- T. Rowe’s assets under management increased to $1.77 trillion, up 2.1% month-over-month.
- Total equity assets under management reached $885 billion, also up 2.1% from the previous month.
- There were net outflows of $2.0 billion recorded.
- For the quarter ending in September, the net outflows amounted to $7.9 billion, with $0.8 billion attributed to manager-driven distributions.
- Analyst recommendations include 0 buys, 11 holds, and 5 sells.
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T. Rowe Price Group on Smartkarma
According to Smartkarma, the independent investment research network, top analysts have published a primer on T. Rowe Price Group. This research report, titled “Primer: T. Rowe Price Group (TROW US) – Sep 2025,” highlights T. Rowe Price as a global investment management firm known for its strong brand reputation and track record of delivering solid investment performance. Despite its active management focus, T. Rowe Price is facing challenges from the increasing popularity of passive investment strategies. To adapt, the firm is diversifying its offerings into alternative investments and exchange-traded funds (ETFs) to cater to evolving investor preferences. One significant move includes a recent partnership with Goldman Sachs to develop public/private solutions for the retirement channel, a strategic initiative aimed at expanding revenue streams.
The report also notes that while T. Rowe Price has shown resilient financial performance with consistent dividend growth, it is grappling with persistent outflows from its active funds. This ongoing trend could potentially impact the company’s future revenue and profitability. Investors are advised to independently verify the information provided in this AI-generated content before making any investment decisions.
A look at T. Rowe Price Group Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 4 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.6 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Analysts using Smartkarma Smart Scores have assessed T. Rowe Price Group‘s long-term outlook based on key factors. The company received a solid 4 out of 5 for both Dividend and Resilience, indicating strong performance in these areas. With a score of 3 for both Value and Growth, T. Rowe Price Group shows moderate performance in these categories. Additionally, a Momentum score of 4 suggests positive market momentum for the company.
T. Rowe Price Group Inc., a financial services holding company, offers investment advisory services to individual and institutional investors. Managing a diverse range of U.S. and international investment portfolios, including stock, blended asset, bond, and money market mutual funds, T. Rowe Price Group has established itself as a reputable player in the financial services industry.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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