T. Rowe Price Group, Inc. · NASDAQ (us_market)
Financial Services · Asset Management · United States
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. The firm utilizes in-house and external research to make its investments. It employs socially responsible investing with a focus on environmental, social, and governance issues. It makes investment in late-stage venture capital transactions and usually invests between $3 million and $5 million. The firm was previously known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. T. Rowe Price Group, Inc. was founded in 1937 and is based in Baltimore, Maryland, with additional offices in North America, Europe, Asia, Australia.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-01-06$109.01 RISE2026-03-20$86.19 PEAK2026-05-06$106.13 120d | -20.9% 73d | Missed | Missed | — | — | +23.1% 47d | Missed |
DROP2025-02-06$111.44 RISE2025-06-17$91.58 PEAK2025-09-04$111.52 210d | -17.8% 131d | 2025-04-08 $80.27 | 2025-09-04 $111.52 | 80Quality on Sale | 68Deep Value | +21.8% 79d | +38.9% Held 149d |
DROP2025-02-04$115.55 RISE2025-06-13$91.58 PEAK2025-09-04$111.52 212d | -20.7% 129d | 2025-04-08 $80.27 | 2025-09-04 $111.52 | 80Quality on Sale | 68Deep Value | +21.8% 83d | +38.9% Duplicate trade Held 149d |
DROP2024-12-05$124.69 RISE2025-04-08$80.27 PEAK2025-07-03$100.15 210d | -35.6% 124d | 2025-04-08 $80.27 | 2025-07-03 $100.15 | 80Quality on Sale | 73Deep Value | +24.8% 86d | +24.8% Held 86d |
DROP2024-07-16$120.75 RISE2024-09-06$101.69 PEAK2024-11-27$124.16 134d | -15.8% 52d | Missed | Missed | — | — | +22.1% 82d | Missed |
DROP2023-07-28$126.79 RISE2023-10-27$88.39 PEAK2024-01-25$111.38 181d | -30.3% 91d | Missed | Missed | — | — | +26.0% 90d | Missed |
DROP2023-02-02$128.75 RISE2023-05-24$103.80 PEAK2023-07-28$126.79 176d | -19.4% 111d | Missed | Missed | — | — | +22.1% 65d | Missed |
DROP2022-11-11$133.34 RISE2022-12-28$108.08 PEAK2023-02-02$128.75 83d | -18.9% 47d | Missed | Missed | — | — | +19.1% 36d | Missed |
DROP2022-08-12$132.26 RISE2022-10-12$98.07 PEAK2022-11-11$133.34 91d | -25.9% 61d | 2022-09-02 $118.34 | 2022-11-11 $133.34 | 85Quality on Sale | 61Value Trap Risk | +36.0% 30d | +12.7% Held 70d |
DROP2022-04-04$155.76 RISE2022-06-16$106.09 PEAK2022-08-12$132.26 130d | -31.9% 73d | 2022-04-26 $131.45 | 2022-08-12 $132.26 | 85Quality on Sale | 82Quality on Sale | +24.7% 57d | +0.6% Held 108d |
DROP2021-11-08$221.29 RISE2022-03-07$134.46 PEAK2022-04-04$155.76 147d | -39.2% 119d | 2022-03-17 $146.99 | 2022-04-04 $155.76 | 80Quality on Sale | 79Deep Value | +15.8% 28d | +6.0% Held 18d |
DROP2021-08-31$223.87 RISE2021-10-12$188.50 PEAK2021-11-08$221.29 69d | -15.8% 42d | Missed | Missed | — | — | +17.4% 27d | Missed |
DROP2020-02-19$139.06 RISE2020-03-23$85.42 PEAK2020-06-08$130.77 110d | -38.6% 33d | 2020-03-20 $90.34 | 2020-06-08 $130.77 | 90Quality on Sale | 70Deep Value | +53.1% 77d | +44.8% Held 80d |
Anthropic has raised $65 billion in funding, pushing the Claude maker to a $965 billion post-money valuation as ent...
T. Rowe Price’s Tony Wang is looking AI for bottlenecks and finding them, and also sees returns in space and light.
MF Bond Report for PATAX.
MF Bond Report for PATAX.
Analyze T. Rowe Price (TROW): 5% yield Dividend Aristocrat, dividend safety, outflows & fee pressure, alt/ETF growth potentialâread now before you invest.
With an annual dividend yield of 5.03%, T. Rowe Price Group, Inc. (NASDAQ:TROW) is included among the 10 High Yield Stocks for Lasting Retirement Income. On May 12, T. Rowe Price Group, Inc. (NASDAQ:TROW) reported that assets under management rose to $1.83 trillion at the end of April, compared with $1.71 trillion at the end of March. […]
With an annual dividend yield of 5.03%, T. Rowe Price Group, Inc. (NASDAQ:TROW) is included among the 10 High Yield Stocks for Lasting Retirement Income. On May 12, T. Rowe Price Group, Inc. (NASDAQ:TROW) reported that assets under management rose to $1.83 trillion at the end of April, compared with $1.71 trillion at the end of March. […]
iShares Select Dividend ETF (NASDAQ:DVY) is one of the older income-focused funds on the market. The question for owners is simple: can the income stream hold up? DVY pays variable quarterly distributions sourced from dividends of roughly 100 U.S. companies screened for payout history and yield, and it currently throws off a trailing yield of ... Why Retirees Keep Buying This Dividend ETF After 22 Years of Payments
iShares Select Dividend ETF (NASDAQ:DVY) is one of the older income-focused funds on the market. The question for owners is simple: can the income stream hold up? DVY pays variable quarterly distributions sourced from dividends of roughly 100 U.S. companies screened for payout history and yield, and it currently throws off a trailing yield of ... Why Retirees Keep Buying This Dividend ETF After 22 Years of Payments
Earlier in May 2026, T. Rowe Price Group appointed longtime investment leader Eric Veiel as president, while elevating Sébastien Page and Wyatt Lee into expanded senior roles overseeing global investments and the multi-asset and target date franchises. The reshuffle concentrates decision-making in experienced internal leaders and underscores a push to use new technologies to boost efficiency across T. Rowe Price’s investment platform. Next, we’ll examine how Veiel’s expanded remit over...
Earlier in May 2026, T. Rowe Price Group appointed longtime investment leader Eric Veiel as president, while elevating Sébastien Page and Wyatt Lee into expanded senior roles overseeing global investments and the multi-asset and target date franchises. The reshuffle concentrates decision-making in experienced internal leaders and underscores a push to use new technologies to boost efficiency across T. Rowe Price’s investment platform. Next, we’ll examine how Veiel’s expanded remit over...
Mutual Fund Report for TRBCX
Mutual Fund Report for TRBCX
T. Rowe Price, a global investment management firm and a leader in retirement, announced the latest episode of "The Angle from T. Rowe Price," an investment-themed podcast focused on the forces shaping financial markets and the leaders navigating them.
T. Rowe Price has underperformed the broader market over the past year, and analysts are moderately bearish about the stock’s prospects.
T. Rowe Price has underperformed the broader market over the past year, and analysts are moderately bearish about the stock’s prospects.
Mutual Fund Report for PABGX
Mutual Fund Report for PABGX
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| TROW | +1.07% | +10.12% | +2.10% | +11.69% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | +1.73% | +9.58% | +7.92% | +10.47% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| TRowePrice | fundamental | 24.27M | $864.37K | 0.10% | Added+27.3% | 2026-03-31 |
| DEShaw | quant | 10.8K | $382.84K | 0.00% | New | 2026-03-31 |
| FidelityFMR | fundamental | 3.9K | $137.39K | 0.00% | Trimmed-13.3% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-14 | Jackson Stephon A. | Vice President | S Open-market sale | 3,000 | $102.56 | −$307.7K |
| 2026-05-14 | Jackson Stephon A. | Vice President | A Grant / award | 175 | $98.08 | +$17.2K |
| 2026-05-11 | DONNELLY WILLIAM P | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | BARTLETT MARK S. | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | DUBLON DINA | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | Golston Allan C. | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | MacLellan Robert F. | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | Rominger Eileen P | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | Smith Cynthia F | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | STEVENS ROBERT J | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | Verma Richard R. | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | WIJNBERG SANDRA S | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-05-11 | WILSON ALAN D | Director | A Grant / award | 1,899 | — | +$0 |
| 2026-03-31 | DONNELLY WILLIAM P | Director | A Grant / award | 152 | $89.03 | +$13.5K |
| 2026-03-31 | DUBLON DINA | Director | A Grant / award | 138 | $89.03 | +$12.3K |
| 2026-03-31 | Golston Allan C. | Director | A Grant / award | 42 | $89.03 | +$3.8K |
| 2026-03-31 | MacLellan Robert F. | Director | A Grant / award | 206 | $89.03 | +$18.4K |
| 2026-03-31 | Smith Cynthia F | Director | A Grant / award | 61 | $89.03 | +$5.4K |
| 2026-03-31 | STEVENS ROBERT J | Director | A Grant / award | 324 | $89.03 | +$28.9K |
| 2026-03-31 | Verma Richard R. | Director | A Grant / award | 42 | $89.03 | +$3.8K |
| 2026-03-31 | WIJNBERG SANDRA S | Director | A Grant / award | 187 | $89.03 | +$16.7K |
| 2026-03-31 | WILSON ALAN D | Director | A Grant / award | 558 | $89.03 | +$49.7K |
| 2026-02-27 | MacLellan Robert F. | Director | M Option exercise(deriv) | 4,417 | — | +$0 |
| 2026-02-27 | MacLellan Robert F. | Director | M Option exercise | 4,417 | $74.14 | +$327.5K |
| 2026-02-13 | Dardis Jennifer B | CFO and VP | A Grant / award | 5,564 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-31upcoming | 2.29 | — | — |
| 2026-04-30 | 2.35 | 2.52 | +7.39% |
| 2026-02-04 | 2.46 | 2.44 | -0.99% |
| 2025-10-31 | 2.54 | 2.81 | +10.50% |
| 2025-08-01 | 2.13 | 2.24 | +4.94% |
| 2025-05-02 | 2.13 | 2.23 | +4.68% |
| 2025-02-05 | 2.21 | 2.12 | -4.07% |
| 2024-11-01 | 2.35 | 2.57 | +9.54% |
| 2024-07-26 | 2.28 | 2.26 | -0.85% |
| 2024-04-26 | 2.03 | 2.38 | +17.22% |
| 2024-02-08 | 1.63 | 1.72 | +5.80% |
| 2023-10-27 | 1.77 | 2.17 | +22.40% |
| 2023-07-28 | 1.73 | 2.02 | +16.91% |
| 2023-05-02 | 1.64 | 1.69 | +2.99% |
| 2023-01-26 | 1.71 | 1.74 | +1.57% |
| 2022-10-27 | 1.81 | 1.86 | +2.68% |