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

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SG&A

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EBITDA

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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.

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Dividend growth stocks tend to outperform, especially in flat to slightly higher markets. AbbVie, Brookfield Renewable, Realty Income, and T.

4 Incredible Dividend Stocks Yielding 4%-Plus to Buy in 2024

T. Rowe Price (NASDAQ: TROW) stock price continued to underperform in 2023 as concerns about its business continued. The shares were barely moved even as the S&P 500 index jumped by more than 25% and the Nasdaq 100 rose by over 50%.

T. Rowe Price (TROW) stock: staying on the sidelines in 2024

T. Rowe Price Group's fundamentals are not compelling, and its shares are trading at a premium valuation that is hard to justify. The company has experienced negative net flows and weak investment performance, leading to a bearish business outlook. Despite offering an interesting dividend yield, the yield is not high enough to justify buying T. Rowe Price shares.

Should You Buy T. Rowe Price For Its 4.5% Dividend Yield?

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The ProShares S&P 500 Dividend Aristocrats ETF continues its recent good run in December, through the 22nd, the ETF is up 3.91%. I present 3 strategies that can theoretically beat the dividend aristocrat index in the long term.

My Best Dividend Aristocrats For January 2024

T. Rowe Price's (TROW) solid AUM balance and broadening distribution reach support its top line. Yet, a rising cost base and overdependence on investment advisory fees are woes.

Organic Growth Aids T. Rowe Price (TROW) Despite High Costs

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Benjamin Graham was a famous investor who was active in the 1920s, 1930s and 1940s.. Known as “the father of value investing,” Graham heavily influenced Warren Buffett, whom Graham taught at Columbia University.

Channeling Benjamin Graham: 3 Top Picks for Value Hunters in 2024

BALTIMORE , Dec. 20, 2023 /PRNewswire/ -- T. Rowe Price and Oak Hill Advisors ("OHA") are pleased to announce the launch of the T.

ADVANCING FINANCIAL ADVISOR ACCESS TO OHA'S PRIVATE LENDING CAPABILITIES: T. ROWE PRICE OHA SELECT PRIVATE CREDIT FUND NOW AVAILABLE ON ICAPITAL MARKETPLACE

From a technical perspective, T. Rowe Price (TROW) is looking like an interesting pick, as it just reached a key level of support.

T. Rowe Price (TROW) Crossed Above the 200-Day Moving Average: What That Means for Investors

Jean-Sebastien Garant responsible for sales, service, and consultant relations BALTIMORE , Dec. 18, 2023 /PRNewswire/ -- T. Rowe Price (Canada), Inc., announced that it has hired Jean-Sebastien Garant, CFA®, ASA, as vice president for its institutional business in Canada.

T. ROWE PRICE ANNOUNCES ADDITION OF VICE PRESIDENT TO INSTITUTIONAL BUSINESS IN CANADA

Amcor Plc

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Federal Realty Investment Trust

Genuine Parts

PepsiCo

"Dividend Aristocrats in the S&P 500 Index have raised their annual payouts every year for at least 25 consecutive years. "--Kiplinger.com/Investing. 66 Aristocrats, screened as of December 12, 2023, represented all eleven Morningstar Sectors. Broker estimated-top-ten net-gains ranged 13.71%-31.37% topped-by XOM & CVX. By yield, WBA topped-all Aristocrats. Top-ten Yields from ABBV, ESS, CVX, FRT, BEN, TROW, AMCR, O, MMM, & WBA, averaged 5.13%.

5 Dividend Aristocrats Signal Buy In December, With 6 To Watch

T. Rowe Price's (TROW) November AUM rises 6.3% to $1.39 trillion. It experiences net outflows of $12.6 billion during the month.

T. Rowe Price's (TROW) November AUM Increases 6.3% to $1.39T

BALTIMORE , Dec. 12, 2023 /PRNewswire/ -- T. Rowe Price Group, Inc. (NASDAQ-GS: TROW), today reported preliminary month-end assets under management of $1.39 trillion as of November 30, 2023.

T. ROWE PRICE GROUP REPORTS PRELIMINARY MONTH-END ASSETS UNDER MANAGEMENT FOR NOVEMBER 2023

New mutual fund adds to the T. Rowe Price Capital Appreciation suite and is led by award-winning portfolio manager David Giroux and Farris Shuggi BALTIMORE , Nov. 29, 2023 /PRNewswire/ -- T.

T. ROWE PRICE LAUNCHES CAPITAL APPRECIATION AND INCOME FUND

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Third season will continue to focus on providing listeners with tangible strategies to help reach their best retirement outcomes BALTIMORE , Nov. 28, 2023 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, announced today it began publishing its third season of 'CONFIDENT CONVERSATIONS® on Retirement.

T. ROWE PRICE LAUNCHES THIRD SEASON OF THE AWARD-WINNING PODCAST, 'CONFIDENT CONVERSATIONS® ON RETIREMENT'

BALTIMORE , Nov. 27, 2023 /PRNewswire/ -- T. Rowe Price Group, Inc. (NASDAQ-GS: TROW), announced today that Eric Veiel, a chief investment officer and head of Global Equity, has been named head of Global Investments, effective January 1, 2024.

T. ROWE PRICE GROUP NAMES ERIC VEIEL HEAD OF GLOBAL INVESTMENTS EFFECTIVE JANUARY 1, 2024

Aaron's

Duke Energy

A 4.1% decline in existing home sales for October. A weakened Chicago Fed National Activity index reading.

10-year yield is below 4.

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The ProShares S&P 500 Dividend Aristocrats ETF continues its streak of exceptional gains in November, through the 24th, the ETF is up 6.87%. I present 3 strategies that can theoretically beat the dividend aristocrat index in the long term. After 28 months of tracking these strategies, two strategies are beating NOBL, and one continues to outperform SPY.

My Best Dividend Aristocrats For December 2023

Of the three, Realty Income is probably the best opportunity at the moment. Clorox Company is a solid dividend aristocrat with a history of increasing free cash flow and dividends, though management's use of cash during the pandemic is questionable. T. Rowe Price Group is a resilient company in the asset management industry, with a history of increasing dividends and potential for undervaluation.

These 3 Dividend Aristocrats Have Reached A Buy-Zone

WASHINGTON , Nov. 20, 2023 /PRNewswire/ -- IFC, a member of the World Bank Group, and T. Rowe Price today announced plans to create a pioneering global blue bond strategy to increase access to finance for blue projects in emerging markets and help improve market standards for the nascent blue bond market.

IFC, T. Rowe Price to Create First Blue Bond Strategy to Support the Sustainable Blue Economy across Emerging Markets

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Steel Dynamics

Every year around this time, the giant Baltimore-based investment shop T. Rowe Price Group TROW sends investment managers and strategists to New York City to offer a year-ahead outlook on stocks, bonds and the global economy.

Why is this mutual fund giant cautious about markets in 2024? T. Rowe Price shares its outlook.

Experts discuss the growing demand for innovative retirement income solutions, how personalized experiences can help improve retirement outcomes, the role of public policy, and a sharpened focus on diversification opportunities amid lingering inflation and economic challenges BALTIMORE , Nov. 15, 2023 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, held its annual U.S. Retirement Market Outlook press briefing yesterday, offering research-based insights on major themes expected to shape the retirement landscape in 2024.

T. ROWE PRICE EXPERTS SHARE 2024 U.S. RETIREMENT MARKET OUTLOOK

New regime of "higher for longer" inflation, elevated interest rates, and slower economic growth are setting the context for stock and bond markets BALTIMORE , Nov. 14, 2023 /PRNewswire/ -- T. Rowe Price held its 41st annual global market outlook press briefing today in New York City, with a panel of the firm's experts sharing their expectations for global financial markets in 2024.

News for T. Rowe Price Group Stock (TROW)