CoverageForm 410-K10-Q8-K13D13G13F

TROW · Price T Rowe Group Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · TROW

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$7.31B$7.09B$6.46B$6.49B$7.67B$6.21B
Cost of Revenue------
Gross Profit------
R&D------
SG&A------
Total Operating Expenses$5.13B$4.76B$4.47B$4.11B$3.96B$3.46B
D&A------
Operating Income$2.19B$2.33B$1.99B$2.37B$3.71B$2.75B
Interest Expense------
Income Tax$667.20M$683.80M$654.60M$498.60M$896.10M$718.90M
Net Income$2.09B$2.10B$1.79B$1.56B$3.08B$2.37B
EPS - Basic$9.26$9.18$7.78$6.73$13.25$10.08
EPS - Diluted$9.24$9.15$7.76$6.70$13.12$9.98

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$3.38B$2.65B$2.07B$1.76B$1.52B$2.15B
Accounts Receivable------
Inventory------
Accounts Payable------
Current Assets------
Total Assets$14.34B$13.47B$12.28B$11.64B$12.51B$10.66B
Current Liabilities------
Long-term Debt------
Total Liabilities$2.29B$2.02B$1.99B$1.96B$2.26B$1.39B
Stockholders' Equity$10.86B$10.35B$9.51B$8.84B$9.02B$7.71B
Retained Earnings------

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$1.75B$1.69B$1.22B$2.36B$3.45B$1.92B
Investing Cash Flow$230.30M($177.50M)$128.20M($41.50M)($1.10B)($36.30M)
Financing Cash Flow($1.28B)($936.60M)($1.08B)($2.08B)($2.99B)($1.49B)
CapEx$274.20M$423.40M$307.90M$237.60M$239.10M$214.60M
Free Cash Flow$1.48B$1.26B$911.20M$2.12B$3.21B$1.70B

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin------
Operating margin29.9%32.9%30.7%36.6%48.4%44.2%
EBITDA margin------
Net margin28.5%29.6%27.7%24.0%40.2%38.2%
Free cash flow margin20.2%17.8%14.1%32.7%41.9%27.5%
FCF / Net income0.710.600.511.361.040.72
R&D / Revenue------
SG&A / Revenue------
Effective tax rate24.2%24.6%26.8%24.2%22.5%23.3%
Return on assets14.6%15.6%14.6%13.4%24.6%22.3%
Return on equity19.2%20.3%18.8%17.6%34.2%30.8%
Return on invested capital------
Liquidity
Current ratio------
Quick ratio------
Cash ratio------
Leverage
Debt / Equity------
Debt / Assets------
Debt / EBITDA------
Interest coverage------
Equity multiplier1.321.301.291.321.391.38
Liabilities / Assets0.160.150.160.170.180.13
Efficiency
Asset turnover0.510.530.530.560.610.58
Inventory turnover------
Days sales outstanding------
Days inventory outstanding------
Days payable outstanding------
Cash conversion cycle------
Valuation
P / E11.1x12.4x13.9x16.3x15.0x15.2x
P / B2.1x2.4x2.5x2.8x5.0x4.5x
P / S3.1x3.6x3.7x3.8x5.9x5.6x
EV / EBITDA------
Growth
Revenue growth (YoY)3.1%9.8%-0.4%-15.4%23.6%10.5%
Revenue CAGR (3y)4.1%-2.6%1.3%4.9%21.4%-
Revenue CAGR (5y)3.3%4.8%8.6%--8.1%
Gross profit growth (YoY)------
Operating income growth (YoY)-6.2%17.5%-16.3%-36.0%35.1%15.0%
Net income growth (YoY)-0.6%17.4%14.8%-49.5%29.9%11.3%
EPS growth (YoY)1.0%17.9%15.8%-48.9%31.5%14.7%
EPS CAGR (3y)11.3%-11.3%-8.0%-8.3%21.7%18.7%
EPS CAGR (5y)-1.5%1.0%1.3%2.3%22.5%16.6%
FCF growth (YoY)17.2%38.5%-57.1%-34.0%88.5%29.3%
FCF CAGR (5y)-2.8%-0.9%-8.9%117.7%170.5%4.7%
Book value growth (YoY)5.0%8.8%7.5%-2.0%17.1%8.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Product / service

$7.31B total
Asset Management1$6.60B · 90.3%
Administrative Distribution Servicing And Other Fee Revenue$593.90M · 8.1%
Capital Allocation Based Income$81.20M · 1.1%
Performance Based Advisory Fees$37.40M · 0.5%

Stability scores

Piotroski F-score

FY 2025 · 9-point quality

3/9
Weak
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • -Current ratio improved
  • No share dilution
  • -Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Investment Advice

CompanyRevenue (last FY)Net marginROE
CNS--27.3%
MORN$2.45B15.1%30.3%
MC--45.7%
APO$32.05B10.9%15.0%
AMP$18.91B18.8%54.4%

Comparing PRICE T ROWE GROUP INC against the 5 most active filers in the same SIC group.

Dividends

$5.11/share trailing 12 months · +2.4% YoY

Ex-datePer share
Mar 16, 2026$1.3000
Dec 15, 2025$1.2700
Sep 15, 2025$1.2700
Jun 13, 2025$1.2700
Mar 14, 2025$1.2700
Dec 13, 2024$1.2400
Sep 13, 2024$1.2400
Jun 14, 2024$1.2400
Mar 14, 2024$1.2400
Dec 14, 2023$1.2200
Sep 14, 2023$1.2200
Jun 14, 2023$1.2200
Mar 14, 2023$1.2200
Dec 15, 2022$1.2000
Sep 14, 2022$1.2000
Jun 14, 2022$1.2000
Mar 14, 2022$1.2000
Dec 15, 2021$1.0800
Sep 14, 2021$1.0800
Jun 24, 2021$3.0000
Jun 14, 2021$1.0800
Mar 15, 2021$1.0800
Dec 14, 2020$0.9000
Sep 14, 2020$0.9000