Company Analysis

T. Rowe Price Group, Inc. (TROW)

Nasdaq: TROW · Investment Advice · Baltimore, MD · filing with the SEC since 2000
Grade6.0
◀ Past 6.8● Present 6.2▶ Future 4.9

The grade of T. Rowe Price Group, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.0/10
◀ Past6.830% of the headline
● Present6.240% of the headline
▶ Future4.930% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.8/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.2/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 22% of this tense · 72nd percentile among 48 sector filers · read for itself

From the record

T. Rowe Price Group, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.1/10

What has it actually done, year after year?

+6.1% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 61st percentile among 42 sector filers · read for its customers

From the record

T. Rowe Price Group, Inc.'s 10 filed years say what it did: revenue went from $4.3 billion in fiscal 2016 to $7.3 billion in fiscal 2025, up 6.1% a year; it rose in 7 of 9 years; the deepest fall was 16% from fiscal 2021 to fiscal 2023; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span6.1%bottom 46% of its family
  • the share of years revenue rosetop 37% of its family
  • the share of filed years with a profittop 25% of its family
  • the deepest fall from a revenue peak15.8%top 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
7.5/10

How has it treated the people who own it?

Share count shrank 1.0% a year. 99% of cash flow returned. Insiders: 2 sales, 0 purchases.

weight 33% of this tense · 75th percentile among 36 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, T. Rowe Price Group, Inc.'s diluted share count shrank about 1.0% a year, and dividends and buybacks returned about 99% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 0 purchases of their own stock on the open market in the year to 2026-10-28 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 22% of its family
  • cash returned against operating cash flowtop 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.2/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
7.5/10

Is it financially healthy right now?

ROE 19%: 19¢ of profit per shareholder dollar. Leverage 24%: owes 24¢ per asset dollar.

weight 22% of this tense · 75th percentile among 44 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, T. Rowe Price Group, Inc. earned about 19 cents of profit for every dollar of shareholders' money. Leverage: it owed about 24 cents per dollar of assets, and net share issuance: its share count shrank 1.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 12% of its family
  • return on equitytop 38% of its family
  • the share count against the year beforetop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.6/10

How strong is its position in its industry?

top 34% of 43 in its family; net margin 28.5%.

weight 45% of this tense · 66th percentile among 43 sector filers · read for its customers

From the record

T. Rowe Price Group, Inc.'s standing among 43 graded names in its industry family: revenue of $7.3 billion in fiscal 2025 ranks in the top 13% by size; a net margin of 28.5% ranks in the top 22%; revenue growth of 4.1% a year over the last 3 filed years ranks in the bottom 35% (its annual reports).

What it rests on

  • revenue against the family$7.31Btop 13% of its family
  • net margin28.5%top 22% of its family
  • three-year revenue growth4.1%bottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.8/10

What are the people in charge doing?

bottom 48% of 34 in its family for leadership; chief executive since 2022.

weight 33% of this tense · 48th percentile among 34 sector filers · read for its shareholders

From the record

T. Rowe Price Group, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Robert, W. Sharps (CEO and President, as filed), filing under that title since 2022-03-01, 4.7 years (bottom 36% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 7.8 years (top 44%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (top 49%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge6 in three years among 19 peopletop 49% of its family
  • the median years the people in charge have filed7.8 yearstop 44% of its family
  • the chief executive's years on the record4.7 yearsbottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.9/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
6.4/10

How much room does it have to grow?

top 36% of 42 in its family for room to expand.

weight 33% of this tense · 64th percentile among 42 sector filers · read for itself

From the record

T. Rowe Price Group, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $3.4 billion against no long-term debt tagged leaves 23.6% of its assets as net cash, top 21% of its family; cash from operations less capital spending is 20.2% of revenue (top 50%) (its annual report).

What it rests on

  • cash less debt against assets23.6%top 21% of its family
  • cash from operations less capital spending against revenue20.2%top 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.0/10

What could actually drive growth from here?

bottom 40% of 41 in its family for growth drivers.

weight 33% of this tense · 40th percentile among 41 sector filers · read for its customers

From the record

T. Rowe Price Group, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 4.1% a year over the last three filed years against 6.1% over all 10, slowing (bottom 43% of its family); the newest year grew 3.1% (bottom 30%); capital spending grew 4.9% a year (bottom 46%) (its annual reports). T. Rowe Price Group, Inc. reported 4 product lines in fiscal 2025: Asset Management1 at $6.6 billion (90%), Administrative Distribution Servicing and Other Fee Revenue at $594 million (8%), Capital Allocation Based Income at $81 million (1%), and 1 more; 3 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-2.0 points a yearbottom 43% of its family
  • the newest year's revenue growth3.1%bottom 30% of its family
  • three-year growth of capital spending4.9%bottom 46% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.3/10

Did its newest year beat what its own record pointed to?

bottom 43% of 41 in its family for expectations against reality.

weight 33% of this tense · 43rd percentile among 41 sector filers · read for its shareholders

From the record

T. Rowe Price Group, Inc.'s newest year against its own record: revenue of $7.3 billion in fiscal 2025 came in 1.4% below the $7.4 billion its prior three years' pace pointed to (top 50% of its family); net income of $2.1 billion against a prior three-year average of $1.8 billion (bottom 33%); a net margin of 28.5% against 27.1% before (bottom 48%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-1.4%top 50% of its family
  • net income against the prior three years' average+15%bottom 33% of its family
  • net margin against its prior average+1.4 pointsbottom 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TROW · research, not advice