BlackRock (NYSE: BLK) discloses 21.96M shares (10.1%) of T. Rowe Price (TROW)
BlackRock, Inc. has disclosed a 10.1% beneficial ownership stake in T. Rowe Price Group, Inc. (TROW), comprising 21,957,917 shares as of March 31, 2026. This Schedule 13G filing indicates a passive investment rather than an attempt to influence control of the company, with BlackRock holding sole voting power for 20,494,650 shares and sole dispositive power for all beneficially owned shares. The disclosure emphasizes the routine nature of such institutional filings for transparency in public markets.
Franklin's March AUM Declines 3.1% Sequentially Despite Net Inflows
Franklin Resources (BEN) reported a 3.1% sequential decrease in preliminary assets under management (AUM) to $1.68 trillion as of March 31, 2026. This decline was primarily attributed to negative market impacts, although it was partially offset by $5 billion in preliminary long-term net inflows. Despite the overall AUM decrease and a "Hold" Zacks Rank, the company's strategic expansion in asset classes and acquisitions are expected to support future AUM growth.
T. ROWE PRICE COLLEGE SAVINGS PLAN BECOMES "T. ROWE PRICE 529" TO REFLECT EXPANDED FLEXIBILITY FOR EDUCATION EXPENSES
T. Rowe Price has renamed its "T. Rowe Price College Savings Plan" to "T. Rowe Price 529" to better reflect the broadened scope of educational expenses that tax-advantaged 529 accounts can now cover, including apprenticeships and student loan repayments. This change coincides with the plan's 25th anniversary, which T. Rowe Price and the Education Trust of Alaska are celebrating with a $250 matching incentive for new savers. The firm emphasizes the importance of early savings and the expanded flexibility of 529 plans in helping families prepare for future education costs.
T. Rowe Price Group, Inc. $TROW Position Trimmed by Aberdeen Group plc
Aberdeen Group plc reduced its stake in T. Rowe Price Group, Inc. (NASDAQ:TROW) by 7.2% in the fourth quarter, selling 14,587 shares and now owning 188,818 shares valued at $19.33 million. Despite this trimming by Aberdeen, other institutional investors like Econ Financial Services Corp and Foster & Motley Inc. increased their holdings. T. Rowe Price Group recently announced an increased quarterly dividend of $1.30 per share and reported Q4 earnings of $2.44 per share, slightly missing analyst estimates, with revenue of $1.93 billion.
Invesco (NYSE:IVZ) Stock Unloaded Rep. Kevin Hern
Representative Kevin Hern (Republican-Oklahoma) recently sold between $15,001 and $50,000 worth of Invesco (NYSE:IVZ) stock on March 17th, filed on April 3rd, through his family trust. Invesco shares opened at $22.85, were down 5.3%, and the company previously beat quarterly EPS estimates. The firm pays a $0.21 quarterly dividend and holds an average analyst rating of "Hold" with a target price of $28.25.
Rep. Kevin Hern Sells Prologis, Inc. (NYSE:PLD) Stock
Representative Kevin Hern (Republican-Oklahoma) recently sold between $50,001 and $100,000 worth of Prologis, Inc. (NYSE: PLD) stock on March 20th through his family trust. This transaction was part of several recent stock sales by Rep. Hern, including shares in Exact Sciences, T. Rowe Price Group, and Medtronic. Prologis shares were down approximately 1.1% at $132.29, with the company reporting a QEPS of $1.44, revenue of $2.25 billion, and an increased quarterly dividend of $1.07.
Rep. Kevin Hern Sells Off Shares of Medtronic PLC (NYSE:MDT)
Representative Kevin Hern recently sold between $15,001 and $50,000 worth of Medtronic (MDT) shares through his family trust on March 20th, among other significant sales in companies like Smartstop Self Storage REIT and Texas Instruments. Medtronic, a medical technology company, recently surpassed quarterly earnings and revenue estimates, provides a $0.71 quarterly dividend, and holds a "Moderate Buy" consensus rating from MarketBeat with an average target price of $109.85. This transaction is part of a broader pattern of asset trimming by Hern across various stocks in March.
Rep. Kevin Hern Sells Off Shares of T. Rowe Price Group, Inc. (NASDAQ:TROW)
Representative Kevin Hern (R-OK) sold T. Rowe Price Group (NASDAQ:TROW) stock worth between $15,001 and $50,000 on March 20, 2026, through his family trust. The asset manager recently reported Q4 EPS of $2.44, missing estimates, but increased its quarterly dividend to $1.30, providing a 5.8% yield. Analysts currently rate TROW as "Reduce" with an average target price of $100.31, while institutional investors hold approximately 73.4% of the shares.
T. Rowe Price Group, Inc. Experiences Revision in Stock Evaluation Amid Market Challenges
T. Rowe Price Group, Inc. has adjusted its valuation, currently showing a P/E ratio of 9 and a price-to-book value of 1.75. The company has experienced significant stock returns of -12.22% year-to-date and -48.34% over five years, starkly underperforming the S&P 500 and its industry peers. This valuation adjustment and performance metrics highlight the challenges and competitive landscape T. Rowe Price faces within the capital markets sector.
FS Bancorp (NASDAQ: FSBW) details 2026 proxy, equity plan and executive pay
FS Bancorp is seeking shareholder approval at its May 21, 2026 annual meeting for four key items: director elections, advisory executive compensation approval, adoption of a new 2026 Equity Incentive Plan, and auditor ratification. The proxy statement details outstanding shares, major institutional holders, board structure, compensation practices including performance-based bonuses, and the capacity of the proposed equity plan. Shareholders previously approved the 2025 executive pay with nearly 93% of votes.
Bank of America Securities Remains a Sell on T Rowe Price (TROW)
Bank of America Securities analyst Craig Siegenthaler maintained a Sell rating on T Rowe Price (TROW) with a price target of $73.00, while the company's shares closed at $90.17. The analyst has a notable success rate in the Financial sector. T Rowe Price recently reported quarterly revenue of $1.93 billion and a net profit of $445.3 million.
The Goldman Sachs Group Has Lowered Expectations for T. Rowe Price Group (NASDAQ:TROW) Stock Price
The Goldman Sachs Group has reduced its price target for T. Rowe Price Group (NASDAQ:TROW) from $90.00 to $80.00, reiterating a "sell" rating, which implies an 11.28% potential downside. This comes as T. Rowe Price slightly missed quarterly EPS estimates and its stock showed a 1-year low of $77.85 and a 1-year high of $118.22. Additionally, several other analysts have also lowered their price targets and maintained "hold" or "underweight" ratings for the asset manager.
Why We Downgraded This Big T. Rowe Price Fund
Morningstar downgraded the T. Rowe Price Equity Income Fund I Class (REIPX) to a Bronze rating from Silver due to its unremarkable stock-picking approach, specifically a lowered Process Pillar rating. The article also highlights upgrades for Lord Abbett Short Duration R6 (LDLVX) and American Funds Emerging Market Bond Class R6 (REGGX) to a Silver rating, praising their rigorous short-term bond approach and thoughtful multi-manager strategy, respectively. These changes reflect Morningstar's updated evaluations based on process, people, and parent pillars for these funds.
MEX:PFG PB Ratio: 1.84 — 26% Above Median
Principal Financial Group (MEX:PFG) currently has a Price-to-Book (PB) Ratio of 1.84 as of April 5, 2026, which is 26% above its 10-year median of 1.46. This places the company worse than 82.69% of 1,623 Asset Management companies in this metric. GuruFocus rates MEX:PFG with a GF Score of 67/100 and identifies 5 warning signs for investors to review.
Q1 EPS Estimates for Cabaletta Bio Raised by HC Wainwright
HC Wainwright has increased its Q1 2026 EPS estimates for Cabaletta Bio (NASDAQ:CABA) from ($0.47) to ($0.39), alongside boosting full-year 2026 estimates to ($1.51), indicating a narrowing of projected losses. This upgrade follows Cabaletta Bio beating consensus estimates for its most recent quarterly EPS. Despite insider buying and institutional investment, the company remains unprofitable and faces clinical, regulatory, and cash-burn risks, making the stock volatile.
NEW T. ROWE PRICE PODCAST EPISODE EXAMINES THE FUTURE OF AI AND HUMAN ADVANTAGE
T. Rowe Price has released a new podcast episode titled "Humans vs. Machines: David Rowan on Curiosity, Creativity, and the Future of AI," which explores how artificial intelligence could rapidly transform the global economy. The episode features Justin Thomson, head of the T. Rowe Price Investment Institute, and David Rowan, founding editor-in-chief of WIRED UK, discussing AI's impact on various industries and the increasing value of human skills like curiosity and creativity in an AI-driven world. This discussion is part of "The Angle from T. Rowe Price" podcast series, which provides insights on financial markets.
Carlyle Group Inc. Experiences Revision in Its Stock Evaluation Amid Competitive Landscape
Carlyle Group Inc.'s stock evaluation has been revised, with the current price at $47.40 and a 7.07% return over the past year, underperforming the S&P 500's 16.73%. Despite this, the company exhibits strong financial metrics such as a P/E ratio of 21, a ROCE of 32.12%, and an ROE of 11.46%. Its valuation metrics suggest a higher relative position compared to peers like Raymond James Financial and T. Rowe Price Group.
Unpacking Q4 Earnings: Voya Financial (NYSE:VOYA) In The Context Of Other Custody Bank Stocks
The article reviews the Q4 earnings of several custody bank stocks, focusing on Voya Financial (VOYA). While the sector reported a strong Q4 with revenues beating estimates by 2.4%, individual company stock prices have generally seen declines post-earnings. Voya Financial missed EPS estimates, leading to an 11.3% stock drop, whereas WisdomTree, T. Rowe Price, Ameriprise Financial, and Cohen & Steers also experienced stock price dips despite varied earnings performances.
T. Rowe Price, Loomis Are Buying MBS That Have Grown Cheap
Money managers like T. Rowe Price Group Inc. and Loomis Sayles & Co. are increasing their purchases of mortgage-backed securities (MBS) which have become cheaper due to market volatility. Spreads on current coupon MBS widened to 1.25 percentage points by March 31, up from 0.94 percentage points in late January, making them an attractive bargain for these firms. While all bonds weakened in March, mortgage bonds underperformed Treasuries, prompting these investment opportunities.
CRBD SEC Filings - Corebridge Finl Inc 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to SEC filings for Corebridge Financial (CRBD), including annual, quarterly, and material event reports, as well as insider trading forms. It details various 8-K filings outlining capital structure changes, corporate actions, and governance matters, enhanced with AI-powered summaries. The page also features recent insider transactions and major shareholder reports, such as AIG's stake reduction and Corebridge's share buyback plan.
TROW SEC Filings - T Rowe Price Grp 10-K, 10-Q, 8-K Forms
This article provides an overview of T. Rowe Price Group (TROW) SEC filings available on Stock Titan, including 10-K, 10-Q, and 8-K forms, designed to help investors understand the company's financial condition and corporate events. It details how investors can use these filings to analyze T. Rowe Price's global asset management business, including its equity, fixed income, and alternative strategies. The platform offers real-time access to these documents from EDGAR, enhanced with AI-powered summaries to facilitate easier interpretation.
NEW T. ROWE PRICE PODCAST EPISODE EXAMINES THE FUTURE OF AI AND HUMAN ADVANTAGE
T. Rowe Price has released a new episode of its podcast, "The Angle from T. Rowe Price," featuring a discussion on the future of AI. Head of the T. Rowe Price Investment Institute, Justin Thomson, speaks with technology journalist David Rowan about how AI could rapidly transform the global economy and reshape various industries. The conversation emphasizes that human skills like curiosity, creativity, and judgment, along with strong leadership, will become increasingly vital in an AI-driven world.
NEW T. ROWE PRICE PODCAST EPISODE EXAMINES THE FUTURE OF AI AND HUMAN ADVANTAGE
T. Rowe Price has released a new podcast episode titled "Humans vs. Machines: David Rowan on Curiosity, Creativity, and the Future of AI," featuring Justin Thomson and David Rowan. The discussion explores how artificial intelligence could rapidly transform the global economy and reshape various industries. It also highlights the increasing importance of human skills like curiosity, creativity, and judgment in an AI-driven world for businesses and investors.
Cross River Receives $50M to Fuel Expansion Across AI, Crypto, and Embedded Finance
Cross River Bank's parent company, CRB Group, Inc., has raised $50 million in common equity capital from existing investors, including T. Rowe Price. This investment reinforces Cross River's strategy to expand its embedded finance offerings by scaling crypto capabilities, accelerating AI and global expansion, and developing new products. The funding will support Cross River in further integrating lending, payments, cards, and crypto on a single platform with an advanced AI layer.
HC Wainwright Has Bullish Estimate for BCAX Q1 Earnings
HC Wainwright analysts have increased their Q1 2026 EPS estimate for Bicara Therapeutics (NASDAQ: BCAX) to ($0.64) from ($0.72) while maintaining a "Buy" rating and a $42 price target. This adjustment follows Bicara beating Q4 expectations with ($0.68) EPS against a ($0.72) consensus and management's report of a stronger cash position. Despite significant insider selling, major institutional investors like T. Rowe Price and Janus Henderson increased their stakes, contributing to a "Moderate Buy" consensus rating among analysts, with an average target price of $28.00.
NEW T. ROWE PRICE PODCAST EPISODE EXAMINES THE FUTURE OF AI AND HUMAN ADVANTAGE
T. Rowe Price has released a new podcast episode titled "Humans vs. Machines: David Rowan on Curiosity, Creativity, and the Future of AI" featuring Justin Thomson and David Rowan. The episode discusses how AI could rapidly transform the global economy and reshape various industries. It also highlights the increasing value of human skills like curiosity, creativity, and judgment in an AI-driven world for both businesses and investors.
BRKR SEC Filings - Bruker Corp 10-K, 10-Q, 8-K Forms
This page provides access to Bruker Corp's (BRKR) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms, enhanced with AI-powered summaries. The filings offer detailed insights into the company's financial performance, operating conditions, and significant corporate events. Recent filings cover T. Rowe Price's stake, insider stock sales, Bruker's 2025 financial results and 2026 guidance, and executive stock transactions.
Unpacking Q4 Earnings: Voya Financial (NYSE:VOYA) In The Context Of Other Custody Bank Stocks
This article analyzes the Q4 earnings of Voya Financial (NYSE:VOYA) and other custody bank stocks. While the sector as a whole saw revenues beat consensus estimates, share prices have generally declined since earnings reports. Voya Financial reported in-line revenues but missed EPS estimates, leading to an 11.3% stock drop, whereas WisdomTree had a strong quarter with revenues up 33.4% year-on-year.
T. Rowe Price Taps Cashel To Build Alternatives And Reframe Valuation Story
T. Rowe Price, known for its mutual funds and ETFs, has appointed Bill Cashel as Head of Alternatives for U.S. Wealth to strengthen its push into alternative investments and private market solutions. This strategic move aims to broaden its offerings beyond traditional stocks and bonds, potentially impacting its business mix, client relationships, and competitive positioning. The firm is expanding its alternatives distribution team and refining products like the OHA Flexible Credit Income Fund, which could influence fee structures and revenue sources.
(TROW) Price Dynamics and Execution-Aware Positioning
This article analyzes T. Rowe Price Group Inc. (NASDAQ: TROW), identifying a neutral sentiment across all time horizons, suggesting a wait-and-see approach for investors. It highlights elevated downside risk due to a lack of additional long-term support signals. The analysis provides three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—tailored for different risk profiles.
Teamshares merger backed by Live Oak (NASDAQ: LOKV) with $126M PIPE, $825M EV
Teamshares is merging with Live Oak Acquisition Corp. V (NASDAQ: LOKV), a deal that includes an $825 million enterprise value and a $126 million PIPE anchored by T. Rowe Price. The company, which acquires and operates small and mid-sized businesses, reported $59 million in operating EBITDA and targets $100 million in pro forma EBITDA by 2027 through a scalable, technology-driven acquisition and management model. This merger aims to provide capital to accelerate growth and reduce the cost of capital for Teamshares, which currently owns 92 companies.
(TEQI) and the Role of Price-Sensitive Allocations
This article provides an analysis of T. Rowe Price Equity Income Etf (NASDAQ: TEQI), indicating neutral near and mid-term readings but a positive long-term bias. It outlines three AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also highlights institutional-grade features like real-time signals and multi-timeframe analysis for registered users.
Are U.S. small-caps finally back?
U.S. small-cap stocks have recently outperformed large-caps, reversing a long period of underperformance. This comeback is supported by improving fundamentals, including accelerated earnings growth due to factors like resumed Federal Reserve rate cuts, fading tariff uncertainty, an improved regional banking environment, broadening AI benefits, and fiscal stimulus. T. Rowe Price's Asset Allocation Committee maintains an overweight position in U.S. small-cap stocks, believing the rally is durable.
T. Rowe Price Group (NASDAQ:TROW) Price Target Lowered to $107.00 at Morgan Stanley
Morgan Stanley has lowered its price target for T. Rowe Price Group (NASDAQ:TROW) to $107.00 from $115.00, maintaining an "equal weight" rating. This adjustment follows T. Rowe Price missing its Q4 EPS estimates, reporting $2.44 against an estimated $2.47, though revenue slightly exceeded expectations at $1.93 billion. Several other firms have also trimmed their price targets, contributing to a consensus "Reduce" rating and an average target price of $101.08 for the asset manager.
Booz Allen Hamilton (NYSE:BAH) Coverage Initiated by Analysts at Wells Fargo & Company
Wells Fargo & Company has initiated coverage on Booz Allen Hamilton (NYSE:BAH) with an "equal weight" rating and an $85 price target, representing a 9% potential upside. This contrasts with the broader analyst consensus of a "Reduce" rating and a $97.08 target. The company recently reported Q4 earnings per share of $1.77, beating expectations, but missed on revenue and issued FY2026 guidance below analyst forecasts.
Invesco sets April 28 earnings release, webcast at 9 a.m. ET
Invesco (NYSE: IVZ) announced that it will release its first-quarter 2026 results on Tuesday, April 28, 2026. The earnings release and presentation materials will be available at approximately 7:00 a.m. ET on the company's Investor Relations website, followed by a conference call to discuss results at 9:00 a.m. ET the same day. A live audio webcast and replay will also be accessible through their Investor Relations site until May 13, 2026.
Cross River Bank Raises $50M in Funding
Cross River Bank, a technology infrastructure provider for embedded financial solutions, has raised $50 million in common equity capital from existing investors, including accounts advised by T. Rowe Price Investment Management, Inc. This funding will enable the bank to expand its crypto capabilities, accelerate its AI and global expansion strategy, strengthen partnerships, and launch new products worldwide. Founded in 2008, Cross River Bank offers lending, payments, card, and crypto solutions to over 100 technology partners.
Ramirez & Co. Expands Fixed Income Platform with the Addition of Michael Grogan
Samuel A. Ramirez & Co., Inc. has announced the addition of Michael Grogan as Senior Vice President of Institutional Corporate Sales and Strategic Market Structure to expand its fixed income platform. Grogan brings over two decades of institutional fixed income experience, previously serving as Co-Head of U.S. Fixed Income Trading at T. Rowe Price. His expertise is expected to enhance client relationships, electronic trading, and integration of client and trading data for Ramirez & Co.
T. Rowe Price Group Inc. stock rises Tuesday, still underperforms market
Shares of T. Rowe Price Group Inc. (TROW) rose 1.25% on Tuesday, closing at $90.14. Despite this gain, the stock underperformed the broader market, as the S&P 500 Index and Dow Jones Industrial Average saw larger increases of 2.91% and 2.49% respectively. This marks the second consecutive day of gains for the stock.
T. ROWE PRICE NAMES BILL CASHEL AS HEAD OF ALTERNATIVES FOR ITS WEALTH CHANNEL
T. Rowe Price has appointed Bill Cashel as Head of Alternatives for U.S. Wealth to strengthen intermediary engagement and advance the firm's growing alternatives offerings. Cashel will be responsible for delivering alternative and private market investment capabilities from T. Rowe Price and Oak Hill Advisors to wealth advisors. This move coincides with an expansion of T. Rowe Price's alternatives platform, including the acquisition of OHA and a strategic alliance with Goldman Sachs Asset Management.
T. Rowe Price Names Bill Cashel as Head of Alternatives for U.S. Wealth
T. Rowe Price has announced the appointment of Bill Cashel as Head of Alternatives for U.S. Wealth, a strategic move as the firm expands its private markets and alternative offerings. Cashel will focus on collaborating with sales teams and senior leaders across T. Rowe Price and Oak Hill Advisors to develop and deliver alternative and private market investment capabilities to wealth advisors and investors. His extensive experience in alternative investments, including his previous roles at AQR Capital Management and co-founding Privacore Capital, is expected to significantly enhance T. Rowe Price's ability to provide differentiated solutions.
Middleby (NASDAQ:MIDD) Earns Buy Rating from Jefferies Financial Group
Jefferies Financial Group reiterated a "Buy" rating on Middleby (NASDAQ:MIDD) with a $195 price target, suggesting a potential upside of over 50%. This comes after Middleby reported strong quarterly earnings, beating estimates with $2.42 EPS, and issued optimistic FY2026 guidance. Institutional ownership remains high, with T. Rowe Price significantly increasing its stake.
T. ROWE PRICE NAMES BILL CASHEL AS HEAD OF ALTERNATIVES FOR ITS WEALTH CHANNEL
T. Rowe Price has appointed Bill Cashel as Head of Alternatives for U.S. Wealth to strengthen its intermediary engagement and expand its growing alternatives offerings. Cashel will be responsible for delivering alternative and private market investment capabilities, including those from Oak Hill Advisors and a strategic alliance with Goldman Sachs Asset Management, to wealth advisors. This move aims to help advisors integrate alternative investments into diversified portfolios for enhanced risk management and improved long-term returns.
NYSE Content Update: A Sweet Time at the NYSE as Hershey Hosts its Investor Day
The NYSE daily pre-market update on March 31, 2026, highlights Hershey's Investor Day with Chief Growth and Marketing Officer Stacy Taffet joining NYSE Live. The update also covers rising markets, AI's role in cybersecurity, and Dimensional Fund Advisors' new ETF launch.
T. ROWE PRICE NAMES BILL CASHEL AS HEAD OF ALTERNATIVES FOR ITS WEALTH CHANNEL
T. Rowe Price has appointed Bill Cashel as the Head of Alternatives for U.S. Wealth, a new role aimed at strengthening intermediary engagement and expanding the firm's alternatives offerings. Cashel will focus on delivering alternative investment capabilities from both T. Rowe Price and Oak Hill Advisors to wealth advisors. This appointment underscores T. Rowe Price's commitment to broadening access to private markets and alternative solutions for investors.
T. ROWE PRICE NAMES BILL CASHEL AS HEAD OF ALTERNATIVES FOR ITS WEALTH CHANNEL
T. Rowe Price has appointed Bill Cashel as Head of Alternatives for U.S. Wealth to strengthen its intermediary engagement and expand its growing alternatives offering. Cashel will focus on business opportunities with wealth advisors, delivering alternative and private market investment capabilities from both T. Rowe Price and Oak Hill Advisors (OHA), and collaborating on product development. This move follows the firm's strategic expansion into alternatives through its acquisition of OHA and an alliance with Goldman Sachs Asset Management, aiming to provide diversified solutions for retirement and wealth investors.
Four advisers join Beacon Trust as it targets more wealthy clients
Provident Bank's wealth management subsidiary, Beacon Trust, has announced the addition of four experienced professionals to its team: three Wealth Management Relationship Managers and one Business Development Officer. These hires are intended to enhance the firm's capacity to serve high-net-worth clients, deepen client relationships, and drive regional expansion. This strategic move aligns with Provident Bank's ongoing investment in talent and advisory capabilities, following a series of positive corporate and financial updates.
T. ROWE PRICE NAMES BILL CASHEL AS HEAD OF ALTERNATIVES FOR ITS WEALTH CHANNEL
T. Rowe Price has appointed Bill Cashel as Head of Alternatives for U.S. Wealth, a new leadership role aimed at strengthening intermediary engagement and advancing the firm's growing alternatives offering. Cashel will be responsible for delivering alternative and private market investment capabilities from both T. Rowe Price and Oak Hill Advisors to wealth advisors. This appointment comes as T. Rowe Price continues to expand its private markets offerings and reinforces its commitment to providing diversified portfolio solutions to clients.
Janus Henderson Group stock: Global asset manager navigates flows and market shifts amid analyst upgrades
Janus Henderson Group, a global asset manager, is navigating market shifts and analyst upgrades with a focus on active strategies. Recent analyst price target increases to around $52 reflect optimism about organic gains and dividend stability, despite cautious revenue growth assumptions. The firm differentiates itself through specialized boutiques, emphasizing sustainable and ESG-integrated funds, and aims for resilience against market volatility and competition.
3 New Active ETFs on Our Radar
This article highlights three promising new active ETFs that investors should consider for their portfolios, as featured in Morningstar's Prospects report. These include the Vanguard Core Tax-Exempt Bond ETF (VCRM), T. Rowe Price Capital Appreciation Premium Income ETF (TCAL), and John Hancock Disciplined Value International Select ETF (JDVI). Each ETF is managed by experienced professionals and employs a distinct investment strategy to deliver returns, covering municipal bonds, capital appreciation with covered calls, and international value stocks, respectively.
