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- Upturn Summary
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Upturn AI Summary - About
T. Rowe Price Group Inc(TROW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for TROW
11/06/2026: TROW (3-star) is a STRONG-BUY. BUY for 3 days. Simulated Profits (-3.70%). Updated daily EoD!
T. Rowe Price Group is a prominent global investment manager known for its long-standing focus on active management and retirement solutions. The company is characterized by a strong balance sheet and a reputation for high-quality research, which has historically driven solid margins. Its primary growth opportunity lies in diversifying into alternative assets like private credit and expanding its active ETF offerings. However, the firm faces significant headwinds from the industry-wide shift toward low-cost passive indexing and ongoing fee pressure. The stock is best suited for income-focused investors who value the firm's reliable dividend history and appreciate a disciplined approach to capital management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company operates in a mature industry where growth is heavily dependent on market cycles. |
| Momentum investor | Weak fit | The stock tends to be more correlated with long-term AUM trends than short-term price momentum. |
| Value investor | Strong fit | The stock often trades at reasonable valuation multiples relative to its high-quality, cash-generative business model. |
| Dividend investor | Strong fit | With decades of consecutive dividend increases, it is a hallmark holding for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the balance sheet is very strong, the stock remains subject to cyclical equity market volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price fluctuates alongside broader equity market indices, which dictate AUM and earnings. |
| Valuation risk | Low | The company typically trades at valuations that reflect its maturity and moderate growth expectations. |
| Competition risk (Passive index competition) | High | The secular shift of capital toward low-cost passive index funds presents a persistent headwind to active managers. |
| Business quality | Strong | The firm maintains a disciplined research-focused culture and a very healthy balance sheet. |
| Dividend income | Low | The dividend record is long and stable, providing high reliability for income-seeking investors. |
| Execution risk | Medium | Success depends on the firm's ability to maintain investment performance and integrate alternative platforms like Oak Hill. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 25.8% | Avg. Invested days 57 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.13B USD | Price to earnings Ratio 10.97 | 1Y Target Price 105.38 |
Price to earnings Ratio 10.97 | 1Y Target Price 105.38 | ||
Volume (30-day avg) 2.1M shares | Beta 1.45 | 52 Weeks Range 83.17 - 120.50 | Updated Date 11/08/2026 |
52 Weeks Range 83.17 - 120.50 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 4.76% | Basic EPS (TTM) 9.88 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees charged on assets under management across equity, fixed income, and multi-asset portfolios. | Most of the company's revenue comes from a percentage of the total money they manage for clients. |
| Retirement Plan Services | Administrative and recordkeeping fees from institutional retirement plan clients. | Steady fee income derived from operating and managing corporate 401(k) and other retirement plans. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When Before Market | Estimate 2.58 | Actual 2.86 |
Profitability
Profit Margin 28.4% | Operating Margin (TTM) 38.6% |
Management Effectiveness
Return on Assets (TTM) 10.67% | Return on Equity (TTM) 18.2% |
Valuation
Trailing PE 10.97 | Forward PE 10.47 | Enterprise Value 19.77B | Price to Sales(TTM) 3 |
Enterprise Value 19.77B | Price to Sales(TTM) 3 | ||
Enterprise Value to Revenue 2.57 | Enterprise Value to EBITDA 5.95 | Shares Outstanding 213.33M | Shares Floating 209.22M |
Shares Outstanding 213.33M | Shares Floating 209.22M | ||
Percent Insiders 1.7 | Percent Institutions 91.71 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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