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PRICE T ROWE GROUP INC (TROW)

As-reported financials and SEC filings for PRICE T ROWE GROUP INC. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About PRICE T ROWE GROUP INC

T. Rowe Price Group Inc is a financial services holding company that provides global investment advisory services. It offers a wide range of investment solutions including equity, fixed income, multi-asset, and alternative strategies to individuals, advisors, institutions, and retirement plan sponsors worldwide. The company also provides related administrative services such as mutual fund transfer agent, accounting, shareholder services, participant recordkeeping, brokerage, and trust services.

Snapshot

Revenue
$7.31B
Revenue growth (YoY)
3.1%
Net income
$2.09B
Diluted EPS
$9.24
Gross margin
Operating margin
29.9%
Net margin
28.5%
FCF margin
20.2%
ROE
net income / fiscal-year-end equity
P/E
10.9×
trailing when available, otherwise FY EPS
Market cap
$23.25B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Price T Rowe Group

  • Revenue grew 3.1% to $7.3B in FY2025, slower than the 9.8% the year before.
  • Operating margin is 29.9% in FY2025, -18.4 pp against 48.4% in FY2021.
  • Most recent quarter Q2 FY2026: revenue $1.9B, up 10.7% from Q2 FY2025.
  • Free cash flow was $1.5B in FY2025, 20.2% of revenue.
  • Net income fell 0.6% to $2.1B in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Price T Rowe Group’s fundamentals sit among the 425 Financials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin29.9%
78th percentile of 146
Net margin28.5%
79th percentile of 377
FCF margin20.2%
52nd percentile of 272
Revenue growth (YoY)+3.1%
25th percentile of 420
P/E10.9×
33rd percentile of 318
Short interest14.38d
98th percentile of 420

No reported insider purchases (code P) in the last 90 days; 1 insider sale totaling $1.1M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+5 quant / multi-strat
Initiated / added
1
0 new, 1 added
Reduced / exited
6
5 trimmed, 1 exited
Combined position
$254.6M
reported long value
InvestorAs ofPosition valueSharesChange
Two Sigma InvestmentsquantQ2 2026$81.6M717.5KReduced
AQR Capital ManagementquantQ2 2026$70.3M618.6KAdded
Citadel AdvisorsquantQ2 2026$39.3M345.6KReduced
Markel GroupQ2 2026$35.7M314.0KHeld
Millennium ManagementquantQ2 2026$19.8M174.0KReduced
Gotham Asset ManagementQ2 2026$4.0M34.9KReduced
Renaissance TechnologiesquantQ2 2026$3.9M34.5KReduced

No longer held by: Bridgewater Associates (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
1
$1.1M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-25
filed 2026-08-26
Nelson Joshua BVice PresidentSell10.0K$111.82$1.1M
2026-05-13
filed 2026-05-14
Jackson Stephon A.Vice PresidentSell3.0K$102.56$308K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
24.9M
settled 2026-08-14
Change vs prior
-2.1%
vs previous settlement
Days to cover
14.38
at avg daily volume
Avg daily volume
1.7M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1424.9M-2.1%14.38
2026-07-3125.5M-4.7%12.38
2026-07-1526.7M-1.8%13.00
2026-06-3027.2M-0.2%9.97
2026-06-1527.3M+4.3%13.81
2026-05-2926.1M+4.2%14.19
2026-05-1525.1M+7.4%12.33
2026-04-3023.4M-3.6%10.61

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$7.31B$7.09B$6.46B$6.49B$7.67B
Gross profit
Operating income$2.19B$2.33B$1.99B$2.37B$3.71B
Net income$2.09B$2.10B$1.79B$1.56B$3.08B
Diluted EPS$9.24$9.15$7.76$6.70$13.12

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023FY2022FY2021
Cash and equivalents$3.38B$2.65B$2.07B$1.76B$1.52B
Current assets
Total assets$14.34B$13.47B$12.28B$11.64B$12.51B
Current liabilities
Long-term debt
Total liabilities$2.29B$2.02B$1.99B$1.96B$2.26B
Total equity$11.02B$10.51B$9.70B$9.03B$9.27B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$1.75B$1.69B$1.22B$2.36B$3.45B
Capital expenditure$274.2M$423.4M$307.9M$237.6M$239.1M
Free cash flow$1.48B$1.26B$911.2M$2.12B$3.21B

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$1.91B10.7%$632.0M$2.88
Q1 FY2026$1.86B5.3%$498.2M$2.23
Q4 FY2025$1.93B6.0%$445.3M$2.04
Q3 FY2025$1.89B6.0%$646.1M$2.87
Q2 FY2025$1.72B-0.6%$505.2M$2.24
Q1 FY2025$1.76B0.8%$490.5M$2.15
Q4 FY2024$1.82B11.1%$439.9M$1.98
Q3 FY2024$1.79B6.9%$603.0M$2.64

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNasdaq
SectorFinancials
SIC industryInvestment Advice
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2017
SEC CIK1113169

Selected SEC filings

10-K2026-02-13
View on EDGAR →
10-K2025-02-14
View on EDGAR →
10-Q2026-07-31
View on EDGAR →
10-Q2026-04-30
View on EDGAR →
10-Q2025-10-31
View on EDGAR →
10-Q2025-08-01
View on EDGAR →
8-K2026-07-31
View on EDGAR →
8-K2026-05-18
View on EDGAR →

Largest Financials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.