Every material Form 8-K BlackRock has filed with the SEC since January 15, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
BlackRock reported third quarter 2026 results with revenue of $7,752 million, up 19% from a year earlier, and GAAP diluted EPS of $10.57, up 25%. Excluding a noncash change in fair value of contingent consideration, as adjusted diluted EPS was $15.93, up 38%, and the company cited $205 billion of net inflows in the quarter and $550 million of share repurchases.
Q3 2026 GAAP net income attributable to BlackRock was $1,659 million, up from $1,323 million, with GAAP operating income of $2,328 million, up 19%.
As adjusted operating income was $3,330 million, a 47.8% operating margin, up 27% year-over-year.
Assets under management were $15.5 trillion at September 30, 2026, with $869 billion of net inflows over the last twelve months.
GAAP results include a $564 million charge for the change in fair value of contingent consideration tied to prior acquisitions, which is excluded from as adjusted results.
BlackRock reported second quarter 2026 results, with diluted EPS of $12.19, up 20% from $10.19 a year earlier, and $13.91 as adjusted, up 15%. Revenue rose 31% to $7.08 billion and operating income rose 42% to $2.46 billion, and the company raised its planned quarterly share repurchases to $550 million, which matters to shareholders because it signals a larger return of capital.
Q2 2026 revenue was $7,084 million, up from $5,423 million; operating income was $2,461 million, up from $1,731 million.
Q2 2026 long-term net inflows were $199 billion; total net inflows were $192 billion, and first-half net inflows were $321 billion.
Company repurchased $450 million of shares in the quarter and increased planned quarterly repurchases to $550 million.
Assets under management reached $15.3 trillion at June 30, 2026.
BlackRock filed a prospectus supplement and a legal opinion covering up to 12,035,866 common shares that could be issued to holders of Subco Class B-2 units upon redemption. The shares relate to the HPS Investment Partners acquisition, with 7,606,927 issuable on existing units and up to 4,428,939 tied to future deferred consideration. Because the filing registers shares that may be issued later, it could add to the number of shares outstanding over time.
Up to 12,035,866 shares of common stock registered for issuance to Class B-2 SubCo Unit holders
7,606,927 shares relate to units issued as closing consideration for the HPS Transaction, which closed July 1, 2025
Up to 4,428,939 shares relate to deferred consideration units that may be issued subject to post-closing conditions and financial milestones
Filing made June 30, 2026 under an existing automatic shelf registration statement (File No. 333-286025)
BlackRock reported first-quarter 2026 results on April 14, 2026, with total revenue of $6.7 billion, up 27% from $5.3 billion a year earlier but down from $7.0 billion in the fourth quarter of 2025. GAAP diluted EPS was $14.06 versus $9.64 a year earlier, and as adjusted diluted EPS was $12.53, up 11% from $11.30, though below $13.16 in the prior quarter. Headline year-over-year measures improved, and the company also raised its quarterly dividend 10%.
Total revenue was $6.7 billion, up 27% from $5.3 billion in Q1 2025 and down from $7.0 billion in Q4 2025.
GAAP diluted EPS was $14.06 versus $9.64 a year earlier; as adjusted diluted EPS was $12.53 versus $11.30.
Quarterly net inflows were $130 billion, and net inflows were $744 billion over the last twelve months.
Quarterly cash dividend rose 10% to $5.73 per share, and the company repurchased $450 million of shares in the quarter.
On March 31, 2026, BlackRock and certain subsidiaries entered into Amendment No. 17 to its Five-Year Revolving Credit Agreement with Wells Fargo Bank, National Association, as administrative agent. The amendment increases total revolving commitments by $400 million to $6.3 billion, extends the maturity for most lenders to March 31, 2031, and removes the SOFR adjustment for SOFR-based loans.
Aggregate revolving commitment increased by $400 million to $6.3 billion
Maturity extended to March 31, 2031 for lenders other than two non-extending lenders
Commitment of the two non-extending lenders matures on March 31, 2028
SOFR adjustment removed for all SOFR-based loans; other existing terms unchanged
BlackRock's Board elected Gregg R. Lemkau as an independent director on January 27, 2026. Mr. Lemkau is Co-Chief Executive Officer of BDT & MSD Partners and previously served as CEO of MSD Partners and Co-Head of Goldman Sachs' Investment Banking Division. The filing says the Board now has 19 members, including 16 independent directors.
Gregg R. Lemkau elected to BlackRock's Board of Directors on January 27, 2026 as an independent director
Lemkau is Co-Chief Executive Officer of BDT & MSD Partners, serving since 2023
Board now has 19 members, including 16 independent directors, with six new independent directors since 2020
Lemkau will rotate through Board committees until appointed to specific committees
BlackRock's compensation committee adopted a carry-based incentive program on January 13, 2026, for selected senior executives other than the CEO. Awards give the right to a share of carry distributions from flagship private markets funds, provide no value at grant, and vest over five years, so the financial effect depends on future fund performance that the filing does not quantify.
Program adopted January 13, 2026 by the Management Development and Compensation Committee; awards expected to be granted beginning in 2026
Awards are 100% at-risk and vest over five years, with no vesting before the third anniversary of allocation, then one-third vesting in each of years three, four and five
Unvested awards are generally forfeited on voluntary or involuntary termination, with limited exceptions for termination without cause, qualified retirement, death or disability
BlackRock reported fourth-quarter and full-year 2025 results on January 15, 2026. GAAP diluted EPS fell 33% in the quarter to $7.16 and 16% for the year to $35.31, which the company attributes to noncash acquisition-related expenses and a noncash charitable contribution, while revenue rose 23% in the quarter and 19% for the year. Shareholders also received a 10% increase in the quarterly dividend to $5.73 per share and 7 million additional shares authorized for repurchase.
Q4 2025 GAAP diluted EPS was $7.16 versus $10.63 a year earlier; as adjusted diluted EPS was $13.16 versus $11.93.
Q4 2025 total revenue was $7.0 billion, up 23% from $5.7 billion; full-year revenue was $24.2 billion, up 19%.
Full-year 2025 net inflows were $698 billion, including $342 billion in the fourth quarter; AUM ended the year at $14.0 trillion.
Quarterly dividend raised 10% to $5.73 per share, payable March 24, 2026 to holders of record on March 6, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every BlackRock filing is on SEC EDGAR ↗. 8-K briefs of other companies →