Back to top

Image: Bigstock

Compared to Estimates, BlackRock (BLK) Q1 Earnings: A Look at Key Metrics

Read MoreHide Full Article

For the quarter ended March 2024, BlackRock (BLK - Free Report) reported revenue of $4.73 billion, up 11.4% over the same period last year. EPS came in at $9.81, compared to $7.93 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $4.69 billion, representing a surprise of +0.87%. The company delivered an EPS surprise of +4.14%, with the consensus EPS estimate being $9.42.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how BlackRock performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Total Assets Under Management: $10,472.5 billion compared to the $10,210.25 billion average estimate based on three analysts.
  • Net inflows: $57.19 billion versus the three-analyst average estimate of $69.16 billion.
  • Assets under management - Cash Management: $745.78 billion compared to the $749.65 billion average estimate based on three analysts.
  • Net inflows - Product Type - Cash management: $-19.22 billion versus $6.35 billion estimated by three analysts on average.
  • Revenue- Technology services revenue: $377 million versus $386.17 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +10.9% change.
  • Revenue- Investment advisory performance fees: $204 million versus $121.06 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +270.9% change.
  • Revenue- Advisory and other revenue: $59 million compared to the $32.88 million average estimate based on four analysts. The reported number represents a change of +118.5% year over year.
  • Revenue- Total investment advisory, administration fees and securities lending revenue: $3.78 billion versus $3.81 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.9% change.
  • Revenue- Distribution fees: $310 million versus the four-analyst average estimate of $327.80 million. The reported number represents a year-over-year change of -2.8%.
  • Revenue- Investment advisory, administration fees and securities lending revenue- Alternatives subtotal: $423 million versus $433.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.9% change.
  • Revenue- Investment advisory, administration fees and securities lending revenue- Fixed income subtotal: $903 million compared to the $894.25 million average estimate based on three analysts. The reported number represents a change of +6.2% year over year.
  • Revenue- Investment advisory, administration fees and securities lending revenue- Equity subtotal: $1.89 billion versus the three-analyst average estimate of $1.90 billion. The reported number represents a year-over-year change of +7.9%.
View all Key Company Metrics for BlackRock here>>>

Shares of BlackRock have returned -2.8% over the past month versus the Zacks S&P 500 composite's +1.6% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


BlackRock, Inc. (BLK) - free report >>

Published in