T. Rowe Price Group Inc
Q1 2026 Earnings
Market Reaction
S&P 500 over the same 30 days: +5.69%.
Did TROW Beat Earnings? Q1 2026 Results
T. Rowe Price Group delivered a stronger-than-expected first quarter for fiscal 2026, with adjusted diluted EPS of $2.52 clearing the $2.35 consensus estimate by 7.39% as disciplined expense management and a favorable tax rate helped drive a 13.0% year-over-year earnings gain. Revenue rose 5.3% from a year ago to $1.86 billion, edging past the $1.85 billion consensus by 0.22%, supported by higher average assets under management of $1.78 trillion. The headline figures, however, masked some underlying pressure; ending AUM slipped to $1.71 trillion as market depreciation of $52.20 billion and net client outflows of $13.70 billion weighed on balances during the quarter. A $10.00 million restructuring charge reflected the firm's continuing effort to contain expense growth and realign resources, with headcount down 7.1% year over year to 7,507 associates. Multi-asset advisory fees were a relative bright spot, climbing 12.0% to $509.10 million. Looking ahead, management guided its full-year 2026 effective tax rate to a range of 23.0% to 26.0%.
- Higher average AUM of $1.78 trillion (up 9.6% YoY) driving investment advisory fee growth
- Multi-asset advisory fees grew 12.0% YoY, the fastest-growing segment
- Effective fee rate declined 1.6 bps YoY to 38.4 bps due to mix shift toward lower-fee products
- Headcount reduction of 7.1% YoY to 7,507 associates supporting expense discipline
- Lower effective tax rate of 23.7% (adjusted) vs 24.7% in Q1 2025 from state tax settlements and valuation allowance reversals
- Non-operating losses of $48.3 million vs $70.7 million income in Q1 2025 due to weaker market returns
“With the recent volatility and broadening of markets, our active management approach positions us to take advantage of the opportunities this climate brings. Our teams are advancing innovative strategies, new vehicles, and compelling solutions to meet the evolving needs of clients.”
T. Rowe Price CEO, on the earnings call
Forward Guidance & Outlook
T. Rowe Price estimates its effective tax rate for full year 2026, on both a U.S. GAAP and adjusted basis, will be in the range of 23.0% to 26.0%. The firm continues to execute a broad and ongoing expense management program to reduce expense growth and realign resources to support investment in existing and future capabilities.
TROW YoY Financials
TROW Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.