PRICE T ROWE GROUP INC
TROW · Investment Advice · 214.3M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: -$11M (gross $254M, SBC $266M)
Reference price $102.56 · est. market cap ~$22.0B — last insider sale, 2026-05-13 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80T. Rowe Price — high-margin active asset manager with a fortress balance sheet.
Strengths
- Net margin 28.5% (83rd pct), ROA (88th), strong FCF (97th), cash (100th)
- No debt; strong retirement/target-date franchise
Risks
- Active-to-passive outflow pressure; fee compression
- Market-linked AUM sensitivity
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~90% of revenue from one customer/distributor — More than 90% of our net revenues are related to investment advisory fees
- Strong balance sheetStrong balance sheet — $3.4B cash & investments
- Insider sellingInsider selling — 1 open-market sale(s) by 1 insider(s) (~$307,680, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
29.9%
Net margin
28.5%
Return on equity
19.2%
Return on assets
14.6%
Revenue growth (QoQ)
-4.0%
Net-income growth
-0.6%
Free cash flow
$1.5B
Tangible book value
$7.9B
Cash & investments
$3.4B
Stock comp / revenue
3.0%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Page Sebastien | Grant | 96K | — |
| 2026-05-13 | Jackson Stephon A. | Sell | 3.0K | $102.56 |
| 2026-05-13 | Jackson Stephon A. | Grant | 175 | $98.08 |
| 2026-05-08 | Verma Richard R. | Grant | 1.9K | — |
| 2026-05-08 | Rominger Eileen P | Grant | 1.9K | — |
| 2026-05-08 | BARTLETT MARK S. | Grant | 1.9K | — |
| 2026-05-08 | Golston Allan C. | Grant | 1.9K | — |
| 2026-05-08 | MacLellan Robert F. | Grant | 1.9K | — |
| 2026-05-08 | WILSON ALAN D | Grant | 1.9K | — |
| 2026-05-08 | DONNELLY WILLIAM P | Grant | 1.9K | — |
| 2026-05-08 | WIJNBERG SANDRA S | Grant | 1.9K | — |
| 2026-05-08 | STEVENS ROBERT J | Grant | 1.9K | — |
| 2026-05-08 | DUBLON DINA | Grant | 1.9K | — |
| 2026-05-08 | Smith Cynthia F | Grant | 1.9K | — |
| 2026-03-30 | MacLellan Robert F. | Grant | 206 | $89.03 |
| 2026-03-30 | Smith Cynthia F | Grant | 61 | $89.03 |
| 2026-03-30 | Verma Richard R. | Grant | 42 | $89.03 |
| 2026-03-30 | Golston Allan C. | Grant | 42 | $89.03 |
| 2026-03-30 | WILSON ALAN D | Grant | 558 | $89.03 |
| 2026-03-30 | DONNELLY WILLIAM P | Grant | 152 | $89.03 |
| 2026-03-30 | WIJNBERG SANDRA S | Grant | 187 | $89.03 |
| 2026-03-30 | STEVENS ROBERT J | Grant | 324 | $89.03 |
| 2026-03-30 | DUBLON DINA | Grant | 138 | $89.03 |
| 2026-02-26 | MacLellan Robert F. | Option exercise | 4.4K | $74.14 |
| 2026-02-13 | Dardis Jennifer B | Grant | 40 | $104.05 |
| 2026-02-13 | Dardis Jennifer B | Grant | 5.6K | — |
| 2026-02-13 | Page Sebastien | Grant | 8.9K | — |
| 2026-02-13 | Robert W. Sharps | Grant | 150 | $103.92 |
| 2026-02-13 | Robert W. Sharps | Grant | 22K | — |
| 2026-02-13 | Veiel Eric L | Grant | 169 | $103.93 |
| 2026-02-13 | Veiel Eric L | Grant | 13K | — |
| 2026-02-05 | Sawyer Dorothy C | Gift | 5.2K | — |
| 2026-02-05 | Sawyer Dorothy C | Grant | 32 | $104.10 |
| 2025-12-31 | DONNELLY WILLIAM P | Grant | 621 | — |
| 2025-12-31 | MacLellan Robert F. | Grant | 684 | — |
| 2025-12-31 | WILSON ALAN D | Grant | 841 | — |
| 2025-12-31 | WIJNBERG SANDRA S | Grant | 605 | — |
| 2025-12-31 | STEVENS ROBERT J | Grant | 596 | — |
| 2025-12-30 | Jackson Stephon A. | Gift | 2.5K | — |
| 2025-12-30 | Golston Allan C. | Grant | 35 | $103.64 |
| 2025-12-30 | WILSON ALAN D | Grant | 452 | $103.64 |
| 2025-12-30 | Verma Richard R. | Grant | 35 | $103.64 |
| 2025-12-30 | DONNELLY WILLIAM P | Grant | 119 | $103.64 |
| 2025-12-30 | Smith Cynthia F | Grant | 51 | $103.64 |
| 2025-12-30 | WIJNBERG SANDRA S | Grant | 148 | $103.64 |
| 2025-12-30 | STEVENS ROBERT J | Grant | 262 | $103.64 |
| 2025-12-30 | MacLellan Robert F. | Grant | 163 | $103.64 |
| 2025-12-30 | DUBLON DINA | Grant | 114 | $103.64 |
| 2025-12-30 | Jackson Stephon A. | Grant | 2 | $103.87 |
| 2025-12-29 | Robert W. Sharps | Gift | 1.1K | — |
| 2025-12-19 | Veiel Eric L | Gift | 4.2K | — |
| 2025-12-17 | Oestreicher David | Gift | 400 | — |
| 2025-12-15 | Veiel Eric L | Gift | 1.0K | — |
| 2025-12-10 | Husain Arif | Sell | 4.3K | $101.96 |
| 2025-12-10 | Sawyer Dorothy C | Tax withheld | 3.1K | $105.37 |
| 2025-12-10 | Nelson Joshua B | Tax withheld | 6.3K | $105.37 |
| 2025-12-10 | Dardis Jennifer B | Tax withheld | 4.1K | $105.37 |
| 2025-12-10 | Jackson Stephon A. | Tax withheld | 5.8K | $105.37 |
| 2025-12-10 | Page Sebastien | Tax withheld | 7.8K | $105.37 |
| 2025-12-10 | Robert W. Sharps | Tax withheld | 23K | $105.37 |
| 2025-12-10 | Oestreicher David | Tax withheld | 2.8K | $105.37 |
| 2025-12-10 | Veiel Eric L | Tax withheld | 12K | $105.37 |
| 2025-12-10 | Hiebler Jessica M | Tax withheld | 447 | $105.37 |
| 2025-12-10 | Husain Arif | Tax withheld | 4.1K | $101.96 |
| 2025-12-10 | JOHNSON KIMBERLY H | Grant | 244 | $100.42 |
| 2025-12-10 | JOHNSON KIMBERLY H | Tax withheld | 2.9K | $105.37 |
| 2025-12-05 | Robert W. Sharps | Gift | 1.0K | — |
| 2025-12-03 | Hiebler Jessica M | Grant | 953 | — |
| 2025-12-03 | Husain Arif | Grant | 15K | — |
| 2025-12-03 | Sawyer Dorothy C | Grant | 19K | — |
| 2025-12-03 | Sawyer Dorothy C | Grant | 87 | $101.57 |
| 2025-12-03 | Nelson Joshua B | Grant | 10.0K | — |
| 2025-12-03 | Nelson Joshua B | Grant | 4 | $100.00 |
| 2025-12-03 | Nelson Joshua B | Gift | 654 | — |
| 2025-12-03 | Dardis Jennifer B | Grant | 7.6K | — |
| 2025-12-03 | Dardis Jennifer B | Grant | 190 | $97.70 |
| 2025-12-03 | Jackson Stephon A. | Grant | 8.8K | — |
| 2025-12-03 | Jackson Stephon A. | Grant | 438 | $100.84 |
| 2025-12-03 | Page Sebastien | Grant | 10K | — |
| 2025-12-03 | Robert W. Sharps | Grant | 40K | — |
| 2025-12-03 | Robert W. Sharps | Grant | 11 | $102.92 |
| 2025-12-03 | Oestreicher David | Grant | 12K | — |
| 2025-12-03 | Oestreicher David | Grant | 218 | $100.43 |
| 2025-12-03 | Veiel Eric L | Grant | 16K | — |
| 2025-12-03 | Veiel Eric L | Grant | 662 | $97.56 |
| 2025-12-03 | Hiebler Jessica M | Grant | 264 | $100.03 |
| 2025-11-24 | Robert W. Sharps | Grant | 523 | $97.00 |
| 2025-11-24 | Robert W. Sharps | Gift | 2.5K | — |
| 2025-10-28 | Golston Allan C. | Grant | 2.9K | — |
| 2025-10-28 | Verma Richard R. | Grant | 2.9K | — |
| 2025-09-30 | Smith Cynthia F | Grant | 50 | $103.52 |
| 2025-09-29 | DUBLON DINA | Grant | 113 | $103.52 |
| 2025-09-29 | STEVENS ROBERT J | Grant | 259 | $103.52 |
| 2025-09-29 | MacLellan Robert F. | Grant | 161 | $103.52 |
| 2025-09-29 | WILSON ALAN D | Grant | 447 | $103.52 |
| 2025-09-29 | DONNELLY WILLIAM P | Grant | 117 | $103.52 |
| 2025-09-29 | WIJNBERG SANDRA S | Grant | 146 | $103.52 |
| 2025-09-22 | MacLellan Robert F. | Option exercise | 4.4K | $72.82 |
| 2025-09-22 | MacLellan Robert F. | Sell | 3.1K | $105.01 |
| 2025-06-30 | STEVENS ROBERT J | Grant | 613 | — |
| 2025-06-30 | DONNELLY WILLIAM P | Grant | 670 | — |
| 2025-06-30 | MacLellan Robert F. | Grant | 710 | — |
| 2025-06-30 | WIJNBERG SANDRA S | Grant | 613 | — |
| 2025-06-30 | WILSON ALAN D | Grant | 742 | — |
| 2025-06-27 | STEVENS ROBERT J | Grant | 267 | $96.10 |
| 2025-06-27 | DUBLON DINA | Grant | 120 | $96.10 |
| 2025-06-27 | MacLellan Robert F. | Grant | 162 | $96.10 |
| 2025-06-27 | Smith Cynthia F | Grant | 53 | $96.10 |
| 2025-06-27 | WILSON ALAN D | Grant | 466 | $96.10 |
| 2025-06-27 | WIJNBERG SANDRA S | Grant | 148 | $96.10 |
| 2025-06-27 | DONNELLY WILLIAM P | Grant | 116 | $96.10 |
| 2025-06-18 | Page Sebastien | Option exercise | 7.9K | $69.84 |
| 2025-06-18 | Page Sebastien | Option exercise | 4.8K | $68.32 |
| 2025-06-18 | Page Sebastien | Option exercise | 4.4K | $68.32 |
| 2025-06-18 | Page Sebastien | Tax withheld | 14K | $92.14 |
| 2025-06-11 | Sawyer Dorothy C | Sell | 2.0K | $95.43 |
| 2025-06-04 | Sawyer Dorothy C | Grant | 78 | $93.65 |
| 2025-06-04 | Sawyer Dorothy C | Gift | 267 | — |
| 2025-05-12 | Hiebler Jessica M | Grant | 139 | $92.72 |
| 2025-05-12 | Hiebler Jessica M | Sell | 968 | $96.98 |
| 2025-05-09 | DUBLON DINA | Grant | 2.2K | — |
| 2025-05-09 | DONNELLY WILLIAM P | Grant | 2.2K | — |
| 2025-05-09 | WIJNBERG SANDRA S | Grant | 2.2K | — |
| 2025-05-09 | Smith Cynthia F | Grant | 2.2K | — |
| 2025-05-09 | Rominger Eileen P | Grant | 2.2K | — |
| 2025-05-09 | STEVENS ROBERT J | Grant | 2.2K | — |
| 2025-05-09 | MacLellan Robert F. | Grant | 2.2K | — |
| 2025-05-09 | WILSON ALAN D | Grant | 2.2K | — |
| 2025-05-09 | BARTLETT MARK S. | Grant | 2.2K | — |
| 2025-05-02 | JOHNSON KIMBERLY H | Grant | 186 | $101.07 |
| 2025-05-02 | JOHNSON KIMBERLY H | Tax withheld | 600 | $88.12 |
| 2025-03-31 | MacLellan Robert F. | Option exercise | 4.4K | $81.14 |
| 2025-03-31 | MacLellan Robert F. | Sell | 4.0K | $91.56 |
| 2025-03-28 | WILSON ALAN D | Grant | 453 | $91.57 |
| 2025-03-28 | WIJNBERG SANDRA S | Grant | 153 | $91.57 |
| 2025-03-28 | STEVENS ROBERT J | Grant | 247 | $91.57 |
| 2025-03-28 | Smith Cynthia F | Grant | 26 | $91.57 |
| 2025-03-28 | MacLellan Robert F. | Grant | 168 | $91.57 |
| 2025-03-28 | DUBLON DINA | Grant | 124 | $91.57 |
| 2025-03-28 | DONNELLY WILLIAM P | Grant | 90 | $91.57 |
| 2025-02-25 | DUBLON DINA | Gift | 1.9K | — |
| 2025-02-25 | DUBLON DINA | Gift | 1.9K | — |
| 2025-02-24 | Veiel Eric L | Gift | 4.1K | — |
| 2025-02-24 | Veiel Eric L | Gift | 4.1K | — |
| 2025-02-14 | Hiebler Jessica M | Option exercise | 1.2K | $79.71 |
| 2025-02-14 | Hiebler Jessica M | Sell | 1.2K | $107.87 |
| 2025-02-14 | Hiebler Jessica M | Grant | 84 | $115.61 |
| 2025-02-11 | Nelson Joshua B | Option exercise | 99 | $79.71 |
| 2025-02-11 | Nelson Joshua B | Option exercise | 1.3K | $69.84 |
| 2025-02-11 | Nelson Joshua B | Tax withheld | 83 | $109.03 |
| 2025-02-11 | Nelson Joshua B | Tax withheld | 1.0K | $109.03 |
| 2025-02-11 | Husain Arif | Option exercise | 2.1K | $79.71 |
| 2025-02-11 | Husain Arif | Sell | 2.1K | $109.27 |
| 2025-02-11 | Husain Arif | Option exercise | 2.0K | $69.84 |
| 2025-02-11 | Husain Arif | Sell | 2.0K | $109.27 |
| 2025-02-10 | Veiel Eric L | Grant | 141 | $115.55 |
| 2025-02-10 | Veiel Eric L | Grant | 10K | — |
| 2025-02-10 | Robert W. Sharps | Grant | 15 | $117.63 |
| 2025-02-10 | Robert W. Sharps | Grant | 17K | — |
| 2025-02-10 | Page Sebastien | Grant | 6.4K | — |
| 2025-02-10 | Dardis Jennifer B | Grant | 34 | $115.64 |
| 2025-02-10 | Dardis Jennifer B | Grant | 2.9K | — |
| 2025-02-10 | Sawyer Dorothy C | Option exercise | 1.6K | $79.71 |
| 2025-02-10 | Sawyer Dorothy C | Tax withheld | 1.4K | $109.62 |
| 2025-02-10 | Sawyer Dorothy C | Grant | 27 | $115.64 |
| 2025-01-15 | Robert W. Sharps | Option exercise | 1.3K | $79.71 |
| 2025-01-15 | Robert W. Sharps | Tax withheld | 883 | $113.32 |
| 2025-01-15 | Robert W. Sharps | Grant | 110 | $115.40 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-05-18 | Exec/director changeExhibits | filing ↗ |
| 2026-05-11 | Shareholder vote | filing ↗ |
| 2026-04-30 | ResultsExhibits | filing ↗ |
| 2026-04-22 | Exec/director changeExhibits | filing ↗ |
| 2026-02-04 | ResultsExhibits | filing ↗ |
| 2025-11-03 | Exec/director changeExhibits | filing ↗ |
| 2025-10-31 | ResultsExhibits | filing ↗ |
| 2025-10-16 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-18 | 2026-05-15 | 0001628280-26-035912 ↗ |
| 8-K | 2026-05-11 | 2026-05-07 | 0001628280-26-033420 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001628280-26-028572 ↗ |
| 10-Q | 2026-04-30 | 2026-03-31 | 0001628280-26-028712 ↗ |
| 8-K | 2026-04-22 | 2026-04-22 | 0001628280-26-026397 ↗ |
| 10-K | 2026-02-13 | 2025-12-31 | 0001628280-26-008002 ↗ |
| 8-K | 2026-02-04 | 2026-02-04 | 0001628280-26-005273 ↗ |
| 8-K | 2025-11-03 | 2025-11-03 | 0001628280-25-047944 ↗ |
| 8-K | 2025-10-31 | 2025-10-31 | 0001628280-25-047662 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0001628280-25-047751 ↗ |
| 8-K | 2025-10-16 | 2025-10-13 | 0001628280-25-045161 ↗ |
| 8-K | 2025-09-04 | 2025-09-04 | 0001113169-25-000028 ↗ |