$BLK 0.48 Noisy

Notable posts

• @wallstengine bullish 175 eng

  BLACKROCK $BLK Q2’26 EARNINGS HIGHLIGHTS 🔹 Adjusted EPS: $13.91 (Est. $12.57) 🟢; +15% YoY 🔹 Revenue: $7.08B (Est. $6.72B) 🟢; +31% YoY 🔹 AUM: $15.34T(Est. $15.27B) 🟢; +22% YoY 🔹 Total Net Inflows: $191.7B Net Flow Highlights: 🔹 ETF inflows: $177.9B 🔹 Active strategy inflows: $53.3B 🔹 Fixed-income inflows: $92.1B 🔹 Equity inflows: $71.6B 🔹 Alternatives inflows: $22.0B 🔹 Private markets inflows: $15.4B 🔹 Cash management outflows: $7.4B AUM Breakdown: 🔹 Equity: $8.89T 🔹 Fixed Income: $3.39T 🔹 Multi-Asset: $1.35T 🔹 Alternatives: $449B 🔹 Private Markets: $329B 🔹 Cash Management: $1.07T 🔹 iShares AUM: $6.25T Revenue Breakdown: 🔹 Base Fees and Securities Lending Revenue: $5.73B; +29% YoY 🔹 Performance Fees: $305M; +224% YoY 🔹 Technology Services and Subscription Revenue: $566M; +13% YoY 🔹 Technology Services ACV: +15% YoY 🔹 Distribution Fees: $395M; +23% YoY Growth Metrics: 🔹 Q2 Organic Base Fee Growth: 8% 🔹 Trailing 12-Month Organic Base Fee Growth: 10% 🔹 Trailing 12-Month Net Inflows: $868B 🔹 Record H1 Net Inflows: $321B 🔹 HPS transaction contributed approximately $230M to Q2 base fees Capital Return: 🔹 Q2 Share Repurchases: $450M 🔹 Planned Quarterly Repurchases Increased to: $550M 🔹 Planned FY26 Share Repurchases Increased to: $2B 🔹 Dividend Paid: $5.73 per share Financials: 🔹 Long-Term Net Inflows: $199.1B 🔹 Adjusted Net Income: $2.29B; +22% YoY 🔹 Adjusted Operating Income: $2.92B; +39% YoY 🔹 Adjusted Operating Margin: 45.9%; +260 bps YoY Commentary: 🔸 “iShares crossed $6 trillion in AUM, roughly doubling in three years.” 🔸 BlackRock said clients are increasingly turning to the company across public markets, private markets and technology. 🔸 CEO Larry Fink said BlackRock’s momentum is accelerating, driven by record inflows, higher organic growth and expanding margins.

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• @ArkkDaily neutral 107 eng

  BLACKROCK CEO LARRY FINK: SAME HEADCOUNT, $1 TRILLION MORE IN ASSETS He says technology and AI are helping BlackRock do more with the same team: - BlackRock’s $BLK headcount is unchanged, while the firm is up $1 trillion in assets - Technology is helping process more trades and more activity - Fink says AI is accelerating the code written alongside coders, which could drive higher margins

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• @wallstengine neutral 75 eng

  Today's Key Events (All EST) — 07/15/2026 07:00: US MBA Mortgage Applications 08:30: US PPI 08:30: NY Fed Manufacturing 08:45: Fed's Williams 10:00: Fed's Warsh Testifies [Day 2] 13:00: Fed's Cook 14:00: Fed's Beige Book 18:30: Fed's Musalem Before Open 👇 01:00: ASML Holding $ASML 05:30: M&T Bank $MTB 06:00: BlackRock $BLK 06:00: Elevance Health $ELV 06:15: $TRX Gold 06:20: Johnson & Johnson $JNJ 06:30: $PNC Financial Services 06:30: First Horizon $FHN 07:30: Conagra Brands $CAG 08:25: Progressive $PGR 08:30: Cintas $CTAS TBD: Morgan Stanley $MS After Hours 👇 16:00: United Airlines $UAL 16:05: J.B. Hunt Transport Services $JBHT 16:25: Karooooo $KARO 16:35: Frequency Electronics $FEIM 17:15: Home BancShares $HOMB 19:25: Great Southern Bancorp $GSBC

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• @wallstengine bearish 41 eng

  PIMCO warns the $1.8T private credit market is developing a “confidence gap” as investors scrutinize manager marks and loan quality, per Bloomberg. PIMCO says continued redemptions could force funds to sell liquid assets and eventually lead to markdowns, secondary-market discounts, or realized losses. $APO, $ARES, $BLK, and $BX are reportedly still facing elevated withdrawal requests in Q2.

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• @ArkkDaily bullish 36 eng

  TWO YEARS AGO, BLACKROCK $BLK CEO LARRY FINK CALLED THIS ALMOST EXACTLY His prediction back then: "Every stock, every bond will have its own" identifier, all on one ledger. He said tokenization would bring instantaneous settlement, strip out the cost of clearing trades, and let strategies be customized to every single investor. At the time it sounded like a distant vision. Now watch what's actually happening. Our partners at Ondo just crossed $3 billion in cumulative volume on tokenized perpetuals. The thing Fink described as the future of financial assets is being built right now. Real-world assets are moving onchain, exactly the direction he pointed to two years ago. The vision was 2024. The volume is 2026.

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• @ArkkDaily neutral 28 eng

  BLACKROCK CEO LARRY FINK: THE HIDDEN BARRIER TO AI SUCCESS He says AI will only benefit everyone if compute becomes cheaper and power becomes more reliable: - Compute is still expensive, and Fink says the real question is how quickly hyperscalers can bring costs down - He is not worried about BlackRock $BLK paying for AI, but worries how small and medium businesses will compete - He says the US needs better grid systems, more consistent power, and should be power agnostic across solar, hydrocarbons, batteries, and other sources

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• @ArkkDaily bullish 21 eng

  BLACKROCK $BLK'S JAY JACOBS: INCOME INVESTING NOW MAKES SENSE FOR YOUNG PEOPLE TOO The demand for income is rising at both ends of a barbell, and the millennial end breaks with conventional wisdom: - On one end, over 11,000 people turn 65 in the US every day, and as boomers retire they shift from a growing portfolio to a spending one that needs consistent income - On the other end, many millennials prefer the tangible feel of a recurring distribution over growth that comes and goes with market volatility - Millennials with variable income, entrepreneurs, gig workers, people back in school, may genuinely want portfolio income for steadier household cash flow

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• @faststocknewss bearish 10 eng

  BLACKROCK $BLK PRIVATE CREDIT FUND CEO PHIL TSENG TO EXIT Phil Tseng, CEO of publicly traded BlackRock TCP Capital $TCPC, is in the process of leaving BlackRock, per Bloomberg. He remains an employee for now, with the timing and plans not yet finalized. The exit follows months of losses on soured loans and a US probe into the fund's valuation practices. Federal prosecutors at the Manhattan US Attorney's office have questioned executives as part of that scrutiny, per Bloomberg. TCPC wrote down its net asset value twice this year, by 19% in January and 5% in May, and its shares are down 39% year to date through Tuesday's close. BlackRock bought HPS Investment Partners in 2025 for about $12B to expand in private credit, and HPS executives have become increasingly involved in running TCPC.

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