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T. Rowe Price Group Inc

🇺🇸 TROW · NYSE/NASDAQ · US74144T1088

Bank

Database · updates weekly

USD 110.51 price at analysis

Updated: 2026-08-15
Next update: 2026-08-22
Updates weekly
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Scores

Quality 48/100
Recommended max: 1.5% of portfolio
Opportunity 50/100

Key Metrics

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P/E (TTM)

11.0

P/E (Price-to-Earnings)
Shows how much investors pay for each $1 of profit. We display the TTM P/E (Trailing Twelve Months) which uses actual earnings from the last 4 quarters. This is more reliable than Forward P/E which uses analyst estimates.
Calculation: 110.51 ÷ 10.11 = 11.0
TTM period through: 2026-06-30

Forward P/E (estimated): 11.2
Based on analyst estimates

Reference: Provider P/E (Trailing): 11.2

Net Debt/EBITDA (TTM)

-1.0x

Latest quarter: -4.3x

Net Debt / EBITDA
A leverage ratio showing how many years of EBITDA (earnings before interest, taxes, depreciation, and amortization) it would take to repay net debt. EBITDA approximates operating cash generation. Lower ratios (e.g., <3x) are generally safer; higher (e.g., >5x) may indicate more financial risk.
TTM through: 2026-06-30
Latest quarter (2026-06-30): -4.3x
The quarterly value can spike when quarterly EBITDA is very low (e.g., one-time charges).
Quick guide: <2x manageable, >4x can be risky (sector-dependent).

ROE

19.4%

ROE (Return on Equity)
A profitability measure: how much profit is generated from shareholders’ equity. Higher isn’t always better if it comes from high debt.

EV/EBITDA

6.8x

EV/EBITDA
A valuation ratio that compares total business value (including debt) to EBITDA. Lower can mean cheaper, but context matters.

Dividend Summary

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Dividend Yield (Fwd)

4.77%

TTM: 4.62%

Dividend Yield
The Forward yield (Fwd) shows the next announced annual dividend / current price — what you'd earn going forward. The Trailing yield (TTM) in the tooltip shows dividends actually paid in the last 12 months. Forward is shown as primary because it reflects the company's current commitment to shareholders.
Forward Yield (estimated): 4.77%
Trailing Yield (TTM, last 12 months): 4.62%

Payout Ratio (Fwd)

51.4%

TTM: 51.6%

Payout Ratio
Dividends as a percentage of earnings. The Forward payout (Fwd) uses the announced dividend divided by actual past earnings (TTM) — it tells you if the company can afford what it promised. Very high payouts can be risky, especially if profits fall.
Announced dividend / actual earnings (TTM)
Payout (Fwd): 51.4%
Payout (TTM): 51.6%

Growth Streak

8 yrs

Consec. increases

Div. Growth (5Y)

7.1%

Dividend History

EODHD Dividends API
Status Type Decl. Date Ex-Div Date Pay Date Currency Amount
Forecast* Quarterly 15 Jun 2027 USD 1.3
Forecast* Quarterly 16 Mar 2027 USD 1.3
Forecast* Quarterly 15 Dec 2026 USD 1.27
Declared Quarterly 06 Aug 2026 15 Sep 2026 29 Sep 2026 USD 1.3
Paid Quarterly 07 May 2026 15 Jun 2026 29 Jun 2026 USD 1.3
Paid Quarterly 09 Feb 2026 16 Mar 2026 30 Mar 2026 USD 1.3
Paid Quarterly 28 Oct 2025 15 Dec 2025 30 Dec 2025 USD 1.27
Paid Quarterly 11 Aug 2025 15 Sep 2025 29 Sep 2025 USD 1.27

* Extrapolated from past dividend history. Not an official announcement — treat as an estimate, not a confirmed date or amount.

Summary

T. Rowe Price is a premier asset manager featuring a pristine, debt-free balance sheet and a highly secure 4.69% forward dividend yield at a low P/E of 10.97. However, the business faces permanent structural headwinds from the shift toward passive indexing, reflected in its negative 5-year EPS growth. Not recommended for new core DGI positions due to the lack of essential-service stability, though existing investors may choose to hold for the attractive yield.

Sector Context

T. Rowe Price operates in the asset management industry, which is highly cyclical and dependent on broader financial market performance. From a DGI perspective, while the firm boasts an elite balance sheet and dividend history, it lacks the stable, recession-resistant demand profile typical of core essential-service holdings.

📊 Strategy Analysis

⚠ What to Watch

📊 Historical Trends (10 Years)

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These charts show how key metrics have evolved over the past decade, helping you identify if the company is improving or deteriorating.

Debt Evolution (Net Debt / EBITDA)

Lower values are better. A declining trend indicates the company is reducing its debt (deleveraging).

Revenue & Earnings Growth

Consistent growth in revenueRevenue
The money a company brings in from selling its products or services. It’s the top line before costs.
(blue) and earningsEarnings (Profit)
What’s left after expenses. Positive earnings mean the business made a profit; negative means a loss.
(green) indicates a healthy business. Look for upward trends and recoveries after temporary dips.

Analysis date: 2026-08-15

Disclaimer: This information is for educational purposes only. Not financial advice.

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Data sourced from third-party providers. Help us stay accurate — report any discrepancies to [email protected]
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