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T. ROWE PRICE EXPLORES LEADERSHIP AND INNOVATION IN AN INCREASINGLY COMPLEX NATIONAL SECURITY LANDSCAPE WITH NORTHROP GRUMMAN CEO KATHY WARDEN

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T. Rowe Price (NYSE:TROW) released a new episode of its podcast The Angle on April 29, 2026, featuring Kathy Warden, chair, CEO, and president of Northrop Grumman.

Discussion topics include speed-to-deliver, AI, autonomy, space, talent, and investing ahead of defense demand.

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News Market Reaction – TROW

-0.30%
-0.30% Session close to close

In the Apr 29 session, TROW declined 0.30%, reflecting a mild negative market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights T. Rowe Price’s use of its "The Angle" podcast to explore themes like A...
Analysis

This announcement highlights T. Rowe Price’s use of its "The Angle" podcast to explore themes like AI, autonomy, and national security with industry leaders. It follows earlier April 2026 communications around AUM of $1.71T, a new $403.59M CLO, and an AI-focused episode, underscoring a strategy of positioning as a forward-looking thought leader. Investors may watch whether these initiatives coincide with improved flows and product growth over time.

Historical Context

5 past events · Latest: Apr 13 (Neutral)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Apr 13 AUM update Neutral +3.1% Reported $1.71T AUM and quarterly net outflows of $13.7B.
Apr 09 Financing news Positive +0.4% LiveOak Fiber secured a $425M credit facility to expand fiber buildout.
Apr 08 CLO platform launch Positive +2.9% Launched ROWE CLO 2026-1, a $403.59M CLO extending fixed income platform.
Apr 07 529 plan rebrand Positive -0.1% Renamed college savings plan to T. Rowe Price 529 with expanded uses.
Apr 02 AI podcast Neutral +0.3% Released AI-themed podcast episode on human advantage and future of AI.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent firm-related news, including product launches and AUM updates, has more often seen modestly positive price reactions, with only one slight divergence on a branding/product tweak announcement.

Recent Company History

Over April 2026, T. Rowe Price issued several operational and branding updates. On Apr 13, it reported $1.71 trillion in March AUM with quarterly net outflows of $13.7 billion, and the stock rose 3.15%. A new CLO program of $403.59 million on Apr 8 and a college savings rebrand on Apr 7 highlighted product expansion, while an AI-focused podcast on Apr 2 underscored thought-leadership efforts, similar in nature to today’s national security–focused podcast episode.

Key Terms

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"spotlights speed-to-deliver, AI, autonomy, and space as priorities"
Artificial intelligence (AI) is technology that enables machines to mimic human thinking and learning, allowing them to analyze information, recognize patterns, and make decisions. For investors, AI matters because it can improve how businesses operate, create new products, or identify opportunities faster and more accurately than humans alone, potentially impacting company success and market trends.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Newest episode of "The Angle" from T. Rowe Price spotlights speed-to-deliver, AI, autonomy, and space as priorities shaping the future of national defense

BALTIMORE, April 29, 2026 /PRNewswire/ -- T. Rowe Price, a global investment management firm and a leader in retirement, announced the latest episode of "The Angle from T. Rowe Price," an investment-themed podcast focused on the forces shaping financial markets and the leaders navigating them.

In the newest episode, host Eric Veiel, Head of Global Investments and Chief Investment Officer for T. Rowe Price, speaks with Kathy Warden, Chair, CEO, and President of Northrop Grumman, a global aerospace and defense company and one of the largest U.S. federal contractors.

Veiel and Warden discuss her leadership journey—from early roles at General Electric and a late-1990s technology startup to national security work after 9/11—and how a "continuous learner" mindset and asking the right questions helped her build credibility in a deeply technical organization.

"This conversation offers investors a timely look at how the defense industry is adapting to a more complex security environment where long-term visibility into demand, capacity investment, and rapid technology adoption are increasingly central to execution," said Veiel. "Kathy offered a clear-eyed view of what it takes to move with urgency in today's security environment; investing ahead of demand, embracing new technologies, and building the talent and culture needed to deliver."

ABOUT "THE ANGLE"

"The Angle" podcast brings listeners dynamic insights on the forces shaping financial markets, featuring the T. Rowe Price global investing team and special guests. Through engaging conversations, "The Angle from T. Rowe Price" aims to foster curiosity by asking better questions and delivering better insights, allowing investors to gain a deeper understanding of today's evolving market themes.

Launched in 2024, "The Angle" has explored a range of topics, including the artificial intelligence, health care innovation, forward-looking expectations for global markets,  key market drivers from the perspectives of some of the world's leading CEOs, and more recently taking a closer look at the future of the energy sector, speaking with experts across T. Rowe Price about the key themes shaping tomorrow's energy landscape.

This is the thirteenth episode of T. Rowe Price's C-suite podcast series. The first ten episodes, also available now, featured H. Lawrence Culp, Jr., chairman and CEO of GE Aerospace; Meredith Kopit Levien, president and CEO of The New York Times Company; Gary Guthart, CEO of Intuitive Surgical; Jensen Huang, founder and CEO of NVIDIA Corporation; Darren Woods, chairman and CEO of ExxonMobil; Harvey Schwartz, Chief Executive Officer and Director, and David Rubenstein, Co-Founder and Co-Chairman of the Board of Carlyle; Jane Fraser, CEO of Citi; Sarah Friar, CFO of OpenAI; Dave Ricks, CEO of Eli Lilly; Srini Gopalan, CEO of T-Mobile, and Jim Farley, President and CEO of Ford Motor Company. "The Angle from T. Rowe Price" is available across multiple platforms, including Spotify and Apple Podcasts. Future episodes will be announced as they are produced. For more information on the podcast please click here.

"The Angle from T. Rowe Price" is T. Rowe Price's second podcast series. "CONFIDENT CONVERSATIONS® on Retirement," which features T. Rowe Price experts sharing their perspectives on retirement-related topics, is in its fourth season.

ABOUT T. ROWE PRICE

T. Rowe Price (NASDAQ-GS: TROW) is a leading global asset management firm, entrusted with managing $1.71 trillion in client assets as of March 31, 2026, about two-thirds of which are retirement-related. Renowned for over 85 years of investment excellence, retirement leadership, and independent proprietary research, the firm leverages its longstanding expertise to ask better questions that can drive better investment decisions. Built on a culture of integrity and prioritizing client interests, T. Rowe Price empowers millions of investors worldwide to thrive amidst evolving markets. Visit troweprice.com/newsroom for news and public policy commentary.

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/t-rowe-price-explores-leadership-and-innovation-in-an-increasingly-complex-national-security-landscape-with-northrop-grumman-ceo-kathy-warden-302756572.html

SOURCE T. Rowe Price Group

FAQ

What topics did TROW cover with Northrop Grumman CEO Kathy Warden on April 29, 2026?

Direct answer: The episode covered speed-to-deliver, AI, autonomy, space, talent, and defense demand planning. According to T. Rowe Price, the conversation emphasized urgent execution, investing ahead of demand, and the cultural and technical skills needed in large defense contractors.

How can investors listen to the TROW podcast episode with Kathy Warden posted April 29, 2026?

Direct answer: Investors can access the episode via T. Rowe Price's podcast channels and investor site. According to T. Rowe Price, the episode is part of The Angle series and is available on common podcast platforms and the firm's website for streaming or download.

What leadership lessons did Kathy Warden share on TROW's April 29, 2026 podcast episode?

Direct answer: Warden highlighted a continuous-learner mindset, asking the right questions, and building credibility in technical organizations. According to T. Rowe Price, she traced her path from GE and startups to national security work and emphasized talent and culture.

What does the TROW episode imply about defense industry priorities for investors in 2026?

Direct answer: The episode implies priorities include rapid technology adoption, capacity investment, and anticipating demand. According to T. Rowe Price, these themes suggest investors should watch companies' execution speed, AI/autonomy capabilities, and space-related programs.

Who hosted the TROW podcast episode with Northrop Grumman CEO Kathy Warden and what is his role?

Direct answer: Host Eric Veiel, head of global investments and chief investment officer at T. Rowe Price, led the interview. According to T. Rowe Price, Veiel framed the discussion around market forces shaping financial markets and defense-sector execution challenges.