| TROW |
Report |
Net Flows — Total ($B) |
BEAT |
pred ~-6.5B vs. cons ~-8.2B |
HIGH |
| TROW |
Report |
Operating EPS ($) |
BEAT |
pred ~2.65 vs. cons 2.52 |
MEDIUM |
| TROW |
Report |
Operating Margin (%) |
BEAT |
pred ~38.5% vs. cons 37.1% |
MEDIUM |
| TROW |
Guide |
FY2026 Adj. Opex (FY2026) |
BETTER |
guide ~+3% to +5% vs. cons ~+4.5% midpoint |
MEDIUM |
| TROW |
Guide |
Flows trajectory / Goldman launch (qualitative, Q3 2026) |
BETTER |
improving trend confirmed, Goldman products on track for Q3 launch |
MEDIUM |
| TROW |
Guide |
Capital deployment / buybacks (qualitative) |
UNCHANGED |
slower pace at current price, no new authorization |
MEDIUM |
| TROW |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| TROW |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — short cover unwind + modest estimate revisions on narrowed expense guide; muted vs. prior beats due to stretched +14% pre-print excess run |
MEDIUM |