| TROW |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$2.76 vs. cons $2.70 |
MEDIUM |
| TROW |
Report |
Investment advisory fees |
IN-LINE |
pred ~$1.76B vs. cons $1.75B |
MEDIUM |
| TROW |
Report |
Annualized effective fee rate excluding performance fees |
MISS |
pred ~37.6 bps vs. cons 38.1 bps |
MEDIUM |
| TROW |
Guide |
FY2026 adjusted operating-expense growth excluding accrued carried-interest compensation |
UNCHANGED |
guide ~4.5% vs. cons 4.5% (FY2026) |
HIGH |
| TROW |
Guide |
FY2026 adjusted effective tax rate |
UNCHANGED |
guide ~24.5% vs. cons 24.5% (FY2026) |
HIGH |
| TROW |
Guide |
Q3 net-flow trajectory excluding large institutional mandates |
LOWER |
guide ~($10.0)B vs. cons ~($6.0)B (Q3 2026) |
LOW |
| TROW |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| TROW |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH: adjusted EPS ~ $2.76 vs. cons $2.70 is outweighed by fee-rate pressure at ~37.6 bps vs. cons 38.1 bps, implying FY2026 EPS revisions toward ~$10.85 vs. preprint cons ~$11.05. |
MEDIUM |