- Total equity assets under management (AUM) for October 2025 increased to $902 billion, reflecting a 1.9% month-over-month growth from the previous month’s $885 billion.
- The overall assets under management reached $1.79 trillion in the same period.
- There were preliminary net outflows amounting to $5.9 billion for October 2025.
- Current analyst recommendations include 0 buys, 11 holds, and 5 sells.
T. Rowe Price Group on Smartkarma
Analyst coverage of T. Rowe Price Group on Smartkarma reveals insights from a primer written by αSK, a reputable provider on the platform. The primer 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 consistent investment performance. Despite facing challenges from the rise of passive investment strategies, the company is proactively diversifying its offerings in alternative investments and ETFs to adapt to changing investor preferences. A significant partnership with Goldman Sachs to develop solutions for the retirement sector showcases the firm’s strategic focus on innovation and growth.
The research report points out the company’s resilient financial performance marked by consistent dividend growth. However, persistent outflows from its active funds pose a concern for future revenue and profitability. This comprehensive analysis on Smartkarma offers valuable insights into T. Rowe Price Group‘s strengths, challenges, and strategic initiatives, making it a must-read for investors seeking a well-rounded perspective on the company’s investment potential.
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
In terms of its long-term outlook, T. Rowe Price Group Inc. is displaying a solid performance based on its Smartkarma Smart Scores. With a Dividend score of 4, the company is seen as offering above-average dividends to its investors. This, combined with a Resilience score of 4, indicates that T. Rowe Price Group has shown a consistent ability to weather market uncertainties and maintain stability over time. Additionally, the company’s Momentum score of 4 suggests a strong upward trend in its financial performance, reflecting a positive growth trajectory.
While T. Rowe Price Group‘s Value and Growth scores are rated at 3, indicating moderate rankings in these areas, the overall outlook for the company appears positive. As a financial services holding company providing investment advisory services, T. Rowe Price Group manages a diverse portfolio of investment options for both individual and institutional investors. This broad range of offerings positions the company well for potential growth and continued success in the ever-changing investment landscape.
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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