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T. Rowe Price assets reach $1.54 trillion in May

EditorIsmeta Mujdragic
Published 06/12/2024, 10:50 AM
TROW
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BALTIMORE - T. Rowe Price Group, Inc. (NASDAQ:TROW), a global asset management firm, announced its preliminary month-end assets under management (AUM) totaling $1.54 trillion as of May 31, 2024. The company witnessed net inflows of $6.7 billion during the month, bolstered by significant institutional fixed-income investments.

The firm's equity assets increased to $790 billion in May from $762 billion at the end of April, showing a positive momentum in equity investments. Fixed income, including money market assets, also saw a rise from $169 billion in April to $180 billion at the end of May. Multi-asset class investments grew to $524 billion, up from $506 billion the previous month, while alternative investments remained steady at $48 billion.

Target date retirement products, which are designed to provide a mix of assets tailored to an investor's expected retirement date, also experienced growth, reaching $447 billion in AUM, up from $432 billion at the end of April.

T. Rowe Price, founded in 1937, has established itself as a reputable firm in the investment community, known for its retirement leadership and active management across various asset classes, including equity, fixed income, alternatives, and multi-asset investments.

The information is based on a press release statement from T. Rowe Price Group.

In other recent news, T. Rowe Price Group, Inc. reported robust Q1 2024 results, with a significant rise in earnings per share by 40% to $2.38, and a 15% increase in assets under management (AUM) to $1.54 trillion. Despite $8 billion in net outflows, the company's AUM and earnings showed notable improvement.

Evercore ISI maintained its "In Line" rating for T. Rowe Price, albeit with a revised stock price target of $107.00, down from $110.00. This adjustment followed the company's first-quarter results, which indicated an expectation for significant improvement in cash flows throughout the year.

T. Rowe Price's funds, which began contributing an average of 40% to gross outflows from 2020 onwards, are showing signs of improvement. Evercore ISI noted that while performance is on an upward trajectory, it would require additional time to fully impact the company's standing and counterbalance previous underperformance. The firm's projections show a decrease in outflows from $82 billion in 2023 to $38 billion in 2024, followed by a reduction to $13 billion in 2025.

These are among the recent developments for T. Rowe Price.

InvestingPro Insights

T. Rowe Price Group, Inc. (NASDAQ:TROW) continues to demonstrate financial resilience and investor confidence, as reflected in the latest metrics and analysis from InvestingPro. The firm's commitment to maintaining robust financial health is evident in its ability to consistently pay dividends, with a remarkable track record of 39 consecutive years of dividend payments, a testament to its stability and reliability for income-focused investors.

With a market capitalization of $25.57 billion, T. Rowe Price trades at an attractive P/E ratio of 13.58, which is relatively low when paired with its near-term earnings growth. This suggests that the company's stock may be undervalued given its earnings potential, a point of interest for value investors looking for opportunities in the financial sector. Additionally, T. Rowe Price's PEG ratio, which stands at 0.36 as of the last twelve months ending Q1 2024, indicates that the company's earnings growth is not fully reflected in its current share price, potentially offering a favorable entry point for growth-oriented investors.

The company's solid financial footing is further underscored by its liquid assets, which exceed short-term obligations, ensuring that T. Rowe Price is well-positioned to navigate market fluctuations without compromising its operational efficiency or investment commitments.

InvestingPro Tips highlight that analysts predict the company will remain profitable this year, a projection that aligns with the firm's performance over the last twelve months. For readers who wish to delve deeper into T. Rowe Price's financials and future prospects, more InvestingPro Tips are available at https://www.investing.com/pro/TROW. Additionally, users interested in a comprehensive analysis can use the coupon code PRONEWS24 to get an additional 10% off a yearly or biyearly Pro and Pro+ subscription.

For those keeping a close eye on dividend yields, T. Rowe Price's dividend yield as of March 2024 stands at an appealing 4.33%, coupled with a dividend growth of 1.64% over the last twelve months. This could be particularly attractive for income-seeking investors, especially in a market where yield is increasingly sought after.

In summary, T. Rowe Price's recent AUM growth, combined with its strong financial metrics and longstanding history of dividend payments, underscores the company's appeal to both value and income investors. With 5 additional InvestingPro Tips available, investors have the opportunity to gain further insights into the company's financial health and investment potential.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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