I’ve been long T. Rowe Price (NASDAQ: TROW ) since 2022 as the company was sitting on a very clean balance sheet in combination with trading much below its average valuation seen over the pastEarly 30s 'buy and hold' investor trying to achieve financial freedom to the greatest extent possible. Main focus within dividend growth investing & value. I've been investing for 10+ years and worked across several industries including finance, logistics, oil and pharma. Holding a Graduate Diploma within Accounting an ...

Wall Street analysts expect T. Rowe Price (TROW) to post quarterly earnings of $2.09 per share in its upcoming report, which indicates a year-over-year decline of 12.2%. Revenues are expected to be $1.77 billion, up 1.2% from the year-ago quarter.Over the last 30 days, there has been a downward revision of 13.2% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timef ...

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]

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].

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