{"filings":[{"id":498797,"accession_number":"0001628280-26-035912","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2026-05-18T20:00:09+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price appoints Eric Veiel as President, expands investment leadership team","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Eric Veiel named President, Co-Head of Global Investments and CIO, effective June 1, 2026.","Sébastien Page named Co-Head of Global Investments and CIO alongside Veiel, effective June 1.","Wyatt Lee to become Head of Global Multi-Asset effective October 1, 2026.","Rob Sharps remains Chair and CEO; firm reports $1.83 trillion in AUM as of April 30, 2026.","Leadership changes aim to enhance innovation, operational efficiency, and client outcomes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":12723,"accession_number":"0001628280-26-033420","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2026-05-11T20:01:03+00:00","items":["5.07"],"status":"ready","headline":"T. Rowe Price shareholders approve say-on-pay, elect all directors at May 7 meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 13 director nominees elected; Robert W. Sharps had highest against votes (13,215,143).","Say-on-pay advisory vote passed with 135,094,531 for and 20,453,712 against (approx. 87% support).","Ratification of KPMG as auditor for 2026 approved with 168,714,625 for, 12,282,198 against.","Shares eligible to vote: 217,605,891; broker non-votes of ~24.8M on director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91372,"accession_number":"0001628280-26-028572","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"T. Rowe Price Q1 2026: GAAP EPS $2.23, adjusted $2.52; AUM $1.7T, net outflows $13.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net revenues $1.857B, +5.3% YoY; net income attributable $498.2M, +1.6% YoY.","Ending AUM $1.71T, down $65.9B from Dec 2025; net client outflows $13.7B primarily in equity.","Adjusted diluted EPS $2.52, +13.0% YoY; GAAP diluted EPS $2.23, +3.7% YoY.","Returned $629M to stockholders via dividends and share repurchases in Q1.","Restructuring charge of $10M under expense management program; headcount down 7.1% YoY."],"consensus_eps_estimate":2.4007,"consensus_eps_actual":2.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":1857000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":91371,"accession_number":"0001628280-26-026397","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price renews OHA CEO Glenn August employment agreement with new incentive structure","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Glenn August remains OHA CEO; base salary $350,000 unchanged.","For 2027, August awarded 16.333% of OHA Partner Cash Compensation Pool.","Supplemental Compensation Pool funded up to $20M annually (2027-2030) for certain OHA Partners.","Value Creation Incentive Plan (VCI) established; August awarded 8.166% of 2027 VCI Pool.","Severance: 12 months base salary continuation plus prorated bonus and COBRA subsidy if terminated without cause or for good reason."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":101399,"accession_number":"0001628280-26-005273","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2026-02-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"T. Rowe Price reports Q4 adj. EPS $2.44, but net outflows $25.5B; restructuring charge $148.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $1.99, adj. $2.44; net revenue $1.93B (+6.0% YoY).","Net outflows $25.5B in Q4, $56.9B for FY2025; AUM $1.78T.","Operating expense $1.46B (+16.5% YoY) includes $148.8M restructuring charge.","Effective fee rate fell to 38.8 bps (ex perf. fees) from 40.5 bps a year ago.","Returned $426M to stockholders in Q4 via dividends and buybacks."],"consensus_eps_estimate":2.5177,"consensus_eps_actual":9.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":7314800000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117767,"accession_number":"0001628280-25-047944","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price COO Kimberly Johnson to depart Dec 31; new Tech, Data, Ops function created","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kimberly Johnson resigns as COO effective December 31, 2025.","Ramon Richards, current CTO, will lead new Technology, Data, and Operations function.","Richards joins Management Committee and reports to CEO Rob Sharps.","New function integrates digital capabilities with operational excellence."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117766,"accession_number":"0001628280-25-047662","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"T. Rowe Price Q3 2025: AUM hits $1.77T record, but net outflows $7.9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.87 ($2.81 adjusted), net revenue $1.89B (+6% YoY), net income $646M (+7%).","Net client outflows $7.9B in Q3, dominated by equity redemptions (-$14.4B).","Record AUM $1.77T; annualized effective fee rate fell to 39.1 bps (from 40.7 bps YoY).","Restructuring charge $28.5M for severance; headcount down 3.4% YoY to 7,830.","Returned $442M via dividends and buybacks; announced strategic collaboration with Goldman Sachs."],"consensus_eps_estimate":2.5623,"consensus_eps_actual":7.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":5380700000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":117765,"accession_number":"0001628280-25-045161","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price expands board to 13, elects Golston and Verma as independent directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 11 to 13 directors; effective October 13, 2025.","Allan Golston (President, US Program at Gates Foundation) elected; appointed to Audit and Compensation Committees.","Richard Verma (Chief Admin Officer at Mastercard, former US Ambassador to India) elected; appointed to Nominating and Compensation Committees.","Verma previously served on T. Rowe Price board from 2018 to 2023.","CEO Rob Sharps stated new directors bring global perspectives and leadership expertise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134206,"accession_number":"0001113169-25-000028","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-09-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Goldman Sachs to invest up to $1B in T. Rowe Price; firms unveil public-private investment solutions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Goldman Sachs intends to invest up to $1B in T. Rowe Price common stock, targeting up to 3.5% ownership.","Firms will launch co-branded target-date strategies in mid-2026 integrating private markets from Goldman Sachs and OHA.","Collaboration includes model portfolios, multi-asset offerings, and personalized advice solutions for retirement and wealth.","Deal leverages T. Rowe Price's retirement expertise and Goldman Sachs' private market leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":134205,"accession_number":"0001113169-25-000021","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"T. Rowe Price Q2 EPS $2.24, AUM $1.68T, net outflows $14.9B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.24 (GAAP and adjusted); net income $505.2M, up 4.5% YoY.","Net client outflows $14.9B; quarter-end AUM $1.68T, up $110.5B from Q1.","Net revenues $1.72B, down 0.6% YoY; operating expenses up 6.5% to $1.245B.","Returned $395M to stockholders via dividends and stock repurchases.","Investment advisory EFR fell to 39.6 bps from 41.1 bps YoY on mix shifts."],"consensus_eps_estimate":2.1772,"consensus_eps_actual":4.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":3487200000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150991,"accession_number":"0001113169-25-000018","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"T. Rowe Price shareholders re-elect all 11 directors, approve say-on-pay, reject golden parachute proposal","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 nominees elected; support ranged from 150.4M to 160.2M votes with minimal against.","Advisory vote on executive compensation passed with 146.3M for, 18.2M against (88.9% support).","KPMG ratified as auditor for 2025 with 179.9M for (94.3% of votes cast).","Stockholder proposal requiring shareholder approval for excessive golden parachutes defeated: 61.1M for, 102.0M against.","Eligible shares at record date: 222,242,394; broker non-votes on all proposals except ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150990,"accession_number":"0001113169-25-000013","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q1 2025: AUM $1.57T, net outflows $8.6B, GAAP EPS $2.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net outflows of $8.6B; equity AUM down $56.3B, fixed income/multi-asset/alternatives saw inflows.","GAAP EPS $2.15 (down 13.7% YoY); adjusted EPS $2.23 (down 6.3% YoY).","Net revenues $1.76B (+0.8% YoY); investment advisory fee rate fell to 40.0 bps from 41.6 bps.","Returned $506M via dividends and buybacks; headcount 8,084 (+2.6% YoY).","Occupied new Baltimore HQ mid-March; FY2025 effective tax rate guidance 23.5%-27.5% GAAP."],"consensus_eps_estimate":null,"consensus_eps_actual":2.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":1763900000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169888,"accession_number":"0001113169-25-000010","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-03-31T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"T. Rowe Price completes headquarters relocation to 1307 Point Street, Baltimore","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Relocated corporate headquarters to 1307 Point Street, Baltimore, MD 21231 effective March 31, 2025.","Former headquarters at 100 East Pratt Street, Baltimore, MD 21202; relocation process completed.","No impact on business operations or financial condition disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169887,"accession_number":"0001113169-25-000002","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q4 adj EPS $2.12 (+23% YoY); FY net outflows cut to $43.2B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP Q4 EPS $1.92, FY $9.15; adjusted Q4 EPS $2.12, FY $9.33.","Q4 net revenues $1.82B (+11% YoY); AUM $1.61T at year-end.","FY 2024 net outflows $43.2B, reduced by nearly half vs FY23's $84.1B.","Returned $1.5B to stockholders in 2024 via dividends and buybacks.","CEO cites progress in ETF, insurance, and Canada target-date; path to positive flows."],"consensus_eps_estimate":null,"consensus_eps_actual":9.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":7093600000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186944,"accession_number":"0001113169-24-000033","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"T. Rowe Price increases share repurchase authorization by 15M shares to ~19M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved a 15M share increase in the stock buyback authorization on December 4, 2024.","Total repurchase authorization now stands at approximately 19M shares of outstanding common stock.","Repurchases may be executed via open market, private transactions, or Rule 10b5-1 plans.","Program has no expiration date; company can modify, suspend, or terminate at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186943,"accession_number":"0001113169-24-000028","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2024-11-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q3 GAAP EPS $2.64, revenue $1.79B; AUM $1.63T with $12.2B outflows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $2.64 vs $1.97 YoY; adjusted diluted EPS $2.57 vs $2.17.","Net revenues $1.79B, up 6.9% YoY; investment advisory fees $1.63B, up 11.5%.","Total AUM $1.63T, up 21.1% YoY; net client outflows of $12.2B in Q3.","Non-operating income $212.5M vs $2.8M YoY, driven by strong investment gains.","Returned $354M to shareholders via quarterly dividend and share repurchases."],"consensus_eps_estimate":null,"consensus_eps_actual":7.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":5269100000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186942,"accession_number":"0001113169-24-000022","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Justin Thomson to lead new T. Rowe Price Investment Institute, steps down as executive officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomson steps down as Head of International Equity and from Management Committee effective Dec 31, 2024.","He will head the T. Rowe Price Investment Institute, remaining a chief investment officer.","Institute launches Jan 1, 2025, focused on investment talent development and client education.","Thomson is a 26-year veteran who conceived the International Small-Cap Equity Strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":203477,"accession_number":"0001113169-24-000018","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q2 adj EPS $2.26, revenue up 7.6% YoY; AUM $1.57T, net outflows $3.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $2.11; adjusted diluted EPS $2.26, up 11.9% YoY.","Net revenues $1.733B (+7.6% YoY); investment advisory fees $1.586B (+10.8% YoY).","Ending AUM $1.57T (+12.1% YoY); net client outflows of $3.7B in Q2.","Returned $396M to stockholders via dividends and share repurchases in Q2.","CEO notes steady flow progress; ETF AUM grew to $5.3B; on track to reduce net outflows in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":4.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":3483500000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219920,"accession_number":"0001113169-24-000015","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"T. Rowe Price shareholders elect all director nominees, approve say-on-pay and auditor ratification at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; votes for ranged from 146.8M to 154.1M out of 155.2M shares voted.","Say-on-pay proposal passed with 145.3M votes for, 9.1M against, and 0.9M abstentions.","Ratification of KPMG as independent auditor for 2024 approved with 176.7M for, 8.2M against.","Total shares eligible to vote were 223.6M at the March 1, 2024 record date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":219919,"accession_number":"0001113169-24-000011","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q1 2024: EPS $2.49, AUM $1.54T, net outflows $8B, dividend raised for 38th year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $2.49 GAAP, adjusted $2.38; revenue $1.75B (+13.8% YoY).","Net client outflows $8.0B, about half of Q1 2023 outflows; AUM $1.54T (+$97.7B QoQ).","Operating income $586.6M GAAP, adjusted $692.4M; returned $365M to shareholders.","Quarterly dividend increased for 38th consecutive year; effective fee rate 42.1 bps.","CEO expects substantial improvement in outflows in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":2.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":1750200000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239670,"accession_number":"0001113169-24-000009","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price Chair Stromberg and Dr. Hrabowski to retire; CEO Sharps to become Chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William J. Stromberg (non-executive Chair) and Dr. Freeman Hrabowski will retire at the May 7, 2024 annual meeting.","Robert W. Sharps, currently CEO & President, will assume Chair role after Stromberg's retirement, combining both roles.","Retirements not due to any disagreement with the company or its management.","Stromberg led global expansion and launch of TRPIM; Hrabowski chaired Nominating & Governance and ESG efforts."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":239669,"accession_number":"0001113169-24-000002","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q4 EPS $1.90, revenue up 7.7% YoY; full-year outflows $81.8B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP EPS $1.90 vs $1.16 YoY; adjusted EPS $1.72; net revenue $1.64B (+7.7% YoY).","Full-year GAAP EPS $7.76 vs $6.70; adjusted EPS $7.59; net revenue $6.46B (-0.4% YoY).","Net client outflows $28.3B in Q4, $81.8B for 2023; AUM $1.445T (+13.3% YoY).","Returned $1.376B to stockholders in 2023 via dividends and stock repurchases.","CEO cites improved investment performance, large cap growth funds strong; expects better days ahead."],"consensus_eps_estimate":null,"consensus_eps_actual":7.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":6460500000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257184,"accession_number":"0001113169-23-000049","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-11-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"T. Rowe Price reports $1.31T AUM; expects net outflows >$10B monthly in Nov-Dec","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["AUM of $1.31 trillion as of Oct 31, down from $1.346 trillion at Sep 30.","Preliminary net outflows of $6.3 billion for October 2023.","Firm forecasts net outflows exceeding $10 billion in each of November and December.","Large known terminations and regular seasonal patterns cited for elevated outflows.","Target date retirement AUM $364B; equity $668B; fixed income $168B; multi-asset $429B; alternatives $47B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257183,"accession_number":"0001113169-23-000046","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price elects William Donnelly as independent director, board expands to 13","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 12 to 13 directors; Donnelly effective November 1, 2023.","Donnelly appointed to Audit Committee and Executive Compensation and Management Development Committee.","He is former EVP (finance, IR, supply chain, IT) at Mettler-Toledo and previously its CFO.","CEO Rob Sharps stated Donnelly's financial and operational expertise will be valuable to the firm."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":257182,"accession_number":"0001113169-23-000042","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-10-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q3 EPS $1.97 GAAP/$2.17 adj; AUM falls to $1.35T on $17.4B outflows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.97 GAAP ($2.17 adj) vs $1.66 GAAP in Q3 2022, up 18.7% GAAP.","Net revenues $1.67B (+5.2% YoY); investment advisory fees $1.46B (+1.5%).","AUM $1.35T, down $52.9B from Q2; net outflows $17.4B led by equity ($19.7B outflows).","Adjusted operating expenses $1.06B (+3.2% YoY); headcount 7,842, down 1.9% YoY.","Returned $386M via quarterly dividend and stock repurchases in Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":5.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":4818500000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274525,"accession_number":"0001113169-23-000035","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price appoints Cynthia F. Smith as independent director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 11 to 12; Smith elected effective July 31, 2023.","Smith appointed to Audit and Executive Compensation & Management Development Committees.","Smith is SVP for regional business and distribution development at MetLife since 2016.","Previously held CFO and other finance roles at MetLife; certified management accountant.","Smith is independent under NASDAQ and SEC standards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":274524,"accession_number":"0001113169-23-000022","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-07-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q2 2023: EPS $2.06 GAAP ($2.02 adj.), net outflows $20B, AUM $1.40T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted GAAP EPS of $2.06 vs $1.46 YoY; adjusted diluted EPS of $2.02 vs $1.79 YoY.","Net revenues $1.61B (+6.4% YoY) driven by $38.7M capital allocation-based income vs -$126.3M a year ago.","Net client outflows of $20.0B in Q2, with equity outflows of $19.5B; total AUM rose to $1.40T.","Investment advisory fees $1.43B (-4.4% YoY) due to lower average AUM and effective fee rate of 42.3 bps.","Returned $323M to stockholders via dividends and buybacks; headcount of 7,903, up 1.7% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":3.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":3147800000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291796,"accession_number":"0001113169-23-000016","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"T. Rowe Price annual meeting elects all 11 directors, approves ESPP increase, say-on-pay frequency set at 1 year","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees elected with over 142M shares For each (broker non-votes ~28.4M).","Advisory vote on executive compensation passed with ~134.7M For vs 22.9M Against.","Restated 1986 ESPP approved (3M share pool increase) with ~153.1M For, 4.9M Against.","Stockholders selected 1-year frequency for future say-on-pay votes (154.3M For 1 year).","Ratification of KPMG as auditor for 2023 passed with ~180.5M For, 6.1M Against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":291795,"accession_number":"0001113169-23-000011","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price Q1 GAAP EPS $1.83, revenue down 17.5% YoY, net outflows $16.1B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS of $1.83 ($1.69 adj), down 24.1% from $2.41 in Q1 2022.","Net revenues of $1.54B, down 17.5% YoY; investment advisory fees $1.39B (-16.3%).","Net client outflows of $16.1B; target-date inflows of $7.5B offset by equity outflows of $23.5B.","AUM of $1.34T, up 5.3% from Q4 2022 but down 13.5% from Q1 2022.","Quarterly dividend raised for 37th consecutive year (amount not disclosed in release)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":1537600000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312565,"accession_number":"0001113169-23-000009","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-03-06T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Richard R. Verma resigns from T. Rowe Price board for State Dept. role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Effective March 3, 2023, Richard R. Verma resigned from the Board of Directors.","Resignation due to nomination as Deputy Secretary of State for Management and Resources by President Biden.","Resignation not a result of any disagreement with the Company or its management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":312564,"accession_number":"0001113169-23-000002","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2023-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"T. Rowe Price Q4 GAAP EPS $1.16, down 64% YoY; AUM down 24.5% to $1.27T","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.16 in Q4 2022 vs $3.18 in Q4 2021; adjusted EPS $1.74 vs $3.17.","Net revenue $1.5B, down 22.3% YoY; full-year net revenue $6.5B, down 15.4%.","Year-end AUM $1.27T, down 24.5% from $1.69T; net outflows of $17.1B in Q4 and $61.7B for 2022.","Recorded $202M in non-cash impairment charges in 2022; non-GAAP operating expenses up 6.4% YoY.","2023 non-GAAP operating expense growth guidance 2% to 6%; reduced headcount by ~2% in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":6.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":6488400000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":331083,"accession_number":"0001113169-22-000027","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2022-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"T. Rowe Price adopts Mutual Fund Unit Plan and amends LTIP grants for UK Material Risk Takers compliance","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Adopts new Mutual Fund Unit Plan to defer variable remuneration of UK Material Risk Takers under FCA's MIFIDPRU Remuneration Code.","Amends Notice of Grant forms to add confidentiality, non-solicitation, and advance notice of termination provisions.","Changes apply only to Material Risk Takers under UK regulations; no impact on other employees.","Plan uses mutual fund units as notional investments to align deferred compensation with TRPIL's credit quality."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":348641,"accession_number":"0001113169-22-000020","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2022-09-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"T. Rowe Price holds Sep 15 business update; CEO & CFO present, no specifics in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["CEO Rob Sharps and CFO Jen Dardis provided a strategic update on September 15, 2022.","Presentation materials were posted to the IR website and attached as Exhibit 99.1.","No new financial metrics, guidance, or material changes were disclosed in the filing text.","Data as of June 30, 2022, per the presentation cover; full content not provided here."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365378,"accession_number":"0001113169-22-000013","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2022-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"T. Rowe Price annual meeting results: all director nominees elected, say-on-pay and auditor ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 13 director nominees elected; highest for was Robert W. Sharps with 159.1M, lowest Mark S. Bartlett with 146.2M.","Advisory say-on-pay passed with 148.0M for, 11.2M against, 0.5M abstain; broker non-votes 30.6M.","Ratification of KPMG as auditor for 2022 passed with 181.6M for, 8.4M against, 0.2M abstain.","Meeting date May 10, 2022; record date March 1, 2022; shares eligible 227.8M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":365377,"accession_number":"0001113169-22-000008","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2022-04-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price appoints Kimberly Johnson as COO effective April 29, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Johnson, former Fannie Mae EVP and COO, will lead Global Technology, Investment Operations, and Enterprise Risk.","She will report to CEO Rob Sharps and serve on the Management Committee.","Compensation includes $350K base salary, $1.25M signing bonus (subject to repayment), and $1.25M RSU grant.","Interim COO Robert C.T. Higginbotham will cease to serve in that role on April 29, 2022.","Johnson holds a B.A. from Princeton and an M.B.A. from Columbia, and serves on Eli Lilly's board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":384980,"accession_number":"0001113169-22-000002","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2022-01-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"T. Rowe Price Q4 GAAP EPS down 4.5% YoY; net outflows $22.7B in Q4","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $3.18 for Q4 2021 vs $3.33 YoY (-4.5%); full year EPS $13.12 (+31.5% YoY).","Net revenues $2.0B in Q4 2021 (+13.2% YoY); full year $7.7B (+23.6% YoY).","Net client outflows of $22.7B in Q4 and $28.5B for full year 2021.","Ending assets under management $1.69 trillion, up 14.8% YoY.","Closed Oak Hill Advisors acquisition on Dec 29, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":13.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":7671900000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":402852,"accession_number":"0001113169-21-000040","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2021-12-30T23:59:59+00:00","items":["1.01","2.01","2.03","3.02","5.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price completes $3.3B acquisition of Oak Hill Advisors (OHA) alternative credit manager","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price ~$3.3B: 74% cash, 26% stock (4,447,088 shares issued).","Earnout consideration up to $900M upon milestone achievement, payable 2025-2027.","OHA operates as standalone; Glenn August remains CEO, joins TROW Board and Management Committee.","Robert Sharps, incoming CEO, joins T. Rowe Price board effective Dec 30, 2021.","OHA has $56B capital under management (Nov 30, 2021) across credit strategies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":402851,"accession_number":"0001113169-21-000037","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2021-12-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price names Rob Sharps CEO effective Jan 1, 2022; Stromberg non-exec chair","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William J. Stromberg retires as CEO and chair of Management Committee on Dec 31, 2021; remains non-executive chair.","Robert W. Sharps appointed CEO and Management Committee chair effective Jan 1, 2022; also joins Board.","Glenn August (OHA founder/CEO) elected to Board and Management Committee effective upon OHA acquisition closing.","Sharps retains president role; Board expands from 12 to 14 members with Sharps and August.","Sharps scheduled to speak at Goldman Sachs US Financial Services Conference on Dec 8, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":402850,"accession_number":"0001113169-21-000035","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2021-11-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price elects Eileen Rominger as independent director, expands board to 12 members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 11 to 12 directors; Eileen Rominger elected effective November 2, 2021.","Rominger appointed to Audit Committee and Executive Compensation and Management Development Committee.","She served as SEC Division of Investment Management director (2011-2012) and Goldman Sachs AM global CIO (2008-2011).","Rominger also held senior advisor role at CamberView Partners (2013-2018) and served on Swiss Re board."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":402849,"accession_number":"0001113169-21-000030","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2021-10-28T23:59:59+00:00","items":["1.01","3.02","7.01","9.01"],"status":"ready","headline":"T. Rowe Price to acquire Oak Hill Advisors for up to $4.2B, accelerating alternative credit expansion","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price up to ~$4.2B: $3.3B at closing (74% cash, 26% stock) plus up to $900M earnout.","Transaction expected to close late Q4 2021, subject to HSR, client consents, and customary conditions.","OHA has $53B capital under management; Glenn August to remain CEO and join T. Rowe Price Board.","Deal expected to be accretive to T. Rowe Price diluted EPS by low-to-mid single digit % in 2022.","T. Rowe Price commits $500M for co-investment and seed capital alongside OHA management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":421768,"accession_number":"0001113169-21-000026","cik":1113169,"company_name":"PRICE T ROWE GROUP INC","ticker":"TROW","form_type":"8-K","filed_at":"2021-07-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"T. Rowe Price CEO Stromberg to retire Dec 31, 2021; Sharps to succeed Jan 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Bill Stromberg to retire Dec 31, 2021; remains non-executive Chair of the Board.","President Rob Sharps to become CEO and join Board effective Jan 1, 2022.","CFO/COO Céline Dufétel resigns July 31, 2021; Jen Dardis to become CFO and treasurer Aug 1.","Robert Higginbotham named interim COO effective Aug 1, 2021.","Eric Veiel to head Global Equity; Josh Nelson to head U.S. Equity and join Management Committee Jan 1, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":22234446827.719234,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}