TROW
PRICE T ROWE GROUP INCEvidence as of 2026-09-02Overview · PRICE T ROWE GROUP INC
T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions. It launches and manages equity and fixed income mutual funds. The firm invests in the public equity and fixed income markets across the globe. It employs fundamental and quantitative analysis with a bottom-up approach. T…
Management team
- Mr. David S. Oestreicher Esq., J.D. · VP & General CounselFind on LinkedIn
- Mr. Eric Lanoue Veiel C.F.A. · Head of Global Investments & CIOFind on LinkedIn
- Ms. Jennifer Benson Dardis · VP, CFO & TreasurerFind on LinkedIn
- Mr. Sébastien Page C.F.A. · VP, Head of Global Multi-Asset & CIOFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+ 0.2 of a possible + 2; was + 0.2 before debate) with confidence high. Revenue increased from $ 1,857,000,000 in fiscal Q1 2026 (fiscal quarter ended 2026-04-28) to $ 1,907,400,000 in fiscal Q2 2026 (fiscal quarter ended 2026-07-29), while operating income fell from $ 680,500,000 to $ 540,500,000 over the same pair of quarters. Net income and diluted EPS moved higher over that interval, from $ 498,200,000 to $ 632,000,000 and from $ 2.23 to $ 2.88, respectively.
Assets under management rose to $ 1,893.4 billion at the fiscal quarter ended 2026-07-29, with net market appreciation and income contributing $ 190.2 billion and net cash outflows of $ 6.5 billion for the three months ended June 30, 2026. The company reported $ 333,500,000 of payments for repurchase of common stock in the earlier quarter and a decline in reported common shares outstanding from 218,072,901 to 213,315,850 across the reported dates.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue reported rose from USD 1,857,000,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to USD 1,907,400,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo).
XBRL companyfacts · 0001628280-26-028712Operating income declined from USD 680,500,000 in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo) to USD 540,500,000 in fiscal Q2 2026 (2026-04-01 to 2026-06-30, 3mo), while revenue increased over the same quarters.
XBRL companyfacts · 0001628280-26-028712Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Assets under management ended the fiscal quarter ended June 30, 2026 at $1,893.4 billion, an increase of $183.7 billion from March 31, 2026.
10-Q filed 2026-07-31For the three months ended June 30, 2026, net market appreciation and income contributed $190.2 billion to assets under management, while net cash outflows were $6.5 billion.
10-Q filed 2026-07-31Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Three-month momentum is +4.5% and six-month momentum is +18.4% as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateDividend yield (TTM) is +4.72% and dividend growth over three years is +2.0%, with dividend yield ranked in the 93th percentile of the 547-stock research universe on 2026-09-01.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutions reported $16.79B in combined 13F holdings of TROW as of the reporting period ended 2026-03-31.
13F holdings · 1088 filers · as of 2026-03-31Top institutional holders in the 13F report for the period ended 2026-03-31 included BlackRock, Inc. at $2.05B, STATE STREET CORP at $1.29B, VANGUARD CAPITAL MANAGEMENT LLC at $1.28B, VANGUARD PORTFOLIO MANAGEMENT LLC at $916.7M, and GOLDMAN SACHS GROUP INC at $761.7M.
13F holdings · 1088 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple T. Rowe Price–branded ETFs showed large month-over-month increases in reported short interest during August 2026 (examples: TDVG short interest up 69.2% as of August 14, 2026; THYF short interest up 87.9% as of August 14, 2026; TBUX short interest up 228.6% as of August 14, 2026).
News · thelincolnianonline.com · 2026-09-01A PensionBee announcement states its Automatic Rollover IRA solution was made available to eligible T. Rowe Price retirement plan clients, per a Sept. 1, 2026 press release carried on Yahoo Finance.
News · finance.yahoo.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
Nelson Joshua B (Vice President) reported an open-market sale of 10,000 shares for $1.1M on 25 August 2026; the Form 4/5 filing does not list a trading plan for this transaction.
Form 4 · Nelson Joshua B (Vice President) · $1.1M sold · 2026-08-25Jackson Stephon A. (Vice President) reported an open-market sale of 3,000 shares for $308k on 13 May 2026; the filing shows no trading plan for that sale.
Form 4 · Jackson Stephon A. (Vice President) · $17k code A · 2026-05-13Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The trailing twelve-month price-to-earnings ratio is 10.66.
Valuation inputs · SEC XBRL + stored EOD closeReported trailing twelve-month net cash provided by (used in) operating activities is $2,606,200,000.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-reported and market data points jointly support a favorable read: revenue, net income, and diluted EPS all rose quarter-over-quarter while reported shares outstanding fell after sizable repurchase activity; assets under management increased materially (driven largely by net market appreciation) and management cites ample liquidity and an explicit expense-alignment plan. Valuation and cash metrics reinforce the constructive picture: a low trailing P/E (10.66), strong trailing operating and operating-cashflow figures, and over $3.2B in cash and equivalents. Market-position signals (high dividend yield percentile, positive multi-month momentum, ETF inclusion, and meaningful institutional ownership) add corroborating context. Evidence strengths: the financial-report items (revenue, net income, EPS, share counts, AUM, cash balances, operating cash flow) are strong (SEC-sourced filings); management commentary on industry pressure and cost actions is medium-to-strong (MD&A language); short-interest, insider-sales, and 13F quarter snapshots are mixed-to-weak as standalone negative signals given timing and scope.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.30
39 surviving claims rest on 20 distinct sources; the heaviest analyst carries 15% of them, and 96% of what the desk raised survived the debate.
The read rests on a moderate breadth of sources but a relatively small number of analysts carry a nontrivial share of the surviving claims; that concentration means individual analyst errors would meaningfully reduce confidence. The very high survival rate from the internal debate implies the desk found few internal contradictions, but source concentration and analyst dependence make this read somewhat fragile — treat the observations as informational summaries rather than a heavily corroborated consensus.
Peer context · computed, not argued
12-1 momentum ranks 1st of 6 in Asset Management (as of 2026-09-01).
6-month relative strength ranks 3rd of 6 in Asset Management (as of 2026-09-01).
90-day volatility ranks 5th of 6 in Asset Management (as of 2026-09-01).
dividend yield ranks 1st of 6 in Asset Management (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
21 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.6 to the score
4 documents· 2 cited
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.4 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.3 to the score
3 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.4 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
18 filings· 2 cited
Insider filings
Parsed Forms 3/4/5 from EDGAR: named insiders, share counts, prices, and 10b5-1 plan state — stated and inferred flags kept apart.
Read by Talbot−0.5 to the score
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on TROW Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.