TROW
NEUTRAL
$98.1
Live
T. Rowe Price Group, Inc. · NASDAQ
Target $94.25
(-3.9%)
$84.4
52W Range
$118.22
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 21, 2026
Market cap
$21.39B
P/E
10.62
ROE
18.8%
Profit margin
28.5%
Debt/Equity
0.04
Dividend yield
5.3%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
TROW presents as a classic value play with a stable Piotroski F-Score of 6/9 and an exceptionally strong balance sheet characterized by a Debt/Equity ratio of 0.04. The stock is currently trading at a discount to both its Graham Number ($101.64) and Intrinsic Value ($114.58), supported by a robust 5.3% dividend yield. However, the investment case is hampered by stagnant growth, evidenced by a very high PEG ratio of 12.03 and a bearish technical trend. The disconnect between strong solvency and poor growth momentum suggests a potential value trap, further reinforced by an analyst target price below the current market value.
Key Strengths
Exceptional solvency with a Debt/Equity ratio of 0.04
High liquidity indicated by a Current Ratio of 6.23
Attractive and sustainable dividend yield of 5.3% (54.98% payout)
Trading below defensive fair value (Graham Number $101.64)
Strong profitability margins (Operating Margin 32.22%)
Key Risks
Severe growth deficiency indicated by a PEG ratio of 12.03
Bearish technical trend (0/100 score)
Analyst target price ($94.25) is lower than the current price ($98.10)
Poor long-term price performance (5-year change of -31.2%)
Sluggish earnings growth (YoY 3.60%)
AI Fair Value Estimate
Based on comprehensive analysis
$105.0
+7.0% above current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
69
Strong
85
30
50
90
88
AI Verdict
Stable Value Play with Growth Headwinds
Key drivers: Strong Balance Sheet, Attractive Dividend, Low Growth Profile
Confidence
80%
Value
85/100
Ref P/E 10.62, Graham Number $101.64
Positives
- P/E of 10.62 is low
- Price is below Graham Number and Intrinsic Value
Watchpoints
- High PEG ratio suggests overvaluation relative to growth
Future
30/100
Ref Growth rates and PEG
Positives
- Modest revenue growth of 6%
Watchpoints
- PEG ratio of 12.03
- Low earnings growth (3.60%)
Past
50/100
Ref Historical price trends
Positives
- Strong 1-year recovery (+23.8%)
Watchpoints
- Significant 5-year decline (-31.2%)
Health
90/100
Ref Piotroski F-Score and Debt/Equity
Positives
- Piotroski F-Score 6/9 (Stable)
- Debt/Equity 0.04
- Current Ratio 6.23
Watchpoints
No urgent risks highlighted.
Dividend
88/100
Ref Yield and Payout
Positives
- High yield of 5.30%
- Sustainable payout ratio of 54.98%
Watchpoints
No urgent risks highlighted.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$98.1
Analyst Target
$94.25
Upside/Downside
-3.9%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for TROW and closest competitors.
Updated 2026-04-20
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
TROW
T. Rowe Price Group, Inc.
Primary
|
-31.2% | +1.2% | +23.8% | -3.3% | +13.8% | +4.0% |
|
FUTU
Futu Holdings Limited
Peer
|
+7.0% | +230.8% | +93.6% | -10.8% | +1.1% | +10.8% |
|
BCH
Banco de Chile
Peer
|
+195.7% | +165.5% | +92.4% | +56.3% | +13.2% | +7.7% |
|
PFG
Principal Financial Group, Inc.
Peer
|
+77.8% | +35.9% | +36.3% | +22.1% | +7.1% | +1.8% |
|
SOFI
SoFi Technologies, Inc.
Peer
|
+26.2% | +224.9% | +77.0% | -26.8% | +13.1% | +19.8% |
TRO
T. Rowe Price Group, Inc.
Primary
5Y
-31.2%
3Y
+1.2%
1Y
+23.8%
6M
-3.3%
1M
+13.8%
1W
+4.0%
FUT
Futu Holdings Limited
Peer
5Y
+7.0%
3Y
+230.8%
1Y
+93.6%
6M
-10.8%
1M
+1.1%
1W
+10.8%
BCH
Banco de Chile
Peer
5Y
+195.7%
3Y
+165.5%
1Y
+92.4%
6M
+56.3%
1M
+13.2%
1W
+7.7%
PFG
Principal Financial Group, Inc.
Peer
5Y
+77.8%
3Y
+35.9%
1Y
+36.3%
6M
+22.1%
1M
+7.1%
1W
+1.8%
SOF
SoFi Technologies, Inc.
Peer
5Y
+26.2%
3Y
+224.9%
1Y
+77.0%
6M
-26.8%
1M
+13.1%
1W
+19.8%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
10.62
Forward P/E
10.26
PEG Ratio
12.03
P/B Ratio
1.97
P/S Ratio
2.92
EV/Revenue
2.69
EV/EBITDA
6.92
Market Cap
$21.39B
Profitability
Profit margins and return metrics
Profit Margin
28.53%
Operating Margin
32.22%
Gross Margin
51.27%
ROE
18.79%
ROA
10.65%
Growth
Revenue and earnings growth rates
Revenue Growth
+6.0%
Earnings Growth
+3.6%
Q/Q Revenue Growth
+6.01%
Q/Q Earnings Growth
+1.2%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.04
Low debt
Current Ratio
6.23
Strong
Quick Ratio
6.23
Excellent
Cash/Share
$15.49
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$1.9B
Gross Margin
51.5%
Op. Margin
33.3%
Net Margin
23.0%
Total Assets
$14.3B
Liabilities
$2.3B
Equity
$10.9B
Debt/Equity
0.21x
Operating CF
$-0.0B
CapEx
$-0.1B
Free Cash Flow
$-0.1B
FCF Yield
457%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-30
$N/A
2026-02-04
$2.44
-1.0% surprise
2025-10-31
$2.81
+10.5% surprise
2025-08-01
$2.24
+4.9% surprise
Financial Services Sector Comparison
Comparing TROW against 579 companies in the Financial Services sector
(106 bullish, 239 neutral, 234 bearish)
P/E Ratio
10.62
This Stock
vs
41.68
Sector Avg
-74.5%
(Discount)
Return on Equity (ROE)
18.79%
This Stock
vs
-0.24%
Sector Avg
-7834.2%
(Below Avg)
Profit Margin
28.53%
This Stock
vs
47.47%
Sector Avg
-39.9%
(Weaker)
Debt to Equity
0.04
This Stock
vs
1.36
Sector Avg
-97.1%
(Less Debt)
Revenue Growth
6.0%
This Stock
vs
39.3%
Sector Avg
-84.7%
(Slower)
Current Ratio
6.23
This Stock
vs
3.65
Sector Avg
+70.8%
(Stronger)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
TROW
T. Rowe Price Group, Inc.
|
NEUTRAL | $21.39B | 10.62 | 18.8% | 28.5% | $98.1 | |
|
FUTU
Futu Holdings Limited
|
BULLISH | $21.62B | 15.36 | 33.1% | 53.8% | $155.27 | Compare |
|
BCH
Banco de Chile
|
BEARISH | $21.82B | 15.0 | 20.9% | 45.1% | $43.2 | Compare |
|
PFG
Principal Financial Group, Inc.
|
NEUTRAL | $20.38B | 17.9 | 10.5% | 7.6% | $93.98 | Compare |
|
SOFI
SoFi Technologies, Inc.
|
NEUTRAL | $24.78B | 49.82 | 5.7% | 13.4% | $19.43 | Compare |
TROW
T. Rowe Price Group, Inc.
NEUTRAL
Mkt Cap
$21.4B
P/E
10.6
ROE
18.8%
Price
$98.1
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-30 | VERMA RICHARD R | Director | Stock Award | 42 | $3,762 |
| 2026-03-30 | STEVENS ROBERT J | Director | Stock Award | 324 | $28,871 |
| 2026-03-30 | MACLELLAN ROBERT FRANCIS | Director | Stock Award | 206 | $18,372 |
| 2026-03-30 | GOLSTON ALLAN C | Director | Stock Award | 42 | $3,762 |
| 2026-03-30 | WILSON ALAN D | Director | Stock Award | 557 | $49,670 |
| 2026-03-30 | DONNELLY WILLIAM P | Director | Stock Award | 152 | $13,539 |
| 2026-03-30 | WIJNBERG SANDRA S | Director | Stock Award | 187 | $16,673 |
| 2026-03-30 | DUBLON DINA | Director | Stock Award | 137 | $12,268 |
| 2026-03-30 | SMITH CYNTHIA F | Director | Stock Award | 61 | $5,448 |
| 2026-02-26 | MACLELLAN ROBERT FRANCIS | Director | Option Exercise | 4,417 | $327,480 |
| 2026-02-13 | VEIEL ERIC L | Officer | Stock Award | 13,151 | $17,588 |
| 2026-02-13 | SHARPS ROBERT W. | Chief Executive Officer | Stock Award | 22,404 | $15,615 |
| 2026-02-13 | PAGE SEBASTIEN | Officer | Stock Award | 8,861 | - |
| 2026-02-13 | DARDIS JENNIFER B. | Chief Financial Officer | Stock Award | 5,604 | $4,202 |
| 2026-02-05 | SAWYER DOROTHY C | Vice President | Stock Award | 32 | $3,366 |
VERMA RICHARD R
Director
2026-03-30
42 shares
·
$3,762
STEVENS ROBERT J
Director
2026-03-30
324 shares
·
$28,871
MACLELLAN ROBERT FRANCIS
Director
2026-03-30
206 shares
·
$18,372
GOLSTON ALLAN C
Director
2026-03-30
42 shares
·
$3,762
WILSON ALAN D
Director
2026-03-30
557 shares
·
$49,670
DONNELLY WILLIAM P
Director
2026-03-30
152 shares
·
$13,539
WIJNBERG SANDRA S
Director
2026-03-30
187 shares
·
$16,673
DUBLON DINA
Director
2026-03-30
137 shares
·
$12,268
SMITH CYNTHIA F
Director
2026-03-30
61 shares
·
$5,448
MACLELLAN ROBERT FRANCIS
Director
2026-02-26
4,417 shares
·
$327,480
VEIEL ERIC L
Officer
2026-02-13
13,151 shares
·
$17,588
SHARPS ROBERT W.
Chief Executive Officer
2026-02-13
22,404 shares
·
$15,615
PAGE SEBASTIEN
Officer
2026-02-13
8,861 shares
DARDIS JENNIFER B.
Chief Financial Officer
2026-02-13
5,604 shares
·
$4,202
SAWYER DOROTHY C
Vice President
2026-02-05
32 shares
·
$3,366
Insider transactions can signal confidence or concerns about company prospects
SEC Filings
Recent regulatory filings from the SEC EDGAR database
DEF 14A
10-K
8-K
8-K
10-Q
8-K
8-K
8-K
10-Q
8-K
Data sourced from SEC EDGAR. AI summaries generated automatically.
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
HOLD
12 analysts
Barclays
2026-04-17
Underweight
Underweight
Evercore ISI Group
2026-04-10
In-Line
In-Line
BMO Capital
2026-04-10
Market Perform
Market Perform
Keefe, Bruyette & Woods
2026-04-08
Market Perform
Market Perform
Goldman Sachs
2026-04-07
Sell
Sell
Morgan Stanley
2026-04-01
Equal-Weight
Equal-Weight
Morgan Stanley
2026-02-10
Equal-Weight
Equal-Weight
JP Morgan
2026-02-05
Underweight
Underweight
TD Cowen
2026-02-05
Hold
Hold
Evercore ISI Group
2026-02-05
In-Line
In-Line
Past News Coverage
Recent headlines mentioning TROW from our newsroom.
Newest → oldest
No matching news yet.