BofA Sees Stronger Fee Outlook Supporting BlackRock, Inc. (BLK)’s Longer-Term Earnings Path

BlackRock, Inc. (NYSE:BLK) is included among

Dividend Contenders List: Top 20 Stocks.

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On January 16, BofA raised its terms people connected BlackRock, Inc. (NYSE:BLK) to $1,467 from $1,431 and maintained a Buy standing connected the stock. After reviewing the company’s quarterly results, the steadfast besides accrued its EPS estimates for 2025, 2026, 2027, and 2028. BofA said the higher outlook chiefly reflects stronger absorption and show interest expectations, though it besides noted immoderate unit from a little operating margin.

BlackRock’s fourth-quarter nett came successful supra Wall Street estimates connected January 15, helped by the broader marketplace rally. Higher plus prices lifted interest gross and pushed the firm’s assets nether absorption to a grounds $14 trillion. US stocks rallied past twelvemonth arsenic enthusiasm astir AI picked up, involvement rates eased, and economical conditions stayed comparatively steady. That backdrop encouraged investors to displacement wealth backmost into lower-cost scale strategies. At the aforesaid time, cooling ostentation and a softer occupation marketplace led the Federal Reserve to instrumentality a much dovish tone, which supported beardown inflows into BlackRock’s fixed-income products.

During the quarter, equity merchandise inflows totaled $126.05 billion, somewhat little than a twelvemonth earlier. Fixed-income products brought successful $83.77 billion. Long-term nett inflows reached astir $267.8 billion, driven mostly by continued momentum successful the firm’s ETF business, which remains its cardinal motor of integrated growth. BlackRock besides posted a grounds $698.3 cardinal successful nett inflows for the afloat year.

Performance fees climbed 67% to $754 cardinal successful the quarter, reflecting stronger results successful backstage markets.

BlackRock, Inc. (NYSE:BLK) is simply a planetary concern absorption steadfast that provides concern and exertion services to some organization and retail clients.

While we admit the imaginable of BLK arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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