TROW
T. Rowe PriceNASDAQFinancialsAsset ManagementSnapshot 2026-05-08
As of May 8, 2026, TROW has a composite score of 19.4 and a signal label of "mild favorable." The valuation label changed from "fair" to "inexpensive," indicating a perceived improvement in valuation. The scores reflect strengths in quality (87.0) and management (62.9), while macro factors have a negative impact, with a macro score of -7.7. This analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.05
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $2.46 → $2.29 (-7.1% / 30d). 0 raised, 5 cut, 11 covering analysts.
0 upgrades, 0 downgrades / 30d, 8 maintained. 0% of analysts rate Buy.
6 PT revisions / 30d. Avg target -1.0% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
Divergence — fundamentals are strong but estimates are being cut. Worth reading the recent material events.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
1 material event in the last 24 months — top 1 listed below.
Stated priorities
Insufficient transcript history for this ticker.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 20%; 252d 24%.
Drawdown — Max 1y −20%. Bad day move −2%.
Beta to sector ETF (XLF) — 1.10 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 59/100, drawdown 61/100, beta 90/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- label change · valuation_labelseverity 20
Valuation label changed from 'fair' to 'inexpensive'.
As of May 8, 2026, the valuation label for TROW changed from "fair" to "inexpensive." The forward view indicates an unfavorable scenario with a composite delta estimate of -8.0 if next-quarter guidance is cut. Additionally, there are favorable scenarios with estimates of 6.57, 5.0, and 4.0 if rates reverse to positive, if the financials sector trend improves, and if next-quarter guidance is raised, respectively. The overall confidence label remains at "medium," and the situation is marked as provisional.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Looks cheaper than most peers in the same business.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
TROW T. Rowe Price | +19 | inexpensive | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-30)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-30)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-309d agoItem 2.02
Results of Operations and Financial Condition. On April 30, 2026 we issued an earnings release reporting our results of operations for the three months ended March 31, 2026. A copy of this earnings release is attached hereto as Exhibit 99.1 and is incorporated by reference. The information in this Current Report on Form 8-K and the Exhibit attached hereto shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed…
earnings preannouncementneutralscore 54 - 2026-04-2217d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 22, 2026, T. Rowe Price Group, Inc. (the “Company”) and Oak Hill Advisors, L.P. (“OHA”) announced that they entered into an updated evergreen operating arrangement which will continue to support OHA’s position as a leading alternatives firm serving institutional, insurance, wealth and retirement clients. On April 21, 2026, the independent…
executive changenegativescore 38
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.