| TROW |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.66 vs. cons $2.52 |
MEDIUM |
| TROW |
Report |
Net revenue |
IN-LINE |
pred ~$1.94B vs. cons $1.92B |
MEDIUM |
| TROW |
Report |
Investment advisory effective fee rate, excluding performance fees |
IN-LINE |
pred ~38.1 bps vs. cons 38.2 bps |
MEDIUM |
| TROW |
Guide |
Adjusted operating-expense growth, excluding carried-interest compensation |
LOWER |
guide ~4.0% midpoint vs. cons 4.5% (FY2026) |
MEDIUM |
| TROW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.2% |
— |
MEDIUM |
| TROW |
Return |
5-day cumulative residual |
+1.0% (FADE) |
The initial EPS beat should be supported by higher average AUM and expense discipline, but fee-rate compression means FY2026 EPS revisions of roughly +1.5% likely trail the approximately +5.6% quarterly EPS surprise, producing a partial fade. |
MEDIUM |