T. Rowe Price Group (TROW)

In the past six months, T. Rowe Price Group, Inc. stock price has experienced a decline and underperformance relative to the broader financial sector. TROW slipped 25.2% from its 52-week high as of March 20, 2025, and declined nearly 16.8% over the past three months. Shares plummeted 4.2% after the Q4 2024 earnings report due to weaker-than-expected results and a decline in AUM. T. Rowe Price's stock price rose 4% following the release of better-than-expected Q1 2025 results. Analysts generally hold a "Moderate Sell" consensus rating for TROW. The company returned $355 million in Q4 2024 and $1.5 billion in 2024 to stockholders through dividends and stock repurchases.

Demand seasonality for T. Rowe Price Group, Inc.'s products and services is not explicitly detailed as a strong seasonal pattern. The company's revenue is predominantly derived from investment advisory fees, which fluctuate based on AUM and investment performance. The company has experienced persistent net AUM outflows for 13 consecutive quarters. Approximately two-thirds of T. Rowe Price's managed assets are held in retirement-based accounts, which tend to provide a "stickier" client base.

T. Rowe Price Group, Inc. is a publicly owned global investment management firm founded in 1937, operating in the Financial Services sector. It provides investment strategies and services to individuals, institutions, financial intermediaries, and retirement plan sponsors. The company offers investment advisory services across various asset classes, mutual funds, subadvisory services, separate account management, retirement plans and services, collective investment trusts and ETFs, brokerage and trust services, administrative services, and investment planning tools.

T. Rowe Price Group, Inc. operates globally with a presence in the Americas, Europe, the Middle East, Africa (EMEA), and Asia Pacific (APAC), serving clients in approximately 55 countries. The company's global headquarters is located in Baltimore, Maryland, United States, and it maintains 17 international offices.

T. Rowe Price maintains a strong brand reputation in the asset management industry, known for its research-driven investment management and consistent fund performance. The company was recognized on Forbes World's Best Employers 2022 and Forbes America's Best-In-State Employers 2024. No significant negative events severely impacting T. Rowe Price's brand reputation in the past year were found.

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. Institutional investors hold approximately 75% of the company's shares. Individual ownership accounts for approximately 22% of the company's stock, and insiders hold about 0.74% of the stock.