Every material Form 8-K T. Rowe Price filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
T. Rowe Price reported third-quarter 2026 results on October 29, 2026. Net revenues rose 5.9% from a year earlier to $2.0 billion, while GAAP diluted earnings per share fell to $2.79 from $2.87 and adjusted diluted EPS rose to $2.86 from $2.81. Assets under management fell $30.7 billion in the quarter to $1.9 trillion, driven by $28.3 billion of net client outflows, which matters to shareholders because it signals pressure on future fee revenue.
Net revenues of $2,004.9 million, up 5.9% from Q3 2025 and 5.1% from Q2 2026.
Diluted EPS of $2.79 (GAAP) versus $2.87 a year earlier; adjusted diluted EPS of $2.86 versus $2.81.
Net client outflows of $28.3 billion; ending AUM of $1,862.7 billion, down from $1,893.4 billion at June 30, 2026.
Full-year 2026 effective income tax rate estimated at 23.5% to 25.5%, on both U.S. GAAP and adjusted bases.
T. Rowe Price reported second-quarter 2026 results on July 31, 2026. Net revenues rose 10.7% from a year earlier to $1.9 billion, and diluted EPS was $2.88, up from $2.24, while adjusted diluted EPS was $2.57. The firm also recorded net client outflows of $6.5 billion in the quarter, and its effective fee rate excluding performance fees fell to 38.1 basis points.
Net revenues of $1,907.4 million, up 10.7% from Q2 2025 and 2.7% from Q1 2026
Diluted EPS of $2.88 (U.S. GAAP) versus $2.24 a year earlier; adjusted diluted EPS of $2.57
Ending assets under management of $1.9 trillion at June 30, 2026, with net client outflows of $6.5 billion in the quarter
Operating expenses rose 9.8% to $1,366.9 million, including a $6.7 million restructuring charge
T. Rowe Price's board approved Eric Veiel's appointment as president on May 15, 2026, and the firm announced the change on May 18. Rob Sharps remains chair and chief executive officer, and Veiel keeps his role as co-head of Global Investments and chief investment officer. The filing describes a leadership reshuffle within the firm rather than a change at the top.
Eric Veiel named president; the press release says the appointment is effective June 1, 2026, while the 8-K states effective immediately
Sébastien Page becomes co-head of Global Investments and chief investment officer, effective June 1, 2026
Wyatt Lee becomes head of Global Multi-Asset effective October 1, 2026, and joins the Management Committee January 1, 2027
Rob Sharps remains chair and chief executive officer
T. Rowe Price reported first-quarter 2026 results with net revenues of $1,857.0 million, up 5.3% from a year earlier, and diluted EPS of $2.23, up from $2.15. Assets under management fell to $1.7 trillion, and the firm recorded net client outflows of $13.7 billion, which shareholders may view as a concern for future fee revenue.
Net revenues of $1,857.0 million (up 5.3% year over year) and net income attributable to the firm of $498.2 million (up 1.6%)
Diluted EPS of $2.23 versus $2.15 in Q1 2025; adjusted diluted EPS of $2.52, up 13.0%
Ending AUM of $1,709.7 billion, down from $1,775.6 billion at December 31, 2025, with net client outflows of $13.7 billion
Returned $629 million to stockholders through the quarterly dividend and stock repurchases
T. Rowe Price approved an amended and restated employment agreement with Glenn R. August, CEO of its Oak Hill Advisors (OHA) unit, dated April 21, 2026. The filing sets his base salary at $350,000 and outlines severance, non-compete terms and a new OHA partner bonus structure, which ties his pay to OHA fee revenue and growth.
Base salary of $350,000 per year under the amended agreement dated April 21, 2026
Severance if terminated without cause or for good reason: 12 months of base salary continuation and 12 months of COBRA premium payments, plus a prorated bonus
For 2027, August was awarded a 16.333% allocation from the OHA Partner Cash Compensation Pool and 8.166% of the Value Creation Incentive Plan pool
Supplemental Compensation Pool funded up to $20 million annually from 2027 through 2030
T. Rowe Price reported fourth-quarter 2025 net revenues of $1.9 billion, up 6.0% from a year earlier, and GAAP diluted earnings per share of $1.99 versus $1.92. Results included a $148.8 million restructuring charge under its expense management program and net client outflows of $25.5 billion. The results are unaudited, and the firm expects KPMG to complete its audit work in mid-February before filing its 2025 Form 10-K.
Q4 2025 net revenues of $1.9 billion, up 6.0% from Q4 2024 and 2.1% from Q3 2025
GAAP diluted EPS of $1.99 versus $1.92 in Q4 2024; adjusted diluted EPS of $2.44 versus $2.12
Q4 2025 restructuring charge of $148.8 million, including $127.3 million for accelerated depreciation and impairment of owned real estate
Net client outflows of $25.5 billion in Q4 2025; assets under management of $1.8 trillion at December 31, 2025
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every T. Rowe Price filing is on SEC EDGAR ↗. 8-K briefs of other companies →