BlackRock (BLK): FY26 Q3 earnings call, Oct 14, 2026

Wed, Oct 14Earnings callSpeaker-labelled transcriptBlackRock

On its Oct 14, 2026 earnings call (FY26 Q3), BlackRock said 21 of the 27 words Kalshi and Polymarket listed; Parrot’s count agreed with all 27 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

27 words · 21 settled yes · our count agreed on 27 of 27

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
Client 10+ timesYes6565✓88%transcripts from the transcript modelHear it 1:54, Client 10+ times–
Quarter 15+ timesYes5757✓82%transcripts from the transcript modelHear it 0:07, Quarter 15+ times–
Growth 5+ timesYes5353✓93%transcripts from the transcript modelHear it 1:59, Growth 5+ times–
Private Market Yes3131✓97%n=2+tx from settlement history blended with transcriptsHear it 3:09, Private Market–
Margin Yes2525✓96%transcripts from the transcript modelHear it 4:32, Margin–
ETF Yes2222✓96%transcripts from the transcript modelHear it 4:51, ETF–
Infrastructure Yes1212✓93%transcripts from the transcript modelHear it 2:07, Infrastructure–
Systematic Yes1212✓93%transcripts from the transcript modelHear it 4:52, Systematic–
HPS Yes99✓94%transcripts from the transcript modelHear it 4:06, HPS–
Retirement Yes99✓94%transcripts from the transcript modelHear it 2:56, Retirement–
Performance Fee Yes88✓93%n=2+tx from settlement history blended with transcriptsHear it 5:18, Performance Fee–
Aladdin Yes77✓94%n=2+tx from settlement history blended with transcriptsHear it 17:35, Aladdin–
Shareholder Yes77✓90%transcripts from the transcript modelHear it 4:00, Shareholder–
Insurance Yes66✓93%transcripts from the transcript modelHear it 16:09, Insurance–
Index Yes66✓91%transcripts from the transcript modelHear it 9:18, Index–
SpiderRock / Spider Rock Yes66✓63%transcripts from the transcript modelHear it 10:06, SpiderRock / Spider Rock–
Digital Asset Yes44✓94%n=2+tx from settlement history blended with transcriptsHear it 4:54, Digital Asset–
AIP / AI Infrastructure Partnership Yes22✓58%transcripts from the transcript modelHear it 18:23, AIP / AI Infrastructure Partnership–
Securitize / Securitized Yes23✓41%transcripts from the transcript modelHear it 5:50, Securitize / Securitized–
Inflation / Inflationary Yes22✓31%transcripts from the transcript modelHear it 1:57, Inflation / Inflationary–
LifePath Paycheck Yes11✓64%transcripts from the transcript modelHear it 22:26, LifePath Paycheck–
Tokenized / Tokenization No00✓83%transcripts from the transcript model–
Trump No00✓42%transcripts from the transcript model–
AES No00✓41%transcripts from the transcript model–
Tailwind No00✓31%transcripts from the transcript model–
ETF Inflow No00✓24%n=2+tx from settlement history blended with transcripts–
Bubble No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

53 matches for “Growth”; 5 quoted, at least 25 words apart.

Martin S. Smallcompanyprepared · 2:01Hear it 1:55, Martin S. Small

…ago, our clients were focused on managing uncertainty around inflation rates and growth. Today, they're focused on capturing the opportunities created by technology and artificial…

Martin S. Smallcompanyprepared · 3:36Hear it 3:30, Martin S. Small

…net inflows over the last 12 months, driving 10% organic base fee growth. That is not one product or one region carrying the firm. It…

Martin S. Smallcompanyprepared · 4:00Hear it 3:54, Martin S. Small

…mix across public, private, and technology is creating more durable and all-weather growth in revenue and earnings. Shareholders are benefiting from that growth. In our…

Martin S. Smallcompanyprepared · 4:31Hear it 4:26, Martin S. Small

Our scaled and disciplined financial rubric are helping translate growth into the bottom line. Our operating margin reached 47.8%, up 320 basis points year over…

Martin S. Smallcompanyprepared · 5:07Hear it 5:01, Martin S. Small

…demonstrating the power of BlackRock's platform breadth and the durability of our growth model. Third quarter revenue of $7.8 billion was 19% higher year over…

Where the listed words were said

Martin S. Smallcompany“Client (10+)” · prepared · 2:40Hear it 2:36, Martin S. Small

…portfolio approach. The breadth of our platform is deepening our relationships with clients across all channels, retail and institutional, and all over the world. Capital…

Operatoroperator“Quarter (15+)” · prepared · 0:09Hear it 0:05, Operator

…this time, I'd like to Welcome everyone to the BlackRock Incorporated third quarter 2026 earnings teleconference. Our host for today's call will be Chairman and…

Martin S. Smallcompany“Growth (5+)” · prepared · 6:26Hear it 6:20, Martin S. Small

…billion increased 20% year over year, reflecting the positive impact of market beta on average AUM, organic base fee growth, and higher securities lending revenue.

Martin S. Smallcompany“Private Market” · prepared · 3:11Hear it 3:05, Martin S. Small

…construction, or a partner to deploy capital at scale across public and private markets, they're coming to BlackRock. We've methodically invested through cycles to build…

Martin S. Smallcompany“Margin” · prepared · 8:21Hear it 8:20, Martin S. Small

…of HPS and Preqin, we continue to expect a mid-single-digit percentage increase in full-year G&A. We continued to deliver margin expansion on recurring fee-related earnings.

Martin S. Smallcompany“ETF” · prepared · 9:22Hear it 9:22, Martin S. Small

…billion were diversified across product types, client channels, regions, and active and index strategies. ETFs generated $135 billion of net inflows in the third quarter.

Martin S. Smallcompany“Infrastructure” · prepared · 10:33Hear it 10:28, Martin S. Small

…markets, we saw $15 billion of net inflows, mainly from deployment across infrastructure and private credit and the onboarding of a real estate mandate. This…

Laurence D. Finkcompany“Systematic” · prepared · 20:46Hear it 20:45, Laurence D. Fink

…and that scale is what powers consistent performance. Over 90% of our systematic equity AUM is above benchmark or peer median. That performance powered a…

Martin S. Smallcompany“HPS” · prepared · 7:03Hear it 6:57, Martin S. Small

…reflecting higher revenue from alternatives, including $110 million of performance fees from HPS. Quarterly technology services and subscription revenue was up 14% compared to a…

Laurence D. Finkcompany“Retirement” · prepared · 22:20Hear it 22:18, Laurence D. Fink

…programs into more customized solutions with BlackRock. Income is especially critical in retirement. In recent years, we innovated to deliver an option for guaranteed income…

Martin S. Smallcompany“Performance Fee” · qa · 46:15Hear it 46:13, Martin S. Small

…was 47.8%. That is up 320 basis points. And our margin ex performance fees and related comp was 48.6%, up 230 basis points. In terms…

Laurence D. Finkcompany“Aladdin” · prepared · 17:37Hear it 17:33, Laurence D. Fink

…and data and scale. Thousands of investment professionals just participated in the Aladdin community using our analytics and risk framework to make investment decisions. AI…

Agents: this page as TSV at /api/v1/appearances/blackrock:2026-10-14:earnings_call · words: /api/v1/brief?appearance=blackrock:2026-10-14:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP