Revenue segments as reported by the company.

Investment advisory fees

Capital allocation-based income

Administrative, distribution, and servicing fees

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and related costs

Distribution and servicing

Advertising and promotion

Product and recordkeeping related costs

Technology, occupancy, and facility costs

General, administrative, and other

Contingent consideration fair value adjustments

Acquisition-related amortization and impairment costs

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

T. Rowe Price Group

T. Rowe Price Group, Inc. is a global investment management organization, which engages in the provision of investment management services. The firm provides an array of mutual funds, sub advisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries. It also offers investment planning and guidance tools. The company was founded by Thomas Rowe Price Jr. in 1937 and is headquartered in Baltimore, MD.

Earnings data Q1 2021

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Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q4 2024

T. Rowe Price reports resilient Q1 performance amid market challenges

T. Rowe Price Group navigated Q1 with solid financial performance, focusing on client delivery and innovation amidst market challenges, while managing AUM of $1.3 trillion.
Despite net outflows in certain strategies, the company's revenue growth and cost management strategies demonstrate resilience and a commitment to long-term growth.
Challenges in expense management and organic growth are being addressed, while opportunities in M&A, international expansion, and product diversification offer avenues for future growth and market leadership.

T. Rowe Price Group reports improved performance and explores AI opportunities

T. Rowe Price Group's Q2 earnings call showcased improved performance, cost-saving measures, and a focus on long-term growth strategies. The company faces challenges in balancing expense cuts with maintaining performance post-layoffs but sees opportunities in AI applications and driving flows through strategic initiatives.

T. Rowe Price Group reports solid performance amidst net outflows

T. Rowe Price Group's Q3 2023 earnings call highlighted solid investment performance, record flows in the Target Date franchise, and a focus on cost management amidst challenges of net outflows. The company remains optimistic about future growth opportunities and the value proposition of their retirement date funds.

T. Rowe Price reports strong Q4 performance and outlines growth

T. Rowe Price Group (TROW) showcased strong performance, highlighted growth opportunities, and addressed challenges during the Q4 2023 Earnings Call.
The company's focus on strategic initiatives, improved sales, and international markets positions it for a positive outlook in 2024.
Investors can expect continued emphasis on fixed income capabilities, share repurchases, and value creation through acquisitions.
Analysts' inquiries into various aspects of the business reflect a keen interest in T. Rowe Price's financial performance and strategic direction.

T. Rowe Price Group reports robust Q1 performance and eyes global retirement market

T. Rowe Price Group delivered strong financial performance in Q1 2024, driven by asset growth, improved investment performance, and increased earnings per share.
While facing challenges such as expense impacts and fluctuating fee structures, the company remains confident in its ability to meet client needs and navigate market dynamics.
Opportunities lie in expanding retirement solutions, leveraging global client relationships, and maintaining competitiveness through value proposition and fee strategies.

T. Rowe Price Group reports solid Q2 performance and growth

T. Rowe Price Group demonstrated strong performance in AUM and fund outperformance, particularly in equity and fixed income.
While facing challenges with net outflows, the company showcased growth in ETF business and financial metrics.
Opportunities exist in expanding ETF offerings, addressing outflows, and launching innovative products to drive future growth.

T. Rowe Price reports solid Q3 earnings and eyes growth opportunities

T. Rowe Price Group's Q3 2024 performance reflects resilience in asset management despite net outflows. The company's focus on expanding its ETF business and launching innovative retirement solutions, along with strong financial results, positions it well for future growth. Addressing challenges related to net outflows and capitalizing on growth opportunities will be key for T. Rowe Price's success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

T. Rowe Price Group, Inc. engages in the provision of investment management services. The company was founded by Thomas Rowe Price Jr. in 1937 and is headquartered in Baltimore, MD.

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T. Rowe Price Group, Inc. is a dividend aristocrat with 37 years of steady and dependable dividend payments. The stock is in a solid technical position with potential for substantial upside and has recently bounced off strong support. The recent earnings report exceeded expectations, indicating strong fundamental performance and potential for future growth.

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T. Rowe Price's (TROW) Q1 earnings beat estimates on increased net revenues and an improvement in AUM. A rise in cash and cash equivalents will help it continue investing.

T. Rowe Price (TROW) Q1 Earnings Beat Estimates, AUM Rises Y/Y (Revised)

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T. Rowe Price's (TROW) Q1 earnings beat estimates on increased net revenues, an improvement in AUM and a decline in expenses. A rise in cash and cash equivalents will help it continue investing.

T. Rowe Price (TROW) Q1 Earnings Beat Estimates, AUM Rises Y/Y

T. Rowe Price Group, Inc. (NASDAQ:TROW ) Q1 2024 Earnings Conference Call April 26, 2024 8:00 AM ET Company Participants Linsley Carruth - Director, IR Robert Sharps - President & CEO Jen Dardis - CFO & Treasurer Dee Sawyer - Head of Global Distribution Eric Veiel - Head of Global Equity & Chief Investment Officer Conference Call Participants Craig Siegenthaler - Bank of America Michael Cyprys - Morgan Stanley Daniel Fannon - Jefferies Patrick Davitt - Autonomous Research Brian Bedell - Deutsche Bank Alexander Blostein - Goldman Sachs Kenneth Worthington - JPMorgan Brennan Hawken - UBS Aidan Hall - KBW Operator Good morning. My name is Norma, and I will be your conference facilitator today.

T. Rowe Price Group, Inc. (TROW) Q1 2024 Earnings Call Transcript

Although the revenue and EPS for T. Rowe (TROW) give a sense of how its business performed in the quarter ended March 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

T. Rowe (TROW) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

T. Rowe Price (TROW) came out with quarterly earnings of $2.38 per share, beating the Zacks Consensus Estimate of $2.01 per share. This compares to earnings of $1.69 per share a year ago.

T. Rowe Price (TROW) Q1 Earnings and Revenues Beat Estimates

BALTIMORE , April 26, 2024 /PRNewswire/ -- T. Rowe Price Group, Inc. (NASDAQ-GS: TROW), today reported its financial results for the first quarter of 2024.

T. ROWE PRICE GROUP REPORTS FIRST QUARTER 2024 RESULTS

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T. Rowe Price (TROW) is expected to have witnessed an improvement in AUM in the first quarter of 2024 due to a favorable equity market performance, partially offset by net outflows.

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Looking beyond Wall Street's top -and-bottom-line estimate forecasts for T. Rowe (TROW), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2024.

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T. Rowe (TROW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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T. Rowe Price's (TROW) March AUM balance increases 2.4% on account of growth in equity, multi-asset and fixed-income products.

T. Rowe Price's (TROW) March AUM Increases 2.4% to $1.54T

T. Rowe (TROW) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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2023 report features the latest trends in 401(k) plan design and participant behavior BALTIMORE , April 8, 2024 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, today published its annual benchmarking report on 401(k) plan design and participant behavior, and found average account balances increased by 14% to $115,000, aided by strong performance in the financial markets.

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News for T. Rowe Price Group Stock (TROW)