Price T Rowe (TROW) Long-Term Investments (2009 - 2026)
Price T Rowe (TROW) posted quarterly Long-Term Investments of $4.1 billion for Q2 2026, up 21.74% year-over-year from $3.4 billion in Q2 2025, and up 29.15% on a QoQ basis from $3.2 billion in Q1 2026.
Price T Rowe (TROW) Long-Term Investments (2009 - 2026) Analysis & Trends
Price T Rowe has reported Long-Term Investments for 18 years, with the latest figure at $4.1 billion in Q2 2026.
- Long-Term Investments for Q2 2026 came in at $4.1 billion, up 21.74% year-over-year; the trailing twelve-month figure through Jun 2026 was $4.1 billion (up 21.74% YoY), and the FY2025 annual result was $3.3 billion, up 10.82% from the prior year.
- Long-Term Investments climbed to $4.1 billion in Q2 2026, from $3.2 billion in the prior quarter.
- Over five years, Long-Term Investments peaked at $4.1 billion in Q2 2026 and troughed at $2.5 billion in Q3 2022.
- A 5-year average of $2.9 billion and a median of $2.8 billion in 2022 frame the typical range for Long-Term Investments.
- The widest annual swing landed in 2022, when Long-Term Investments slipped 26.2%; it then gained 25.17% in 2025.
- A 5-year view of Long-Term Investments shows it stood at $2.5 billion in 2022, then increased by 0.61% to $2.6 billion in 2023, then advanced by 17.45% to $3.0 billion in 2024, then rose by 10.82% to $3.3 billion in 2025, then climbed by 23.01% to $4.1 billion in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $4.1 billion in Q2 2026, $3.2 billion in Q1 2026, and $3.3 billion in Q4 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 179.54 Bn | 165.67 Bn | - | 15.14 Bn |
| 2 | Blackstone | 114.83 Bn | 112.32 Bn | - | 34.59 Bn |
| 3 | Kkr | 97.26 Bn | -179.81 Bn | - | 837.70 Mn |
| 4 | Brookfield | 93.07 Bn | 45.66 Bn | - | 87.68 Bn |
| 5 | Brookfield Asset Management | 83.46 Bn | 81.96 Bn | - | 10.36 Bn |
| 6 | Apollo Global Management | 78.41 Bn | 53.04 Bn | 10.54 Bn | 333.84 Bn |
| 7 | State Street | 51.66 Bn | 51.66 Bn | - | 4.10 Bn |
| 8 | Ameriprise Financial | 51.12 Bn | 40.07 Bn | 4.72 Bn | 59.65 Bn |
| 9 | Raymond James Financial | 33.99 Bn | 20.74 Bn | - | 383.00 Mn |
| 10 | Price T Rowe | 23.84 Bn | 19.34 Bn | - | 4.09 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.09 Bn |
| Mar 31, 2026 | 3.17 Bn |
| Dec 31, 2025 | 3.33 Bn |
| Sep 30, 2025 | 3.42 Bn |
| Jun 30, 2025 | 3.36 Bn |
| Mar 31, 2025 | 3.24 Bn |
| Dec 31, 2024 | 3.00 Bn |
| Sep 30, 2024 | 2.97 Bn |
| Jun 30, 2024 | 2.76 Bn |
| Mar 31, 2024 | 2.59 Bn |
| Dec 31, 2023 | 2.55 Bn |
| Sep 30, 2023 | 2.50 Bn |
| Jun 30, 2023 | 2.72 Bn |
| Mar 31, 2023 | 2.61 Bn |
| Dec 31, 2022 | 2.54 Bn |
| Sep 30, 2022 | 2.48 Bn |
| Jun 30, 2022 | 2.56 Bn |
| Mar 31, 2022 | 2.88 Bn |
| Dec 31, 2021 | 2.98 Bn |
| Sep 30, 2021 | 3.33 Bn |