InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$100.97

2026-10-16

Market Cap

$21.5B

Volume

2.6M

52-Wk High

$122.00

52-Wk Low

$85.22

Trailing PE

10.1

P/S

2.84

Gross Margin

70.7%

Net Margin

29.3%

ROE

20%

ROIC

13%

Piotroski

7/9

Altman Z

6.3

1-Yr Return

+3.0%

5-Yr Return

+26.6%

T. Rowe Price Group, Inc. operates as a publicly traded entity specializing in investment management. The firm extends its financial expertise to a diverse range of clients, including individual investors, institutional organizations, retirement benefit plans, and financial intermediaries. It is responsible for the establishment and ongoing management of both equity and fixed income mutual funds. The company's investment activities encompass public stock and bond markets worldwide. Employing a bottom-up methodology, the firm integrates both fundamental and quantitative analysis, leveraging insights from both internal research capabilities and external sources for its investment decisions. A core tenet of its investment philosophy is socially responsible investing, with a significant emphasis on environmental, social, and governance (ESG) factors. Furthermore, T. Rowe Price engages in late-stage venture capital transactions, typically committing between $3 million and $5 million per investment. Historically, the firm was known as T. Rowe Group, Inc. and T. Rowe Price Associates, Inc. Established in 1937, its global headquarters are situated in Baltimore, Maryland. The firm maintains a substantial international presence, with additional offices in Colorado Springs, Colorado; Owings Mills, Maryland; San Francisco, California; New York, New York; Philadelphia, Pennsylvania; Tampa, Florida; Toronto, Ontario; Hellerup, Denmark; Amsterdam, The Netherlands; Luxembourg, Grand Duchy of Luxembourg; Zurich, Switzerland; Dubai, United Arab Emirates; London, United Kingdom; Sydney, New South Wales; Hong Kong; Tokyo, Japan; Singapore; Frankfurt, Germany; Madrid, Spain; Milan, Italy; Stockholm, Sweden; Melbourne, Australia; and Amsterdam, Netherlands.

SectorFinancial ServicesIndustryAsset ManagementExchangeNASDAQMarket Cap$21.5BEmployees7,773 (SEC-filed)CEORobert W. SharpsIPO1986-04-02CountryUS

1307 Point Street, Baltimore, MD 21231 · Tel 410 345 2000 · troweprice.com

INSIDERSTREET SCORE78 / 100Street mean $112.38 (8 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$1M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · TROW +3.0% · S&P 500 +15.9% · spread -12.8pp

7 Years vs S&P 500 · TROW +26.6% · S&P 500 +189.9% · spread -163.3pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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INSIDERSTREET
SCORE78of 100

Score Breakdown

Profitability	85/100
Growth	52/100
Momentum	73/100
Quality	89/100
Earnings Quality	81/100
Balance Sheet	93/100
Value	83/100
Risk (safety)	100/100
Overall	78.1/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
PFG	57
PS	45
TPG	56
BEN	30
RJF	51
CRBG	58
TROW	78

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 80 in 26 Q1, latest 78 — -1 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY78 / 100IS Score 78.1 / 100 · -1.5 from peak of 80

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 26 / 100 · Power -47 · 5 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 78, price structure 26 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 78.1	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 70 → 73 → 80 → 78	the direction matters more than the level
Technical vote share back above 50%	now 9%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,163 → now 1,163	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score2 of 4top 13% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)1109 up / 978 downnet +131 funds

Institutions Added (13F)76managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,163 · latest 1,163 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	1,163	197.3M	$22.2B	92.2%
2026 Q1	1,087	186.3M	$16.7B	87.0%
2025 Q4	1,119	183.0M	$18.5B	85.5%
2025 Q3	1,071	172.5M	$17.5B	80.6%
2025 Q2	1,071	175.6M	$16.8B	82.0%
2025 Q1	1,078	171.7M	$15.6B	80.2%
2024 Q4	1,118	171.5M	$19.2B	80.1%
2024 Q3	1,045	166.1M	$17.8B	77.6%
2024 Q2	1,060	162.4M	$18.6B	75.9%
2024 Q1	1,048	164.1M	$19.9B	76.7%
2023 Q4	1,047	164.5M	$17.6B	76.9%
2023 Q3	1,005	168.7M	$17.6B	78.8%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Wijnberg Sandra S	director	2026-09-29	A-Award	164	$0.02M	32,187
Wilson Alan D	director	2026-09-29	A-Award	520	$0.05M	42,338
Verma Richard R.	director	2026-09-29	A-Award	61	$0.01M	4,951
Stevens Robert J	director	2026-09-29	A-Award	314	$0.03M	25,560
Smith Cynthia F	director	2026-09-29	A-Award	77	$0.01M	8,776
Golston Allan C.	director	2026-09-29	A-Award	61	$0.01M	4,951
Maclellan Robert F.	director	2026-09-29	A-Award	212	$0.02M	55,920
Dublon Dina	director	2026-09-29	A-Award	120	$0.01M	15,654

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	2	13,000	$1.4M	Counted
M — Exercises (paired A/D)	1	4,417	$0.3M	None — mechanics
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$1.4M2 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-08-21	Nelson Joshua B	10,000	$1.1M
2025-12-10	Husain Arif	4,260	$0.4M
2025-09-22	Robert Maclellan	3,090	$0.3M
2025-06-11	Sawyer Dorothy C	2,000	$0.2M
Trailing 12 mo	3 filings	17,350	$2M

Filed	Form	Reporting person	% of class	Shares
2026-04-07	SCHEDULE 13G	BlackRock, Inc.	10.10%	22.0M sh
2026-03-27	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Member	Chamber	Trade	Size band	Traded	Disclosed
Kevin Hern	House	SELL	$15,001 - $50,000	2026-03-20	2026-04-06
Kevin Hern	House	SELL	$15,001 - $50,000	2026-03-20	2026-04-06
Kevin Hern	House	SELL	$15,001 - $50,000	2026-03-19	2026-04-06
Tommy Tuberville	Senate	SELL	$1,001 - $15,000	2022-10-05	2022-11-10
Tommy Tuberville	Senate	SELL	$1,001 - $15,000	2022-10-05	2022-11-09
Thomas Hawley Tuberville	Senate	SELL	$1,001 - $15,000	2022-10-05	2022-11-09

House 12-Mo3 trades0 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,087

13F Shares186M87.0% of shares out

New / Closed115 / 124positions, QoQ

Increased / Reduced427 / 371positions, QoQ

Put/Call (13F)1.10option positions

Free Float98.2%209M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Confluence Investment Management L	894,846	$93M
Anchyra Partners Llc	428,727	$45M
Fort Washington Investment Advisor	362,828	$38M
Wealth Enhancement Advisory Servic	331,675	$34M
Wedge Capital Management L L P/Nc	303,955	$32M
Asr Vermogensbeheer N.V.	151,049	$16M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$704M
VTSAX	0.0%	$704M
VTI	0.0%	$704M
VSMPX	0.0%	$704M
SCHD	0.5%	$599M
VFFSX	0.0%	$583M

13F Filers Holding TROW — quarterly

Institutional Put/Call — quarterly

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Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session59.6%2026-10-15

20-Day Avg76.2%50-day 74.0%

TrendRising20d vs 50d

By Market CenterQ: 59% · N: 62% · B: 34%latest session

Weekly Notional ($B)

Where TROW Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	2.4M	44 sh
Ubsa Ubs Ats	1.9M	44 sh
Ebxl Level Ats	1.5M	19 sh
Sgmt Sigma X2	1.4M	40 sh
Mstx Ms Trajectory Cross (Ats-1)	1.3M	40 sh
Mlix Instinct X	1.2M	65 sh

Where a dollar of T. Rowe Price Group, Inc. revenue goes. All values FY2025 filings, live.

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TROW (live moat model)Peer median: PFG · PS · TPG · BEN · RJF

Component scores from the live moat model. Peer median illustrative.

Moat score 51/100 — Weak; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Robert W. Sharps	CEO & Chair of the Board
Glenn Russell August	Founder, VP & Director
Eric Lanoue Veiel	President, Co-Head of Global Investments & Chief Investment Officer
Sébastien Page	Co-Head of Global Investments & Chief Investment Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+4.9%

Next Report2026-10-29

Income Quality1.01OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+23.6%	-15.4%	-0.4%	+9.8%	+3.1%
Gross profit	+30.3%	-23.8%	-10.1%	+14.9%	+24.4%
Operating income	+35.1%	-36.0%	-16.3%	+17.5%	-6.2%
Net income	+29.9%	-49.5%	+14.8%	+17.4%	-0.6%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	7.7	6.5	6.5	7.1	7.3
Cost of revenue	3.0	2.9	3.3	3.4	2.7
Gross profit	4.7	3.6	3.2	3.7	4.6
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	1.0	1.1	1.2	1.2	2.3
Operating income	3.7	2.4	2.0	2.3	2.2
EBITDA	3.9	3.1	2.5	3.0	2.9
D&A	0.2	0.6	0.5	0.5	0.4
Pretax income	4.0	1.9	2.5	2.8	2.9
Income tax	0.9	0.5	0.7	0.7	0.7
Net income	3.1	1.6	1.8	2.1	2.1
Diluted EPS ($)	13.12	6.70	7.76	9.15	9.25
Diluted shares (M)	229	227	225	223	224

Operating CF$2B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$1B

Net cash change$1B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	1.8	2.1	2.6	3.4
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	0.7	0.8	0.9	0.7
Total current assets	2.5	2.9	3.5	4.1
PP&E (net)	1.0	1.0	1.2	1.2
Goodwill + intangibles	3.3	3.2	3.0	2.9
Total assets	11.6	12.3	13.5	14.6
Accounts payable	0.4	0.4	0.4	0.0
Short-term debt	0.0	0.0	0.0	0.1
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	0.5	0.5	0.4	0.1
Long-term debt	0.0	0.0	0.0	0.4
Total liabilities	2.0	2.0	2.0	2.6
Shareholders' equity	9.7	10.3	11.5	12.1

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	1.4	1.8	2.1	2.2
D&A	0.6	0.5	0.5	0.6
Stock-based compensation	0.3	0.3	0.2	0.2
Working capital change	(0.1)	0.2	0.0	0.2
Operating cash flow	2.4	1.2	1.7	1.8
Capital expenditures	(0.2)	(0.3)	(0.4)	(0.3)
Investing cash flow	(0.0)	0.1	(0.2)	0.2
Buybacks	(0.8)	(0.3)	(0.4)	(0.6)
Dividends paid	(1.1)	(1.1)	(1.1)	(1.1)
Debt issuance / (repay)	0.0	0.0	0.0	0.0
Financing cash flow	(2.1)	(1.1)	(0.9)	(1.3)
Free cash flow	2.1	0.9	1.3	1.5

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	36.9%	17.4%	19.5%	21.2%	19.7%	20%
ROA	26.6%	12.9%	15.0%	16.3%	14.9%	14.5%
ROIC	37.1%	23.8%	18.9%	22.2%	20.2%	12.7%
Gross margin	61.0%	55.0%	49.6%	51.9%	62.7%	70.7%
Operating margin	48.4%	36.6%	30.7%	32.9%	29.9%	30.3%
Net margin	40.2%	24.0%	27.7%	29.6%	28.5%	29.3%
EBITDA margin	51.0%	48.4%	39.0%	42.0%	39.3%	40.9%
FCF margin	41.9%	32.7%	14.1%	17.8%	27.3%	—
VALUATION
P/E	12.07	13.66	12.26	11.39	10.98	10.1
P/B	4.13	2.41	2.31	2.31	2.11	2.0
P/S	4.85	3.28	3.40	3.37	3.13	2.84
P/FCF	11.58	10.03	24.07	18.96	11.47	9.9
EV/EBITDA	9.18	6.41	8.01	7.23	7.09	6.0
EV/Revenue	4.69	3.06	3.12	3.04	2.79	2.5
Earnings yield	8.3%	7.3%	8.2%	8.8%	9.1%	10.28%
FCF yield	8.6%	10.0%	4.2%	5.3%	8.7%	10.10%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	5.07	5.53	5.88	8.01	73.08	2.18
Quick ratio	5.07	5.53	5.88	8.01	73.08	2.18
Debt / equity	0.03	0.04	0.03	0.03	0.08	0.04
Debt / assets	2.0%	2.8%	2.5%	2.1%	5.9%	2.8%
Net debt / EBITDA	-0.33	-0.46	-0.70	-0.80	-0.87	-0.90
Interest coverage	—	—	—	—	—	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.66	0.54	0.54	0.55	0.52	0.49
Receivables turnover	7.99	7.18	8.30	8.42	9.19	8.1
DSO (days)	46	51	44	43	40	45
DPO (days)	32	52	47	42	24	—
Cash conversion cycle	13	-1	-3	2	16	45
GROWTH (YoY)
Revenue growth	23.6%	-15.4%	-0.4%	9.8%	3.1%	—
Net income growth	29.9%	-49.5%	14.8%	17.4%	-0.6%	—
EPS growth	31.2%	-48.9%	15.1%	18.0%	-1.0%	—
FCF growth	88.5%	-34.0%	-57.1%	38.5%	58.2%	—
PER SHARE ($)
EPS (diluted, TTM)	13.59	6.94	7.99	9.43	9.33	10.38
Book value / share	39.77	39.36	42.43	46.43	48.53	56.88
Revenue / share	33.81	28.89	28.84	31.84	32.69	35.48
FCF / share	14.16	9.45	4.07	5.67	8.92	10.17
Cash / share	6.71	7.82	9.23	11.89	15.10	15.11
SHAREHOLDER RETURN & SCORES
Buyback yield	3.1%	4.0%	1.2%	1.5%	2.7%	1.20%
Altman Z-Score	12.60	9.00	8.96	9.55	7.81	6.3
Piotroski F-Score	7	5	7	8	5	7/9
Beneish M-Score	-2.37	-3.05	-2.19	-2.29	-3.33	-2.56

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	6.3	Safe (>2.99)	Safe
Income quality	1.01	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.56	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.73
Interest burden	1.22
Operating margin	32.8%
Asset turnover	0.51×
Financial leverage	1.38×
= ROE	21%

Growth Quality (live)	Value
Revenue stability	0.21
Earnings stability	0.25
Earnings persistence	0.96
Revenue CAGR 3y	6.6%
EPS CAGR 3y	14.7%
FCF CAGR 3y	19.0%

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Buyback Yield1.20%

Dividend Yield5.12%

Total Shareholder Return5.75%cash yield

SBC / Revenue2.3%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
PFG	$23.3B	15.5	13%	10.3%	+3.7%	5/9	+40.1%
PS	$17.8B	1112.0	-3%	-78.8%	—	3/9	+84.5%
TPG	$16.3B	34.9	20%	5.1%	+65.6%	7/9	-21.9%
BEN	$15.7B	20.7	7%	7.3%	+7.9%	5/9	+40.0%
RJF	$30.1B	13.4	18%	13.6%	+9.1%	7/9	—
CRBG	$15.3B	20.1	8%	0.1%	+229.2%	8/9	—
NTRS	$30.3B	14.1	17%	18.8%	+3.1%	8/9	—
EQH	$14.5B	-16.3	-509%	-27.3%	-22.1%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

38 Analysts

Str Sell (0)Sell (6)Hold (24)Buy (8)Str Buy (0)

Mean Target (qtr)$112.388 targets

Target vs. Price+11.3%last-quarter mean

Next Report2026-10-29street $2.64

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$7.73B	$7.80B / $7.65B	$10.15	$10.49 / $9.86	8
FY2027	$7.86B	$7.99B / $7.72B	$10.06	$10.51 / $9.19	8
FY2028	$7.96B	$8.61B / $7.46B	$10.03	$10.87 / $9.18	2

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$108.67	+7.6%	3
Last Quarter	$112.38	+11.3%	8
Last Year	$108.39	+7.3%	28
All Time	$118.81	+17.7%	47

Rolling mean of published targets vs. last close $100.97. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

A

DCF

4/5

ROE

5/5

ROA

5/5

Debt/Eq

4/5

P/E

3/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

TROW +3.0% vs S&P 500 +15.9% — spread -12.8pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$103.71	-2.74	-2.64%	Below
SMA 50	$106.65	-5.68	-5.33%	Below
SMA 200	$101.69	-0.72	-0.71%	Below
EMA 9	$102.30	-1.33	-1.30%	Below
EMA 21	$103.66	-2.69	-2.60%	Below
EMA 50	$105.78	-4.81	-4.55%	Below
EMA 200	$103.52	-2.55	-2.46%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBEARISHPower Score -475 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%10

Momentum 25%18

Volume 20%50

Volatility 10%17

Patterns 15%50

This Week9% bullishof 11 price-based votes

4 Weeks Ago18%-9 pts since

12 Weeks Ago45%-36 pts since

ReadDeterioratingweek-over-week trajectory

Price vs SMA 20$103.71

Price vs SMA 50$106.65

Price vs SMA 200$101.69

EMA 9/21 Cross102.3/103.7

SMA 50/200Golden

ADX DirectionADX 33

Supertrend$107

Parabolic SAR$105

SMA Slope-0.160

RSI37.8

Stochastic K/D29/24

StochRSI K/D28/20

Williams %R-67

CCI-154

TSI vs Signal-21.9

CMO-24.5

ROC-3.49%

OBV SignalDistrib

Chaikin MF0.140

MFI64

Force Index-1M

Elder Ray Bull-1.06

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 24

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$100.99 / $102.33 / $103.29	S1 / S2	$100.03 / $98.69
Bollinger (20,2)	$100.58 – $106.85	Squeeze	ON
52-wk range	$83.17 – $120.50	Off 52-wk high	-16.2%
ATR (14)	$2.33 (2.3%)	Historical vol	18.0%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

-2.2%Jan65%

-1.9%Feb35%

+2.0%Mar71%

+2.8%Apr60%

+0.5%May55%

+0.9%Jun55%

+3.4%Jul70%

-1.2%Aug45%

-0.4%Sep50%

+1.6%Oct65%

+3.9%Nov65%

+2.3%Dec80%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	TROW	S&P 500
Weekly volatility (σ, 1y)	3.19%	1.83%
Best / worst week (1y)	+7.2% / -7.8%	—
Max drawdown (5y, monthly)	-51.4%	—
1-week VaR (95%)	-5.5%	—
Beta (5y)	1.48	1.00

TROW EQUITY WEATHER (LIVE)RAINY · -33

Trend-47

Momentum-33

Volume-19

Volatility-30

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 196 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-32.8-15.8 vs industry

Trend-46.5-36.7 vs industry

Momentum-33.0-26.1 vs industry

Volume-19.3-19.3 vs industry

Reading	TROW	Asset Management n=10,831	Financial Services n=24,134	All US symbols n=70,435
Overall	-32.8	-17.0	-16.3	-20.5
Trend	-46.5	-9.8	-12.5	-21.3
Momentum	-33.0	-7.0	-4.4	-15.8
Volume	-19.3	+0.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Robert W. Sharps Chair, Chief Executive Offi	$17.2M	97% equity+incentive
Eric L. Veiel Head of Global Investments and	$9.5M	95% equity+incentive
Glenn R. August Chief Executive Officer of O	$8.7M	0% equity+incentive
Sébastien Page Head of Global Multi-Asset an	$6.9M	94% equity+incentive
Jennifer B. Dardis Chief Financial Officer a	$4.4M	90% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	59
Social	63
Governance	70
Composite ESG	64

Composite ESG Trend

Filed	8-K contents	Items
2026-07-31	Earnings Release; Exhibits	2.02,9.01
2026-05-18	Officer/Director Change; Exhibits	5.02,9.01
2026-04-30	Earnings Release; Exhibits	2.02,9.01
2026-04-22	Officer/Director Change; Exhibits	5.02,9.01
2026-02-04	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-11-03	Departure/Election of Directors; Appointment of Officers; Financial St	5.02,9.01
2025-10-31	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-10-16	Departure/Election of Directors; Appointment of Officers; Financial St	5.02,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-29 to 2026-07-31
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	107 rows · 1999 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-06-30 to 2026-09-29
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	2 rows · 2026-03-27 to 2026-04-07
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

T. Rowe Price Group, Inc. (TROW)

Institutions holding — 12 quarters

T. Rowe Price Group, Inc. (TROW)

Monthly Net Insider Flow (000 shares)

Signal Summary

T. Rowe Price Group, Inc. (TROW)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding TROW — quarterly

Institutional Put/Call — quarterly

T. Rowe Price Group, Inc. (TROW)

Where TROW Trades in the Dark

T. Rowe Price Group, Inc. (TROW)

3.8 · Employees (SEC filings)

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)

Balance Sheet — Full

Cash Flow Statement — Full

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)

Street Price Target — Trajectory

Third-Party Composite Rating

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)

Family Scores (site weights)

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)

T. Rowe Price Group, Inc. (TROW)