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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
10/02/2026: TROW (2-star) is currently NOT-A-BUY. Pass it for now.
T. Rowe Price Group is a respected global asset management firm known for its focus on active investment management and retirement solutions. The company’s primary strengths include its strong historical performance record, deep proprietary research, and a dominant position in the target-date fund market. Its main growth opportunity lies in diversifying into alternative assets and expanding its ETF product lineup to remain competitive. However, the firm faces significant risks, including industry-wide fee compression and the ongoing migration of investor capital toward passive alternatives. For long-term investors, the stock may appeal to those seeking steady dividend income, though investors should monitor future AUM growth and the success of newer product initiatives.
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 faces structural headwinds from passive flows, limiting rapid top-line growth. |
| Momentum investor | Weak fit | The stock often lacks the high-volatility, explosive upside preferred by momentum strategies. |
| Value investor | Strong fit | TROW often trades at valuation multiples that appeal to value-oriented investors seeking stable business models. |
| Dividend investor | Strong fit | A long history of annual dividend increases makes this a compelling choice for income-focused portfolios. |
| Low-risk investor | Mixed fit | While stable, the stock remains subject to significant market beta and AUM fluctuations. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price generally tracks broader market beta and industry sentiment. |
| Valuation risk | Low | The stock typically trades at reasonable multiples, mitigating extreme overvaluation risks. |
| Competition risk (Passive/ETF) | High | The shift toward passive investment alternatives poses a core threat to the company's fee structure. |
| Business quality | Strong | The company has a long-standing reputation for high-quality research and fiduciary excellence. |
| Dividend income | Strong | Commitment to dividend growth provides a reliable income stream for investors. |
| Execution risk | Medium | Successfully pivoting the business model to include active ETFs is critical for long-term viability. |
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 15.53% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/02/2026 |
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 22.58B USD | Price to earnings Ratio 10.45 | 1Y Target Price 108.83 |
Price to earnings Ratio 10.45 | 1Y Target Price 108.83 | ||
Volume (30-day avg) 1.5M shares | Beta 1.48 | 52 Weeks Range 83.17 - 120.50 | Updated Date 10/02/2026 |
52 Weeks Range 83.17 - 120.50 | Updated Date 10/02/2026 | ||
Dividends yield (FY) 4.94% | Basic EPS (TTM) 10.13 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees earned on AUM for managing mutual funds, sub-advised portfolios, and institutional accounts. | The company primarily makes money by charging a percentage of the total assets it manages for clients. |
| Administrative Services | Record-keeping and administrative fees for retirement plans. | Stable, recurring fees from retirement plan administration add a layer of diversification to revenue. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 10.45 | Forward PE 10.15 | Enterprise Value 19.50B | Price to Sales(TTM) 2.97 |
Enterprise Value 19.50B | Price to Sales(TTM) 2.97 | ||
Enterprise Value to Revenue 2.62 | Enterprise Value to EBITDA 6.25 | Shares Outstanding 213.32M | Shares Floating 209.21M |
Shares Outstanding 213.32M | Shares Floating 209.21M | ||
Percent Insiders 1.7 | Percent Institutions 91.76 |
Upturn AI Summary
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.
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.
About T. Rowe Price Group Inc
Exchange NASDAQ | Headquarters Baltimore, MD, United States | ||
IPO Launch date 1989-09-13 | CEO & Chair of the Board Mr. Robert W. Sharps C.F.A., CPA | ||
Sector Financial Services | Industry Asset Management | Full time employees 7544 | Website https://www.troweprice.com |
Full time employees 7544 | 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 North America, Europe, Asia, Australia.
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