T Rowe Price Grp Stock Price, News & Analysis

Oak Hill Advisors (OHA) has been appointed as Administrative Agent and Lead Left Arranger for private senior debt financing supporting Montagu Private Equity's acquisition of Tyber Medical. The deal involves merging Tyber Medical with Montagu's portfolio companies Resolve Surgical Technologies and Intech Medical to create a comprehensive CDMO for orthopedic devices. The combined entity will offer end-to-end services including product development, manufacturing, and regulatory approval for advanced surgical systems. OHA, leveraging its extensive experience in CDMO investments, is a major holder in the new first lien facility. BMO Capital Markets participated as OHA's private credit joint venture partner, while Rothschild & Co acted as Montagu's financial advisor for the debt financing.

T. Rowe Price (NASDAQ-GS: TROW) has expanded its ETF lineup with three new active transparent equity ETFs trading on NASDAQ. The new offerings include the T. Rowe Price Financials ETF (TFNS), Health Care ETF (TMED), and Natural Resources ETF (TURF), each with an expense ratio of 0.44%. TFNS focuses on financial services companies with a 50-70 company portfolio, TMED targets healthcare innovation with 100-150 stocks, and TURF invests in natural resource companies with 60-80 securities. These additions bring T. Rowe Price's active ETF roster to 22 offerings, comprising 16 equity and 6 fixed income ETFs. The funds aim to provide long-term capital appreciation through sector exposure while offering ETF benefits like tax efficiency and intraday trading flexibility.

T. Rowe Price Group reported preliminary assets under management (AUM) of $1.62 trillion as of May 31, 2025, showing mixed results across different segments. The company experienced net outflows of $4.4 billion in May 2025. Equity assets increased to $806 billion from $767 billion in April, while fixed income assets slightly rose to $199 billion. Multi-asset portfolios grew to $566 billion from $545 billion, and alternatives remained stable at $53 billion. Target date retirement portfolios showed growth, reaching $504 billion compared to $485 billion in the previous month. Despite the monthly net outflows, total AUM increased from $1.563 trillion in April 2025.

T. Rowe Price (TROW) released its 2025 midyear investment outlook, highlighting significant shifts in the global financial landscape. The outlook emphasizes deglobalization trends, tariff-driven trade reconfiguration, and broader market opportunities beyond U.S. equities and mega-cap tech stocks. Key projections include slower global economic growth due to trade war impacts, a shift favoring value stocks and emerging markets, and above-target inflation in developed markets. The firm expects U.S.-China trade tensions to reduce economic growth in both nations, with global ripple effects. Fixed income markets face a regime change driven by trade policies and German fiscal expansion, while corporate bonds enter potential downturn with strong credit quality. T. Rowe Price suggests portfolio adjustments favoring inflation protection, international equities, and active management strategies in this volatile environment.

T. Rowe Price (TROW) has released new age-based benchmarks in its latest Insights report to help families better plan for college savings. The report, authored by Roger Young, CFP®, introduces specific savings milestones based on children's ages. For instance, parents aiming to cover half of college costs should have saved 1.1 times the annual "sticker price" of their target institution by the time their child reaches age 10.

The report emphasizes the importance of 529 plans as effective savings vehicles, offering tax advantages and investment choices. It also provides guidance on adapting savings strategies when circumstances change and helps families customize benchmarks according to their financial situation and goals.

T. Rowe Price (TROW) has released a new episode of their investment podcast "The Angle" featuring a discussion on behavioral finance. The episode, titled "Decoding Behavioral Finance: An interview with Herman Brodie," features T. Rowe Price Investment Institute head Justin Thomson in conversation with behavioral science expert Herman Brodie, founder of Prospecta Limited.

The podcast explores crucial topics including the impact of behavioral biases on investment decisions, why investors perceive losses more intensely than gains, and common investment mistakes. Brodie, author of "The Trust Mandate," shares insights on how psychological factors influence investment outcomes. The episode aligns with the T. Rowe Price Investment Institute's mission to enhance investment talent development and strengthen the delivery of proprietary insights to clients.

The podcast is available on multiple platforms, including Spotify and Apple Podcasts.

T. Rowe Price Group reported preliminary assets under management (AUM) of $1.56 trillion as of April 30, 2025. The company experienced net outflows of $3.5 billion in April 2025. The AUM breakdown shows:

• Equity: $767 billion (down from $773B in March and $830B in December 2024)
• Fixed income: $198 billion (up from $196B in March)
• Multi-asset: $545 billion
• Alternatives: $53 billion
• Target date retirement portfolios: $485 billion

The data indicates a decline in total AUM from both the previous quarter ($1.566T) and year-end 2024 ($1.607T), primarily driven by decreases in equity assets.

T. Rowe Price Group (NASDAQ: TROW) has declared a quarterly dividend of $1.27 per share, scheduled for payment on June 27, 2025, to stockholders of record as of June 13, 2025. The company also announced the results of its annual meeting, where shareholders elected 11 directors, approved executive compensation through a nonbinding advisory vote, and ratified KPMG LLP as the independent auditor for 2025. Notably, stockholders rejected a proposal that would have required shareholder approval for excessive golden parachutes.

T. Rowe Price (TROW) has released a new episode of its investment podcast series "The Angle", featuring NVIDIA CEO Jensen Huang discussing the AI revolution. The episode, hosted by T. Rowe Price's head of Global Investments and CIO Eric Veiel, explores topics including the future of AI, its convergence with robotics, and energy efficiency.

This marks the fourth episode of the current season, following interviews with leaders from GE Aerospace, The New York Times Company, and Intuitive Surgical. The podcast is available on major platforms including Spotify and Apple Podcasts. T. Rowe Price also maintains another podcast series, "CONFIDENT CONVERSATIONS® on Retirement," which launched its fourth season in November 2024.