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TROWT. Rowe Price Group, Inc.Hold5.7·$109.60+1.23%
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T. Rowe Price Group, Inc. (TROW) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $109.60, but acceptable to hold if already in. Reasons: Concentration risk — Product: sponsored U.S. mutual funds (55.0%); Analyst target reached - limited upside remaining.

T. Rowe Price Group is a global active asset manager with $1,775.6 billion AUM across equity, fixed income, multi-asset, and alternatives, serving individuals and institutions in 60 countries through mutual funds, collective trusts, SMAs, ETFs, and private funds. Investment... Read more

$109.60-1.2% A.UpsideScore 5.7/10#40 of 109 Asset Management
QualityF-score7 / 9FCF yield8.00%
IncomeYield4.74%(5y avg 4.16%)Payout54.83%sustainable
Stop $104.98Target $108.29(resistance)A.R:R -2.7:1
Analyst target$97.83-10.7%12 analysts
$108.29our TP
$109.60price
$97.83mean
$75

Hold if already holding. Not a fresh buy at $109.60, but acceptable to hold if already in. Reasons: Concentration risk — Product: sponsored U.S. mutual funds (55.0%); Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.7/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, news boost analyst 0.60, earnings proximity 47d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-13
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Fri, Jul 31, 202647d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Positive news sentiment (+0.67)
High-quality business
Risks
Concentration risk — Product: sponsored U.S. mutual funds (55.0%)
Analyst target reached - limited upside remaining
Leverage penalty (D/E 3.9): -1.5

Key Metrics

P/E (TTM)11.8
P/E (Fwd)11.3
Mkt Cap$23.5B
EV/EBITDA7.3
Profit Mgn28.3%
ROE18.7%
Rev Growth5.3%
Beta1.52
Dividend4.74%
Rating analysts19

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.10bullish
IV69%elevated
Max Pain$175+59.7% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHProductsponsored U.S. mutual funds55%
    10-K Item 1: 'Nearly 55% of our investment advisory fees are earned from our sponsored U.S. mutual funds'
  • MEDIUMProducttarget date retirement products32%
    10-K Item 1: 'The assets under management in our target date retirement products totaled $561.4 billion at December 31, 2025, or 31.6% of our managed assets at December 31, 2025'

Material Events(8-K, last 90d)

  • 2026-04-22Item 5.02LOW
    Amended and restated employment agreement with Glenn R. August, CEO of Oak Hill Advisors (OHA), approved April 21, 2026 as part of updated OHA evergreen operating arrangement. Routine compensatory arrangement update; no officer departure.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

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No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
2.7
Revenue Growth
3.8

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.9
52w Position
9.3
GatesA.R:R -2.7=NEGATIVEExecutive change: officer departure/appointmentMomentum 7.4>=5.5Insider activity: OKNEWS BOOST ANALYST 0.60EARNINGS PROXIMITY 47d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
74 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $100.50Resistance $110.50

Price Targets

$105
$108
A.Upside-1.2%
A.R:R-2.7:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-22.4% upside)
! NEWS_MOD=+2: SELL_IF_HOLDING → HOLD_IF_HOLDING
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-31 (47d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is TROW stock a buy right now?

Hold if already holding. Not a fresh buy at $109.60, but acceptable to hold if already in. Reasons: Concentration risk — Product: sponsored U.S. mutual funds (55.0%); Analyst target reached - limited upside remaining. Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $108.29 (-1.2%), stop $104.98 (−4.4%), A.R:R -2.7:1. Score 5.7/10, moderate confidence.

What is the TROW stock price target?

Take-profit target: $108.29 (-1.2% upside). Target $108.29 (-1.2%), stop $104.98 (−4.4%), A.R:R -2.7:1. Stop-loss: $104.98.

What are the risks of investing in TROW?

Concentration risk — Product: sponsored U.S. mutual funds (55.0%); Analyst target reached - limited upside remaining; Leverage penalty (D/E 3.9): -1.5.

Is TROW overvalued or undervalued?

T. Rowe Price Group, Inc. trades at a P/E of 11.8 (forward 11.3). TrendMatrix value score: 6.9/10. Verdict: Hold.

What do analysts say about TROW?

19 analysts cover TROW with a consensus score of 2.5/5. Average price target: $98.

What does T. Rowe Price Group, Inc. do?T. Rowe Price Group is a global active asset manager with $1,775.6 billion AUM across equity, fixed income,...

T. Rowe Price Group is a global active asset manager with $1,775.6 billion AUM across equity, fixed income, multi-asset, and alternatives, serving individuals and institutions in 60 countries through mutual funds, collective trusts, SMAs, ETFs, and private funds. Investment advisory fees are calculated as a percentage of AUM; nearly 55% are earned from sponsored US mutual funds. Target date retirement products represented 31.6% of managed assets as of December 31, 2025.

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