Blue Owl Capital Inc.

Looking at the universe of stocks we cover at Dividend Channel, on 8/14/25, Healthcare Realty Trust Incorporated (Symbol: HR), Newmark Group Inc (Symbol: NMRK), and Blue Owl Capital Inc Class A (Symbol: OWL) will all trade ex-dividend for their respective upcoming dividends. Healthcare Realty Trust Incorporated will pay its quarterly dividend of $0.24 on 8/28/25, Newmark Group Inc will pay its quarterly dividend of $0.03 on 8/29/25, and Blue Owl Capital Inc Class A will pay its quarterly dividend of $0.225 on 8/28/25. As a percentage of HR's recent stock price of $16.73, this dividend works out to approximately 1.43%, so look for shares of Healthcare Realty Trust Incorporated to trade 1.43% lower — all else being equal — when HR shares open for trading on 8/14/25. Similarly, investors should look for NMRK to open 0.19% lower in price and for OWL to open 1.14% lower, all else being equal.
Below are dividend history charts for HR, NMRK, and OWL, showing historical dividends prior to the most recent ones declared.
Healthcare Realty Trust Incorporated (Symbol: HR):
Newmark Group Inc (Symbol: NMRK):
Blue Owl Capital Inc Class A (Symbol: OWL):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 5.74% for Healthcare Realty Trust Incorporated, 0.74% for Newmark Group Inc, and 4.56% for Blue Owl Capital Inc Class A.
In Tuesday trading, Healthcare Realty Trust Incorporated shares are currently up about 0.4%, Newmark Group Inc shares are off about 0.6%, and Blue Owl Capital Inc Class A shares are trading flat on the day.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Healthcare Realty Trust, Newmark Group and Blue Owl Capital

T. Rowe Price (TROW) is expected to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 1. On the other hand, if they miss, the stock may move lower.
While management's discussion of business conditions on theearnings callwill mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.
Zacks Consensus Estimate
This financial services firm is expected to post quarterly earnings of $2.10 per share in its upcoming report, which represents a year-over-year change of -7.1%.
Revenues are expected to be $1.71 billion, down 1.4% from the year-ago quarter.
Estimate Revisions Trend
The consensus EPS estimate for the quarter has been revised 9.62% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings Whisper
Estimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for T. Rowe?
For T. Rowe, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +0.99%.
On the other hand, the stock currently carries a Zacks Rank of #1.
So, this combination indicates that T. Rowe will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?
Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that T. Rowe would post earnings of $2.09 per share when it actually produced earnings of $2.23, delivering a surprise of +6.70%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom Line
An earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
T. Rowe appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected Results
Among the stocks in the Zacks Financial - Investment Management industry, Blue Owl Capital Inc. (OWL), is soon expected to post earnings of $0.21 per share for the quarter ended June 2025. This estimate indicates a year-over-year change of +10.5%. This quarter's revenue is expected to be $636.89 million, up 22.5% from the year-ago quarter.
The consensus EPS estimate for Blue Owl Capital has been revised 0.3% higher over the last 30 days to the current level. However, a lower Most Accurate Estimate has resulted in an Earnings ESP of -0.82%.
This Earnings ESP, combined with its Zacks Rank #3 (Hold), makes it difficult to conclusively predict that Blue Owl Capital will beat the consensus EPS estimate. The company could not beat consensus EPS estimates in any of the last four quarters.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Should You Invest in T. Rowe Price Group, Inc. (TROW)?
Before you invest in T. Rowe Price Group, Inc. (TROW), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

T. Rowe Price (TROW) Expected to Beat Earnings Estimates: What to Know Ahead of Q2 Release

(RTTNews) - South Reach Networks, a Florida-based fiber infrastructure provider, has been acquired by a fund managed under Blue Owl Capital's (OWL) Digital Infrastructure strategy.
SRN operates a 370-mile dark and lit fiber network from Jacksonville to Miami, connecting 40+ data centers, colocation sites, and cable landing stations, with five owned edge colocation facilities along the route.
Blue Owl plans to inject significant capital to expand SRN's network. Scott Bergs, current CEO of DF&I (another Blue Owl portfolio company), will also lead SRN post-acquisition, aiming to scale operations and meet growing demand from hyperscale and enterprise clients.
Bergs praised SRN as a top-tier Florida communications infrastructure provider and affirmed plans to expand its footprint. SRN's CRO Mike Sevret expressed enthusiasm for the company's growth under Blue Owl's ownership. Chris Jensen, Managing Director at Blue Owl, highlighted the strategic importance of Florida and the broader Southeast for hyperscale clients. OWL currently trades at $18.99 or 1.27% lower on the NYSE.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Blue Owl Acquires South Reach Networks, Plans Fiber Expansion Across Florida

Apollo Global Management (APO)is joining forces with JPMorgan Chase (JPM) and Goldman Sachs (GS) to introduce greater liquidity into the rapidly expanding private credit market, signaling a major shift toward transparency and trading efficiency. This collaboration aims to syndicate and trade investment-grade private debt more actively, with Wall Street banks serving as broker-dealers—either acquiring Apollo's loans directly or facilitating their sale to third parties. This innovative approach marks an important evolution for private credit, historically known for limited secondary trading and opaque pricing.
By partnering with major banks, Apollo is set to significantly expand its capacity to originate larger loans more swiftly. This arrangement will also enable Apollo to tap into the individual investor market, where the demand for liquidity and flexibility is typically higher compared to institutional investors. Apollo has been proactively positioning itself for this move, recently hiring industry veterans and developing platforms designed to provide real-time pricing and increased transparency in private credit transactions.
Market Overview:
Apollo teams up with JPMorgan and Goldman Sachs to enhance private credit trading.
Wall Street banks to act as broker-dealers, providing liquidity to the traditionally illiquid market.
Collaboration aims to facilitate greater transparency and accessibility for a broader investor base.
Key Points:
The private credit market has surged to around $1.7 trillion, drawing increased investor attention.
Apollo’s strategic initiative aims to blend the benefits of private markets with tradable liquidity.
The move includes launching innovative investment products such as a private credit ETF.
Looking Ahead:
Increased liquidity in private credit markets may attract more institutional and individual investors.
Potential market disruptions could emerge from greater transparency and regular secondary trading.
The initiative may prompt further industry-wide shifts in the structure of private credit investments.
Bull Case:
The collaboration between Apollo, JPMorgan, and Goldman Sachs aims to introduce significant liquidity into the traditionally illiquid private credit market, allowing for more active syndication and trading of investment-grade private debt.
This initiative is expected to enable Apollo to originate larger loans more swiftly and expand its reach to individual investors who typically require greater liquidity.
Efforts to establish platforms with real-time pricing and increased transparency could redefine how the approximately $1.7 trillion private credit market operates, making it more efficient.
The move towards greater tradability, including the launch of innovative products like private credit ETFs, could democratize access to the asset class for a broader investor base.
Enhanced liquidity and accessibility may attract more institutional and individual capital to the private credit market, fueling its continued growth.
Apollo is a major player with significant ambitions to grow its assets under management and loan origination volume, seeing private markets as increasingly competitive with traditional banking.
Bear Case:
Increased trading and transparency could erode some of the traditional benefits of private credit, such as bespoke terms, privacy, and the perceived stability that comes from less frequent mark-to-market valuations.
Some prominent private credit firms, like Blue Owl Capital, oppose making the market more like publicly traded debt, preferring the existing model that emphasizes stability and lower volatility.
New financial products aiming to bring liquidity to private credit, such as ETFs, are already facing regulatory scrutiny regarding their structure, liquidity mechanisms, and potential risks to investors.
The very nature of private credit involves illiquid assets; ensuring true, consistent liquidity in a publicly traded format remains a complex challenge, potentially leading to mismatches during times of stress.
The rapid growth of the private credit market, much of which has occurred in a relatively benign economic environment, has led to concerns about potential systemic risks if a severe downturn occurs, as the market's resilience at its current scale is largely untested.
Greater liquidity and more frequent pricing could diminish the "illiquidity premium" that has historically attracted investors to private credit, potentially making returns more comparable to public markets but with higher fees.
Increased transparency and more active secondary trading could expose the private credit market to greater volatility and potential disruptions, altering its traditionally stable characteristics.
However, this initiative is not without controversy. Firms such as Blue Owl Capital (OWL) have voiced opposition to the transformation of private debt into a more publicly traded market, citing the stability and lower volatility traditionally associated with private credit investments. Apollo's efforts highlight a growing divide among industry leaders regarding the ideal structure and future direction of private credit markets.
Apollo's bold strategy could reshape private credit investment, blurring the distinction between public and private markets. While increased trading could appeal to a broader investor demographic, it remains uncertain whether the market will fully embrace these changes, or whether traditionalists will succeed in preserving private credit's more exclusive, stable nature.
This article was originally published on Quiver News, read the full story.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Apollo (APO) Joins JPMorgan (JPM) and Goldman Sachs (GS) to Boost Private Credit Trading

Looking at the universe of stocks we cover at Dividend Channel, on 5/14/25, Perella Weinberg Partners - Class A (Symbol: PWP), WisdomTree Inc (Symbol: WT), and Blue Owl Capital Inc Class A (Symbol: OWL) will all trade ex-dividend for their respective upcoming dividends. Perella Weinberg Partners - Class A will pay its quarterly dividend of $0.07 on 5/30/25, WisdomTree Inc will pay its quarterly dividend of $0.03 on 5/28/25, and Blue Owl Capital Inc Class A will pay its quarterly dividend of $0.225 on 5/28/25. As a percentage of PWP's recent stock price of $17.68, this dividend works out to approximately 0.40%, so look for shares of Perella Weinberg Partners - Class A to trade 0.40% lower — all else being equal — when PWP shares open for trading on 5/14/25. Similarly, investors should look for WT to open 0.32% lower in price and for OWL to open 1.22% lower, all else being equal.
Below are dividend history charts for PWP, WT, and OWL, showing historical dividends prior to the most recent ones declared.
Perella Weinberg Partners - Class A (Symbol: PWP):
WisdomTree Inc (Symbol: WT):
Blue Owl Capital Inc Class A (Symbol: OWL):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.58% for Perella Weinberg Partners - Class A, 1.27% for WisdomTree Inc, and 4.87% for Blue Owl Capital Inc Class A.
In Monday trading, Perella Weinberg Partners - Class A shares are currently up about 1.3%, WisdomTree Inc shares are up about 0.6%, and Blue Owl Capital Inc Class A shares are off about 0.3% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Perella Weinberg Partners, WisdomTree and Blue Owl Capital

Below is Validea's guru fundamental report for BLUE OWL CAPITAL INC (OWL). Of the 22 guru strategies we follow, OWL rates highest using our Contrarian Investor model based on the published strategy of David Dreman. This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.
BLUE OWL CAPITAL INC (OWL) is a large-cap growth stock in the Investment Services industry. The rating using this strategy is 50% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
MARKET CAP:
PASS
EARNINGS TREND:
FAIL
EPS GROWTH RATE IN THE IMMEDIATE PAST AND FUTURE:
FAIL
P/E RATIO:
FAIL
PRICE/CASH FLOW (P/CF) RATIO:
FAIL
PRICE/BOOK (P/B) VALUE:
FAIL
PRICE/DIVIDEND (P/D) RATIO:
FAIL
PAYOUT RATIO:
PASS
RETURN ON EQUITY:
FAIL
PRE-TAX PROFIT MARGINS:
PASS
YIELD:
PASS
Detailed Analysis of BLUE OWL CAPITAL INC
OWL Guru Analysis
OWL Fundamental Analysis
More Information on David Dreman
David Dreman Portfolio
About David Dreman: Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. At the time Dreman published Contrarian Investment Strategies: The Next Generation, the fund had been ranked number one in more time periods than any of the 3,175 funds in Lipper's database. In addition to managing money, Dreman is also a longtime Forbes magazine columnist.
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About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Guru Fundamental Report for OWL

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the VictoryShares US EQ Income Enhanced Volatility Wtd ETF (Symbol: CDC), we found that the implied analyst target price for the ETF based upon its underlying holdings is $70.90 per unit.
With CDC trading at a recent price near $60.52 per unit, that means that analysts see 17.14% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of CDC's underlying holdings with notable upside to their analyst target prices are Schlumberger Ltd (Symbol: SLB), Citizens Financial Group Inc (Symbol: CFG), and Blue Owl Capital Inc (Symbol: OWL). Although SLB has traded at a recent price of $34.15/share, the average analyst target is 52.32% higher at $52.02/share. Similarly, CFG has 42.06% upside from the recent share price of $35.45 if the average analyst target price of $50.37/share is reached, and analysts on average are expecting OWL to reach a target price of $24.26/share, which is 41.93% above the recent price of $17.09. Below is a twelve month price history chart comparing the stock performance of SLB, CFG, and OWL:
Below is a summary table of the current analyst target prices discussed above:
Name
Symbol
Recent Price
Avg. Analyst 12-Mo. Target
% Upside to Target
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$60.52
$70.90
17.14%
Schlumberger Ltd
SLB
$34.15
$52.02
52.32%
Citizens Financial Group Inc
CFG
$35.45
$50.37
42.06%
Blue Owl Capital Inc
OWL
$17.09
$24.26
41.93%
Are analysts justified in these targets, or overly optimistic about where these stocks will be trading 12 months from now? Do the analysts have a valid justification for their targets, or are they behind the curve on recent company and industry developments? A high price target relative to a stock's trading price can reflect optimism about the future, but can also be a precursor to target price downgrades if the targets were a relic of the past. These are questions that require further investor research.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Sum Up The Parts: CDC Could Be Worth $71

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Blue Owl Capital Inc Class A (Symbol: OWL) presently has an excellent rank, in the top 25% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.
But making Blue Owl Capital Inc Class A an even more interesting and timely stock to look at, is the fact that in trading on Friday, shares of OWL entered into oversold territory, changing hands as low as $18.87 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Blue Owl Capital Inc Class A, the RSI reading has hit 28.5 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 43.7. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, OWL's recent annualized dividend of 0.72/share (currently paid in quarterly installments) works out to an annual yield of 3.72% based upon the recent $19.36 share price.
A bullish investor could look at OWL's 28.5 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on OWL is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue.
Free Report: Top 8%+ Dividends (paid monthly)
Click here to find out what 9 other oversold dividend stocks you need to know about »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Relative Strength Alert For Blue Owl Capital

Looking at the universe of stocks we cover at Dividend Channel, on 2/19/25, Marketaxess Holdings Inc (Symbol: MKTX), Blue Owl Capital Inc Class A (Symbol: OWL), and DoubleLine Yield Opportunities Fund (Symbol: DLY) will all trade ex-dividend for their respective upcoming dividends. Marketaxess Holdings Inc will pay its quarterly dividend of $0.76 on 3/5/25, Blue Owl Capital Inc Class A will pay its quarterly dividend of $0.18 on 2/28/25, and DoubleLine Yield Opportunities Fund will pay its monthly dividend of $0.1167 on 2/28/25. As a percentage of MKTX's recent stock price of $193.49, this dividend works out to approximately 0.39%, so look for shares of Marketaxess Holdings Inc to trade 0.39% lower — all else being equal — when MKTX shares open for trading on 2/19/25. Similarly, investors should look for OWL to open 0.75% lower in price and for DLY to open 0.71% lower, all else being equal.
When an S&P 1500 component reaches 20 years of dividend increases, it becomes a contender to join the elite "Dividend Aristocrats" index. Marketaxess Holdings Inc (Symbol: MKTX) is a "future dividend aristocrats contender," with 15+ years of increases.
Below are dividend history charts for MKTX, OWL, and DLY, showing historical dividends prior to the most recent ones declared.
Marketaxess Holdings Inc (Symbol: MKTX):
Blue Owl Capital Inc Class A (Symbol: OWL):
DoubleLine Yield Opportunities Fund (Symbol: DLY):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.57% for Marketaxess Holdings Inc, 3.01% for Blue Owl Capital Inc Class A, and 8.55% for DoubleLine Yield Opportunities Fund.
In Tuesday trading, Marketaxess Holdings Inc shares are currently up about 1.1%, Blue Owl Capital Inc Class A shares are up about 1.8%, and DoubleLine Yield Opportunities Fund shares are up about 1% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ex-Dividend Reminder: Marketaxess Holdings, Blue Owl Capital and DoubleLine Yield Opportunities Fund

T. Rowe Price (TROW) came out with quarterly earnings of $2.12 per share, missing the Zacks Consensus Estimate of $2.23 per share. This compares to earnings of $1.72 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -4.93%. A quarter ago, it was expected that this financial services firm would post earnings of $2.36 per share when it actually produced earnings of $2.57, delivering a surprise of 8.90%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
T. Rowe, which belongs to the Zacks Financial - Investment Management industry, posted revenues of $1.82 billion for the quarter ended December 2024, missing the Zacks Consensus Estimate by 3.02%. This compares to year-ago revenues of $1.64 billion. The company has topped consensus revenue estimates just once over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
T. Rowe shares have added about 2.2% since the beginning of the year versus the S&P 500's gain of 2.7%.
What's Next for T. Rowe?
While T. Rowe has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for T. Rowe: mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $2.23 on $1.82 billion in revenues for the coming quarter and $9.37 on $7.54 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Investment Management is currently in the bottom 18% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, Blue Owl Capital Inc. (OWL), is yet to report results for the quarter ended December 2024. The results are expected to be released on February 6.
This company is expected to post quarterly earnings of $0.21 per share in its upcoming report, which represents a year-over-year change of +16.7%. The consensus EPS estimate for the quarter has been revised 2.5% lower over the last 30 days to the current level.
Blue Owl Capital Inc.'s revenues are expected to be $614.74 million, up 24.4% from the year-ago quarter.
Should You Invest in T. Rowe Price Group, Inc. (TROW)?
Before you invest in T. Rowe Price Group, Inc. (TROW), want to know the best stocks to buy for the next 30 days? Check out Zacks Investment Research for our free report on the 7 best stocks to buy.
Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.