Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
VIRGINIA RETIREMENT SYSTEMS ET Al Boosts Position in T. Rowe Price Group, Inc. $TROW
Virginia Retirement Systems et al increased its stake in T. Rowe Price Group, Inc. (NASDAQ:TROW) by 35.2% in the third quarter, bringing its total holdings to 528,500 shares valued at approximately $54.25 million. Institutional investors now own 73.39% of the company's stock, despite analysts having a consensus "Reduce" rating with a target price of $108.31. T. Rowe Price recently exceeded quarterly EPS estimates and announced a quarterly dividend of $1.27, representing an annualized yield of about 4.9%.
Dec 31, 2025 • MarketBeat
NEUTRAL
Fort Washington Investment Advisors Inc. OH Has $29.38 Million Stock Holdings in T. Rowe Price Group, Inc. $TROW
Fort Washington Investment Advisors Inc. OH reduced its stake in T. Rowe Price Group, Inc. by 7% in Q3, now holding 286,238 shares valued at approximately $29.38 million. T. Rowe Price reported strong Q3 earnings, exceeding analyst expectations with $2.81 EPS. Despite a "Reduce" consensus rating from analysts, the company recently paid a quarterly dividend of $1.27, representing an annualized yield of 4.9%.
Dec 30, 2025 • T. Rowe Price
BULLISH
The greatest fixed income investment opportunity in decades?
This article explores the potential for the 10-year U.S. Treasury yield to reach 6% in the next 18 months, driven by fiscal concerns, inflation, and global growth. Such a scenario would create a "historic investment opportunity" in fixed income, potentially offering equity-like returns with less volatility, prompting significant implications for asset allocation. The authors suggest strategies like adopting a curve steepening bias and adding inflation-linked bonds to navigate this evolving market.
Dec 30, 2025 • T. Rowe Price
NEUTRAL
Credit selection key while fiscal expansion pressures sovereign bonds
The article highlights that credit selection will be crucial in 2026 for credit market opportunities, despite tight spreads, as elevated valuations make value harder to find. Non-investment grade bonds and bank loans are expected to offer attractive yields compared to long-term equity returns. Meanwhile, expansionary fiscal policies are predicted to drive higher yields in longer-maturity government bonds.
Dec 30, 2025 • MarketBeat
NEUTRAL
Boston Trust Walden Corp Has $20.74 Million Position in T. Rowe Price Group, Inc. $TROW
Boston Trust Walden Corp significantly reduced its stake in T. Rowe Price Group, Inc. by 29.2% in the third quarter, now holding 202,027 shares valued at $20.74 million. Other institutional investors showed mixed activity, with some increasing and others acquiring new positions in the company. T. Rowe Price Group recently reported strong earnings, beating analyst estimates, and announced a quarterly dividend of $1.27 per share.
Dec 30, 2025 • 富途牛牛
SOMEWHAT-BEARISH
Benign Growth For T. Rowe Price Group, Inc. (NASDAQ:TROW) Underpins Its Share Price
T. Rowe Price Group's P/E ratio of 11.2x is low compared to the broader US market, likely reflecting investor concerns about its subpar earnings growth. Analysts predict a 12% earnings growth for T. Rowe Price Group over the next year, trailing the market's 16% forecast, which explains its lower valuation. The article suggests that investors are not expecting a significant improvement in earnings, thus limiting the potential for a strong rise in the share price.