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Upturn AI SWOT - About
TROW 
T. Rowe Price Group Inc (TROW)
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Upturn Advisory Summary
08/08/2025: TROW (2-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $104
1 Year Target Price $104
| 0 | Strong Buy |
| 1 | Buy |
| 9 | Hold |
| 4 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 24.77% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/08/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.08B USD | Price to earnings Ratio 11.76 | 1Y Target Price 104 |
Price to earnings Ratio 11.76 | 1Y Target Price 104 | ||
Volume (30-day avg) 14 | Beta 1.49 | 52 Weeks Range 76.80 - 121.15 | Updated Date 08/9/2025 |
52 Weeks Range 76.80 - 121.15 | Updated Date 08/9/2025 | ||
Dividends yield (FY) 4.82% | Basic EPS (TTM) 8.93 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-01 | When Before Market | Estimate 2.13 | Actual 2.24 |
Profitability
Profit Margin 28.72% | Operating Margin (TTM) 27.75% |
Management Effectiveness
Return on Assets (TTM) 10.36% | Return on Equity (TTM) 18.72% |
Valuation
Trailing PE 11.76 | Forward PE 11.98 | Enterprise Value 20279867978 | Price to Sales(TTM) 3.25 |
Enterprise Value 20279867978 | Price to Sales(TTM) 3.25 | ||
Enterprise Value to Revenue 2.86 | Enterprise Value to EBITDA 7.02 | Shares Outstanding 219715008 | Shares Floating 214602467 |
Shares Outstanding 219715008 | Shares Floating 214602467 | ||
Percent Insiders 1.71 | Percent Institutions 79.91 |
Upturn AI SWOT
T. Rowe Price Group Inc
Company Overview
History and Background
T. Rowe Price Group, Inc. was founded in 1937 by Thomas Rowe Price, Jr. Initially focused on growth investing, it evolved into a global investment management firm, expanding its services and product offerings over time.
Core Business Areas
- Investment Management: Provides investment advisory services, managing assets for individuals and institutions across various asset classes, including equities, fixed income, and multi-asset strategies.
- Retirement Plan Services: Offers recordkeeping, administration, and investment services for defined contribution retirement plans, such as 401(k)s.
- Investment Products: Includes a wide range of mutual funds, ETFs, and other investment vehicles designed to meet the diverse needs of investors.
Leadership and Structure
The company is led by CEO Robert Sharps. The organizational structure includes investment divisions, distribution teams, and corporate support functions.
Top Products and Market Share
Key Offerings
- Retirement Funds: T. Rowe Price's target-date retirement funds are a core offering, managing assets for investors approaching retirement. Competitors include Vanguard, Fidelity, and BlackRock. Market share data on specific products is proprietary.
- Equity Funds: A broad suite of equity funds focused on different investment styles (growth, value, etc.) and geographic regions. Competitors include Capital Group and JPMorgan Asset Management. Market share data on specific products is proprietary.
- Fixed Income Funds: A diverse range of fixed-income funds catering to different risk tolerances and investment objectives. Competitors include PIMCO and BlackRock. Market share data on specific products is proprietary.
Market Dynamics
Industry Overview
The investment management industry is highly competitive and is influenced by market volatility, interest rates, regulatory changes, and investor preferences.
Positioning
T. Rowe Price is positioned as a reputable, research-driven investment manager with a long-term focus. Its competitive advantages include its experienced investment professionals and established brand reputation.
Total Addressable Market (TAM)
The global asset management market is estimated in the trillions of dollars. T. Rowe Price captures a portion of this TAM through its diverse range of investment products and services.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment professionals
- Diversified product offerings
- Solid long-term investment performance
- Strong client relationships
Weaknesses
- Underperformance relative to benchmarks
- High expense ratios compared to passive funds
- Dependence on active management
- Potential for key personnel departures
Opportunities
- Expansion into new markets
- Development of innovative investment products
- Growth in retirement savings
- Increased demand for financial advice
- Technological advancements
Threats
- Market volatility
- Increased competition from low-cost providers
- Regulatory changes
- Economic downturns
- Shifting investor preferences
Competitors and Market Share
Key Competitors
- BLK
- V
- JPM
- MS
- GS
Competitive Landscape
T. Rowe Price competes on investment performance, client service, and product offerings. Its brand is a strength, but it faces pressure from lower-cost providers.
Major Acquisitions
Oak Hill Advisors
- Year: 2021
- Acquisition Price (USD millions): 4200
- Strategic Rationale: Expanded T. Rowe Price's alternative investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: T. Rowe Price has experienced growth driven by asset appreciation and net inflows.
Future Projections: Analyst estimates vary, but generally project continued growth in assets under management and earnings.
Recent Initiatives: Recent initiatives include investments in technology and strategic acquisitions.
Summary
T. Rowe Price is a well-established investment manager with a strong brand and experienced team. While the company's active management approach faces challenges from low-cost passive strategies, it continues to attract investors seeking long-term performance. Adapting to changing market dynamics and exploring new growth opportunities will be crucial for future success. Market Volatility will require them to have good risk management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Financial News Outlets
- Analyst Reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data can vary based on the source and definition used.
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 8063 | Website https://www.troweprice.com |
Full time employees 8063 | 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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