T. Rowe Price Group Inc

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  • uploads///AUM by product
    Earnings Report

    BlackRock’s Diversified Offerings Can Benefit from Rate Hikes

    In the first quarter, BlackRock managed ~$1.9 trillion in fixed income offerings, up from ~$1.6 trillion in the first quarter of 2017.

    By Robert Karr
  • uploads///Valuations
    Company & Industry Overviews

    T. Rowe Stock Rose, New Assets Are a Concern

    T. Rowe (TROW) stock rose 8% over the past three months mainly due to a strong operating performance in 3Q16.

    By Robert Karr
  • uploads///Earnings
    Earnings Report

    AMG Generated Solid Results in 2Q despite Market Volatility

    On August 1, Affiliated Managers Group (AMG) reported net 2Q16 profits of $107.4 million—compared to $128.7 million for 2Q15.

    By Robert Karr
  • uploads///rel val
    Earnings Report

    What’s T. Rowe’s Valuation?

    T. Rowe Price Group’s (TROW) one-year forward price-to-earnings ratio stood at 17.69x, which implies a premium valuation.

    By Raymond Anderson
  • uploads///Valuation
    Earnings Report

    What Caused Affiliated Managers’ Valuation to Fall?

    Asset managers reported lower profitability for the third quarter of 2015, resulting in falling prices. In turn, this led to lower valuations.

    By Robert Karr
  • uploads///Stock
    Earnings Report

    Affiliated Managers Beat Estimates on Investment Performance

    On November 9, Affiliated Managers Group reported net 3Q15 profits of $109 million compared to $103.2 million in the third quarter of 2014.

    By Robert Karr
  • uploads///Performance
    Company & Industry Overviews

    Affiliated Managers Is Doing This to Stabilize Revenues

    Affiliated Managers Group (AMG) is expected to post revenues of $567 million in the September quarter. That’s higher than the June quarter but a 7.5% decline YoY.

    By Robert Karr
  • uploads///us f
    Macroeconomic Analysis

    US Equities Continue to See Outflows on Global Growth

    In the week ended September 4, 2015, US equities saw total outflows of $1.6 billion compared to $1.4 billion the previous week. The rate rose due to investors pulling out funds on slowing global growth.

    By Robert Karr
  • uploads///US fund flows
    Macroeconomic Analysis

    US Equities Witness Net Inflows for 2015

    US equities witnessed outflows from the equities in the last few weeks. For the week ending April 2, 2014, US equities saw outflows of $3 billion.

    By Robert Karr
  • uploads///AUM by product
    Company & Industry Overviews

    Interest Rate Expectations Have Jolted Equity and Debt Alike

    Asset managers (VFH) are seeking stability in order to attract funds toward either equity or debt offerings.

    By Robert Karr
  • uploads///Valuation
    Company & Industry Overviews

    BlackRock’s Valuations following the Decline in Global Equities

    BlackRock (BLK) stock has risen 27.6% over the past six months and 39.0% over the past year.

    By Robert Karr
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    Company & Industry Overviews

    T. Rowe’s Dividends to Increase Marginally in 2017

    In 2017, T. Rowe Price Group (TROW) is expected to witness a marginal rise of 4.2% in its dividend distribution as compared to 2016.

    By Raymond Anderson
  • uploads///stt
    Earnings Report

    State Street Beats Earnings per Share and Revenue Estimates

    State Street beat analysts’ expectations for earnings per share as well as revenues for 1Q18.

    By Raymond Anderson
  • uploads///Feb AUM
    Company & Industry Overviews

    A Look at Invesco’s Total AUM

    On January 31, 2018, Invesco Limited (IVZ) reported its total assets under management (or AUM) of $972.6 billion.

    By Raymond Anderson
  • uploads///Ev to Rev
    Company & Industry Overviews

    What Could Impact Invesco’s Operating Revenues Moving Forward?

    Invesco garnered service and distribution fees of $852.8 million in 2017, compared to $823.6 million in 2016.

    By Raymond Anderson
  • uploads///ev pm
    Earnings Report

    Eaton Vance in Fiscal 4Q15: Falls in Revenue and Income

    Eaton Vance reported fiscal 4Q15 revenue of $341.4 million, a fall of 7.3% when compared to the company’s revenue of $368.4 million in fiscal 4Q14.

    By Gabriel Kane
  • uploads///jeshoots com LtNvQHdKkmw unsplash
    Financials

    How to Pick Asset Management Stocks to Invest in

    If you’re looking to diversify your portfolio, asset management stocks are worth a look. Here’s how to pick the right asset management stock to invest in.

    By Ben Hartwig
  • uploads///Peers in ETFs
    Company & Industry Overviews

    T. Rowe Price Group: Plans for the ETF Market

    Today, the company is focusing on differentiating its product offerings in the ETF market by offering actively managed ETFs.

    By Robert Karr
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    Consumer

    September Winners in US Domestic Moats: Discretionary, Financials

    Moat company Polaris Industries (PII) has been doing well this year, returning ~30.0% year-to-date as of October 23, 2017.

    By VanEck
  • uploads///SO insti
    Company & Industry Overviews

    How Institutional Investors Viewed Southern Company in Q2 2018

    The Vanguard Group added more than 1.5 million shares and raised its stake in Southern Company (SO) to 7.5% on June 30.

    By Vineet Kulkarni
  • uploads///Valuations
    Macroeconomic Analysis

    WisdomTree Trades at a Premium due to High Growth

    WisdomTree stock is currently trading at 29x on a one-year forward earnings basis. In comparison, its peers are trading at 16.2x.

    By Robert Karr
  • uploads///STT
    Company & Industry Overviews

    Understanding State Street’s Investment Management Business

    State Street Corporation’s (STT) investment management business generated revenues of $1.6 billion in 2017, up from $1.3 billion in 2016.

    By Raymond Anderson
  • uploads///ev pe
    Earnings Report

    How Did Eaton Vance Perform Compared to Its Peers?

    In this article, we’ll compare Eaton Vance with its peers. Peers include Franklin Resources, T. Rowe Price, Legg Mason, and Waddell & Reed Financial.

    By Gabriel Kane
  • uploads///total AUM march
    Company & Industry Overviews

    What Led to a Decline in Invesco’s March 2018 AUM?

    On March 31, 2018, Invesco Limited’s (IVZ) total assets under management totaled $934.2 billion, which implies a 1.2% fall compared to February.

    By Raymond Anderson
  • uploads///us f
    Company & Industry Overviews

    US Equities: Global Equity Concerns, Weakening Manufacturing

    In the week ending August 21, US equities saw total outflows of $2.1 billion, compared to outflows of $1.0 billion in the previous week.

    By Robert Karr
  • uploads///Stock
    Macroeconomic Analysis

    Janus Capital Focuses on Innovative Offerings, Eyes Future Growth

    Janus Capital didn’t perform as well as expected in the first half of 2015, and it was revalued accordingly by the market. But it has focused on innovative offerings such as debt funds to attract capital.

    By Robert Karr
  • uploads///Performance
    Macroeconomic Analysis

    How Will Affiliated Managers Boost Its Margins in 2016?

    Affiliated Managers Group (AMG) reported that its economic EPS (earnings per share) expanded by 1.6% on a year-over-year basis in 4Q15.

    By Robert Karr
  • uploads///Capital Structure
    Earnings Report

    Affiliated Managers Group’s Leveraged Balance Sheet for Expansion

    Affiliated Managers Group’s (AMG) senior debt declined, and total stockholder equity, senior notes, and cash and equivalents rose in 4Q15 compared to 4Q14.

    By Robert Karr
  • uploads///Earnings expectation
    Company & Industry Overviews

    Asset Managers to See Growth on Diversified Offerings in 1Q18

    The recent fall in stocks globally is expected to put some pressure on asset managers’ (VFH) operating performances in 1Q18.

    By Robert Karr
  • uploads///Balance Sheet
    Earnings Report

    How Is T. Rowe Investing in Growth Initiatives?

    In 2015, T. Rowe Price Group invested $151 million in capitalized technology and facilities. The company’s revenues increased in 4Q15, but expenses rose at a faster pace.

    By Robert Karr
  • uploads///EPS act vs esti
    Company & Industry Overviews

    What’s in Store for T. Rowe Price in Q2 2018?

    T. Rowe Price Group (TROW) exceeded analysts’ expectations on earnings per share and revenues in the first quarter.

    By Raymond Anderson
  • uploads///Dividend
    Company & Industry Overviews

    T. Rowe Price Group a Good Pick for Growth and Retirement Options

    T. Rowe Price Group has delivered above-average growth in terms of capital profits and dividends. Its dividend yield has been ~2% over the past five years.

    By Robert Karr
  • uploads///investmnt man
    Earnings Report

    How ETFs Can Impact State Street’s Investment Management Division

    In the first quarter, BlackRock (BLK) saw inflows of $35.0 billion in its ETF offerings.

    By Raymond Anderson
  • uploads///Valuations
    Company & Industry Overviews

    Why BlackRock Is Trading at a Premium in 2017

    Translating into pricing BlackRock (BLK) commands a premium valuation in the asset management industry, mainly due to its stable and strong inflow, diversified offerings, global asset allocation, fund growth, and consistent earnings. The company is now trading at a forward PE (price-to-earnings) ratio of 17.9x, compared with the industry average of 14.5x. Overall, BlackRock’s valuation has improved in recent weeks, with […]

    By Robert Karr
  • uploads///aum
    Company & Industry Overviews

    T. Rowe Price Group Deploys Multiple Strategies to Grow Assets

    T. Rowe Price Group manages $477.6 billion in sponsored mutual funds, the assets under management of which have grown 17% over the past three years.

    By Robert Karr
  • uploads///Kapstream
    Macroeconomic Analysis

    How Janus Has Benefited from the Kapstream Acquisition

    Kapstream contributed $4.9 million in revenues and $2.1 million in operating income to Janus Capital. The company will bring in additional assets totaling $6.6 billion.

    By Robert Karr
  • uploads///chris liverani dBI_MyRk unsplash
    Financials

    Declines in S&P 500 correlation benefiting TROW, IVZ, and JNS

    The concept of tracking the dispersion of stocks via a correlation reading may be a bit intimidating. However, the principle doesn’t involve a lot of grey matter.

    By Jonathan Casteleyn, CFA
  • uploads///Battery Electric Vehicles
    Consumer

    Electric Vehicle Startup Rivian Gets Fresh Funding

    On Monday, Rivian announced that it completed a $1.3 billion investment round led by asset manager T. Rowe Price (TROW).

    By Anirudha Bhagat
  • uploads///MF Magellan Assets Saul
    Financials

    The salient features of mutual funds

    There are investors who are willing to take on higher risk to generate above-average market returns. For these investors, active funds offer the optimal investment avenue.

    By Saul Perez
  • uploads///Net Inflows to Index mutual funds Saul
    Financials

    Low cost, human-error-free index funds gain in popularity

    Low cost is one of the reasons we’re seeing growing confidence in index funds. Index funds have experienced net inflows in each of last five years

    By Saul Perez
  • uploads///Comparison of Popular AM Products Saul
    Financials

    Close-ended funds: A niche product for wealthy investors

    Close-ended funds are a cross between actively managed mutual funds and ETFs. But the cost of trading in close-ended funds is much higher.

    By Saul Perez
  • uploads///Total asset managers Saul
    Financials

    Traditional asset management strong despite challenges

    A number of factors have contributed to the impressive growth in traditional asset management. Yet at the end of the day, the industry has grown so tremendously because asset managers have listened to customers.

    By Saul Perez
  • uploads///MF Income Cost Saul
    Financials

    Show it: How mutual funds make money

    In return for investing a client’s money, mutual funds charge a fee, generally an annual fee set as a percentage of the client’s assets. This fee is the only source of income for a mutual fund-focused asset manager.

    By Saul Perez
  • uploads///Index Inex to total MF Saul
    Financials

    Index funds offer innovative products, remain competitive

    Index funds’ product offerings have evolved. For example, funds based on sector indices have been created, such as the First Trust NYSE Arca Biotechnology Index Fund.

    By Saul Perez
  • uploads///ivz post
    Earnings Report

    Acquisitions Boost Invesco’s Assets under Management

    Invesco (IVZ) reported its second-quarter results today, posting EPS of $0.66.

    By Raymond Anderson
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    Earnings Report

    State Street’s Second-Quarter Earnings and Acquisition Plan

    On July 20, State Street (STT) reported its second-quarter earnings. The company’s EPS was $2.05, which surpassed analysts’ expectations by $0.04.

    By Raymond Anderson
  • uploads///Rel Val
    Earnings Report

    How T. Rowe Price’s Valuation Compares

    T. Rowe Price’s (TROW) NTM (next-12-month) PE ratio is 15.19x, higher than peers’ average of 10.08x.

    By Raymond Anderson
  • uploads///AUM asset cls
    Earnings Report

    What Could Help T. Rowe Price in Q2 2018

    Of T. Rowe Price’s (TROW) total assets under management in the first quarter, $579.3 billion comprised equity, $135.8 billion comprised fixed income and money market assets, and $299.1 billion were multi-asset funds.

    By Raymond Anderson
  • uploads///AUM inv veh
    Earnings Report

    How Macros and Monetary Policies Could Drive TROW’s Performance

    Donald Trump’s imposition of additional tariffs on $200 billion in Chinese imports has increased trade tension, which could impact the global economy and business.

    By Raymond Anderson
  • uploads///AUCA
    Earnings Report

    State Street’s Investment Servicing Division: What’s Ahead?

    In the first quarter, State Street’s Investment Servicing division garnered net interest income of $663.0 million for a YoY increase of 30.0%.

    By Raymond Anderson
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    Earnings Report

    Factors that Could Impact State Street’s Earnings in Q2 2018

    State Street (STT) plans to release its Q2 2018 earnings on July 20. It expects to report EPS of $2.01, a year-over-year increase of 20.35%.

    By Raymond Anderson
  • uploads///Analyst
    Financials

    How Wall Street Rates BlackRock and Asset Managers

    Analysts gave BlackRock a price target of $613.15 on an NTM basis.

    By Robert Karr
  • uploads///Retail
    Earnings Report

    Retail Can Add More Assets to BlackRock’s AUM in Q2

    BlackRock’s Retail segment manages $638.4 billion in assets, which comprises 10.0% of the company’s total AUM.

    By Robert Karr
  • uploads///ttoal AUM
    Company & Industry Overviews

    A Look at Invesco’s Total Assets under Management

    At the end of the first quarter, Invesco (IVZ) had total AUM (assets under management) of $934.2 billion.

    By Raymond Anderson
  • uploads///TOR
    Company & Industry Overviews

    What Will Invesco’s Revenue Be in Q2 2018?

    Of Invesco’s (IVZ) total first-quarter operating revenue of $1.4 billion, the company’s investment management fees contributed $1.0 billion.

    By Raymond Anderson
  • uploads///stock _
    Company & Industry Overviews

    What Could Affect Invesco’s Performance in Q2 2018?

    In this series, we’ll study the factors that could drive Invesco’s performance, valuations, and analyst ratings.

    By Raymond Anderson
  • uploads///market cap
    Company & Industry Overviews

    State Street’s Investment Management Division in Q2

    State Street’s (STT) investment management division garners fee revenue from trading services, management and processing fees, and other revenue.

    By Raymond Anderson
  • uploads///EV
    Company & Industry Overviews

    What’s Expected for State Street’s Investment Servicing Business

    In the first quarter, State Street’s (STT) fee revenue made up a significant portion of its investment servicing revenue.

    By Raymond Anderson
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    Company & Industry Overviews

    T. Rowe Price’s Assets under Management Rose in May

    T. Rowe Price released its AUM for May on June 12. The company’s AUM was $1.04 trillion—compared to $1.02 trillion in April.

    By Raymond Anderson
  • uploads///EV
    Company & Industry Overviews

    What Could Impact T. Rowe Price’s Business Moving Forward?

    On May 20, T. Rowe Price had an enterprise value of ~$26.9 billion.

    By Raymond Anderson
  • uploads///April AUM
    Company & Industry Overviews

    What Does T. Rowe Price’s April AUM Number Suggest?

    At the end of April, T. Rowe Price had total AUM of ~$1.0 trillion.

    By Raymond Anderson
  • uploads///TROW
    Earnings Report

    T. Rowe Price Group’s 1Q18 Results Beat Expectations

    T. Rowe Price Group reported earnings today for the quarter that ended in March.

    By Raymond Anderson
  • uploads///Retail
    Earnings Report

    BlackRock’s Retail Could Add Flows to Debt, Multi-Asset Funds

    BlackRock’s (BLK) Retail segment saw a reversal of fund flows in 1Q17, and it increased throughout the year.

    By Robert Karr
  • uploads///analysts
    Company & Industry Overviews

    What Analysts Think about T. Rowe Price

    Ratings for T. Rowe Price Of the 16 analysts covering T. Rowe Price (TROW) in February and March 2018, two have recommended “strong buy,” three have recommended “buy,” nine have recommended “hold,” and two have recommended “strong sell.” In January 2018, two recommended “strong buy,” two recommended “buy,” nine recommended “hold,” one recommended “sell,” and two recommended “strong sell.” Ratings for peers Of the six analysts covering […]

    By Raymond Anderson
  • uploads///Rel Val
    Company & Industry Overviews

    How Could T. Rowe Price’s Valuation Recover?

    Price-to-earnings ratio T. Rowe Price (TROW) has an NTM ( next-12-month) PE (price-to-earnings) ratio of 15.0x. Competitors are valued lower, with an average ratio of 15.7x. Peers Franklin Resources (BEN), Financial Engines (FNGN), and BlackRock (BLK) have NTM PE ratios of 11.7x, 17.3x, and 18.2x, respectively. T. Rowe Price’s valuation could fall further, as the company’s […]

    By Raymond Anderson
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    Company & Industry Overviews

    T. Rowe Price’s Views on Global Markets in 2018

    Strong outlook T. Rowe Price (TROW) expects global markets to be positive in 2018, in both emerging and developed economies. Economies’ movement towards digitization and innovation is expected to help businesses. In 2018, T. Rowe Price expects global equity markets to be supported by improving business models, technological developments, and shifting consumer preferences. Technology giants’ valuation is increasing […]

    By Raymond Anderson
  • uploads///ROA
    Company & Industry Overviews

    How T. Rowe Price Aims to Tackle Challenges

    Ways to tackle hurdles While T. Rowe Price (TROW) expects to encounter certain long-term challenges, it has identified some measures it may take to tackle them. The company plans to focus on pricing as well as long-term goals. T. Rowe Price has extended its investment strategies, receiving a positive response from clients. To streamline processes, […]

    By Raymond Anderson
  • uploads///EBITDA margin
    Company & Industry Overviews

    What Are T. Rowe Price’s Plans for the Future?

    Outlook Based on its investor presentation on February 21, 2018, T. Rowe Price’s (TROW) current vision is more or less the same as its vision in 2017. The company continues to focus on becoming a leader in active investment management. It also plans to generate and deliver long-term value to customers. T. Rowe Price is […]

    By Raymond Anderson
  • uploads///PS ratio
    Company & Industry Overviews

    These Factors Affected T. Rowe Price’s Assets under Management

    Total assets under management As of December 31, 2017, T. Rowe Price (TROW) had total AUM (assets under management) of $991.1 billion, of which the company’s US mutual funds contributed $606.3 billion and other investment products contributed $384.8 billion. In 2017, the company’s total AUM appreciated by $180.3 billion. In 2017, T. Rowe Price’s US mutual funds appreciated […]

    By Raymond Anderson
  • uploads///market cap
    Company & Industry Overviews

    What’s T. Rowe Price’s Outlook on Emerging Markets?

    Favorable outlook T. Rowe Price (TROW) believes that emerging markets may offer significant investment opportunities after their strong momentum in 2017. Because of improving political and economic situations in some developing countries, many global emerging markets can be looked upon for investments. In 2017, emerging markets saw higher economic growth than developed markets. This trend is expected […]

    By Raymond Anderson
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    Company & Industry Overviews

    T. Rowe Price’s Operating Expenses Increased: Here’s Why

    Operating expenses Between 2016 and 2017, T. Rowe Price’s (TROW) operating expenses rose 7.8% to $2.7 billion from $2.5 billion in 2016, and its compensation and related costs rose 11.4% to $1.7 billion from $1.5 billion. The increase was mainly due to higher salaries and related benefits and hiring employees. The company incurred compensation and related costs of $446.3 million […]

    By Raymond Anderson
  • uploads///EV to Rev
    Company & Industry Overviews

    Behind T. Rowe Price’s Net Revenue

    Components T. Rowe Price’s (TROW) net revenue comprises three components: investment advisory fees, distribution and servicing fees, and administrative fees. The company’s net revenue rose 13.5% to $4.8 billion in 2017 from $4.2 billion in 2016. Between 2016 and 2017, the company’s investment advisory fees rose 15% from $3.7 billion to $4.3 billion, due to its average […]

    By Raymond Anderson
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    Company & Industry Overviews

    T. Rowe Price Announces Leadership Changes

    Assets under management as of January 2018 T. Rowe Price (TROW) had total AUM (assets under management) of $1.1 trillion as of January 31, 2018, compared with $991 billion in December 2017. Of the $1.1 trillion, the company’s sponsored US mutual funds contributed $637 billion, and other investment portfolios contributed $410 billion. Of the sponsored mutual […]

    By Raymond Anderson
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    Company & Industry Overviews

    A Look at T. Rowe Price’s Assets under Management

    Asset classes In its investor presentation on February 21, 2018, T. Rowe Price (TROW) stated that its core business is helped by the allocation of its AUM (assets under management) in different asset classes and its strong client base. However, the company also believes that targeting new opportunities is crucial for its core business. Of its total AUM, […]

    By Raymond Anderson
  • uploads///TROW
    Company & Industry Overviews

    T. Rowe Price Beats Analysts’ Expectations

    In this series, we’ll look at T. Rowe Price’s outlook on emerging and global markets, 4Q17 numbers, and future strategies.

    By Raymond Anderson
  • uploads///Analyst ratings
    Financials

    Why Wall Street Is Long on BlackRock Post-Rout

    Wall Street analysts are expecting a limited upside for asset managers (VFH) as well as broader indexes in 2018.

    By Robert Karr
  • uploads///Valuation
    Company & Industry Overviews

    BlackRock’s Valuations Stable amid Strong Operating Performance

    BlackRock is currently trading at a forward price-to-earnings ratio of 17.6x, compared with the industry average of 18.6x.

    By Robert Karr
  • uploads///Earnings expectation
    Company & Industry Overviews

    BlackRock and Competitors Look at Strong 1Q18 Numbers

    Among the major asset managers, BlackRock (BLK) is expected to post sequential and year-over-year growth in earnings per share to $6.38 in 1Q18 and $6.83 in 2Q18.

    By Robert Karr
  • uploads///Analyst ratings
    Financials

    Wall Street Analysts Long on Asset Managers in 2018

    Analysts gave BlackRock a price target of $614.92 on a next-12-month basis.

    By Robert Karr
  • uploads///AUM by product
    Company & Industry Overviews

    Trump Administration’s Reforms to Benefit BlackRock and Industry

    BlackRock managed assets worth ~$1.9 trillion on December 31, 2017, compared with ~$1.6 trillion during the previous year.

    By Robert Karr
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    Company & Industry Overviews

    BlackRock’s Retail Is Adding Assets at a Fast Pace toward Debt

    BlackRock’s (BLK) Retail division attracted $11.0 billion in new flows in 4Q17, compared to outflows of $2.0 billion in 4Q16.

    By Robert Karr
  • uploads///Valuations
    Company & Industry Overviews

    How Premium Are BlackRock’s Premium Valuations Going into 2018?

    BlackRock’s (BLK) outperformance, estimate beats, and new assets have helped the company command premium valuations.

    By Robert Karr
  • uploads///Analysts
    Financials

    Wall Street Rates BlackRock High in the Industry for 2018

    Asset managers (VFH) have had “buy” to “hold” ratings in recent months since equities are expected to be upbeat in the next few quarters.

    By Robert Karr
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    Earnings Report

    What Analysts Recommend for T. Rowe Price Group

    Out of the 16 analysts tracking T. Rowe Price Group (TROW) in November 2017, one gave it a “sell” rating, and two analysts have given it a “strong sell” rating.

    By Raymond Anderson
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    Earnings Report

    How T. Rowe Managed to Increase Net Revenues

    T. Rowe Price Group (TROW) witnessed an 11.8% YoY rise in its net revenues in 3Q17.

    By Raymond Anderson
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    Earnings Report

    T. Rowe Met 3Q17 Earnings Estimates but Missed Revenue Estimates

    T. Rowe Price Group’s (TROW) reported earnings per share (or EPS) exceeded Wall Street analyst estimates in 3Q17.

    By Raymond Anderson
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    Earnings Report

    Why Investors Continue to Pay a Premium for BlackRock

    BlackRock commands a premium over industry peers and alternative asset managers due to its strong performance across the regions and offerings.

    By Robert Karr
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    Company & Industry Overviews

    Inside T. Rowe’s Occupancy and Other Operating Expenses

    T. Rowe Price Group’s (TROW) facility and occupancy costs stood at $83.1 million in 2Q17, which includes depreciation costs of $36.3 million.

    By Raymond Anderson
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    Consumer

    A Brief Look at Dividend Aristocrats

    The S&P 500 Dividend Aristocrat Index is made up of 51 S&P 500 (SPY) (SPX-INDEX) companies that have increased their dividends for 25 successive years.

    By Amanda Lawrence
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    Company & Industry Overviews

    Why BlackRock Continues to Command Premium Valuations

    BlackRock (BLK) continues to command a premium valuation on stable and strong inflows, the performance of funds, global asset allocation, and consistent earnings.

    By Robert Karr
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    Company & Industry Overviews

    Earnings Growth: How BlackRock Compares to Other Managers

    Asset managers (XLF) are expected to see marginal or no growth in 3Q17 and 2H17, mainly due to lower expected returns from markets that could translate into lower performance income…

    By Robert Karr
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    Miscellaneous

    The Top Dividend-Growing Financial Sector Stocks

    Mercury General (MCY) has consistently recorded revenue growth since fiscal 2011, except for a minor decline in fiscal 2015

    By Amanda Lawrence
  • uploads///Analyst ratings
    Miscellaneous

    BlackRock on the Street: Analyst Ratings, Macro Concerns

    So far in June 2017, ten of the 14 analysts covering BlackRock (BLK) have rated the stock as a “strong buy” or “buy.” Four analysts have rated it as “hold.”

    By Robert Karr
  • uploads///Valuations
    Company & Industry Overviews

    Where BlackRock’s Valuations Are Rising Today

    BlackRock continues to command a premium valuation among other traditional and alternative asset managers—thanks to its diversified offerings.

    By Robert Karr
  • uploads///CB Asset management
    Earnings Report

    Behind J.P. Morgan’s Rising Net Interest Margins and Income

    J.P. Morgan’s Commercial Banking division garnered $2.02 billion in revenues and $799 million in net profits in 1Q17, representing rises of 12% and 61%, respectively, YoY.

    By Robert Karr
  • uploads///AUM
    Company & Industry Overviews

    Broad Market Appreciation Helped T. Rowe’s Assets in 3Q16

    T. Rowe Price (TROW) posted growth of $36.3 billion in its AUM (assets under management) in 3Q16, totaling $812.9 billion.

    By Robert Karr
  • uploads///Net flows
    Company & Industry Overviews

    T. Rowe Price’s Managed Assets Rose Due to Market Appreciation

    T. Rowe’s mutual funds’ net cash flows after client transfers accounted for net outflows of $0.2 billion from the stocks and blended asset funds in 3Q16.

    By Robert Karr
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    Company & Industry Overviews

    T. Rowe Price’s Mutual Fund Performance among the Industry’s Best

    In 2Q16, T. Rowe Price Group’s (TROW) funds performance, led by market appreciation, contributed to its assets under management growth of $12 billion.

    By Robert Karr
  • uploads///AUM
    Company & Industry Overviews

    Uncertain Global Markets Not Deterring AMG from Adding Assets

    Affiliated Managers Group (AMG) has been consistently adding assets in spite of highly uncertain global markets.

    By Robert Karr
  • uploads///Valuations
    Earnings Report

    AMG’s Valuation Gap Widened on Weak Performance in 2Q

    Affiliated Managers Group’s discount widened due to weak performance. Earnings for other asset managers have started to pick up at a decent pace.

    By Robert Karr
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