BlackRock shares jumped more than 6% Thursday after the firm raised its quarterly cash dividend to $5.73 per share and announced additional stock buybacks, following a strong fourth-quarter 2025 earnings report. The moves came as the company cited rising assets under management and growing inflows into its crypto products.
The new dividend equals a 10% increase from the prior payment of $5.22, and BlackRock said it will repurchase 7 million more shares under its current program. The company reported Q4 2025 earnings per share of $13.16, a 10% gain versus the prior year.
Revenue climbed 23% to about $7.0 billion, and both revenue and EPS topped Wall Street forecasts of $6.8 billion and $12.24 per share. Assets under management rose 22% year over year to a record $14.0 trillion.
Rick Rieder, BlackRock’s chief investment officer, is reportedly among final candidates to lead the Federal Reserve, and he interviewed with administration officials on Thursday (Ed. note: his future at the firm would be unclear if he were appointed). BlackRock’s crypto ETFs also saw big inflows recently, with its Ethereum fund buying about $103 million of ETH and roughly $287 million of BTC.
Analysts hold a consensus Strong Buy rating on BlackRock, based on six Buy and two Hold recommendations. The average price target of $1,321 implies about 14% upside from the current $1,157 stock level.
