Revenue segments as reported by the company.

Investment advisory fees

Capital allocation-based income

Administrative, distribution, and servicing fees

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and related costs

Distribution and servicing

Advertising and promotion

Product and recordkeeping related costs

Technology, occupancy, and facility costs

General, administrative, and other

Contingent consideration fair value adjustments

Acquisition-related amortization and impairment costs

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

T. Rowe Price Group

T. Rowe Price Group, Inc. is a global investment management organization, which engages in the provision of investment management services. The firm provides an array of mutual funds, sub advisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. It also offers investment planning and guidance tools. The company was founded by Thomas Rowe Price Jr. in 1937 and is headquartered in Baltimore, MD.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

T. Rowe Price reports resilient Q1 performance amid market challenges

T. Rowe Price Group navigated Q1 with solid financial performance, focusing on client delivery and innovation amidst market challenges, while managing AUM of $1.3 trillion.
Despite net outflows in certain strategies, the company's revenue growth and cost management strategies demonstrate resilience and a commitment to long-term growth.
Challenges in expense management and organic growth are being addressed, while opportunities in M&A, international expansion, and product diversification offer avenues for future growth and market leadership.

T. Rowe Price Group reports improved performance and explores AI opportunities

T. Rowe Price Group's Q2 earnings call showcased improved performance, cost-saving measures, and a focus on long-term growth strategies. The company faces challenges in balancing expense cuts with maintaining performance post-layoffs but sees opportunities in AI applications and driving flows through strategic initiatives.

T. Rowe Price Group reports solid performance amidst net outflows

T. Rowe Price Group's Q3 2023 earnings call highlighted solid investment performance, record flows in the Target Date franchise, and a focus on cost management amidst challenges of net outflows. The company remains optimistic about future growth opportunities and the value proposition of their retirement date funds.

T. Rowe Price reports strong Q4 performance and outlines growth

T. Rowe Price Group (TROW) showcased strong performance, highlighted growth opportunities, and addressed challenges during the Q4 2023 Earnings Call.
The company's focus on strategic initiatives, improved sales, and international markets positions it for a positive outlook in 2024.
Investors can expect continued emphasis on fixed income capabilities, share repurchases, and value creation through acquisitions.
Analysts' inquiries into various aspects of the business reflect a keen interest in T. Rowe Price's financial performance and strategic direction.

T. Rowe Price Group reports robust Q1 performance and eyes global retirement market

T. Rowe Price Group delivered strong financial performance in Q1 2024, driven by asset growth, improved investment performance, and increased earnings per share.
While facing challenges such as expense impacts and fluctuating fee structures, the company remains confident in its ability to meet client needs and navigate market dynamics.
Opportunities lie in expanding retirement solutions, leveraging global client relationships, and maintaining competitiveness through value proposition and fee strategies.

T. Rowe Price Group reports solid Q2 performance and growth

T. Rowe Price Group demonstrated strong performance in AUM and fund outperformance, particularly in equity and fixed income.
While facing challenges with net outflows, the company showcased growth in ETF business and financial metrics.
Opportunities exist in expanding ETF offerings, addressing outflows, and launching innovative products to drive future growth.

T. Rowe Price reports solid Q3 earnings and eyes growth opportunities

T. Rowe Price Group's Q3 2024 performance reflects resilience in asset management despite net outflows. The company's focus on expanding its ETF business and launching innovative retirement solutions, along with strong financial results, positions it well for future growth. Addressing challenges related to net outflows and capitalizing on growth opportunities will be key for T. Rowe Price's success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

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Intangibles

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

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Other sources

Cash from financing

Change in stock

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Cash from other sources

Net change in cash

Free cash flow

T. Rowe Price Group, Inc. engages in the provision of investment management services. The company was founded by Thomas Rowe Price Jr. in 1937 and is headquartered in Baltimore, MD.

T. Rowe Price (TROW) unveils a new patent-pending framework to help DC plan sponsors. The plan involves a five-dimensional framework that transforms retirement income planning.

T. Rowe Price (TROW) Introduces 5-D Framework for DC Plan

Dollar General

Hormel Foods

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Five-dimensional framework offers retirement plan sponsors the ability to identify 'best-fit' retirement income solutions for their defined contribution (DC) plan participants BALTIMORE , June 18, 2024 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, unveiled a new, patent-pending framework to help defined contribution (DC) plan sponsors evaluate retirement income offerings and quantify which solutions may best fit the needs and preferences of their plan participants.

T. ROWE PRICE LAUNCHES INNOVATIVE FRAMEWORK TO AID EVALUATION OF RETIREMENT INCOME SOLUTIONS

Realty Income Corp

UDR is a large and diversified apartment landlord with a 4.2% yield. Asset manager T.

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T. Rowe Price (TROW) reports assets under management of $1.54 trillion at the end of May 2024, rising 3.8% from the previous month.

T. Rowe Price's (TROW) May AUM Improves 3.8% Sequentially

Chevron

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Blackstone Group

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Comerica

Fifth Third Bancorp

KeyCorp

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U.S. Bancorp

Bank stocks held on to gains on Wednesday after the Federal Reserve kept rates steady and a tame monthly inflation gauge sparked optimism in the sector.

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New York, New York, June 11, 2024 (GLOBE NEWSWIRE) -- Oak Hill Advisors (“OHA”) served as Administrative Agent and Lead Left Arranger for a unitranche facility supporting National Carwash Solutions (“NCS”), a portfolio company of Berkshire Partners (“Berkshire”). NCS is a leading provider of car wash equipment, supplies and services to operators across North America. OHA provided half of the over one billion dollar total financing facility, consisting of a unitranche term loan, delayed draw term loan and revolver, which is being used primarily to refinance the company's existing debt.

OHA is Administrative Agent & Lead Left Arranger for Private Refinancing of National Carwash Solutions

The latest trading day saw T. Rowe Price (TROW) settling at $115.07, representing a -0.42% change from its previous close.

T. Rowe Price (TROW) Stock Drops Despite Market Gains: Important Facts to Note

T. Rowe Price (TROW) stock seems a right pick driven by solid asset under management (AUM) balance and strong liquidity.

5 Reasons to Invest in T. Rowe Price (TROW) Stock Right Now

Agree Realty

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Agree Realty is a slow and steady dividend grower with an important edge over the net lease sector's most prominent company. Federal Realty has a dividend streak that's unrivaled in the REIT sector, and it is on the rare list of Dividend Kings.

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Best Buy

If you're looking to boost your portfolio with reliable income that rises over time, dividend growth stocks are a great option. What I particularly value about these stocks, in contrast to high-yield options, is that they offer meaningful payouts while also having the potential for long-term capital appreciation.

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T. Rowe Price is a dividend aristocrat with a 37-year track record of increasing dividends and a current dividend yield of 4.21%. The company has a strong competitive advantage and outperforms its peers in terms of profitability. Equity funds over the past year have performed better than benchmarks, but the three-year performance remains negative overall.

T. Rowe Price: A Dividend Not To Be Missed

The latest trading day saw T. Rowe Price (TROW) settling at $116.83, representing a -0.85% change from its previous close.

T. Rowe Price (TROW) Stock Dips While Market Gains: Key Facts

T. Rowe Price (TROW) enters into a partnership with Ascensus to enhance the online platform and mobile experience for individuals holding the 529 plan.

T. Rowe Price (TROW) and Ascensus Team Up for 529 Business

Solid dividend-yielding stocks are highly desirable amid the current uncertain macroeconomic environment. One such stock from the investment management industry is T.

Should You Buy T. Rowe Price (TROW) for 4.25% Dividend Yield?

T. Rowe Price's (TROW) preliminary AUM balance for April 2024 declines 3.7% on a sequential basis.

T. Rowe Price's (TROW) April AUM Declines 3.7% Sequentially

Amcor Plc

Franklin Resources

Kenvue

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NextEra Energy

PepsiCo

When photographing a basketball game, sometimes it works best to set the camera up under the basket to catch all the action “in the paint” rather than chase players. The same goes for hunting, as many hunters wait in deer stands or duck blinds for game to cross their paths.

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Investors who have followed and invested money in the top-yielding stocks in the Dividend Aristocrats may now want to reshuffle their portfolios to add the newest highest-yielding members of the exclusive group of companies.

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Abbott Labs

Analog Devices

Automatic Data Processing

American Financial Group

Aflac

Badger Meter

Brown & Brown

Carlisle Companies

Fastenal

Franklin Electric

L3Harris

New Linde PLC

Lowe's

Microchip Technology

NIKE

Bank OZK

Silgan Hlds

Target

Texas Instruments

Westlake Chemical

Williams-Sonoma

At a time when investors expect interest rates to remain high as the Federal Reserve seeks to keep the lid on inflation, dividend stocks may not be dominating the attention of income-seeking investors. You can get yields of more than 5% on shorter-term U.S. Treasury securities or lock-in a bank CD with a yield of 5% for a year.

24 Dividend Aristocrats in the stock market with the fastest-growing payouts

T. Rowe Price Group, Inc. is a dividend aristocrat with 37 years of steady and dependable dividend payments. The stock is in a solid technical position with potential for substantial upside and has recently bounced off strong support. The recent earnings report exceeded expectations, indicating strong fundamental performance and potential for future growth.

T. Rowe Price: A Dividend Aristocrat With 25% Upside Potential

Few investment strategies have performed as well for as long as dividend investing. Numerous studies show that buying stocks that have initiated a dividend and then increased it over time beat all other stocks on the market.

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AbbVie

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Pfizer

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News for T. Rowe Price Group Stock (TROW)