Squawk on the Street Cramer’s Morning Take: BlackRock 1/15/26
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Jan 15, 2026 BlackRock's earnings beat and impressive 12% growth in base fees highlight its financial strength. Jim Cramer dives into Larry Fink's bullish outlook and a notable 10% dividend boost. With $342 billion in quarterly inflows, the firm's assets exceeded $14 trillion. Cramer discusses strategic acquisitions and the competitive edge BlackRock holds in tech and global reach. Despite recent stock declines, he argues that it's still a buyable opportunity, emphasizing its resilience and infrastructure capabilities.
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Scale And Tech Drive BlackRock's Edge
- BlackRock's results show accelerating organic base fee growth and massive inflows, signaling strong client demand.
- Jim Cramer highlights scale, international reach, and tech superiority as key differentiators driving its outperformance.
Strong Flows And AUM Momentum
- BlackRock reported 12% annualized organic base fee growth and $342 billion of quarterly net inflows, underscoring strong momentum.
- Assets under management surpassed $14 trillion and recent acquisitions will be fully integrated this year, boosting future growth potential.
Cramer's Conversation With Larry Fink
- Jim Cramer says he spoke to Larry Fink and calls him "the most bullish" he's known, emphasizing Fink's confidence.
- Cramer notes he has long known Fink and frames him as a central figure now that scale matters for BlackRock.