Price T Rowe (TROW) Long-Term Investments (2009 - 2026)

Price T Rowe (TROW) posted Long-Term Investments of $3.2 billion for Q1 2026, down 4.75% on a QoQ basis from $3.3 billion in Q4 2025, and down 2.26% year-over-year from $3.2 billion in Q1 2025.

Price T Rowe (TROW) Long-Term Investments (2009 - 2026) Analysis & Trends

Price T Rowe's Long-Term Investments history runs 18 years deep, the most recent figure standing at $3.2 billion for Q1 2026.

  • Quarterly Long-Term Investments fell 2.26% year-over-year to $3.2 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $3.2 billion (down 2.26% YoY) and the FY2025 annual result came in at $3.3 billion, up 10.82% from the prior year.
  • Long-Term Investments was $3.2 billion for Q1 2026 at Price T Rowe, down from $3.3 billion in the prior quarter.
  • Across five years, Long-Term Investments topped out at $3.4 billion in Q3 2025 and bottomed at $2.5 billion in Q3 2022.
  • A 5-year average of $2.9 billion and a median of $2.8 billion in 2024 frame the typical range for Long-Term Investments.
  • Annual changes were most pronounced in 2022 — Long-Term Investments slipped 26.2% — and 2025, when it gained 25.17%.
  • Price T Rowe's Long-Term Investments stood at $2.5 billion in 2022, then gained by 0.61% to $2.6 billion in 2023, then grew by 17.45% to $3.0 billion in 2024, then advanced by 10.82% to $3.3 billion in 2025, then retreated by 4.75% to $3.2 billion in 2026.
  • Business Quant data shows TROW's Long-Term Investments at $3.2 billion in Q1 2026, $3.3 billion in Q4 2025, and $3.4 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 Principal Financial 23.31 Bn -27.00 Bn -463.00 Mn 2.34 Bn

Historic Data

Download Data
DateValue
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
Jun 30, 2021 3.47 Bn