Added to YB: 2025-12-22
Pitch date: 2025-11-03
TROW [bearish]
T. Rowe Price Group, Inc.
+5.45%
current return
Author Info
No bio for this author
Company Info
T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions.
Market Cap
$20.5B
Pitch Price
$99.80
Price Target
80.00 (-15%)
Dividend
5.54%
EV/EBITDA
6.19
P/E
10.15
EV/Sales
2.56
Sector
Capital Markets
Category
N/A
T. Rowe Price Group, Inc. - $TROW (short)
TROW (short): Asset manager w/ $1.77T AUM facing secular headwinds from passive investing shift. Persistent outflows since 2021, declining fees since 2015 despite equity rally. 60% institutional/40% retail mix vulnerable to Vanguard fee cuts & demographic shifts. Hard-to-cut comp expenses growing 6.5% annually vs flat FCF since 2015. 9x 2026 EPS of $8.86 = 22% downside.
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