BlackRock: 3 Key Takeaways for Long-Term Investors
Private markets and active ETFs are reshaping how BlackRock captures recurring fees across market cycles.
BlackRock's third quarter 2026 earnings call revealed three key areas driving long-term growth for the firm. With a capital influx of $205 billion, assets under management reached $15.5 trillion. By expanding beyond traditional index funds into private credit, infrastructure, and technology investments, BlackRock is creating durable recurring fees across different market conditions.
Management is strategically positioning the company at the intersection of private credit and technology infrastructure, financing major data center projects and partnering with infrastructure and private credit firms. This expansion allows BlackRock to generate higher-fee revenue even when equity markets fluctuate. The firm's long-term target of 11% organic base fee growth has been met for five consecutive quarters, showcasing its ability to thrive in changing market environments.
As capital flows into private infrastructure and specialized fixed income accelerate, BlackRock's deep relationships with technology companies and institutional investors give it an edge in structuring complex financing deals. The company's investment and risk management technology platform, Aladdin, is also being expanded. With institutional clients increasingly turning to private markets and technology-driven portfolio management, BlackRock's ability to unify various investment sectors positions it for long-term market share capture.
CEO Laurence Fink expresses confidence in the company's future growth prospects for clients and shareholders.
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