Is T Rowe Stock a Good Investment?
T Rowe Investment Advice | TROW |
- Examine T Rowe's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research T Rowe's leadership team and their track record. Good management can help T Rowe navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact T Rowe's business and its evolving consumer preferences.
- Compare T Rowe's performance and market position to its competitors. Analyze how T Rowe is positioned in terms of product offerings, innovation, and market share.
- Check if T Rowe pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about T Rowe's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in T Rowe Price stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if T Rowe Price is a good investment.
Sell | Buy |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine T Rowe Stock
Researching T Rowe's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 77.0% of the company shares are owned by institutional investors. The book value of T Rowe was at this time reported as 46.14. The company recorded earning per share (EPS) of 9.13. T Rowe Price last dividend was issued on the 13th of December 2024. The entity had 2:1 split on the 26th of June 2006.
To determine if T Rowe is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding T Rowe's research are outlined below:
| Over 77.0% of the company shares are owned by institutional investors | |
| On 27th of September 2024 T Rowe paid $ 1.24 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: T. ROWE PRICE DRIVES AWARENESS TO ACTIVE ETFs IN SAN FRANCISCO |
T Rowe uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in T Rowe Price. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to T Rowe's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 8th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 8th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact T Rowe's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises T Rowe's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1996-10-25 | 1996-09-30 | 0.1 | 0.11 | 0.01 | 10 | ||
1996-07-26 | 1996-06-30 | 0.09 | 0.1 | 0.01 | 11 | ||
1996-04-26 | 1996-03-31 | 0.09 | 0.08 | -0.01 | 11 | ||
2003-07-25 | 2003-06-30 | 0.19 | 0.21 | 0.02 | 10 | ||
2003-04-25 | 2003-03-31 | 0.14 | 0.16 | 0.02 | 14 | ||
2001-07-20 | 2001-06-30 | 0.18 | 0.2 | 0.02 | 11 | ||
1999-01-26 | 1998-12-31 | 0.16 | 0.18 | 0.02 | 12 | ||
1998-07-21 | 1998-06-30 | 0.17 | 0.19 | 0.02 | 11 |
Know T Rowe's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as T Rowe is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading T Rowe Price backward and forwards among themselves. T Rowe's institutional investor refers to the entity that pools money to purchase T Rowe's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Northern Trust Corp | 2024-09-30 | 2.1 M | Amvescap Plc. | 2024-06-30 | 2 M | Fisher Asset Management, Llc | 2024-09-30 | 1.9 M | Bank Of New York Mellon Corp | 2024-06-30 | 1.8 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.7 M | Wells Fargo & Co | 2024-06-30 | 1.6 M | Proshare Advisors Llc | 2024-09-30 | 1.6 M | Goldman Sachs Group Inc | 2024-06-30 | 1.6 M | Brown Advisory Holdings Inc | 2024-09-30 | 1.6 M | Vanguard Group Inc | 2024-09-30 | 25.9 M | Blackrock Inc | 2024-06-30 | 19.7 M |
T Rowe's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 26.62 B.Market Cap |
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T Rowe's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.20 | 0.19 | |
| Return On Capital Employed | 0.17 | 0.16 | |
| Return On Assets | 0.15 | 0.22 | |
| Return On Equity | 0.19 | 0.28 |
Determining T Rowe's profitability involves analyzing its financial statements and using various financial metrics to determine if T Rowe is a good buy. For example, gross profit margin measures T Rowe's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of T Rowe's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in T Rowe's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of T Rowe Price. Check T Rowe's Beneish M Score to see the likelihood of T Rowe's management manipulating its earnings.
Evaluate T Rowe's management efficiency
T Rowe Price has return on total asset (ROA) of 0.1013 % which means that it generated a profit of $0.1013 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.205 %, meaning that it created $0.205 on every $100 dollars invested by stockholders. T Rowe's management efficiency ratios could be used to measure how well T Rowe manages its routine affairs as well as how well it operates its assets and liabilities. At this time, T Rowe's Return On Assets are fairly stable compared to the past year. Return On Equity is likely to climb to 0.28 in 2024, whereas Return On Tangible Assets are likely to drop 0.19 in 2024. At this time, T Rowe's Total Assets are fairly stable compared to the past year. Other Assets is likely to climb to about 5.5 B in 2024, despite the fact that Non Currrent Assets Other are likely to grow to (4.3 B).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 45.92 | 48.22 | |
| Tangible Book Value Per Share | 31.87 | 33.46 | |
| Enterprise Value Over EBITDA | 9.42 | 6.44 | |
| Price Book Value Ratio | 2.54 | 4.97 | |
| Enterprise Value Multiple | 9.42 | 6.44 | |
| Price Fair Value | 2.54 | 4.97 | |
| Enterprise Value | 14.1 B | 14.8 B |
The management team at T Rowe has a track record of steering the company towards sustained growth. Evaluating their strategies helps in understanding the stock's long-term potential.
Dividend Yield 0.0414 | Forward Dividend Yield 0.0414 | Forward Dividend Rate 4.96 | Beta 1.423 |
Basic technical analysis of TROW Stock
As of the 24th of November, T Rowe has the Downside Deviation of 1.36, market risk adjusted performance of 0.1276, and Risk Adjusted Performance of 0.0933. In connection with fundamental indicators, the technical analysis model makes it possible for you to check potential technical drivers of T Rowe Price, as well as the relationship between them. Please validate T Rowe Price information ratio and downside variance to decide if T Rowe is priced some-what accurately, providing market reflects its prevalent price of 119.84 per share. Given that T Rowe Price has jensen alpha of (0), we advise you to double-check T Rowe Price's current market performance to make sure the company can sustain itself at some future date.T Rowe's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific T Rowe insiders, such as employees or executives, is commonly permitted as long as it does not rely on T Rowe's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases T Rowe insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Thomson Andrew Justin Mackenzie over two months ago Disposition of 11969 shares by Thomson Andrew Justin Mackenzie of T Rowe at 77.2445 subject to Rule 16b-3 | ||
Hrabowski Freeman A Iii over three months ago Disposition of 4370 shares by Hrabowski Freeman A Iii of T Rowe at 118.3235 subject to Rule 16b-3 | ||
Jackson Stephon A. over six months ago Disposition of 2389 shares by Jackson Stephon A. of T Rowe at 108.45 subject to Rule 16b-3 | ||
Jackson Stephon A. over six months ago Disposition of 2389 shares by Jackson Stephon A. of T Rowe at 108.45 subject to Rule 16b-3 | ||
Freeman Hrabowski over six months ago Disposition of 4370 shares by Freeman Hrabowski of T Rowe at 78.5896 subject to Rule 16b-3 | ||
Sandra Wijnberg over a year ago Acquisition by Sandra Wijnberg of 102 shares of T Rowe subject to Rule 16b-3 |
T Rowe's Outstanding Corporate Bonds
T Rowe issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. T Rowe Price uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most TROW bonds can be classified according to their maturity, which is the date when T Rowe Price has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View |
Understand T Rowe's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing T Rowe's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0933 | |||
| Market Risk Adjusted Performance | 0.1276 | |||
| Mean Deviation | 1.09 | |||
| Semi Deviation | 1.2 | |||
| Downside Deviation | 1.36 | |||
| Coefficient Of Variation | 865.88 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.14 | |||
| Information Ratio | 0.0261 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | 0.0282 | |||
| Treynor Ratio | 0.1176 | |||
| Maximum Drawdown | 7.96 | |||
| Value At Risk | (2.04) | |||
| Potential Upside | 2.14 | |||
| Downside Variance | 1.84 | |||
| Semi Variance | 1.44 | |||
| Expected Short fall | (1.17) | |||
| Skewness | 0.6574 | |||
| Kurtosis | 2.49 |
| Risk Adjusted Performance | 0.0933 | |||
| Market Risk Adjusted Performance | 0.1276 | |||
| Mean Deviation | 1.09 | |||
| Semi Deviation | 1.2 | |||
| Downside Deviation | 1.36 | |||
| Coefficient Of Variation | 865.88 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.14 | |||
| Information Ratio | 0.0261 | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | 0.0282 | |||
| Treynor Ratio | 0.1176 | |||
| Maximum Drawdown | 7.96 | |||
| Value At Risk | (2.04) | |||
| Potential Upside | 2.14 | |||
| Downside Variance | 1.84 | |||
| Semi Variance | 1.44 | |||
| Expected Short fall | (1.17) | |||
| Skewness | 0.6574 | |||
| Kurtosis | 2.49 |
Consider T Rowe's intraday indicators
T Rowe intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of T Rowe stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
T Rowe Corporate Filings
8K | 1st of November 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 23rd of October 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 18th of March 2024 Other Reports | ViewVerify |
TROW Stock media impact
Far too much social signal, news, headlines, and media speculation about T Rowe that are available to investors today. That information is available publicly through TROW media outlets and privately through word of mouth or via TROW internal channels. However, regardless of the origin, that massive amount of TROW data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of T Rowe news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of T Rowe relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to T Rowe's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive T Rowe alpha.
T Rowe Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards T Rowe can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
T Rowe Price Historical Investor Sentiment
Investor biases related to T Rowe's public news can be used to forecast risks associated with an investment in TROW. The trend in average sentiment can be used to explain how an investor holding TROW can time the market purely based on public headlines and social activities around T Rowe Price. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
T Rowe's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for T Rowe and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average T Rowe news discussions. The higher the estimate score, the more favorable the investor's outlook on T Rowe.
T Rowe Corporate Management
| Stefan CFA | Head VP | Profile | |
| JD Esq | General VP | Profile | |
| Thomas Pedersen | Managing Relations | Profile | |
| Eric CFA | Chief Equity | Profile | |
| CFA CFA | Head VP | Profile | |
| Kimberly Johnson | VP COO | Profile |
Additional Tools for TROW Stock Analysis
When running T Rowe's price analysis, check to measure T Rowe's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy T Rowe is operating at the current time. Most of T Rowe's value examination focuses on studying past and present price action to predict the probability of T Rowe's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move T Rowe's price. Additionally, you may evaluate how the addition of T Rowe to your portfolios can decrease your overall portfolio volatility.