TROW 📈 T. Rowe Price - Overview
Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US74144T1088
TROW: Mutual Funds, Exchange-Traded Funds, Retirement Plans, Investment Portfolios
T. Rowe Price Group, Inc. is a publicly owned investment manager that offers a wide range of services to various clients, including individuals, institutional investors, retirement plans, financial intermediaries, and institutions. The firm's investment portfolio is diverse, comprising equity and fixed income mutual funds that are launched and managed by its team of experienced professionals. By leveraging fundamental and quantitative analysis with a bottom-up approach, T. Rowe Price Group, Inc. invests in the public equity and fixed income markets across the globe, providing its clients with access to a broad range of investment opportunities.
The firm's investment strategy is built around in-house and external research, which enables it to make informed investment decisions. T. Rowe Price Group, Inc. also incorporates socially responsible investing principles, focusing on environmental, social, and governance issues that can impact the long-term sustainability of its investments. In addition to its public equity and fixed income investments, the firm also participates in late-stage venture capital transactions, typically investing between $3 million and $5 million in companies with high growth potential. This diversified approach allows T. Rowe Price Group, Inc. to provide its clients with a comprehensive range of investment solutions.
With a history dating back to 1937, T. Rowe Price Group, Inc. has established itself as a reputable and experienced investment manager. The firm, which was previously known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc., is headquartered in Baltimore, Maryland, and has a significant presence in various locations around the world, including the United States, Canada, Europe, Asia, and the Middle East. Its global footprint is supported by a network of offices in cities such as Colorado Springs, San Francisco, New York, London, Tokyo, and Sydney, among others. T. Rowe Price Group, Inc.'s website can be accessed at https://www.troweprice.com, and its common stock is listed on the NASDAQ stock exchange under the ticker symbol TROW, with the ISIN code US74144T1088, and is classified under the GICS Sub Industry: Asset Management & Custody Banks.
Additional Sources for TROW Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
TROW Stock Overview
Market Cap in USD | 26,499m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1989-09-13 |
TROW Stock Ratings
Growth 5y | 5.04% |
Fundamental | 72.8% |
Dividend | 65.9% |
Rel. Strength Industry | -68.5 |
Analysts | 2.6/5 |
Fair Price Momentum | 110.83 USD |
Fair Price DCF | 203.15 USD |
TROW Dividends
Dividend Yield 12m | 3.20% |
Yield on Cost 5y | 3.73% |
Annual Growth 5y | 9.93% |
Payout Consistency | 90.2% |
TROW Growth Ratios
Growth Correlation 3m | 84.6% |
Growth Correlation 12m | 41.3% |
Growth Correlation 5y | -22.8% |
CAGR 5y | 3.08% |
CAGR/Mean DD 5y | 0.11 |
Sharpe Ratio 12m | 0.43 |
Alpha | -18.40 |
Beta | 1.22 |
Volatility | 24.38% |
Current Volume | 4136.7k |
Average Volume 20d | 1571.1k |
As of December 21, 2024, the stock is trading at USD 116.12 with a total of 4,136,669 shares traded.
Over the past week, the price has changed by -5.64%, over one month by -3.23%, over three months by +3.25% and over the past year by +9.03%.
Yes, based on ValueRay Fundamental Analyses, T. Rowe Price (NASDAQ:TROW) is currently (December 2024) a good stock to buy. It has a ValueRay Fundamental Rating of 72.79 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of TROW as of December 2024 is 110.83. This means that TROW is currently overvalued and has a potential downside of -4.56%.
T. Rowe Price has received a consensus analysts rating of 2.60. Therefor, it is recommend to hold TROW.
- Strong Buy: 0
- Buy: 0
- Hold: 10
- Sell: 4
- Strong Sell: 1
According to ValueRays Forecast Model, TROW T. Rowe Price will be worth about 124 in December 2025. The stock is currently trading at 116.12. This means that the stock has a potential upside of +6.79%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 114.4 | -1.5% |
Analysts Target Price | 99.6 | -14.2% |
ValueRay Target Price | 124 | 6.8% |