What PRICE T ROWE GROUP INC's SEC filings said
10-Q for 2026Q3, filed 29 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.
Ranked highest
- Non-Operating Income Trends63 · importance in its document · 10-Q · 2026Q3GAAP non-operating income fell to $17.6 million in Q3 2026 from $238.4 million a year earlier and declined to $338.4 million for the first nine months from $544.6 million. On an adjusted basis, non-operating income decreased 64.1% to…
- Restructuring Charges59 · importance in its document · 8-K exhibit · 29 Oct 2026The firm recorded a $4.0 million restructuring charge in Q3 2026, compared with $28.5 million in Q3 2025 and $6.7 million in Q2 2026. The charge related to the previously announced broad, ongoing expense management program. The program is…
- Acquisition / Partnership / Divestiture58 · importance in its document · 10-Q · 2026Q3In August 2026, T. Rowe Price agreed to acquire F/m Investments, LLC for about $75 million, plus up to $50 million of contingent earnout consideration. The transaction was expected to close in the first quarter of 2027, subject to…
- Operating Cash Flow Trends54 · importance in its document · 10-Q · 2026Q3Operating activities attributable to T. Rowe Price Group provided $2,752.7 million in cash during the first nine months of 2026, up $372.7 million, or about 15.7%, from $2,380.0 million in the comparable 2025 period. The increase included…
- Guidance / Outlook51 · importance in its document · 10-Q · 2026Q3For full-year 2026, management estimates that the effective income tax rate will be 23.5%–25.5% on both a U.S. GAAP and adjusted basis. The filing identifies stock-price movements affecting stock-based-compensation tax benefits, changes…
Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.
Latest report: 10-Q · 2026Q3 filed 29 Oct 2026
- Non-Operating Income TrendsImportance 63GAAP non-operating income fell to $17.6 million in Q3 2026 from $238.4 million a year earlier and declined to $338.4 million for the first nine months from $544.6 million. On an adjusted basis, non-operating income…
- Acquisition / Partnership / DivestitureImportance 58In August 2026, T. Rowe Price agreed to acquire F/m Investments, LLC for about $75 million, plus up to $50 million of contingent earnout consideration. The transaction was expected to close in the first quarter of…
- Operating Cash Flow TrendsImportance 54Operating activities attributable to T. Rowe Price Group provided $2,752.7 million in cash during the first nine months of 2026, up $372.7 million, or about 15.7%, from $2,380.0 million in the comparable 2025 period.…
- Guidance / OutlookImportance 51For full-year 2026, management estimates that the effective income tax rate will be 23.5%–25.5% on both a U.S. GAAP and adjusted basis. The filing identifies stock-price movements affecting stock-based-compensation tax…
- Capital Expenditure OutlookImportance 50T. Rowe Price anticipated about $290 million of property, equipment, software, and other capital expenditures for full-year 2026, including internal labor capitalization. Nearly all of the planned spending was…
- Capital Return Program (Dividend)Importance 49In February 2026, T. Rowe Price increased its quarterly recurring dividend per common share by 2.4%, to $1.30 from $1.27. During the first nine months of 2026, it paid $857.6 million in recurring dividends and spent…
- Liquidity and Cash PositionImportance 47At September 30, 2026, T. Rowe Price reported $3,774.3 million of cash and cash equivalents and $4,926.0 million of cash and discretionary investments, up from $3,378.2 million and $3,841.9 million, respectively, at…
- Revenue Performance and MixImportance 42Net revenues rose 5.9% year over year to $2,004.9 million in Q3 2026 and increased 7.2% to $5,769.3 million for the first nine months. Investment advisory fees, which generated about 90% of quarterly revenue, grew 5.8%…
- Operating Expense TrendsImportance 42GAAP operating expenses increased 3.2% to $3,778.5 million for the first nine months of 2026, while adjusted operating expenses rose 4.2% to $3,558.5 million; Q3 adjusted expenses increased 5.8% to $1,200.1 million.…
- Operating Margin DriversImportance 41GAAP operating margin increased to 38.4% in Q3 2026 from 34.0% in Q3 2025 as revenue grew and operating expenses declined. For the nine months ended September 30, 2026, operating margin rose to 34.5% from 31.9% in…
- Distribution ChannelsImportance 41Third-party intermediaries distributed higher average AUM, driving distribution and servicing costs up 15.9% year over year in the third quarter and 12.2% for the first nine months of 2026. The costs cover…
- Strategic InitiativesImportance 34T. Rowe Price said it has an ongoing plan to align expense growth with anticipated revenue growth and to address inflationary pressure on compensation and contractual spending. The firm has taken actions to reduce…
8-K filings last 12 months
- Results, no stated guidance change29 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10Read from the attached exhibit: Restructuring Charges · Revenue Performance and Mix · Liquidity and Cash Position
- Results (release not read)31 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
- Other officer change18 May 2026 · 8-K Item 5.02 · Routine · rule score 15“On May 15, 2026, the Board of Directors (the “Board”) of T. Rowe Price Group, Inc. (the “Company”) approved the appointment of Eric L. Veiel to become the President, Co-Head of Global Investments and Chief Investment Officer of the…”
- Results (release not read)30 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
- Management change (filing not read)22 Apr 2026 · 8-K Item 5.02 · Routine · rule score 20
- Results (release not read)4 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.