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T. Rowe Price Group Inc (TROW)

Upturn stock ratingUpturn stock rating
$109.06
Last Close (24-hour delay)
Profit since last BUY13.59%
upturn advisory
Consider higher Upturn Star rating
BUY since 64 days
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

08/14/2025: TROW (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Number of Analysts

rating

14 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $104

1 Year Target Price $104

Analysts Price Target For last 52 week
$104 Target price
52w Low $76.8
Current$109.06
52w High $121.15

Analysis of Past Performance

Type Stock
Historic Profit 29.52%
Avg. Invested days 58
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 23.96B USD
Price to earnings Ratio 12.21
1Y Target Price 104
Price to earnings Ratio 12.21
1Y Target Price 104
Volume (30-day avg) 14
Beta 1.49
52 Weeks Range 76.80 - 121.15
Updated Date 08/15/2025
52 Weeks Range 76.80 - 121.15
Updated Date 08/15/2025
Dividends yield (FY) 4.57%
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 12.21
Forward PE 12.18
Enterprise Value 21378444183
Price to Sales(TTM) 3.38
Enterprise Value 21378444183
Price to Sales(TTM) 3.38
Enterprise Value to Revenue 3.01
Enterprise Value to EBITDA 7.4
Shares Outstanding 219715008
Shares Floating 214602467
Shares Outstanding 219715008
Shares Floating 214602467
Percent Insiders 1.71
Percent Institutions 79.54

ai summary icon Upturn AI SWOT

T. Rowe Price Group Inc

stock logo

Company Overview

overview logo 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.

business area logo 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 logo 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

overview logo 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 logo 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

competitor logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 8063

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.