T. Rowe Price Group (TROW)

Over the past six months, T. Rowe Price Group's stock experienced a decline of 4.78%. Key events included earnings reports where EPS surpassed estimates but revenue decreased, AUM updates indicating net outflows, and a quarterly dividend declaration. Analyst firms adjusted ratings and price targets, and there was insider selling activity. The company experienced a negative revenue trend and faced challenges due to market volatility, but noted solid long-term fund performance. T. Rowe Price has seen increased interest in its ETF products and has been implementing expense reduction efforts. In 2024, its Japanese Equity fund was red-flagged due to underperformance.

There is seasonality in the demand for investment products, with investors preferring safer investments in the autumn and equity funds in the spring. January typically records the highest net cash flows into equity funds, while December experiences the lowest. Approximately two-thirds of T. Rowe Price's managed assets are retirement-related, providing a relatively stable client base. The asset management industry is experiencing a shift from traditional mutual funds to ETFs.

T. Rowe Price Group, Inc. is a global investment management organization offering financial products and services to individual and institutional investors. It operates within the Diversified Financials sector, providing investment advisory services, managing various funds, and offering retirement plans, subadvisory services, and ETFs. As of August 31, 2025, the firm managed $1.73 trillion in assets, with approximately two-thirds being retirement-related.

Headquartered in Baltimore, Maryland, T. Rowe Price Group, Inc. has a significant global presence, operating through 17 international offices and serving clients in 55 countries. Its international office locations include Luxembourg, India, Madrid, Dubai, Stockholm, Sydney, Singapore, Tokyo, Amsterdam, Copenhagen, Frankfurt, Zurich, and Shanghai.

In the past year, T. Rowe Price has maintained a strong brand reputation, particularly for its workplace culture and trustworthiness. The company received recognition for fostering a positive workplace environment, including Newsweek's "World's Most Trustworthy Companies" and "America's Most Admired Workplaces 2025". The firm is known for its quality of management and financial soundness, and the underperformance of its Japanese Equity fund appears to be an isolated issue.

T. Rowe Price Group, Inc. has a mixed ownership structure. Approximately 65.70% of the company's stock is held by institutional investors, while insiders own about 0.74%, and public companies and individual investors hold roughly 33.56%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp.