Why We Upgraded T. Rowe Price Mid-Cap Fund
Morningstar upgraded the T. Rowe Price Mid-Cap Value Fund (TRTZX) to Gold from Silver due to increased conviction in its differentiated stock-picking approach, led by Vincent DeAugustino. Conversely, the T. Rowe Price High Yield Fund (PRHIX) was downgraded to Bronze due to leadership changes, while the PGIM Jennison Utility Fund (PRUQX) was upgraded to Silver based on the strength of its veteran management duo. The WisdomTree US High Dividend ETF (DHS) saw its Morningstar Medalist Rating reduced to Neutral due to concerns about inconsistent risk exposures.
The T. Rowe Price Blue Chip Growth Fund - Long-term growth focus for US investors
The T. Rowe Price Blue Chip Growth Fund (TRBCX) is an actively managed mutual fund aimed at long-term capital growth through investments in large, established US and global companies with strong earnings potential. It focuses on "blue chip" stocks within growth sectors like technology and healthcare, managed by Paul Greene. Available to US investors through various platforms, it offers a growth-oriented option for diversified portfolios, balancing potential outperformance with higher volatility and expense ratios compared to index funds.
BEN - Franklin Resources Inc Volatility & Greeks
This article provides a detailed overview of Franklin Resources Inc. (BEN), covering its financial health, stock performance, and key metrics. It includes current stock price, market capitalization, income, sales, dividend information, various financial ratios, and volatility data, offering a comprehensive snapshot for potential investors.
ETFs Investing in Crescent Biopharma, Inc. Stocks
This article lists several Exchange Traded Funds (ETFs) that hold stocks of Crescent Biopharma, Inc., providing details such as market value, weight of the stock within the fund, issuer, management style, focus, expense ratio, and assets under management. It highlights how these funds can make investing in stocks more accessible and offer diversified opportunities. The listed ETFs include those focused on small-cap, micro-cap, and health care sectors.
Enterprise value to EBIT forward of T. Rowe Price Group, Inc. – NASDAQ:TROW
This article provides financial information for T. Rowe Price Group, Inc. (NASDAQ: TROW), specifically its enterprise value to EBIT forward. It is presented in the context of TradingView's platform, offering various financial tools and data.
DXYZ - Destiny Tech100 Inc Options
This article provides detailed financial data and stock metrics for Destiny Tech100 Inc (DXYZ). It includes key figures such as market cap, P/E ratio, sales, earnings per share, and various performance indicators. The information covers financial health, ownership, and stock performance data, offering a comprehensive overview of the company's current market standing.
TFLR - T. Rowe Price Floating Rate ETF Latest SEC Filings
This article provides a detailed financial overview of the T. Rowe Price Floating Rate ETF (TFLR), including its latest stock performance, dividend information, asset under management, and various other financial metrics. It highlights key data such as its last close price, percentage change, and performance over different periods. The article also lists the ETF's sponsor, expense ratio, and total holdings.
PFG - Principal Financial Group Inc Latest SEC Filings
This article provides the latest SEC filings and comprehensive financial overview for Principal Financial Group Inc (PFG). It details key financial metrics, performance indicators, analyst recommendations, and insider activity, offering a snapshot of the company's current financial health and market position.
AMP - Ameriprise Financial Inc Short Interest
This article provides a detailed financial overview of Ameriprise Financial Inc (AMP), including its stock performance, key financial metrics, and short interest data. It lists various financial ratios, earnings per share, sales growth, and institutional ownership percentages. The data indicates Ameriprise's current market position and recent stock trends.
REG - T.Rowe Price Assoc Prologis, Inc. - Form 8.3 - Prologis Inc
T. Rowe Price Associates, Inc. has submitted a Form 8.3 disclosure regarding its interests in Prologis Inc. The disclosure details their positions, including 7,756,678 relevant securities making up 0.82% of common stock and recent purchases of 23,786 ordinary shares. This filing is in accordance with Rule 8.3 of the Takeover Code and also indicates disclosure in respect of Segro Plc.
Pictet Asset Management Holding SA Acquires 66,009 Shares of Equitable Holdings, Inc. $EQH
Pictet Asset Management Holding SA increased its stake in Equitable Holdings (EQH) by 24.4% in the first quarter, purchasing 66,009 additional shares to bring its total to 336,272 shares valued at approximately $12.47 million. Other institutional investors like Price T Rowe Associates Inc. MD and Capital International Investors also raised their positions, with hedge funds now owning 92.7% of EQH's stock. The company recently reported earnings and revenue that exceeded analyst expectations and increased its quarterly dividend from $0.27 to $0.30 per share.
Vestmark strikes 'standalone-RIA' black gold as (TAMP) AUM leaps past $50-billion -- a five-fold increase -- after critical upgrade triggers T. Rowe Price, BlackRock, Capital Group, and VanEck referral gusher
Vestmark's AUM has surged five-fold to $50 billion in 18 months, driven by an upgrade in tax management capabilities and strategic partnerships with major asset managers like BlackRock and T. Rowe Price. The firm's ability to offer unified managed accounts (UMAs) with advanced tax management has attracted significant referrals from these asset managers, significantly expanding its reach into the standalone RIA market. This growth is also attributed to increased RIA demand for outsourced, tax-aware portfolio implementation solutions and Vestmark's ongoing efforts to integrate AI and enhance its platform.
T. Rowe Price Group Inc. stock outperforms competitors on strong trading day
Shares of T. Rowe Price Group Inc. (TROW) rose 2.10% on Thursday, closing at $118.55. This performance outpaced the broader market, as the S&P 500 Index remained largely flat and the Dow Jones Industrial Average saw a 1.14% increase. This marks the second consecutive day of gains for the company's stock.
T. Rowe Price Group stock hits 52-week high at 118.24 USD
T. Rowe Price Group Inc. (TROW) stock reached a new 52-week high of $118.24, reflecting a 22.23% return over the past year and a 4.48% dividend yield. The company's strong performance is supported by an adjusted EPS of $2.52 in Q1 2026, assets under management of $1.89 trillion, and 41 consecutive years of dividend payments. Recent leadership changes include Eric Veiel as President and Mike Barry as head of Global Marketing.
REG - T.Rowe Price Assoc BAWAG Group AG - Form 8.3 - Bawag Group AG
T. Rowe Price Associates, Inc. & its Affiliates has disclosed its position in Bawag Group AG, holding 8.21% of common stock as of July 1, 2026. This disclosure, made under Rule 8.3 of the Irish Takeover Panel Act, details recent sales of 47 and 20 ordinary shares at prices of 174.406 EUR and 174.750 EUR respectively. The document provides key information and specifies interests and short positions in the relevant securities.
BEN - Franklin Resources Inc Options
This article provides a comprehensive financial overview of Franklin Resources Inc. (BEN), including its stock performance metrics, valuation ratios, dividend information, and key financial health indicators. It also lists insider and institutional ownership, profitability, and various technical indicators, such as SMA and RSI, alongside analyst recommendations and target prices.
T. Rowe Price (TROW) Ascends While Market Falls: Some Facts to Note
T. Rowe Price (TROW) stock recently rose by 2.13% while the broader market declined, outperforming the S&P 500, Dow, and Nasdaq. Over the last month, TROW shares have increased by 8.99%, surpassing both its sector and the S&P 500. Analysts anticipate T. Rowe Price to report earnings of $2.35 per share and revenue of $1.89 billion in its upcoming release, indicating positive year-over-year growth.
T. Rowe Price (TROW) Ascends While Market Falls: Some Facts to Note
T. Rowe Price (TROW) saw its shares increase by +2.13% in the recent trading session, outperforming the broader market which experienced declines. Over the last month, TROW's shares have gained 8.99%, surpassing the Finance sector and the S&P 500. Analysts anticipate T. Rowe Price to report earnings of $2.35 per share, representing a 4.91% year-over-year growth, with expected revenue of $1.89 billion.
T. Rowe Price Group Inc. stock outperforms competitors on strong trading day
Shares of T. Rowe Price Group Inc. (TROW) rose 2.13% to $116.11 on Wednesday, outperforming the S&P 500 Index and Dow Jones Industrial Average, which both fell. The company's stock closed 1.78% below its 52-week high of $118.22. This performance occurred during a generally grim trading session for the broader market.
Pitney Bowes Accused of Offering Workers Lackluster 401(k) Funds
Pitney Bowes Inc. is facing a federal class-action lawsuit alleging mismanagement of its employees' 401(k) plan. The lawsuit claims the company failed to remove underperforming funds, specifically two from T. Rowe Price, from its investment options. This alleged mismanagement resulted in lost retirement savings for workers, estimated between $64 million and more.
Form 4 T. Rowe Price Group Inc For: 1 July By Investing.com
This article from Investing.com announces the filing of Form 4 for T. Rowe Price Group Inc., dated July 1st. It also includes general market data, popular news headlines, and various financial instrument prices, but provides no further details regarding the Form 4 filing itself. The content primarily serves as a placeholder or brief alert about the regulatory filing.
REG - T.Rowe Price Assoc BAWAG Group AG - Form 8.3 - Bawag Group AG
T.Rowe Price Associates, Inc. has filed a Form 8.3 disclosure related to Bawag Group AG, indicating an ownership of 8.21% of common stock as of June 30, 2026. The disclosure details recent dealings in Bawag Group AG ordinary shares, including both purchases and sales at specified prices. This filing is made under Irish Takeover Panel Rules, applicable to persons with interests representing 1% or more in relevant securities.
T. ROWE PRICE GROUP REPORTS MONTH-END ASSETS UNDER MANAGEMENT FOR MARCH 2026
T. Rowe Price Group announced its month-end assets under management (AUM) for March 2026, totaling $1.71 trillion. The firm experienced net outflows of $3.2 billion for March and $13.7 billion for the quarter ending March 2026. The report also detailed AUM breakdown by asset class and provided information about their upcoming Q1 2026 earnings release and call.
T. ROWE PRICE LAUNCHES SEASON 6 OF "THE ANGLE" PODCAST SERIES WITH INVESTOR-FOCUSED LOOK AT AI ADOPTION – Company Announcement - FT.com
T. Rowe Price has launched the sixth season of its podcast series, "The Angle," focusing on "AI at Work: From Promise to Impact." The new season aims to help investors navigate the complexities of the artificial intelligence sector by examining where AI may create lasting value, where expectations might be too high, and what to watch as AI adoption moves into the real economy. Hosted by Jennifer Martin, the series features investment professionals discussing topics ranging from AI's impact on the competitive landscape and the global economy to its implications for hardware, software, and non-tech sectors.
T. ROWE PRICE LAUNCHES SEASON 6 OF "THE ANGLE" PODCAST SERIES WITH INVESTOR-FOCUSED LOOK AT AI ADOPTION
T. Rowe Price has launched the sixth season of its podcast series, "The Angle," focusing on artificial intelligence adoption and its impact on the economy and investments. Titled "AI at Work: From Promise to Impact," the season features T. Rowe Price investment professionals dissecting the long-term value, market expectations, and societal changes driven by AI. Episodes will cover topics such as AI's transformation of the competitive landscape, physical AI, agentic AI's implications for hardware and software, AI's macroeconomic effects, and AI-driven value creation outside the tech sector.
Invesco schedules July 28 call for Q2 2026 results
Invesco Ltd. (NYSE: IVZ) announced it will release its second-quarter 2026 financial results on Tuesday, July 28, 2026. The earnings materials will be posted on the company's Investor Relations website around 7 a.m. ET, followed by a conference call and webcast at 9 a.m. ET to discuss the results. The company also provided details for accessing the live call and subsequent audio replay.
T. ROWE PRICE LAUNCHES SEASON 6 OF "THE ANGLE" PODCAST SERIES WITH INVESTOR-FOCUSED LOOK AT AI ADOPTION
T. Rowe Price has launched the sixth season of its podcast, "The Angle from T. Rowe Price," focusing on AI adoption. Titled "AI at Work: From Promise to Impact," the series explores the real-world implications of artificial intelligence, seeking to distinguish hype from durable value for investors. Hosted by Jennifer Martin, the podcast features T. Rowe Price investment professionals discussing AI's impact on various sectors, from technology to the global economy.
VIDEO: ETF of the Week: TVAL
VettaFi's Head of Research, Todd Rosenbluth, discussed the T. Rowe Price Value ETF (TVAL) on the "ETF of the Week" podcast with Chuck Jaffe. They highlighted TVAL's strong three-year track record and its performance in a year favoring value strategies, with Rosenbluth noting T. Rowe Price's significant growth in the ETF space. The discussion also covered the fund's active management approach, diversification benefits, and its place as a complement or primary vehicle for active value exposure.
Goldman Sachs Adjusts Price Target on T. Rowe Price Group to $92 From $90, Maintains Sell Rating
Goldman Sachs has increased its price target for T. Rowe Price Group (TROW) to $92 from $90, while reiterating a Sell rating on the stock. This adjustment comes despite the price target raise, indicating continued caution from the investment bank regarding the company's future performance.
VIDEO: ETF of the Week: TVAL
VettaFi’s Head of Research, Todd Rosenbluth, discussed the T. Rowe Price Value ETF (TVAL) on the "ETF of the Week" podcast. He highlighted its recent three-year anniversary, strong performance, and its role as an actively managed ETF that offers both active management benefits and the lower cost/tax efficiency typically associated with ETFs. Rosenbluth also touched on T. Rowe Price's significant growth in the ETF space, with TVAL being a standalone, outperforming product approaching $1 billion in assets under management.
VIDEO: ETF of the Week: TVAL
VettaFi's Head of Research, Todd Rosenbluth, discussed the T. Rowe Price Value ETF (TVAL) with Chuck Jaffe on the "ETF of the Week" podcast. They highlighted TVAL's strong three-year track record and its appeal to financial advisors who are increasingly leaning towards actively managed value strategies. The discussion also covered how T. Rowe Price has successfully expanded into the ETF space, with TVAL being a key example of their commitment and outperformance.
SEI enters SEC-registered transfer services for alternative funds
SEI (NASDAQ: SEIC) has expanded its transfer agency solutions by launching SEI Transfer Agency and Registry Services, an SEC-registered service for U.S. traditional and alternative asset managers. This new offering leverages Envision's technology to support retail-distributed funds and specifically targets fast-growing semi-liquid alternative funds, including interval funds, tender-offer funds, and business development companies. The expansion aims to address the increasing demand for access to private markets through alternative investments, a segment that reached over $530 billion in net assets by the end of 2025.
Goldman Sachs Adjusts Price Target on T. Rowe Price Group to $92 From $90, Maintains Sell Rating
Goldman Sachs has adjusted its price target for T. Rowe Price Group (TROW) to $92, up from $90, while maintaining a Sell rating on the investment management company's stock. This update comes amidst recent market activity for T. Rowe Price, including other analyst target changes and news regarding its assets under management.
Vanguard inks 'unthinkable' deal that makes rival T. Rowe Price a subadvisor on three funds after quants flame out, even though it'll raise fees for the human touch
Vanguard has partnered with rival T. Rowe Price, making T. Rowe Price a subadvisor for three Vanguard equity funds. This "unthinkable" deal stems from Vanguard's dissatisfaction with the performance of its quantitatively managed active funds and T. Rowe Price's need to stem outflows. While the collaboration will lead to a slight increase in fees for Vanguard investors, it reflects a broader industry trend of asset managers seeking new growth avenues and shared interests over competition.
Vanguard Taps T. Rowe Price to Advise 3 Equity Funds
Vanguard has selected T. Rowe Price Associates Inc. to advise three of its active equity funds: the Vanguard Explorer Fund, the Vanguard Variable Insurance Fund-Small Company Growth Portfolio, and the Vanguard Growth and Income Fund. This move continues Vanguard's multi-manager strategy and will result in expense ratio increases for two of the funds. As part of the change, ArrowMark Colorado Holdings LLC and Los Angeles Capital Management LLC will cease to advise some of these funds.
Vanguard Taps T. Rowe Price to Advise 3 Equity Funds
Vanguard has selected T. Rowe Price Associates Inc. to advise three of its active equity funds: the Vanguard Explorer Fund, the Vanguard Variable Insurance Fund-Small Company Growth Portfolio, and the Vanguard Growth and Income Fund. T. Rowe Price will replace ArrowMark Colorado Holdings and Los Angeles Capital Management LLC for some of these funds. This change is expected to modestly increase the expense ratios for the Growth and Income Fund and VVIF Small Company Growth.
Is T. Rowe Price Group, Inc. (TROW) A Good Stock To Buy Now?
This article summarizes a bullish thesis on T. Rowe Price Group, Inc. (TROW), highlighting its strong underlying franchise, profitability, and conservative balance sheet despite market volatility and net outflows. The stock is considered undervalued with an attractive dividend yield, driven by potential re-rating from cost discipline and diversification into alternative markets. The author suggests TROW offers a compelling risk-reward setup, though they also note a conviction in certain AI stocks for higher short-term returns.
Is T. Rowe Price Group, Inc. (TROW) A Good Stock To Buy Now?
This article summarizes a bullish thesis on T. Rowe Price Group, Inc. (TROW), highlighting its strong financial position, attractive valuation, and potential for re-rating. Despite market cyclicality and net outflows, TROW maintains substantial assets under management, robust profitability, and a conservative balance sheet, supported by a 4.96% dividend yield and 40 consecutive years of dividend payments. Strategic initiatives like cost discipline and expansion into alternative markets are expected to drive future growth and margin recovery.
T. Rowe Price Introduces Students to Careers in Finance Through High School Encounter Program
T. Rowe Price recently hosted its High School Encounter program, bringing 32 high school seniors to its Baltimore headquarters to introduce them to asset management and finance careers. The week-long program, which took place from May 18-22, 2026, featured sessions on investing fundamentals and finance careers, aiming to support T. Rowe Price's early talent strategy by engaging students from diverse backgrounds. Participants were selected based on academic achievement and interest in business, finance, or investing.
Vanguard Group, Inc. Adds T. Rowe Price Associates, Inc. as Advisor to Multiple Active Equity Funds
Vanguard Group, Inc. is adding T. Rowe Price Associates, Inc. as an advisor to three active equity funds: Vanguard Explorer Fund, Vanguard Variable Insurance Fund - Small Company Growth Portfolio, and Vanguard Growth and Income Fund. This change aims to boost exposure to growth investment styles and enhance risk-aware portfolio construction. The adjustments are expected to cause slight increases in expense ratios for two of the funds, with no change for the Explorer Fund.
REG - T.Rowe Price Assoc SEGRO PLC - Form 8.3 - Segro Plc
T.Rowe Price Associates, Inc. has disclosed its positions and dealings in SEGRO Plc, holding 3.82% of its common stock as of June 26, 2026. The disclosure, made under Rule 8.3 of the Takeover Code, reveals the sale of 137,512 ordinary shares at £8.780 per unit. Additionally, T.Rowe Price Associates is also making disclosures in respect of Prologis Inc.
Vanguard Adds T. Rowe Price as Advisor to Multiple Active Equity Funds
Vanguard has announced the addition of T. Rowe Price as an investment advisor to three active equity funds: Vanguard Explorer Fund, Vanguard Variable Insurance Fund - Small Company Growth Portfolio, and Vanguard Growth and Income Fund. This move aims to strengthen Vanguard's active management lineup and leverage T. Rowe Price's established research-driven approach. While two funds will see slight increases in expense ratios, the changes underscore Vanguard's commitment to delivering high-quality, cost-effective active management for long-term investor outcomes.
Custody Bank Stocks Q1 In Review: T. Rowe Price (NASDAQ:TROW) Vs Peers
This article reviews the Q1 performance of several custody bank stocks, highlighting T. Rowe Price (TROW) along with peers like Franklin Resources (BEN), Hamilton Lane (HLNE), Voya Financial (VOYA), and State Street (STT). It details their Q1 revenues, year-over-year growth, and how they met or missed analyst expectations, noting their stock price movements post-earnings. The piece also provides context on the custody banking sector's opportunities and challenges.
Custody Bank Stocks Q1 In Review: T. Rowe Price (NASDAQ:TROW) Vs Peers
This article reviews the Q1 performance of several custody bank stocks, highlighting T. Rowe Price (NASDAQ:TROW) as having a mixed quarter with revenue slightly missing estimates but EPS beating them. Franklin Resources (NYSE:BEN) is noted for its strong Q1 with significant revenue and EPS beats, while Hamilton Lane (NASDAQ:HLNE) experienced the slowest revenue growth. Other companies like Voya Financial (NYSE:VOYA) and State Street (NYSE:STT) also reported strong Q1 results, with Voya Financial beating analyst estimates significantly and State Street showing strong revenue growth.
T. Rowe Price (TROW) Appoints Mike Barry And Reshapes Institutional Leadership
T. Rowe Price Group (TROW) has announced executive changes, including the appointment of Mike Barry as head of Global Marketing and new co-heads for U.S. Institutional relationship management. These changes aim to support growth initiatives, focusing on digital and AI-powered marketing and a regionally focused institutional approach. Investors should monitor how these leadership reshuffles translate into improved client engagement and retention, especially given the competitive landscape from BlackRock, Vanguard, and Fidelity.
StandardAero, Inc. (NYSE:SARO) Receives Average Rating of "Moderate Buy" from Analysts
StandardAero, Inc. (NYSE:SARO) has received a consensus "Moderate Buy" rating from fourteen research firms, with an average 12-month price target of $34.25. The company recently exceeded Q1 earnings expectations, reporting an EPS of $0.33 and revenue of $1.63 billion, marking a 13.3% year-over-year increase. Despite some insider share sales in April, attributed to tax obligations, institutional investors have significantly increased their stakes in SARO.
AMP - Ameriprise Financial Inc Options
This article provides a detailed financial overview of Ameriprise Financial Inc (AMP), including its stock performance, key financial metrics, and valuation ratios. It covers various data points such as market capitalization, earnings per share, dividend information, insider and institutional ownership, and analyst recommendations. The data indicates a recent close price of $455.42, with a slight percentage increase on June 29, and performance metrics over various timeframes.
Global Value Equity Strategy: Our approach to value investing
Sebastien Mallet and Marta Yago explain their Global Value Equity Strategy, which focuses on identifying market inefficiencies caused by investor overreaction to uncertainty. They emphasize a diversified approach across the value spectrum, combining deep fundamental research with a clear valuation framework. The strategy aims for consistent performance by balancing defensive and deeper value opportunities and prioritizing companies with visible cash flows, particularly in environments with higher inflation and interest rates.
Union Bancaire Privee UBP SA Sells 10,695 Shares of Old Dominion Freight Line, Inc. $ODFL
Union Bancaire Privee UBP SA significantly reduced its stake in Old Dominion Freight Line (NASDAQ:ODFL) during the first quarter by selling 10,695 shares, decreasing its position by 26.4%. Despite this, Old Dominion Freight Line reported stronger-than-expected quarterly earnings and revenue, though revenue declined year-over-year. Analysts currently hold a "Hold" consensus rating for ODFL, with the stock trading near its consensus price target and offering a quarterly dividend.
Rockefeller Capital Management L.P. Purchases 2,510 Shares of MSCI Inc $MSCI
Rockefeller Capital Management L.P. increased its stake in MSCI Inc by 54.7% in the fourth quarter, purchasing an additional 2,510 shares to reach a total of 7,100 shares valued at $4.07 million. This move is part of a broader trend of institutional investors boosting their positions in MSCI, which is now 89.97% institutionally owned. The article also notes MSCI's recent $120 million acquisition of climate-risk data provider First Street, a strategic expansion that has received a cautious reaction from investors regarding its near-term financial payoff.
