Every 8-K that T Rowe Price Group Inc (TROW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow TROW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TROW filings page.
T. Rowe Price Group reported strong Q2 2026 results, with net revenues of $1.91 billion, up 10.7% year over year, and net income attributable to the company of $632.0 million, up 25.1%. Diluted EPS rose to $2.88 from $2.24, while adjusted diluted EPS increased to $2.57, 14.7% above the prior-year quarter. The firm returned $441 million to stockholders through its recurring dividend and stock repurchases.
Assets under management ended the quarter at a record $1.9 trillion, with ending AUM of $1,893.4 billion, 12.9% above a year earlier. Average AUM was $1,837.7 billion, up 15.7%, though Q2 saw $6.5 billion of net client outflows, as net market appreciation and income of $190.2 billion more than offset redemptions.
The investment advisory annualized effective fee rate excluding performance fees declined to 38.1 bps from 39.6 bps, reflecting a mix shift toward lower-fee products. Operating expenses were $1,366.9 million, up 9.8% year over year, including higher compensation, technology spending, and a $6.7 million restructuring charge. Adjusted operating expenses grew 4.9% to $1,203.2 million. Non-operating income was $369.1 million, including gains of $238.8 million from non‑consolidated investment products and $132.6 million from consolidated products. The company estimates its full-year 2026 effective tax rate will be between 23.0% and 26.0%.
T. Rowe Price Group, Inc. has expanded its senior leadership team, elevating Eric Veiel to president, co-head of Global Investments, and chief investment officer. Rob Sharps remains chair and chief executive officer, continuing to set the firm’s overall vision and strategy.
Effective June 1, Sébastien Page becomes co-head of Global Investments and chief investment officer, working alongside Veiel, and will remain acting head of Global Multi-Asset through September 30. Wyatt Lee will assume the role of head of Global Multi-Asset on October 1 while continuing to lead Target Date Strategies and co-manage the firm’s target date portfolios.
The firm notes that Veiel and Page will report to Sharps and remain on the Management Committee, with Lee joining the committee on January 1, 2027. T. Rowe Price reports it manages $1.83 trillion in client assets as of April 30, 2026, about two-thirds of which are retirement related.
T. Rowe Price Group, Inc. reported the voting results from its annual stockholder meeting held on May 7, 2026. Shares eligible to vote totaled 217,605,891 as of the February 20, 2026 record date.
Stockholders voted on the election of 13 director nominees, each receiving over 139 million votes "for," with individual support levels ranging from 139,842,488 to 150,167,337. The report also lists against, abstain, and broker non-vote counts for each nominee.
In an advisory vote on compensation for named executive officers, 135,094,531 votes were cast "for," 20,453,712 "against," and 839,842 "abstain," with 24,795,755 broker non-votes. A proposal regarding the ratification of KPMG LLP as independent registered public accounting firm for 2026 received 168,714,625 votes "for," 12,282,198 "against," and 187,017 "abstain."
T. Rowe Price Group, Inc. reported solid first quarter 2026 results with modest growth despite market volatility and client outflows. Net revenues were $1.857 billion, up 5.3% from Q1 2025 but down 4.0% from Q4 2025, as average assets under management rose while the effective fee rate eased.
GAAP diluted EPS was $2.23, up 3.7% year over year and 12.1% sequentially. On an adjusted basis, diluted EPS was $2.52, a 13.0% increase from Q1 2025. GAAP net income attributable to the company was $498.2 million, up 1.6% year over year, while adjusted net income reached $562.0 million.
Assets under management ended the quarter at $1.71 trillion, down from $1.78 trillion at December 31, 2025, driven by $13.7 billion in net client outflows and $52.2 billion of market depreciation and income. Operating expenses were $1.1765 billion, up 0.8% from Q1 2025, and adjusted operating expenses grew 1.8%. The firm returned $629 million to stockholders through its recurring dividend and share repurchases and finished the quarter with $3.73 billion in cash and cash equivalents.
T. Rowe Price Group updated its long-term arrangement with subsidiary Oak Hill Advisors (OHA) and approved an amended and restated employment agreement for OHA CEO Glenn R. August. He will continue leading OHA with a $350,000 annual base salary, plus eligibility for annual cash bonuses, equity awards and standard employee benefits.
Upon certain terminations without cause or for good reason, August can receive 12 months of base salary continuation, a prorated bonus and up to 12 months of employer-paid COBRA coverage, subject to a release and restrictive covenants. He participates in an OHA Cash Compensation Pool and a 2026 Partner Cash Compensation Pool, where his 2027 allocation is 16.333%, along with eligibility for a Supplemental Compensation Pool funded up to $20 million annually from 2027 through 2030. A Value Creation Incentive Plan also grants him 8.166% of the 2027 VCI Pool, tied to growth in fee-related earnings, and his noncompetition obligations extend through at least December 31, 2028.
T. Rowe Price Group, Inc. furnished a current report to announce that it issued an earnings release covering its results of operations for the three and twelve months ended December 31, 2025. The earnings release, dated February 4, 2026, is attached as Exhibit 99.1 and incorporated by reference.
The company clarifies that this information, including the exhibit, is being provided under a section where it is not deemed "filed" for liability purposes under the Exchange Act and is not automatically incorporated into Securities Act filings unless specifically referenced.
T. Rowe Price Group, Inc. reported a leadership change. The company announced that Chief Operating Officer Kimberly Johnson will resign and depart the company on December 31, 2025. The announcement was made on November 3, 2025.
The filing lists this change under corporate governance matters and includes a press release as Exhibit 99.1. No additional details on succession, transition plans, or compensation arrangements are provided in this excerpt.
T. Rowe Price Group, Inc. furnished an 8-K announcing it issued an earnings release for the three and nine months ended September 30, 2025. The release is attached as Exhibit 99.1 and is incorporated by reference. The company states the information in this report and the exhibit is being furnished, not filed, under the Exchange Act, and will not be incorporated into Securities Act filings except by specific reference. The filing also includes the Cover Page Interactive Data File as Exhibit 104. T. Rowe Price’s common stock trades on the Nasdaq Global Select Market under the symbol TROW.
T. Rowe Price Group reported that its Board of Directors increased its size from 11 to 13 and elected Allan Golston and Richard Verma as directors, effective October 13, 2025. Golston was appointed to the Audit Committee and the Executive Compensation and Management Development Committee. Verma was appointed to the Nominating and Corporate Governance Committee and the Executive Compensation and Management Development Committee.
The Board determined that both are independent under NASDAQ rules, SEC regulations, and the company’s Corporate Governance Guidelines. The filing also notes an accompanying press release dated October 16, 2025.
T. Rowe Price Group, Inc. disclosed a strategic collaboration with Goldman Sachs by press release dated September 4, 2025. The company filed the announcement on a Form 8-K and attached the press release as Exhibit 99.1, incorporating that document by reference into the Current Report. The filing is signed by David Oestreicher, Vice President, General Counsel and Secretary.
The notice contains no financial figures, transaction terms, or implementation details; it solely reports the collaboration and the existence of the press release as an exhibit.