- T. Rowe’s total assets under management are valued at $1.79 trillion.
- The overall assets have decreased by 0.2% month-over-month.
- Total equity assets under management stand at $891 billion.
- The equity assets have declined by 1.2% month-over-month.
- Current analyst ratings include 0 buy recommendations.
- There are 10 hold recommendations from analysts.
- Analysts have issued 5 sell recommendations.
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T. Rowe Price Group on Smartkarma
Analysts on Smartkarma have recently covered T. Rowe Price Group, a global investment management firm known for its strong brand reputation and consistent performance. The research report titled “Primer: T. Rowe Price Group (TROW US) – Sep 2025″ by Ξ±SK highlights the company’s focus on active management amidst challenges from the rise of passive investment strategies. The firm is diversifying its offerings with alternative investments and ETFs to adapt to changing investor preferences, including a strategic partnership with Goldman Sachs for retirement solutions. Despite resilient financial performance and dividend growth, outflows from active funds could impact future revenue and profitability.
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
Based on the Smartkarma Smart Scores, T. Rowe Price Group is positioned for a positive long-term outlook. With strong scores in Dividend, Resilience, and Momentum, the company shows promise for steady growth and stability. The above-average score in Dividend indicates a reliable track record of distributing dividends to shareholders, while the high Resilience and Momentum scores suggest the company’s ability to weather market fluctuations and maintain a positive growth trajectory.
T. Rowe Price Group Inc., a financial services holding company, offers investment advisory services to a diverse range of investors. Managing various mutual funds and investment portfolios, the company caters to both individual and institutional clients, providing expertise in U.S. and international markets. With solid Smart Scores particularly in Dividend, Resilience, and Momentum, T. Rowe Price Group appears well-positioned to deliver value and performance over the long term.
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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