Company / Shareholders' Equity
T. Rowe Price Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$10.9B
FY2025
5-year range
$8.8B / $10.9B
FY2021-FY2025
Trend
+5.0%
vs FY2024
Sector context
#71 of 399
Financials
What the data says
T. Rowe Price's shareholders' equity of $10.9B is higher than 82% of companies in the Financials sector (FY2025). Shareholders' Equity has increased for 3 consecutive years, from $8.8B in FY2022 to $10.9B in FY2025.
Based on SEC 10-K filings.
$10.9B in FY2025 with a 5-year CAGR of +7.1%. Top quartile in the Financials sector.
Improved from $9.5B to $10.9B over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +7.1%
- 5-Year CAGR
- +7.1%
- 10-Year CAGR
- -
Sector benchmark
-4.8% below sector average
Key checks
Key Insights
- T. Rowe Price's shareholders' equity has grown for 3 consecutive years.
- 5-year CAGR of +7.1%, indicating consistent growth.
- In FY2025, shareholders' equity increased 5.0% year-over-year.
- Ranks #71 out of 399 companies in the Financials sector.
Company context
Key Data Points
- Altman Z-Score 2.94 (safe zone, above 2.9 threshold)
- Strong profit margin: 28.9%
Data sourced from SEC EDGAR filings. Not investment advice.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $10.9B | +5.0% |
| FY2024 | $10.3B | +8.8% |
| FY2023 | $9.5B | +7.5% |
| FY2022 | $8.8B | -2.0% |
| FY2021 | $9.0B | +17.1% |
| FY2020 | $7.7B | +32.3% |
| FY2019 | $5.8B | -4.9% |
| FY2018 | $6.1B | +5.1% |
| FY2017 | $5.8B | +16.3% |
| FY2016 | $5.0B | +5.2% |
As of FY2025 · SEC 10-K · Updated Jun 30, 2026