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.

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EBITDA

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Other sources

Cash from financing

Change in stock

Change in debt

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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.

Looming interest rate cuts and a strong historical track record will help TROW grow AUM moving forward. The management team has delivered 93% of adjusted net income over the last three years back to shareholders via dividends and share buybacks. TROW has a very solid balance sheet.

T. Rowe Price: Looming Interest Rate Cuts Will Turnaround Assets Under Management

I see a range of mixed signals facing T. Rowe Price Group, Inc. and hence rate it as a HOLD. In terms of business fundamentals, I see a choppy road ahead for asset growth and profitability pressure. In terms of valuation, its current dividend yield suggests undervaluation, but its P/E ratio suggests the opposite.

T. Rowe Price: Mixed Signals (Technical Analysis)

New York, New York, March 21, 2024 (GLOBE NEWSWIRE) -- Oak Hill Advisors (“OHA”) served as the Left Lead Arranger for the private financing of STV Group, Inc. (“STV”), which is partnered with The Pritzker Organization (“TPO”). STV is a leading provider of engineering and consulting services focused on infrastructure and transportation projects across North America. The financing proceeds are being used to support a refinancing of STV's existing syndicated first lien capital structure, fund an acquisition and help support STV's continued growth. OHA is one the largest holders of the total facility, which is over $500 million in size.

OHA is the Left Lead Arranger of STV's Private Unitranche Financing

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T. Rowe Price's (TROW) February AUM increases 3.9% to $1.50 trillion on a sequential basis, aided by growth in equity, multi-asset and alternative asset classes.

T. Rowe Price's (TROW) February AUM Rises 3.9% to $1.5T

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T. Rowe (TROW) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

What Makes T. Rowe (TROW) a New Strong Buy Stock

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T. Rowe (TROW) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Earnings Estimates Rising for T. Rowe (TROW): Will It Gain?

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Investors interested in stocks from the Financial - Investment Management sector have probably already heard of Affiliated Managers Group (AMG) and T. Rowe Price (TROW).

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BALTIMORE , Feb. 20, 2024 /PRNewswire/ -- The Board of Directors of T. Rowe Price Group, Inc. (NASDAQ-GS: TROW), announced today that William J.

T. ROWE PRICE CHAIR WILLIAM J. STROMBERG AND DR.

New York, New York, Feb. 15, 2024 (GLOBE NEWSWIRE) -- Oak Hill Advisors (“OHA”) served as a Joint Lead Arranger to support the acquisition of Safe Fleet by Genstar-backed Clarience Technologies (“Clarience”). Clarience and Safe Fleet are leading manufacturers of mission-critical safety related products serving a variety of vehicle end-markets, including buses, trucks, emergency and commercial vehicles. The combination creates a market-leading platform and one-stop shop for fleets, OEMs and municipalities. OHA received one of the largest allocations of the multi-billion-dollar unitranche facility used to finance the acquisition and refinance existing debt.

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T. Rowe Price's (TROW) January AUM increases marginally to $1.45 trillion on a sequential basis.

T. Rowe Price's (TROW) January AUM Rises Marginally to $1.45T

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News for T. Rowe Price Group Stock (TROW)