智通财经APP获悉，富国银行发布研报，维持贝莱德(BLK.US)“增持”评级，并将目标价从1105美元升至1180美元。尽管第二季度市场波动较大，该行预计贝莱德业绩将接近市场一致预期。
根据截至6月30日的市场表现，分析师Michael C. Brown再次上调了贝莱德的EPS预期，将2025年从46.35美元升至47.00美元，2026年从52.50美元升至53.70美元，2027年从59.60美元升至60.85美元。
此次1%-2%的上调幅度较为温和，因该行早在6月初已将模型调整至5月31日的市场水平，并强调了贝莱德的优势。
富国银行继续看好贝莱德作为最大、最多元化资管机构的资金流入优势。此外，近期通过并购拓展私募市场带来的估值、资金流入及平均费率提升。该行预计2025年下半年私募及流动性另类产品将贡献约18.5%的总基础费用。
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