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    Goldman Sachs Alliance Could Be A Game Changer For T. Rowe Price Group (TROW)

    Simply Wall St·12/25/2025 02:43:39
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    • Goldman Sachs Asset Management and T. Rowe Price recently launched their first co-branded model portfolios under a September alliance, offering ETF, tax-aware hybrid, and future high-net-worth solutions to advisors via GeoWealth’s UMA platform.
    • This collaboration combines two large active managers’ fund line-ups and nationwide wholesaling resources, potentially deepening T. Rowe Price’s reach with RIAs and wealth managers serving affluent clients.
    • Next, we’ll examine how this co-branded model portfolio rollout with Goldman Sachs may influence T. Rowe Price’s investment narrative for investors.

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    T. Rowe Price Group Investment Narrative Recap

    To own T. Rowe Price, you need to believe its active management franchise and distribution reach can still attract and retain assets despite fee pressure and passive competition. The Goldman Sachs co-branded model portfolios modestly support this narrative in the near term by widening access to advisors, but the biggest risk remains sustained equity outflows and fee compression if clients keep shifting toward lower cost products.

    Among recent developments, the earlier September collaboration with Goldman Sachs to build public and private market solutions for retirement and wealth clients ties in directly with this new model portfolio launch. Together, these efforts show T. Rowe Price using partnerships to keep its funds on advisor platforms at a time when growth is harder to come by and pricing pressure is intense.

    Yet investors should also weigh how fee compression, especially as models and ETFs grow, could still pressure margins and future earnings...

    Read the full narrative on T. Rowe Price Group (it's free!)

    T. Rowe Price Group's narrative projects $7.6 billion revenue and $2.3 billion earnings by 2028. This requires 2.3% yearly revenue growth and a roughly $0.3 billion earnings increase from $2.0 billion today.

    Uncover how T. Rowe Price Group's forecasts yield a $110.25 fair value, a 5% upside to its current price.

    Exploring Other Perspectives

    TROW 1-Year Stock Price Chart
    TROW 1-Year Stock Price Chart

    Seven members of the Simply Wall St Community value T. Rowe Price between US$91.26 and US$149.07 per share, showing a wide spread of expectations. You can set those views against the risk that the long running shift toward lower fee passive and model based solutions continues to weigh on T. Rowe Price's ability to grow higher margin active assets and lift profitability.

    Explore 7 other fair value estimates on T. Rowe Price Group - why the stock might be worth 13% less than the current price!

    Build Your Own T. Rowe Price Group Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.