 | ||
| 2025Q1 | 2 | 2 | 1 | 2 | 1 | 1 | ||
| 2025Q2 | 4 | 1 | 3 | 2 | 1 | 1 | 1 | |
| 2025Q3 | 3 | 3 | 3 | 2 | 1 | 2 | ||
| 2025Q4 | 5 | 1 | 1 | 1 | 1 | |||
| 2026Q1 | 2 | 1 | 1 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 2 | 4 | 3 | 5 | 2 |
| Product Launch | 2 | 2 | 1 | 3 | 1 | 1 |
| M&A | 1 | 1 | 3 | 3 | 1 | |
| Competitive Dynamics | 2 | 2 | 1 | 3 | ||
| Capital Allocation | 3 | 1 | 2 | 1 | ||
| Regulation Policy | 2 | 1 | 1 | 1 | 1 | |
| Revenue Growth | 1 | 2 | 2 | |||
| Margin | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
BLK BlackRock | 9 | +26.9% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BK BNY Mellon | 9 | +2.2% | |
| BX Blackstone Inc. | 8 | +39.3% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| STT State Street Corporation | 9 | +2.2% | |
| TROW T. Rowe Price | 6 | +5.3% |