Group 1 - The company T. Rowe Price (NASDAQ: TROW) has been identified as a strong investment opportunity due to its clean balance sheet and valuation being significantly below its historical average [1] - The investor profile indicates a focus on dividend growth investing and value, suggesting a long-term investment strategy [1] - The analyst has a beneficial long position in TROW shares, indicating confidence in the company's future performance [1]

Core Viewpoint - Analysts expect T. Rowe Price (TROW) to report quarterly earnings of $2.09 per share, reflecting a year-over-year decline of 12.2%, with revenues projected at $1.77 billion, an increase of 1.2% from the previous year [1]. Earnings Estimates - There has been a downward revision of 13.2% in the consensus EPS estimate over the last 30 days, indicating a significant reconsideration by analysts [2]. - Revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts estimate 'Net revenues- Capital allocation-based income' to be $6.07 million, down 87.1% year-over-year [4]. - 'Net revenues- Administrative, distribution and servicing fees' are expected to reach $142.50 million, a decrease of 4.4% from the prior year [5]. - 'Net revenues- Investment advisory fees' are projected at $1.61 billion, reflecting a year-over-year increase of 3.3% [5]. - 'Net revenues- Investment Advisory Fees- Alternatives' are expected to be $72.05 million, down 2.8% from the previous year [6]. - 'Net revenues- Investment Advisory Fees- Multi-asset' are estimated at $459.77 million, indicating a year-over-year increase of 7% [6]. - 'Net revenues- Investment Advisory Fees- Fixed income, including money market' are forecasted to reach $108.38 million, up 7.7% year-over-year [7]. - 'Net revenues- Investment Advisory Fees- Equity' are expected to be $959.01 million, reflecting a 1% increase from the previous year [7]. Assets Under Management (AUM) - 'Assets Under Management (EOP) - Equity' is estimated at $806.24 billion, up from $770.4 billion in the same quarter last year [8]. - 'Assets Under Management (EOP) - Multi-asset' is projected to be $553.12 billion, compared to $497 billion a year ago [8]. - Total 'Assets Under Management' is expected to reach $1,607.56 billion, an increase from $1,484.4 billion year-over-year [9]. - 'Assets Under Management (EOP) - Fixed income, including money market' is estimated at $195.56 billion, up from $169.5 billion last year [9]. - 'Assets Under Management (EOP) - Alternatives' is projected to be $52.65 billion, compared to $47.5 billion in the previous year [10]. Stock Performance - Over the past month, T. Rowe shares have recorded a return of -3.4%, while the Zacks S&P 500 composite has changed by -0.8% [10]. - Based on its Zacks Rank 4 (Sell), TROW is expected to underperform the overall market in the upcoming period [11].

Group 1 - The article emphasizes a personal investment strategy focused on growth and dividend income, aiming for an easy retirement through a portfolio that prioritizes compounding dividend income and growth [1] - The strategy includes structuring the portfolio to generate monthly dividend income, which is enhanced through dividend reinvestment and annual increases [1] Group 2 - The article is presented as personal opinion and not as professional investment advice, highlighting the importance of individual research before making investment decisions [2][3] - It clarifies that past performance does not guarantee future results, and no specific recommendations are made regarding the suitability of investments for particular investors [3]

T. Rowe Price (TROW) is expected to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on May 2. On ...

T. Rowe Price (TROW) shares soared 12.3% in the last trading session to close at $90.16. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 16.7% loss over the past four weeks.T. Rowe Price Group witnessed a significant stock price increase following President Donald Trump's announcement of a 90-day suspension of reciprocal tariffs for most trading partners, excluding China. The tariff pause lessened investor concerns about mounting ...

Core Insights - T. Rowe Price Group, Inc. reported preliminary month-end assets under management of $1.57 trillion as of March 31, 2025, reflecting a decrease from the previous month [1][5] - The company experienced preliminary net outflows of $1.8 billion for March 2025 and $8.6 billion for the quarter ended March 2025 [1] - The quarterly net flows included $0.7 billion of Manager-driven distributions [1] Asset Management Breakdown - As of March 31, 2025, the asset management breakdown is as follows: - Equity: $773 billion, down from $827 billion in February 2025 and $830 billion in December 2024 [3] - Fixed income, including money market: $196 billion, up from $192 billion in February 2025 and $188 billion in December 2024 [3] - Multi-asset: $544 billion, down from $555 billion in February 2025 and up from $536 billion in December 2024 [3] - Alternatives: $53 billion, unchanged from February 2025 and December 2024 [3] - Total assets under management: $1,566 billion, down from $1,627 billion in February 2025 and $1,607 billion in December 2024 [3] - Target date retirement portfolios: $484 billion, down from $494 billion in February 2025 and up from $476 billion in December 2024 [3] Upcoming Earnings Release - T. Rowe Price is scheduled to release Q1 2025 earnings on May 2, 2025, at 7:00 AM ET, followed by an earnings call from 8:00 to 8:45 AM ET [4]

Core Insights - SS&C Technologies Holdings, Inc. has extended its transfer agency agreement with T. Rowe Price for its U.K. fund range, managing approximately £1.5 billion in assets [1] Group 1: Partnership Details - T. Rowe Price has praised SS&C's distribution solutions for providing best-in-class technology and servicing in the U.K., highlighting the platform's trading and settlement functionality [2] - SS&C administers 21 of T. Rowe's active funds, focusing on distributors and nominees, and offers services such as straight-through processing of trades and comprehensive reporting [2] Group 2: Company Background - T. Rowe Price, founded in 1937, manages US $1.61 trillion in assets as of December 31, 2024, with about two-thirds of these assets being retirement-related [3] - SS&C Technologies, established in 1986, serves over 22,000 financial services and healthcare organizations globally, providing expertise, scale, and technology [4]

T. Rowe Price (TROW) closed the most recent trading day at $80.27, moving -1.7% from the previous trading session. This change lagged the S&P 500's 1.57% loss on the day. Elsewhere, the Dow saw a downswing of 0.84%, while the tech-heavy Nasdaq depreciated by 2.15%.The financial services firm's stock has dropped by 17.32% in the past month, falling short of the Finance sector's loss of 10.12% and the S&P 500's loss of 12.16%.The investment community will be paying close attention to the earnings performance ...

The launch of both SSAnalyzer and "The Power of Social Security" are the latest examples of how the firm continues to garner substantial value for clients through the acquisition of Retiree, Inc., alongside T. Rowe Price's decades of experience as a retirement leader. The launch of SSAnalyzer follows the 2024 launch of Social Security Optimizer, a tool specifically designed for T. Rowe Price individual investors and 401(k) plan participants. The Social Security Analyzer tool and "Power of Social Security" p ...

Core Insights - T. Rowe Price has launched two new active transparent equity ETFs: Capital Appreciation Premium Income ETF (TCAL) and Hedged Equity ETF (THEQ), expanding its total active ETF offerings to 19 [1][4]. Group 1: ETF Details - The T. Rowe Price Hedged Equity ETF (THEQ) aims for long-term capital growth, investing at least 80% of its net assets in equities, and employs a derivatives hedging strategy to reduce portfolio volatility [2]. - The T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) focuses on a low volatility portfolio of high-quality stocks and covered calls, with an expense ratio of 0.34% [3]. - THEQ has an expense ratio of 0.46% and is managed by Sean McWilliams, who has 15 years of investment experience [2]. Group 2: Management and Strategy - TCAL is co-managed by six investment professionals, including David Giroux, who has a record of outperforming his peer group for 17 consecutive years [4][9]. - The new ETFs leverage T. Rowe Price's established investment strategies, combining fundamental and quantitative approaches to optimize performance [3][5]. Group 3: Company Overview - T. Rowe Price, founded in 1937, manages USD $1.63 trillion in assets as of February 28, 2025, and is recognized for its investment excellence and retirement leadership [6]. - The firm aims to provide innovative investment solutions that align with long-term investor goals, reflecting its commitment to active management [5].