For the quarter ended March 2025, T. Rowe Price (TROW) reported revenue of $1.76 billion, up 0.8% over the same period last year. EPS came in at $2.23, compared to $2.38 in the year-ago quarter.
The reported revenue represents a surprise of -0.39% over the Zacks Consensus Estimate of $1.77 billion. With the consensus EPS estimate being $2.09, the EPS surprise was +6.70%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how T. Rowe performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Assets Under Management (EOP) - Equity: $773.4 billion versus the three-analyst average estimate of $806.24 billion.
- Assets Under Management (EOP) - Multi-asset: $544.4 billion compared to the $553.12 billion average estimate based on three analysts.
- Net cash inflows - Total: $-8.6 billion compared to the $9.37 billion average estimate based on three analysts.
- Assets Under Management - Total: $1,566.3 billion compared to the $1,607.56 billion average estimate based on three analysts.
- Net revenues- Capital allocation-based income: -$1.20 million versus $6.07 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -102.6% change.
- Net revenues- Administrative, distribution and servicing fees: $156.30 million compared to the $142.50 million average estimate based on four analysts. The reported number represents a change of +4.8% year over year.
- Net revenues- Investment advisory fees: $1.60 billion versus $1.61 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.
- Net revenues- Investment Advisory Fees- Alternatives: $80.90 million versus $72.05 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +9.2% change.
- Net revenues- Investment Advisory Fees- Multi-asset: $454.70 million compared to the $459.77 million average estimate based on three analysts. The reported number represents a change of +5.8% year over year.
- Net revenues- Investment Advisory Fees- Fixed income, including money market: $103.60 million versus the three-analyst average estimate of $108.38 million. The reported number represents a year-over-year change of +3%.
- Net revenues- Performance-based advisory fees: $10.40 million versus $10.09 million estimated by three analysts on average.
- Net revenues- Investment Advisory Fees- Equity: $959.20 million compared to the $959.01 million average estimate based on three analysts. The reported number represents a change of +1% year over year.
View all Key Company Metrics for T. Rowe here>>>
Shares of T. Rowe have returned +2.2% over the past month versus the Zacks S&P 500 composite's -0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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T. Rowe Price Group, Inc. (TROW): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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