T. Rowe Price Group Stock Outlook: Is Wall Street Bullish or Bearish?

Company Overview - T. Rowe Price Group, Inc. has a market cap of $20.3 billion and operates as a global investment manager serving various clients including individuals, institutions, and retirement plans [1] Stock Performance - Over the past 52 weeks, TROW shares have decreased by 12.6%, while the S&P 500 Index has returned 12.5% [2] - Year-to-date, TROW shares are down 8.5%, contrasting with a marginal gain in the S&P 500 [2] Recent Financial Results - On February 4, T. Rowe Price Group's shares fell by 5.5% following Q4 2025 results, which included weaker-than-expected adjusted EPS of $2.44 and revenue of $1.93 billion [4] - The company experienced net client outflows of $25.5 billion, with $23.2 billion attributed to equity outflows [4] - Adjusted operating expenses rose to $1.25 billion from $1.13 billion in Q3 [4] Earnings Forecast - For the fiscal year ending December 2026, analysts project T. Rowe Price Group's adjusted EPS to grow by 3.8% year-over-year to $10.09 [5] - The company's earnings surprise history is mixed, with three beats and one miss in the last four quarters [5] Analyst Ratings and Price Targets - Among 14 analysts covering T. Rowe Price Group, the consensus rating is a "Moderate Sell," consisting of nine "Hold" ratings, one "Moderate Sell," and four "Strong Sells" [5] - Morgan Stanley has cut its price target on T. Rowe Price Group to $115 while maintaining an "Equal Weight" rating, with a mean price target of $100.33 indicating a nearly 7% premium to current price levels [6] - The highest price target of $115 suggests a potential upside of 22.6% [6]