Corporate Insight's latest research reveals that retirement plan recordkeepers are increasingly modernizing sponsor site homepages with task management tools, data visualization, and customization features. Fidelity, Principal, T. Rowe Price, TIAA, and Voya Financial received Excellent ratings, while Empower, Lincoln Financial, Merrill, Nationwide, Transamerica, and Vanguard earned Good ratings. Half of the 14 firms evaluated now offer homepage customization, with leading providers using interactive visualizations and action item surfacing to improve plan administration efficiency.
T Rowe Price Group Inc (TROW)
Common Stock · Currency in USD · XNAS
T. Rowe Price provides asset management services for individual and institutional investors. It offers a broad range of no-load US and international stock, hybrid, bond, and money market funds. At the end of 2025, the firm had $1.776 trillion in managed assets, composed of equity (49%), balanced (36%), fixed-income and money market (12%), and alternative (3%) offerings. Approximately two-thirds of managed assets are held in retirement-based accounts, which provides T. Rowe Price with a somewhat stickier client base than most of its peers. The firm also manages private accounts, provides retirement planning advice, and offers discount brokerage and trust services. The company is primarily a US-based asset manager, deriving less than 10% of its AUM from overseas.
Company Info
SIC6282
Composite FIGIBBG000BVMPN3
CIK0001113169
IPOApr 9, 1986
Sectorinvestment advice
Highlights
Market Cap$19.62B
EPS$11.52
P/E Ratio7.15
Revenue$7.23B
Gross Profit$7.57B
Net Income$2.75B
Employees7,773
WSO217,605,891
Phone(410) 345-2000
Websitehttps://www.troweprice.com
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in T Rowe Price Group Inc, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
T Rowe Price Group Inc (TROW) has returned -12.00% so far this year and 13.34% over the past 12 months. Looking at the last ten years, TROW has achieved an annualized return of 2.03%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
TROW
1M-1.56%
6M-13.61%
YTD-12.00%
1Y13.34%
5Y-12.87%
10Y2.03%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of T Rowe Price Group Inc (TROW) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.13% | -10.09% | -3.43% | -0.23% | ||||||||
| 2025 | 2.85% | -8.30% | -13.64% | -3.22% | 5.31% | 3.74% | 5.83% | 5.65% | -3.12% | 0.24% | 0.18% | 0.92% |
| 2024 | 1.51% | 4.11% | 8.08% | -9.92% | 7.54% | -2.57% | -1.21% | -6.93% | 3.59% | 1.47% | 13.49% | -8.86% |
| 2023 | 5.19% | -2.66% | 1.01% | 0.02% | -4.94% | 4.26% | 10.45% | -8.98% | -7.45% | -13.37% | 10.06% | 7.94% |
| 2022 | -21.70% | -6.28% | 5.17% | -19.27% | 2.24% | -11.15% | 8.67% | -1.75% | -11.44% | -0.14% | 15.51% | -13.36% |
| 2021 | 2.77% | 1.99% | 4.37% | 3.90% | 6.19% | 2.17% | 2.55% | 8.92% | -12.05% | 10.18% | -8.37% | -3.32% |
| 2020 | 9.14% | -12.12% | -18.02% | 23.47% | 6.96% | 1.20% | 11.67% | 0.63% | -7.87% | -1.36% | 11.37% | 3.67% |
| 2019 | 3.59% | 7.47% | -0.78% | 6.08% | -6.30% | 8.22% | 1.73% | -2.56% | 4.02% | 1.50% | 5.61% | -1.50% |
| 2018 | 6.88% | 1.16% | -3.80% | 5.84% | 8.42% | -5.20% | 3.14% | -2.65% | -5.28% | -11.50% | 2.55% | -8.29% |
| 2017 | -11.66% | 4.58% | -5.35% | 3.87% | -1.12% | 4.93% | 10.51% | 1.54% | 7.16% | 2.73% | 10.10% | 2.05% |
| 2016 | 3.18% | 1.86% | -4.61% | -3.04% | -1.45% | -4.70% | -3.44% | 15.29% | 0.99% |
Performance Indicators
The charts below present risk-adjusted performance metrics for T Rowe Price Group Inc (TROW) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of TROW compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current T Rowe Price Group Inc volatility is 1.13%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 14.34B | 12.28B | 11.64B | 12.51B | 10.66B | 9.33B | 7.69B | 7.53B | 6.23B | 5.11B | 5.64B | 5.03B | 4.20B | 3.77B |
| Temporary Equity (USD) | 1.04B | 594.10M | 656.70M | 982.30M | 1.56B | 1.12B | 740.30M | 992.80M | 687.20M | - | - | - | - | - |
| Equity Attributable To Parent (USD) | 10.86B | 9.51B | 8.84B | 9.02B | 7.71B | 7.10B | 6.12B | 5.82B | 5.01B | 4.76B | 5.40B | 4.82B | 3.85B | 3.42B |
| Equity Attributable To Noncontrolling Interest (USD) | 157.10M | 192.00M | 190.70M | 248.70M | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 11.02B | 9.70B | 9.03B | 9.27B | 7.71B | 7.10B | 6.12B | 5.82B | 5.01B | 4.76B | 5.40B | 4.82B | 3.85B | 3.42B |
| Redeemable Noncontrolling Interest (USD) | 1.04B | 594.10M | 656.70M | 982.30M | 1.56B | 1.12B | 740.30M | 992.80M | 687.20M | - | - | - | - | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 2.29B | 1.99B | 1.96B | 2.26B | 1.39B | 1.11B | 824.70M | 717.50M | 529.20M | 344.90M | 249.20M | 215.00M | 356.70M | 349.60M |
| Liabilities (USD) | 2.29B | 1.99B | 1.96B | 2.26B | 1.39B | 1.11B | 824.70M | 717.50M | 529.20M | 344.90M | 249.20M | 215.00M | 356.70M | 349.60M |
| Intangible Assets (USD) | 274.20M | 507.30M | 629.80M | 913.40M | - | - | - | - | - | - | - | - | - | - |
| Fixed Assets (USD) | 845.30M | 806.60M | 755.70M | 736.20M | 695.40M | 674.40M | 661.30M | 652.00M | 615.10M | 607.10M | 586.40M | 572.90M | 561.00M | 567.40M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 14.34B | 12.28B | 11.64B | 12.51B | 10.66B | 9.33B | 7.69B | 7.53B | 6.23B | 5.11B | 5.64B | 5.03B | 4.20B | 3.77B |
| Assets (USD) | 14.34B | 12.28B | 11.64B | 12.51B | 10.66B | 9.33B | 7.69B | 7.53B | 6.23B | 5.11B | 5.64B | 5.03B | 4.20B | 3.77B |
News and Insights
With stock market declines creating higher dividend yields, five high-quality dividend stocks currently offer yields above 5% for passive income investors. EPR Properties (7.1%), Enbridge (5.3%), Realty Income (5.3%), T. Rowe Price (6%), and Verizon (5.7%) are highlighted as strong candidates with conservative payout ratios, solid balance sheets, and consistent dividend growth histories.
Robert W. Sharps, CEO and Chairman of T. Rowe Price Group, has joined the Board of Directors of Longeviti Neuro Solutions, a neurotechnology company developing AI-enabled brain health platforms including the FDA-cleared ClearFit AI™ Acoustic Brain Interface. Sharps brings three decades of experience in global asset management and corporate governance to support the company's strategic growth and expansion of its clinical and commercial initiatives.
The article recommends three dividend-paying stocks for long-term wealth building: Pentair (PNR), a Dividend King with 50 years of consecutive dividend increases but low yield; Enterprise Products Partners (EPD), a midstream energy company with a high 5.9% yield and 27 years of distribution growth; and T. Rowe Price Group (TROW), a financial services company offering a balanced 5.3% yield with 40 years of dividend growth.
The article recommends three dividend-paying stocks for low-stress wealth building: American States Water (longest dividend growth streak at 70 years), T. Rowe Price Group (higher yield at 5.3% with improving payout ratio), and PepsiCo (53-year dividend streak with mixed 2025 results but promising Q4 momentum).
T. Rowe Price Group announced a quarterly dividend of $1.30 per share, representing a 2.36% increase from the previous $1.27 per share. The dividend is payable on March 30, 2026, to shareholders of record as of March 16, 2026. This marks the firm's 40th consecutive year of regular annual dividend increases since its IPO.
Oak Hill Advisors served as Administrative Agent and Lead Left Arranger for a private unitranche financing supporting Majesco's acquisition of Vitech Systems Group and concurrent refinancing. Majesco, a Thoma Bravo portfolio company, provides cloud-native software for insurers, while Vitech offers pension and benefits administration software. OHA is the largest holder of the new debt facility.
T. Rowe Price Group announced a quarterly dividend of $1.27 per share, payable on December 30, 2025, to stockholders of record as of December 15, 2025. The global asset management firm manages $1.77 trillion in client assets.
The article highlights five dividend-paying stocks across the insurance, financial services, and asset management sectors that offer potential for steady income and long-term investment growth.
Financial experts recommend saving approximately eight times your annual salary for retirement by age 60, with variations based on individual factors like retirement age, lifestyle, and personal financial circumstances.