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Upturn AI SWOT - About
TROW 
T. Rowe Price Group Inc (TROW)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/15/2025: 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 $108.15
1 Year Target Price $108.15
| 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 10/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.23B USD | Price to earnings Ratio 11.84 | 1Y Target Price 108.15 |
Price to earnings Ratio 11.84 | 1Y Target Price 108.15 | ||
Volume (30-day avg) 14 | Beta 1.51 | 52 Weeks Range 75.88 - 119.69 | Updated Date 10/15/2025 |
52 Weeks Range 75.88 - 119.69 | Updated Date 10/15/2025 | ||
Dividends yield (FY) 4.73% | Basic EPS (TTM) 8.93 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 28.72% | Operating Margin (TTM) 27.75% |
Management Effectiveness
Return on Assets (TTM) 10.36% | Return on Equity (TTM) 18.72% |
Valuation
Trailing PE 11.84 | Forward PE 10.6 | Enterprise Value 19763537162 | Price to Sales(TTM) 3.27 |
Enterprise Value 19763537162 | Price to Sales(TTM) 3.27 | ||
Enterprise Value to Revenue 2.78 | Enterprise Value to EBITDA 6.84 | Shares Outstanding 219715241 | Shares Floating 214663988 |
Shares Outstanding 219715241 | Shares Floating 214663988 | ||
Percent Insiders 1.71 | Percent Institutions 80.7 |
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-oriented investment strategies, it has evolved into a global asset management firm, expanding its services to include retirement planning and investment advisory. Significant milestones include going public in 1986 and expanding internationally.
Core Business Areas
- Investment Management: Provides investment advisory services to individuals, institutions, and retirement plan sponsors. This includes managing a wide range of equity, fixed income, and multi-asset portfolios.
- Retirement Plan Services: Offers recordkeeping and administrative services to retirement plans, including 401(k)s and other defined contribution plans.
- Investment Products: Manages and distributes various investment products, including mutual funds, exchange-traded funds (ETFs), and collective investment trusts.
Leadership and Structure
The leadership team is headed by CEO Robert F. Sharps. The organizational structure is based on functional divisions, including investment management, distribution, technology, and finance. The board of directors oversees the company's strategic direction.
Top Products and Market Share
Key Offerings
- Retirement Funds (Target Date Funds): T. Rowe Price's target date funds are popular retirement savings vehicles that automatically adjust asset allocation over time. Competitors include Vanguard, Fidelity, and BlackRock. Market share data unavailable, but a significant revenue generator.
- Equity Funds: T. Rowe Price offers a wide array of equity funds covering various market segments and investment styles. Competitors include Capital Group, Fidelity, and Vanguard. Market share data varies by fund.
- Fixed Income Funds: Offers fixed income funds that cater to investor's needs. Competitors include BlackRock, PIMCO, and Vanguard. Revenue data unavailable.
Market Dynamics
Industry Overview
The asset management industry is characterized by increasing competition, fee compression, and a shift towards passive investing. Regulatory changes and technological advancements also play a significant role.
Positioning
T. Rowe Price is positioned as an active investment manager focused on delivering long-term value to its clients. Its competitive advantages include a strong research culture, experienced investment professionals, and a diversified product lineup.
Total Addressable Market (TAM)
The global assets under management (AUM) represent the TAM, which is estimated to be in the trillions of dollars. T. Rowe Price is well-positioned with its strong brand and diversified offerings.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment professionals
- Diversified product offerings
- Robust research capabilities
- Solid financial position
Weaknesses
- Higher expense ratios compared to passive investments
- Dependence on active management performance
- Potential for key personnel departures
- Vulnerable to market downturns
Opportunities
- Expanding into new markets
- Developing innovative investment solutions
- Leveraging technology to improve efficiency
- Acquiring smaller asset managers
- Increase retirement service offerings.
Threats
- Increased competition from passive investment strategies
- Fee compression
- Regulatory changes
- Market volatility
- Economic downturns
Competitors and Market Share
Key Competitors
- BLK
- VUG
- IVV
- JPM
- MS
- GS
- BX
Competitive Landscape
T. Rowe Price faces intense competition from both active and passive investment managers. It differentiates itself through its research-driven approach, experienced investment professionals, and strong client relationships.
Major Acquisitions
Oak Hill Advisors
- Year: 2021
- Acquisition Price (USD millions): 4200
- Strategic Rationale: Diversified its offerings by adding alternative credit strategies and expanded client base.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is driven by AUM growth, investment performance, and new product development. Financial reports contain detailed historical data.
Future Projections: Future growth projections depend on market conditions, investment performance, and the company's ability to attract and retain clients. Analyst estimates vary.
Recent Initiatives: Recent strategic initiatives include investments in technology, expansion into new markets, and development of new investment products.
Summary
T. Rowe Price is a financially solid company with a strong brand reputation and experienced management. Its active management style faces increasing pressure from passive investments, and the company needs to adapt to changing market dynamics. However, its robust research capabilities and diversified product offerings position it well for future growth. The company is doing well in retirement service offerings and should continue to build out this market space to capture more market share.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor relations materials
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share percentages are estimates and may not reflect precise figures. Financial data is subject to change.
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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