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TROW 
T. Rowe Price Group Inc (TROW)
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Upturn Advisory Summary
12/02/2025: TROW (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $110.25
1 Year Target Price $110.25
| 0 | Strong Buy |
| 1 | Buy |
| 9 | Hold |
| 4 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 21.48% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/02/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.51B USD | Price to earnings Ratio 11.08 | 1Y Target Price 110.25 |
Price to earnings Ratio 11.08 | 1Y Target Price 110.25 | ||
Volume (30-day avg) 14 | Beta 1.54 | 52 Weeks Range 75.88 - 119.69 | Updated Date 12/2/2025 |
52 Weeks Range 75.88 - 119.69 | Updated Date 12/2/2025 | ||
Dividends yield (FY) 4.97% | Basic EPS (TTM) 9.25 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 28.89% | Operating Margin (TTM) 35.47% |
Management Effectiveness
Return on Assets (TTM) 10.05% | Return on Equity (TTM) 18.67% |
Valuation
Trailing PE 11.08 | Forward PE 9.97 | Enterprise Value 18990996830 | Price to Sales(TTM) 3.12 |
Enterprise Value 18990996830 | Price to Sales(TTM) 3.12 | ||
Enterprise Value to Revenue 2.64 | Enterprise Value to EBITDA 6.43 | Shares Outstanding 218237000 | Shares Floating 213097519 |
Shares Outstanding 218237000 | Shares Floating 213097519 | ||
Percent Insiders 1.72 | Percent Institutions 81.39 |
Upturn AI SWOT
T. Rowe Price Group Inc
Company Overview
History and Background
T. Rowe Price was founded in 1937 by Thomas Rowe Price Jr. Originally an investment counseling firm, it evolved into a publicly traded global asset management company. Key milestones include the introduction of its first mutual fund in 1950 and international expansion in the late 20th century.
Core Business Areas
- Investment Advisory Services: Provides investment management services to individuals, institutions, and retirement plan sponsors. Includes managing mutual funds, separately managed accounts, and other investment vehicles.
- Distribution and Servicing: Focuses on distributing investment products and providing related administrative and client services. Includes marketing, sales, and customer support activities.
- Retirement Plan Services: Offers recordkeeping and administrative services for retirement plans, including 401(k) plans and other defined contribution plans.
Leadership and Structure
The company is led by a board of directors and a senior management team. Key individuals include the CEO, CFO, and heads of various business units. The organizational structure is designed to support its global investment management operations.
Top Products and Market Share
Key Offerings
- US Equity Funds: Offers a wide range of US equity mutual funds targeting various investment styles (growth, value, blend). Competitors: Vanguard, Fidelity, Capital Group. Hard to provide market share of just their US Equity Funds.
- Fixed Income Funds: Provides fixed income mutual funds and separately managed accounts. Competitors: PIMCO, BlackRock, DoubleLine. Hard to provide market share of just their Fixed Income Funds.
- Retirement Solutions: Target date funds and other retirement income solutions. Competitors: Vanguard, Fidelity, BlackRock. Hard to provide market share of just their Retirement Solutions Funds.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, regulatory scrutiny, and increasing demand for diversified investment solutions. Trends include growth in passive investing and ESG (Environmental, Social, and Governance) investing.
Positioning
T. Rowe Price is a well-established asset manager with a strong reputation for research-driven investment strategies. Its competitive advantages include a focus on active management and a global investment platform.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. T. Rowe Price is positioned to capture a share of this market through its diverse product offerings and global reach. According to statista.com, the Global Assets under Management is $127.5 Trillion USD in 2024
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment professionals
- Robust research capabilities
- Diversified product offerings
- Global presence
Weaknesses
- Dependence on active management performance
- Higher expense ratios compared to passive investments
- Exposure to market volatility
- Potential for regulatory scrutiny
Opportunities
- Growth in emerging markets
- Increasing demand for retirement solutions
- Expansion of ESG investing
- Technological innovation in investment management
- Acquisitions to expand product offerings
Threats
- Increased competition from passive investment providers
- Market downturns
- Regulatory changes
- Rising interest rates
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BLK
- V
- JPM
- MS
- GS
Competitive Landscape
T. Rowe Price competes with other large asset managers based on investment performance, fees, product offerings, and distribution capabilities. TROW's strength is its brand and active management while a disadvantage is higher fees than passive.
Growth Trajectory and Initiatives
Historical Growth: Financial data unavailable for privacy reasons. Refer to the company's official filings for specific figures.
Future Projections: Financial data unavailable for privacy reasons. Refer to the company's official filings for specific figures.
Recent Initiatives: Focus on technology investments, expanding retirement solutions, and enhancing ESG integration.
Summary
T. Rowe Price is a well-established asset management firm known for its research-driven investment approach and strong brand. The company's active management style and global presence are key strengths, but it faces increasing competition from low-cost passive investment providers. Expanding into retirement solutions and integrating ESG factors are important for future growth. Overall, T. Rowe Price appears fundamentally sound but must adapt to evolving industry dynamics.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company reports
- Market research reports
- Analyst estimates
- Statista.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary across different sources.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About T. Rowe Price Group Inc
Exchange NASDAQ | Headquaters Baltimore, MD, United States | ||
IPO Launch date 1989-09-13 | President, CEO & Chair of the Board Mr. Robert W. Sharps C.F.A., CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees 7830 | Website https://www.troweprice.com |
Full time employees 7830 | Website https://www.troweprice.com | ||
T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests in the public equity and fixed income markets across the globe. It employs fundamental and quantitative analysis with a bottom-up approach. The firm utilizes in-house and external research to make its investments. It employs socially responsible investing with a focus on environmental, social, and governance issues. It makes investment in late-stage venture capital transactions and usually invests between $3 million and $5 million. The firm was previously known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. T. Rowe Price Group, Inc. was founded in 1937 and is based in Baltimore, Maryland, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Shanghai, China; Germany, Madrid, Spain, Milan, Italy, Stockholm, Sweden, Melbourne, Australia, Amsterdam, Netherlands and Washington, DC.
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