In early January 2026, President Donald Trump announced plans to ban large institutional investors like BlackRock from purchasing single-family homes, triggering concern about how such a restriction could affect firms involved in the US rental housing market.
The proposal places BlackRock at the center of a wider policy debate over housing affordability and the role of big financial institutions in residential real estate.
We’ll now examine how this potential ban on institutional single-family home purchases could interact with BlackRock’s existing investment narrative.
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To own BlackRock, you generally need to believe in its scale advantage across ETFs, active funds, technology, and alternatives, even as fee pressure and higher costs weigh on margins. Trump’s proposed ban on institutional single family home purchases has, so far, a limited direct impact on BlackRock’s core catalysts, but it does add another layer of policy and regulatory risk that shareholders need to watch closely.
In this context, BlackRock’s rapid build out of Bitcoin and Ethereum ETF exposure and its recent crypto ETF inflows and outflows matter, because they highlight how quickly new product lines can grow into meaningful revenue streams just as political scrutiny of other areas, like housing, intensifies. This contrast between growth in newer businesses and rising policy risk around parts of the broader platform frames the key question for how resilient BlackRock’s fee base can be if…
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BlackRock’s narrative projects $28.7 billion revenue and $8.9 billion earnings by 2028. This requires 9.9% yearly revenue growth and about a $2.5 billion earnings increase from $6.4 billion today.
Uncover how BlackRock’s forecasts yield a $1319 fair value, a 22% upside to its current price.
BLK 1-Year Stock Price Chart
Fifteen members of the Simply Wall St Community currently value BlackRock between US$724 and US$1,392 per share, showing a wide spread of expectations. Against that backdrop, ongoing structural regulatory and litigation risks around product innovation and retirement offerings could materially influence how the company’s future earnings power is ultimately judged by different market participants.
Explore 15 other fair value estimates on BlackRock – why the stock might be worth as much as 28% more than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BLK.
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