T. Rowe Price Group Inc
Q3 2025 Earnings
Market Reaction
S&P 500 over the same 30 days: +0.27%.
Did TROW Beat Earnings? Q3 2025 Results
T. Rowe Price capped a solid third quarter with adjusted diluted EPS of $2.81, clearing the $2.54 consensus estimate by 10.50%, even as revenue of $1.89 billion came in fractionally below the $1.90 billion forecast, a miss of just 0.25%. The top line still grew 6.0% year-over-year, powered by higher investment advisory fees tied to an 8.4% rise in average AUM to $1.72 trillion, with quarter-end AUM reaching a record $1.77 trillion. The standout driver was capital allocation-based income, which surged to $42.00 million from $4.60 million a year ago on stronger carried interest returns, providing a meaningful lift to the bottom line. Net client outflows of $7.90 billion remained a persistent headwind, keeping some pressure on the fee base as the annualized effective fee rate slipped to 39.1 basis points from 40.7 a year ago. Looking ahead, T. Rowe guided its full-year 2025 GAAP tax rate to 23.0% to 26.0%, while continuing to invest in new capabilities through its recently announced strategic collaboration with Goldman Sachs.
- Record quarter-end AUM of $1.77 trillion driven by market appreciation
- Average AUM increased 8.4% YoY to $1.723 trillion
- Capital allocation-based income surged to $42.0 million from $4.6 million YoY due to higher market returns
- Equity advisory fees grew 3.4% YoY to $1.01 billion
- Fixed income average AUM grew 11.2% YoY
- Inclusion of managed account - model delivery assets beginning July 1, 2025
“We reached an end of period high with $1.77 trillion in AUM as of September 30 and created an opportunity to bring innovative new solutions to market for our clients with our recently announced strategic collaboration with Goldman Sachs.”
T. Rowe Price CEO, on the earnings call
Forward Guidance & Outlook
T. Rowe Price estimates its full-year 2025 effective tax rate will be in the range of 23.0% to 26.0% on a U.S. GAAP basis and 23.5% to 25.5% on an adjusted basis. The firm is executing a broad and ongoing plan to reduce expense growth and realign resources, which included a July workforce action resulting in a $28.5 million restructuring charge. The firm continues to invest in both existing and future capabilities through its strategic collaboration with Goldman Sachs.
TROW YoY Financials
TROW Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.