BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors including corporate, public, union, and industry pension plans, insurance companies, third-party mutual funds, endowments, public institutions, governments, foundations, charities, sovereign wealth funds, corporations, official institutions, and banks. It also provides global risk management and advisory services. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It also launches and manages open-end and closed-end mutual funds, offshore funds, unit trusts, and alternative investment vehicles including structured funds. The firm launches equity, fixed income, balanced, and real estate mutual funds. It also launches equity, fixed income, balanced, currency, commodity, and multi-asset exchange traded funds. The firm also launches and manages hedge funds. It invests in the public equity, fixed income, real estate, currency, commodity, and alternative markets across the globe. The firm primarily invests in growth and value stocks of small-cap, mid-cap, SMID-cap, large-cap, and multi-cap companies. It also invests in dividend-paying equity securities. The firm invests in investment grade municipal securities, government securities including securities issued or guaranteed by a government or a government agency or instrumentality, corporate bonds, and asset-backed and mortgage-backed securities. It employs fundamental and quantitative analysis with a focus on bottom-up and top-down approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. In real estate sector, it seeks to invest in Poland and Germany. The firm benchmarks the performance of its portfolios against various S&P, Russell, Barclays, MSCI, Citigroup, and Merrill Lynch indices. BlackRock, Inc. was founded in 1988 and is based in New York City with additional offices in Boston, Massachusetts; London, United Kingdom; Gurgaon, India; Hong Kong; Greenwich, Connecticut; Princeton, New Jersey; Edinburgh, United Kingdom; Sydney, Australia; Taipei, Taiwan; Singapore; Sao Paulo, Brazil; Philadelphia, Pennsylvania; Washington, District of Columbia; Toronto, Canada; Wilmington, Delaware; and San Francisco, California.

BlackRock, Inc. демонстрирует сильные финансовые показатели, значительно превышающие медиану отрасли. P/E, P/S и P/FCF выше медианных значений, что может свидетельствовать о переоцененности акций, хотя их динамика указывает на некоторую стабильность. В то же время, ROE и ROA показывают высокую эффективность, что является положительным фактором. Долговая нагрузка относительно низкая, что говорит о низком финансовом риске. Однако, текущая дивидендная доходность остается нулевой, что может вызывать вопросы у инвесторов, ориентированных на дивиденды. Выручка и чистая прибыль также продолжают расти, что укрепляет общую картину устойчивого роста. Несмотря на некоторые слабые стороны, такие как высокая оценка по мультипликаторам, общая финансовая устойчивость и рост ключевых показателей делают BlackRock привлекательным активом для долгосрочных инвестиций.

BlackRock, Inc.

For Immediate Release
Chicago, IL – April 29, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Lam Research Corp. LRCX, BlackRock, Inc. BLK, Corning Inc. GLW, The Monarch Cement Co. MCEM and BK Technologies Corp. BKTI.
Here are highlights from Tuesday’s Analyst Blog:
Top Research Reports for Lam Research, BlackRock and Corning
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Lam Research Corp., BlackRock, Inc. and Corning Inc., as well as two micro-cap stocks The Monarch Cement Co. and BK Technologies Corp.. The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today's research reports here >>>
Today's Featured Research Reports
Lam Research's shares have outperformed the Zacks Electronics - Semiconductors industry over the past six months (+67.2% vs. +24.3%). The company is benefiting from AI-driven increases in demand for deposition and etch tools across memory, foundry and advanced packaging industries.
Management lifted its calendar year 2026 WFE outlook and sees growth continuing into 2027 as customers work through capacity and cleanroom constraints. Record Q3 results and a higher Q4 outlook reflect momentum in leading-edge foundry and HBM-driven DRAM, while NAND conversion activity is being pulled forward. Customer Support is scaling with a larger installed base and new productivity services that can lift output and yield. Strong cash flow and an aggressive shareholder return policy are other positives.
However, global spending on mature nodes is likely to remain soft in the near term. Growing trade and tariff tensions between the United States and China are a concern.
(You can read the full research report on Lam Research here >>>)
Shares of BlackRock have outperformed the Zacks Financial - Investment Management industry over the past year (+17.6% vs. -0.2%). The company's earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters. Its first-quarter 2026 results were aided by higher revenues and robust assets under management (AUM) growth.
BlackRock's strategic acquisitions, aimed at strengthening presence in lucrative alternatives and private equity assets, alongside product diversification efforts, will keep supporting the top line and AUM growth. Its continued focus on the active equity business is impressive. A solid balance sheet, alongside earnings strength, will keep capital distributions sustainable.
However, elevated operating expenses may hurt the bottom line. The company's significant reliance on overseas revenues exposes it to geopolitical tensions and diverse regulatory environments.
You can read the full research report on BlackRock here >>>)
Corning's shares have gained +78.8% over the past six months against the Zacks Communication - Components industry's gain of +123.7%. The company continues to focus on developing state-of-the-art cover materials, which have been deployed on more than 8 billion devices. Growing collaboration with leading smartphone manufacturers such as Apple, Samsung and Xiaomi is driving growth in the Specialty Materials segment.
Corning offers several products focused on the data center, with a portfolio consisting of optical fiber, hardware, cables and connectors, enabling it to create optical solutions to meet evolving customer needs. This augurs well for its long-term growth. Its collaboration with AUO Corp. will boost prospects in Automotive.
However, end-market diversification is limited within the Display and Optical segments, which account for more than half of total revenues. Corning's extensive presence in China exposes it to Sino-U.S. trade hostilities.
(You can read the full research report on Corning here >>>)
Shares of Monarch Cement have outperformed the Zacks Building Products - Concrete and Aggregates industry over the past six months (+20.9% vs. +1.5%). This microcap company with a market capitalization of $965.93 million offers a compelling investment case driven by disciplined capital allocation, strong financial positioning, and long-term operational advantages. Monarch Cement consistently returns capital through dividends and share repurchases while maintaining a debt-free balance sheet and ample liquidity.
The company's expanding equity base and retained earnings enable self-funded reinvestment in core assets without reliance on external financing. Vertically integrated operations, supported by extensive raw material reserves, provide cost visibility and supply security, reinforcing resilience in a cyclical, weather-sensitive industry.
Ongoing modernization initiatives are expected to improve efficiency, reliability, and product quality over time. Additionally, the RMCMO joint venture enhances exposure to downstream markets while limiting risk, supporting diversified earnings and demand stability.
(You can read the full research report on Monarch Cement here >>>)
BK Technologies' shares have outperformed the Zacks Wireless Equipment industry over the past six months (+23.8% vs. +15.3%). This microcap company with a market capitalization of $342.89 million has its thesis centers on expanding into Tier 2/3 public safety markets, where demand for interoperable, cost-effective solutions supports share gains.
Growth is driven by recurring replacement cycles, rising adoption of its multiband BKR platform and mix-driven margin expansion from an asset-light model. The upcoming mobile offering and BK ONE software ecosystem extend the platform, with potential for deeper engagement and higher-margin recurring revenue.
However, execution remains key. Software monetization is uncertain, while customer concentration and procurement cycles add volatility. A gap in next-gen mobile offerings and rising costs may weigh on momentum. Limited infrastructure capability may restrict larger contracts. Valuation reflects improving profitability and growth potential but signals caution on sustainability, implying measured expectations.
(You can read the full research report on BK Technologies here >>>)
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Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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BK TECHNOLOGIES, INC. (BKTI): Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

The Zacks Analyst Blog Highlights Lam Research, BlackRock, Corning, Monarch Cement and BK Technologies

Tuesday, April 28, 2026
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Lam Research Corp. (LRCX), BlackRock, Inc. (BLK) and Corning Inc. (GLW), as well as two micro-cap stocks The Monarch Cement Co. (MCEM) and BK Technologies Corp. (BKTI). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.
These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today’s research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Pre-Markets Down on Oil Prices, Q1 Earnings Results
Today's Featured Research Reports
Lam Research’s shares have outperformed the Zacks Electronics - Semiconductors industry over the past six months (+67.2% vs. +24.3%). The company is benefiting from AI-driven increases in demand for deposition and etch tools across memory, foundry and advanced packaging industries.
Management lifted its calendar year 2026 WFE outlook and sees growth continuing into 2027 as customers work through capacity and cleanroom constraints. Record Q3 results and a higher Q4 outlook reflect momentum in leading-edge foundry and HBM-driven DRAM, while NAND conversion activity is being pulled forward. Customer Support is scaling with a larger installed base and new productivity services that can lift output and yield. Strong cash flow and an aggressive shareholder return policy are other positives.
However, global spending on mature nodes is likely to remain soft in the near term. Growing trade and tariff tensions between the United States and China are a concern.
(You can read the full research report on Lam Research here >>>)
Shares of BlackRock have outperformed the Zacks Financial - Investment Management industry over the past year (+17.6% vs. -0.2%). The company’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters. Its first-quarter 2026 results were aided by higher revenues and robust assets under management (AUM) growth.
BlackRock’s strategic acquisitions, aimed at strengthening presence in lucrative alternatives and private equity assets, alongside product diversification efforts, will keep supporting the top line and AUM growth. Its continued focus on the active equity business is impressive. A solid balance sheet, alongside earnings strength, will keep capital distributions sustainable.
However, elevated operating expenses may hurt the bottom line. The company’s significant reliance on overseas revenues exposes it to geopolitical tensions and diverse regulatory environments.
You can read the full research report on BlackRock here >>>)
Corning’s shares have gained +78.8% over the past six months against the Zacks Communication - Components industry’s gain of +123.7%. The company continues to focus on developing state-of-the-art cover materials, which have been deployed on more than 8 billion devices. Growing collaboration with leading smartphone manufacturers such as Apple, Samsung and Xiaomi is driving growth in the Specialty Materials segment.
Corning offers several products focused on the data center, with a portfolio consisting of optical fiber, hardware, cables and connectors, enabling it to create optical solutions to meet evolving customer needs. This augurs well for its long-term growth. Its collaboration with AUO Corp. will boost prospects in Automotive.
However, end-market diversification is limited within the Display and Optical segments, which account for more than half of total revenues. Corning's extensive presence in China exposes it to Sino-U.S. trade hostilities.
(You can read the full research report on Corning here >>>)
Shares of Monarch Cement have outperformed the Zacks Building Products - Concrete and Aggregates industry over the past six months (+20.9% vs. +1.5%). This microcap company with a market capitalization of $965.93 million offers a compelling investment case driven by disciplined capital allocation, strong financial positioning, and long-term operational advantages. Monarch Cement consistently returns capital through dividends and share repurchases while maintaining a debt-free balance sheet and ample liquidity.
The company’s expanding equity base and retained earnings enable self-funded reinvestment in core assets without reliance on external financing. Vertically integrated operations, supported by extensive raw material reserves, provide cost visibility and supply security, reinforcing resilience in a cyclical, weather-sensitive industry.
Ongoing modernization initiatives are expected to improve efficiency, reliability, and product quality over time. Additionally, the RMCMO joint venture enhances exposure to downstream markets while limiting risk, supporting diversified earnings and demand stability.
(You can read the full research report on Monarch Cement here >>>)
BK Technologies’ shares have outperformed the Zacks Wireless Equipment industry over the past six months (+23.8% vs. +15.3%). This microcap company with a market capitalization of $342.89 million has its thesis centers on expanding into Tier 2/3 public safety markets, where demand for interoperable, cost-effective solutions supports share gains.
Growth is driven by recurring replacement cycles, rising adoption of its multiband BKR platform and mix-driven margin expansion from an asset-light model. The upcoming mobile offering and BK ONE software ecosystem extend the platform, with potential for deeper engagement and higher-margin recurring revenue.
However, execution remains key. Software monetization is uncertain, while customer concentration and procurement cycles add volatility. A gap in next-gen mobile offerings and rising costs may weigh on momentum. Limited infrastructure capability may restrict larger contracts. Valuation reflects improving profitability and growth potential but signals caution on sustainability, implying measured expectations.
(You can read the full research report on BK Technologies here >>>)
Other noteworthy reports we are featuring today include Danaher Corp. (DHR), Comcast Corp. (CMCSA) and EMCOR Group, Inc. (EME).
Mark Vickery
Senior Editor
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Today's Must Read
Featured Reports
Strong Biotechnology Segment to Aid Danaher, High Debt Ails
Per the Zacks analyst, solid performance of Danaher's Biotechnology unit, driven by increase in demand for consumables will continue to lend momentum to it. However, high debt remains a woe.
Comcast (CMCSA) Faces Broadband Loss Amid Streaming Growth
Per the Zacks analyst, wireless growth and Peacock's streaming gains indicate Comcast's pivot, though broadband losses and EBITDA compression signal transition risks.
Insmed (INSM) Rides on Sales Uptake for Bronchiectasis Drug
The Zacks Analyst believes the demand for Insmed's Brinsupri, the first treatment for non-CF bronchiectasis, is strong. The drug is expected to achieve blockbuster status in 2026.
Advanced Testing Aids Quest Diagnostics (DGX), Macro Woes Stay
The Zacks analyst is impressed with Quest Diagnostics growing its customer channel via advanced diagnostics in five key clinical areas, including oncology. Macroeconomic pressures may hurt growth.
Vista Energy's (VIST) Strong Vaca Muerta Presence Aids Growth
Per the Zacks analyst, Vista Energy's strong presence in the Vaca Muerta shale, with numerous untapped drilling locations and a high reserve-replacement ratio, should support future production growth.
First American (FAF) Rides on Buyouts, Financial Flexibility
Per the Zacks analyst, a number of buyouts have helped First American to boost its core business, expand valuation and data business. Moreover, a solid balance sheet provides financial flexibility.
Revamped Operating Model Aids Harley (HOG) Amid Tariff Challenges
Per the Zacks analyst, Harley-Davidson's revamped operating model has enhanced efficiency and effectiveness across all functions. However, tariffs are materially compressing gross margins.
New Upgrades
Strong End-Market Demand and Technology Investments Aid EMCOR (EME)
Per the Zacks analyst, EMCOR is gaining from robust demand across key end markets and its ability to execute complex projects. Also, investments in construction technology strengthen the momentum.
Strength in Private Student Loan Business Aid Sallie Mae (SLM)
Per the Zacks analyst, Sallie Mae's focus on enhancing its private student loan business by introducing complementary products will expand its operations and diversify revenue streams.
Customer Expansion and Strategic Investments Aid American States Water
Per the Zacks analyst AWR's systematic investment to strengthen its infrastructure and increasing demand from its expanding customer base will boost its operation.
New Downgrades
Sluggish Global Vehicle Production to Hurt Aptiv (APTV)
Per the Zacks analyst, weak global vehicle production due to continued impacts of the pandemic and worldwide semiconductor shortage is expected to impact Aptiv's business going forward.
Campbell's (CPB) Appears Troubled by Elevated Cost Inflation
Per the Zacks analyst, cost inflation hurt Campbell's gross margin. In Q2 adjusted gross profit margin fell 270 basis points to 27.7%, impacted by cost inflation and supply-chain costs among others.
General Mills' (GIS) Margins Appear Troubled by Input Cost Inflation
Per the Zacks analyst, General Mills is witnessing elevated cost inflation. In the third quarter of fiscal 2026, adjusted gross margin fell 280 basis points due to higher input costs and other factors
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Top Research Reports for Lam Research, BlackRock & Corning

Franklin Resources Inc. BEN reported second-quarter fiscal 2026 (ended March 31, 2026) adjusted earnings of 71 cents per share, which surpassed the Zacks Consensus Estimate of 55 cents per share. Also, the bottom line compared favorably with 47 cents reported in the year-ago quarter.
Shares of the company gained nearly 4.1% in the early trading session following the release of better-than-expected results. A full day’s trading session will depict a clearer picture.
BEN’s results benefited from higher revenues. However, a slight decline in assets under management (AUM) and elevated expenses remained headwinds.
Results include certain items. After considering those, net income (GAAP basis) was $268.2 million, up 77.1% year over year.
Franklin’s Revenues & Expenses Increase Y/Y
Total operating revenues increased 8.7% year over year to $2.29 billion in the fiscal second quarter. The rise was due to an increase in all the components except other revenues. Further, the reported figure outpaced the Zacks Consensus Estimate of $2.18 billion.
Investment management fees rose 8.7% year over year to $1.82 billion. Sales and distribution fees increased 8.7% year over year to $396.6 million. Shareholder-servicing fees rose 11.4% on a year-over-year basis to $69 million. Other revenues decreased 9% year over year to $10 million.
Total operating expenses increased marginally year over year to $1.97 billion. The rise was due to an increase in compensation and benefits costs, sales, distribution and marketing costs, and general, administrative and other costs.
Franklin reported an operating margin of 14.1% compared with 6.9% in the year-ago quarter.
Franklin’s AUM Declines
As of March 31, 2026, total AUM was $1.68 trillion, down marginally on a sequential basis.
Franklin’s long-term net inflows were $16.9 billion in the reported quarter compared with $28 billion in the prior quarter.
The average AUM was $1.70 trillion, which increased 1.5% on a sequential basis.
Franklin’s Capital Position
As of March 31, 2026, cash and cash equivalents and investments were $6.2 billion, while total stockholders' equity was $13.1 billion.
Franklin’s Capital Distribution
In the reported quarter, Franklin repurchased 2.3 million shares for $57.1 million.
Major Developments for Franklin
In April 2026, the company announced plans to acquire 250 Digital, a cryptocurrency investment firm spun out of CoinFund, marking a strategic step to expand its footprint in the digital assets space. The acquisition combines Franklin’s global distribution strength with 250 Digital’s crypto-native investment expertise, including the transfer of its investment team and liquid cryptocurrency strategies.
The deal is expected to strengthen BEN’s digital asset management capabilities and position it to better serve institutional clients seeking crypto exposure. Alongside this, the company launched the Franklin Crypto unit, while the use of BENJI tokens for the transaction highlights an innovative blockchain-based approach. The deal is expected to close in the second calendar quarter of 2026, subject to customary conditions.
Our View on Franklin
Franklin’s improved revenues and stable operating performance reflect steady operational progress despite a slight decline in AUM. Its efforts to diversify business through acquisitions and strengthen its distribution platform continue to support long-term growth. However, elevated expenses and pressure on AUM may weigh on near-term performance.
Franklin Resources, Inc. Price, Consensus and EPS Surprise
Currently, Franklin carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Other Asset Managers
BlackRock’s BLK first-quarter 2026 adjusted earnings of $12.53 per share handily surpassed the Zacks Consensus Estimate of $11.96. The figure reflects a 10.9% rise from the year-ago quarter.
Results benefited from a rise in revenues. AUM balance witnessed robust year-over-year growth, driven by net inflows. However, higher expenses were a headwind for BLK.
Blackstone’s BX first-quarter 2026 distributable earnings of $1.36 per share surpassed the Zacks Consensus Estimate of $1.33. The figure soared 25% from the prior-year quarter.
BX’s results benefited from a rise in AUM balance and higher revenues. However, an increase in GAAP expenses was the undermining factor.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Franklin Stock Gains as Q2 Earnings Beat Estimates, Revenues Rise Y/Y

One of the largest and most well-known asset management stocks — BlackRock BLK — kicked off first-quarter earnings on April 14. BLK handily surpassed the Zacks Consensus Estimate. Higher revenues and assets under management (AUM) balance more than offset a rise in total expenses. Since then, many other asset managers came out with quarterly numbers, reflecting solid performance.
How to Recognize Potential Outperformers?
We are using our proprietary methodology to find stocks that are poised to outpace the Zacks Consensus Estimate in the quarter. By using the Zacks Stock Screener, we have identified three such asset management stocks —Federated Hermes FHI, Affiliated Managers Group AMG and Victory Capital Holdings VCTR.
These stocks have the ideal combination of two key ingredients — a positive Earnings ESP and a Zacks Rank #3 (Hold) or better — to surpass expectations. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Our proprietary methodology, Earnings ESP, shows the percentage difference between the Most Accurate Estimate and the Zacks Consensus Estimate. Research shows that for stocks with this combination of rank and ESP, chances of a positive earnings surprise are as high as 70%.
Before we go into the details regarding the above-mentioned asset managers, let us understand the factors that are likely to have influenced their quarterly performances.
Factors Likely to Have Influenced Asset Managers’ Q1 Earnings
In the January-March quarter, the S&P 500 Index fell 4.9%, signaling a volatile market performance. Subdued performance was largely due to geopolitical tensions (mainly the Middle East conflict) and AI-driven disruption. The fixed-income market performance was mixed but more resilient than equities. As such, industry players’ AUM is likely to have witnessed decent growth, while the private credit market weakness is likely to have weighed on AUM expansion.
On the cost front, as industry players are constantly trying to upgrade technology to keep up with evolving customer needs, technology-related costs are expected to keep rising. Using AI and machine learning to enhance operational efficiencies may lead to increased expenses in the short term, but will ultimately support investment managers' operating margins in the long run.
Q1 Earnings Expectations
The Zacks Finance sector’s (of which asset management is part) earnings are projected to rise 27.3% year over year in the first quarter of 2026. This compares with the 17.3% increase recorded in the fourth quarter of 2025.
(For a detailed look at the earnings growth projections for this sector and others, please read our Earnings Preview.)
3 Asset Management Stocks That Are Potential Safe Bets
Federated Hermes, Headquartered in Pittsburgh, PA, is a global asset manager formed from the merger between Federated Investors and Hermes Investment Management.
The company’s AUM is likely to have benefited from strategic deals and a focus on acquiring money market assets. A diverse asset and product mix, along with inorganic growth initiatives, is likely to have supported its performance in the first quarter of 2026.
Federated Hermes is scheduled to announce results on April 30, after market close. The Zacks Consensus Estimate for its first-quarter earnings of $1.20 per share implies a rise of 9.1% from the year-ago reported figure. The company has an Earnings ESP of +0.35% and a Zacks Rank #3.
Federated Hermes, Inc. Price and EPS Surprise
Affiliated Managers, headquartered in Massachusetts, is a global asset manager with investments in high-quality, independent partner-owned firms or affiliates.
The company is likely to have gained from diverse product offerings, a pivot toward the alternative strategy and global distribution capability. AMG has been pivoting toward private markets and liquid alternatives, fueling strong client inflows into these segments and offsetting weakness in traditional asset categories. In sync with this strategy, in February 2026, it announced investment in HighBrook (a private market manager operating in the real estate sector) and an incremental minority investment in Garda.
Affiliated Managers is scheduled to announce results on May 1, before market open. The Zacks Consensus Estimate for its first-quarter 2026 earnings of $7.38 per share implies a rise of 41.9% from the year-ago reported figure. AMG has an Earnings ESP of +8.76% and a Zacks Rank #3.
Affiliated Managers Group, Inc. Price and EPS Surprise
Victory Capital, headquartered in Cleveland, OH, is an integrated multi-boutique asset management firm.
In March 2026, Victory Capital reported a total AUM of $309.8 billion, down from $324 billion in February 2026. For the first quarter, the company reported long-term AUM net outflows of $457 million. However, the strong positioning of VCTR's integrated multi-boutique business model in a fast-expanding market, combined with the effectiveness of its distribution platform, is expected to support its performance in the upcoming period.
VCTR is scheduled to announce results on May 6, after market close. The Zacks Consensus Estimate for its first-quarter earnings of $1.62 per share implies a rise of 19.1% from the year-ago reported figure. The company has an Earnings ESP of +0.36% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Victory Capital Holdings, Inc. Price and EPS Surprise
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Asset Management Stocks Set to Pull Off Earnings Beat in Q1

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.
Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield, a metric that measures the dividend as a percent of the current stock price. Many academic studies show that dividends account for significant portions of long-term returns, with dividend contributions exceeding one-third of total returns in many cases.
Based in New York, BlackRock (BLK) is in the Finance sector, and so far this year, shares have seen a price change of -2.37%. Currently paying a dividend of $5.73 per share, the company has a dividend yield of 2.19%. In comparison, the Financial - Investment Management industry's yield is 2.65%, while the S&P 500's yield is 1.39%.
Looking at dividend growth, the company's current annualized dividend of $22.92 is up 10% from last year. Over the last 5 years, BlackRock has increased its dividend 5 times on a year-over-year basis for an average annual increase of 7.33%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. BlackRock's current payout ratio is 47%, meaning it paid out 47% of its trailing 12-month EPS as dividend.
Looking at this fiscal year, BLK expects solid earnings growth. The Zacks Consensus Estimate for 2026 is $52.77 per share, which represents a year-over-year growth rate of 9.73%.
Investors like dividends for many reasons; they greatly improve stock investing profits, decrease overall portfolio risk, and carry tax advantages, among others. But, not every company offers a quarterly payout.
Big, established firms that have more secure profits are often seen as the best dividend options, but it's fairly uncommon to see high-growth businesses or tech start-ups offer their stockholders a dividend. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, BLK is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BlackRock (BLK) is a Top Dividend Stock Right Now: Should You Buy?

Key Points
Billionaire Michael Saylor’s Strategy is the single-biggest Bitcoin owner, with a position valued at $64 billion today.
Financial services entities continue to launch new products that give their clients easy access to Bitcoin.
At the end of the day, these investors are all after huge returns, something Bitcoin can offer.
It's been a difficult period for Bitcoin (CRYPTO: BTC) ever since it reached an all-time high of $126,198.07 in October 2025. Right now, the world's top cryptocurrency trades almost 40% off that record (as of April 23).
But in the past two months, Bitcoin has proven its worth. Since the current Iran war started on Feb. 28, the digital asset's price has risen 19%, outperforming both the S&P 500 index and gold.
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While this is just a small sample size, it supports the argument that this cryptocurrency belongs in portfolios. Institutional investors are leading the next wave of adoption by adding Bitcoin to their balance sheets.
Michael Saylor's Strategy is now the biggest Bitcoin hodler
When it comes to institutional Bitcoin owners, no entity beats Strategy (NASDAQ: MSTR). Through unique financial engineering tactics, this company raises capital from equity and fixed-income markets to acquire more of the cryptocurrency. It owns a whopping 815,061 Bitcoin units, valued at nearly $64 billion, on its balance sheet. Saylor is a notable long-term hodler of this important cryptocurrency.
Michael Saylor, the billionaire technology entrepreneur who transformed Strategy from a software enterprise into a Bitcoin treasury company, believes the cryptocurrency is the best asset to own in the face of fiat currencies being constantly debased. Bitcoin's scarce supply limit of 21 million units is a very compelling feature. Plus, its impressive long-term performance is hard to overlook.
Other notable publicly traded companies that hold Bitcoin directly on their balance sheets are Coinbase, Tesla, and Block. Should Bitcoin's price continue to appreciate, other businesses will follow.
Financial companies are driven by the incentive to make more money
The Bitcoin spot exchange-traded funds (ETFs), launched more than two years ago in January 2024, have been an extremely successful product introduction in the financial services industry. With under $64 billion in net assets, BlackRock's iShares Bitcoin Trust is the dominant offering in the market.
Activity hasn't calmed down. Earlier in April, Morgan Stanley launched its own ETF, the Morgan Stanley Bitcoin Trust. After 13 trading days, it has amassed $163 million in net assets.
Generating more revenue is the primary goal of these ETF sponsors. As they realize that their clients demand access to Bitcoin, they are incentivized to create these investment vehicles that can rake in fee income.
The ETFs provide a frictionless and regulatory-friendly way for allocators to gain Bitcoin exposure. The iShares Bitcoin Trust is owned by numerous investment firms, including Jane Street and Brevan Howard Capital Management. Even Harvard University's endowment fund owns this ETF. Of course, individual investors have access, too.
These investment managers and individuals are obviously after the huge returns that Bitcoin can possibly provide. They also see the digital asset as a tool for portfolio diversification.
It's becoming clear, however, that institutions are driving Bitcoin adoption now.
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Neil Patel has positions in Strategy and iShares Bitcoin Trust. The Motley Fool has positions in and recommends Bitcoin, BlackRock, Block, Tesla, and iShares Bitcoin Trust. The Motley Fool recommends Coinbase Global. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why More Institutional Investors Are Adding Bitcoin to Their Balance Sheets

Ameriprise Financial’s AMP first-quarter 2026 adjusted operating earnings were a record $11.26 per share, which handily surpassed the Zacks Consensus Estimate of $10.20. The bottom line reflected a rise of 19% from the year-ago quarter.
Results benefited from higher revenues and improvements in the assets under management (AUM) and assets under administration (AUA) balances. However, an increase in expenses was a headwind.
After considering significant items, net income (GAAP basis) was $915 million or $9.68 per share, up from $583 million or $5.83 per share in the prior-year quarter.
AMP’s Adjusted Revenues Improve, Expenses Rise
Adjusted operating total net revenues in the reported quarter were $4.77 billion, increasing 11% year over year. The top line beat the Zacks Consensus Estimate of $4.67 billion. Total GAAP net revenues were $4.81 billion, up 11% year over year.
Adjusted operating expenses totaled $3.44 billion, rising 9% year over year.
As of March 31, 2026, total AUM and AUA were $1.67 trillion, up 12% year over year.
Update on Ameriprise’s Share Repurchases
The company repurchased 1.6 million shares for $784 million in the reported quarter.
Our Take on AMP
Ameriprise is well-positioned for impressive top-line growth on the back of its robust AUM balance and business-restructuring initiatives. However, elevated expenses (mainly due to technology upgrades) will likely continue to hurt the bottom line.
Ameriprise Financial, Inc. Price, Consensus and EPS Surprise
AMP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of AMP’s Peers
BlackRock’s BLK first-quarter 2026 adjusted earnings of $12.53 per share handily surpassed the Zacks Consensus Estimate of $11.96. The figure reflects a 10.9% rise from the year-ago quarter.
BLK’s results benefited from a rise in revenues. The AUM balance witnessed robust year-over-year growth, driven by net inflows. However, higher expenses created a headwind.
Blackstone’s BX first-quarter 2026 distributable earnings of $1.36 per share surpassed the Zacks Consensus Estimate of $1.33. The figure jumped 25% from the prior-year quarter.
BX’s results benefited from a rise in AUM balance and higher revenues. However, an increase in GAAP expenses was the undermining factor.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ameriprise Q1 Earnings Beat Estimates as Revenues & AUM Grow Y/Y

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell Top 200 Value ETF (Symbol: IWX) where we have detected an approximate $136.9 million dollar outflow -- that's a 3.7% decrease week over week (from 37,650,000 to 36,250,000). Among the largest underlying components of IWX, in trading today Eaton Corp plc (Symbol: ETN) is up about 3.3%, Blackrock Inc (Symbol: BLK) is up about 0.1%, and Pfizer Inc (Symbol: PFE) is lower by about 0.9%. For a complete list of holdings, visit the IWX Holdings page » The chart below shows the one year price performance of IWX, versus its 200 day moving average:
Looking at the chart above, IWX's low point in its 52 week range is $77.57 per share, with $98.46 as the 52 week high point — that compares with a last trade of $98.35. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
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Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Healthcare Stocks Hedge Funds Are Buying
Institutional Holders of PCY
BDC Baby Bonds and Preferreds
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

IWX, ETN, BLK, PFE: ETF Outflow Alert

Blackstone’s BX first-quarter 2026 distributable earnings of $1.36 per share surpassed the Zacks Consensus Estimate of $1.33. The figure soared 25% from the prior-year quarter.
Results benefited from a rise in assets under management (AUM) balance and higher revenues. However, an increase in GAAP expenses was the undermining factor.
Net income attributable to Blackstone was $649.7 million, rising 5.7% from the year-ago quarter.
BX’s Segment Revenues Up, GAAP Expenses Rise
Total segment revenues for the reported quarter were $3.43 billion, jumping 24% year over year. The top line beat the Zacks Consensus Estimate of $3.32 billion. On a GAAP basis, revenues were $3.62 billion, which grew 10%.
Total expenses (GAAP basis) were $2.26 billion, up 19.4% year over year.
As of March 31, 2026, Blackstone had $11.4 billion in total cash, cash equivalents and corporate treasury investments, and $21.3 billion in cash and net investments. The company has a $4.3-billion credit revolver.
Blackstone’s AUM Balance Rises
Fee-earning AUM grew 9% year over year to $937.6 billion as of March 31, 2026.
The total AUM amounted to $1.3 trillion, up 12%. The rise in total AUM was primarily driven by $68.5 billion in inflows in the reported quarter.
As of March 31, 2026, the undrawn capital available for investment was $213.3 billion.
BX’s Share Repurchase Update
During the reported quarter, Blackstone repurchased 0.2 million shares.
Our Take on Blackstone
Blackstone is well-positioned for top-line growth, supported by a continuous rise in AUM. The company is expected to keep gaining from its fundraising ability. However, elevated expenses, private credit-related concerns and a challenging operating backdrop are likely to hurt the bottom line in the near term.
Blackstone Inc. Price, Consensus and EPS Surprise
Currently, Blackstone carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance & Expectations of Blackstone’s Peers
BlackRock’s BLK first-quarter 2026 adjusted earnings of $12.53 per share handily surpassed the Zacks Consensus Estimate of $11.96. The figure reflects a 10.9% rise from the year-ago quarter.
Results benefited from a rise in revenues. AUM balance witnessed robust year-over-year growth, driven by net inflows. However, higher expenses was a headwind for BLK.
Invesco IVZ is scheduled to report first-quarter 2026 results on April 28.
Over the past 30 days, the Zacks Consensus Estimate for Invesco’s quarterly earnings has been revised north to 59 cents. The estimated figure indicates 34.1% jump from the prior-year quarter.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BX's Q1 Earnings Top as AUM Hits Record High Despite Tough Environment

SEI Investments Co.’s SEIC first-quarter 2026 adjusted earnings per share of $1.44 surpassed the Zacks Consensus Estimate of $1.29. Moreover, the bottom line reflected a rise of 21% from the prior-year quarter.
Results were aided by higher revenues and a rise in assets under management (AUM) and the first full-quarter contribution from the Stratos acquisition. However, higher expenses acted as a spoilsport.
Results excluded intangible assets, amortization and impairment charges. After considering this, net income attributable to SEI Investments was $174.5 million, up 15.2% from the year-ago quarter.
SEIC’s Revenues & AUM Improve, Expenses Rise
Total quarterly revenues were $622.2 million, up 12.8% year over year. The rise was driven by higher asset management, administration and distribution fees, as well as information processing and software servicing fees. The top line beat the Zacks Consensus Estimate of $610.8 million.
Total expenses were $432.7 million, up 9.8% year over year. The increase was driven by a rise in almost all cost components, except for consulting, outsourcing and professional fees, and depreciation charges.
Operating income (GAAP) rose 20.6% year over year to $189.5 million, which excludes the impact of intangible assets amortization and impairments. Including this, adjusted operating income increased 23.8% to $198.7 million.
As of March 31, 2026, AUM was $554.1 billion, reflecting a rise of 14% from the prior-year quarter. Client assets under administration (AUA) were $1.29 trillion, up 19.3%. Client AUA did not include $13.3 billion related to Funds of Funds assets reported as of March 31, 2026.
SEI Investments’ Share Repurchase Update
In the reported quarter, SEIC bought back 2.6 million shares for $208.3 million at an average price of $81.55 per share.
Our View on SEIC
SEI Investments’ global presence, diverse product offerings, solid balance sheet, expanding margins and a robust AUM balance are expected to keep supporting the top line. However, elevated operating expenses and continued investment in technology and integration initiatives are concerning.
SEI Investments Company Price, Consensus and EPS Surprise
Currently, SEI Investments carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Another Asset Manager
BlackRock’s BLK first-quarter 2026 adjusted earnings of $12.53 per share handily surpassed the Zacks Consensus Estimate of $11.96. The figure reflects a 10.9% rise from the year-ago quarter.
BLK’s results benefited from a rise in revenues. AUM balance witnessed robust growth, driven by net inflows. However, the higher expenses was a headwind.
An Upcoming Asset Manager Release
Invesco IVZ is scheduled to announce first-quarter 2026 numbers on April 28.
Over the past seven days, the Zacks Consensus Estimate for IVZ’s quarterly earnings has been unchanged at 59 cents. The figure implies a rise of 34.1% from the prior-year quarter’s actual.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BlackRock, Inc.

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