Price T Rowe (TROW) Invested Capital (2009 - 2026)
Price T Rowe (TROW) reported Invested Capital of $10.9 billion for Q1 2026, up 3.6% on a YoY basis from $10.6 billion in Q1 2025, and up 0.69% quarter-over-quarter from $10.9 billion in Q4 2025.
Price T Rowe (TROW) Invested Capital (2009 - 2026) Analysis & Trends
Price T Rowe has reported Invested Capital for 18 years, with the latest figure at $10.9 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 3.6% year-over-year to $10.9 billion; the trailing twelve-month figure through Mar 2026 stood at $10.9 billion (up 3.6% YoY), and the FY2025 full-year result was $10.9 billion, up 3.37% from the prior year.
- Invested Capital for Q1 2026 stood at $10.9 billion, up from $10.9 billion in the prior quarter.
- The five-year high for Invested Capital was $11.0 billion in Q3 2025, with the low at $9.0 billion in Q4 2022.
- Historically, Invested Capital has averaged $10.0 billion across 5 years, with a median of $10.0 billion in 2024.
- The largest YoY upside for Invested Capital was 16.46% in 2022 against a maximum downside of 2.6% in 2022.
- Price T Rowe's Invested Capital stood at $9.0 billion in 2022, then increased by 7.39% to $9.7 billion in 2023, then climbed by 8.34% to $10.5 billion in 2024, then climbed by 3.37% to $10.9 billion in 2025, then grew by 0.69% to $10.9 billion in 2026.
- The last three Invested Capital figures came in at $10.9 billion (Q1 2026), $10.9 billion (Q4 2025), and $11.0 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 8.37 Bn |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | - |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 12.99 Bn |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | 12.57 Bn |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 12.75 Bn |
| 10 | Price T Rowe | 23.43 Bn | 19.85 Bn | - | 10.94 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 10.94 Bn |
| Dec 31, 2025 | 10.86 Bn |
| Sep 30, 2025 | 10.98 Bn |
| Jun 30, 2025 | 10.71 Bn |
| Mar 31, 2025 | 10.56 Bn |
| Dec 31, 2024 | 10.51 Bn |
| Sep 30, 2024 | 10.45 Bn |
| Jun 30, 2024 | 10.13 Bn |
| Mar 31, 2024 | 9.99 Bn |
| Dec 31, 2023 | 9.70 Bn |
| Sep 30, 2023 | 9.62 Bn |
| Jun 30, 2023 | 9.47 Bn |
| Mar 31, 2023 | 9.24 Bn |
| Dec 31, 2022 | 9.03 Bn |
| Sep 30, 2022 | 9.11 Bn |
| Jun 30, 2022 | 9.17 Bn |
| Mar 31, 2022 | 9.33 Bn |
| Dec 31, 2021 | 9.27 Bn |
| Sep 30, 2021 | 8.26 Bn |
| Jun 30, 2021 | 7.89 Bn |