T. Rowe Price Group (TROW)

Over the past six months, T. Rowe Price Group (TROW) stock has experienced a decline. As of June 26, 2025, the share price was $96.18, representing a 16.68% decline from $115.43 on June 27, 2024. The stock has underperformed the broader market, with a year-to-date decline of nearly 17% as of June 24, 2025. Key events include underperformance relative to benchmarks, a Q4 2024 earnings miss, continued net outflows, increased expenses, a dividend increase, AUM fluctuations, and a cautious analyst outlook.

The search results do not provide explicit information about the demand seasonality for T. Rowe Price Group, Inc.'s products and services. As an asset management firm, its revenues are largely dependent on the total value and composition of its assets under management (AUM). Fluctuations in financial markets and the composition of AUM directly impact its revenues and results of operations. Approximately two-thirds of T. Rowe Price's managed assets are held in retirement-based accounts, which are considered a "stickier" client base, suggesting some resilience to short-term market fluctuations compared to other asset managers.

T. Rowe Price Group, Inc. is a publicly owned global investment management firm offering investment strategies and services to individuals, institutions, and retirement plan sponsors. Founded in 1937 and headquartered in Baltimore, Maryland, it operates within the Financial Services sector. The firm's major products and services include mutual funds, subadvisory services, separate account management, retirement plans and services, collective investment trusts (CITs), exchange-traded funds (ETFs), model portfolios, private accounts, and discount brokerage and trust services. As of May 31, 2025, T. Rowe Price had $1.62 trillion in assets under management (AUM).

T. Rowe Price Group, Inc. operates globally, serving clients in 55 countries across 17 international offices. Its footprint spans North America, Europe, Asia, and the Middle East, with research centers and regional offices in key financial hubs. While it has a global presence, the company is primarily a U.S.-based asset manager, with less than 10% of its AUM derived from overseas.

T. Rowe Price has a strong brand reputation for quality and trust, supporting client retention and acquisition. The company is known for its disciplined, research-driven approach and consistent fund performance. It has been consistently ranked among the world's top asset managers and recognized as a top workplace in money management. Events affecting its reputation include underperformance, outflows, earnings misses, and increased expenses. However, its focus on retirement accounts and diversified offerings provides a stable asset base.

T. Rowe Price Group, Inc. has a widely held ownership structure, with a significant portion of its shares owned by institutional investors, mutual funds, and company insiders. Approximately 68.68% of the company's stock is owned by Institutional Investors, 0.74% by Insiders, and 30.58% by Public Companies and Individual Investors. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp.