Stock Markets April 14, 2026 06:13 AM

BlackRock Posts Higher Q1 Profit as Active ETFs Draw Inflows

Asset manager’s AUM rises to $13.89 trillion as investors seek low-cost active ETF exposure amid market strain

By Hana Yamamoto BLK
BlackRock Posts Higher Q1 Profit as Active ETFs Draw Inflows
BLK

BlackRock reported an increase in first-quarter net income, supported by strong inflows into its exchange traded funds, particularly active ETFs marketed as low-cost ways to capture market dispersion. Total assets under management rose to $13.89 trillion year-over-year, while the company’s stock has lagged some peers so far in 2026.

Key Points

  • BlackRock’s net profit rose to $2.21 billion, or $14.06 per share, for the quarter ended March 31, up from $1.51 billion, or $9.64 per share, a year earlier.
  • Total assets under management increased to $13.89 trillion from $11.58 trillion year-over-year, helped by strong inflows into ETFs, including active low-cost products.
  • Market backdrop was weak in Q1 with the S&P 500 down 4.6%; BlackRock shares have fallen 4.4% in 2026 but climbed 2.42% in premarket trading on the earnings release.

BlackRock reported a higher first-quarter profit on Tuesday, driven in part by robust inflows into its exchange traded funds. Investors have shown interest in the firm’s active ETFs, which have been positioned as low-cost options to take advantage of market dispersion even as macroeconomic pressures tied to global geopolitics placed strain on the wider market.

The world’s largest asset manager said its total assets under management reached $13.89 trillion for the quarter, up from $11.58 trillion in the same period a year earlier. Management noted that strong inflows helped the firm offset the effects of a falling market on overall asset levels.

For the three months ended March 31, BlackRock reported net income of $2.21 billion, or $14.06 per share. That compares with net income of $1.51 billion, or $9.64 per share, in the prior-year quarter.

Despite the profit gain and rising AUM, BlackRock’s shares have declined 4.4% so far in 2026, an underperformance relative to its smaller peer State Street. The S&P 500 index fell 4.6% in the first quarter, a backdrop that the firm’s performance and investor flows navigated during the period. In premarket trading following the results, BlackRock shares were up 2.42%.

The company’s active ETFs have drawn investors focused on capturing dispersion across markets while using products marketed for their relatively low cost. The report emphasized that inflows to BlackRock’s ETF offerings were a central factor in the resilience of its AUM during a period when market values were pressured downward.

Separately, the release included a reference to valuation tools available to investors seeking to assess the stock. One such tool discussed is a Fair Value calculator that uses a mix of 17 industry valuation models to generate assessments for stocks, including BlackRock.


Quick facts

  • First-quarter net profit: $2.21 billion, or $14.06 per share (three months ended March 31).
  • Prior-year quarter net profit: $1.51 billion, or $9.64 per share.
  • Total AUM: $13.89 trillion versus $11.58 trillion a year earlier.
  • Share performance in 2026: down 4.4% year-to-date; S&P 500 fell 4.6% in Q1; shares were up 2.42% in premarket trading on the report.

Risks

  • Macro pressures from global geopolitics have weighed on markets and could continue to pressure asset values, affecting asset managers and the broader financial sector.
  • Despite rising profits and AUM, BlackRock’s stock has underperformed a smaller peer, indicating potential stock-specific or competitive risks within the asset management sector.
  • A falling market can erode asset values even when inflows are strong, posing a risk to fee-based revenue and assets under management for investment managers and ETF providers.

More from Stock Markets

Morgan Stanley Favors Meta, Then Amazon and Google Ahead of Q1 Reports Apr 14, 2026 Global Corporates Postpone Listings and Cancel Payouts as Middle East Conflict Disrupts Markets Apr 14, 2026 Airlines Continue Widespread Flight Suspensions as Middle Eastern Hubs Remain Disrupted Apr 14, 2026 Adnoc Closing in on Purchase of Shell’s South African Retail Network in Deal Around $1 Billion Apr 14, 2026 Big Banks Outline Uses for Capital as Regulators Move to Ease Rules Apr 14, 2026