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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ken Worthington | JPMorgan | 6 | 33% |
| Dan Fannon | Jefferies | 6 | 0% |
| Ben Budish | Barclays | 6 | 0% |
| Mike Cyprys | Morgan Stanley | 5 | 0% |
| Alex Blostein | Goldman Sachs | 4 | 0% |
| Patrick Davitt | Autonomous Research | 4 | 0% |
| Brennan Hawken | BMO Capital Markets | 4 | 75% |
| Craig Siegenthaler | Bank of America | 4 | 0% |
| Glenn Schorr | Evercore ISI | 3 | 0% |
| Will Katz | TD Cowen | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jefferies | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 33% |
| Barclays | 1 | 6 | 0% |
| Bank of America | 2 |
| 5 |
| 0% |
| Morgan Stanley | 1 | 5 | 0% |
| Autonomous Research | 2 | 5 | 0% |
| Goldman Sachs | 1 | 4 | 0% |
| BMO Capital Markets | 1 | 4 | 75% |
Adjusted EPS grew 13% year-over-year to $2.52 despite AUM declining to $1.71 trillion amid market volatility related to geopolitical tensions, as revenue grew 5% to over $1.8 billion. The ETF business surpassed $25 billion in AUM while OHA grew to $112 billion with a robust pipeline. Equity outflows continued at $13.7 billion while target date delivered $4.9 billion in net inflows, as management maintained 2026 expense guidance at 3-6% growth.
Product Launch | Demand | Competitive Dynamics | Revenue Growth | M&A | Cost Pressure | Innovation & R&D | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 3 | 2 | 2 | 2 | 1 | 1 |
| 2025Q1 | 4 | 2 | 3 | 1 | 2 | 1 | 1 | |
| 2025Q2 | 4 | 4 | 1 | 2 | 2 | 1 | 2 | |
| 2025Q3 | 5 | 3 | 2 | 2 | 1 | 1 | 2 | 1 |
| 2025Q4 | 2 | 4 | 3 | 1 | 1 | 1 | 1 | |
| 2026Q1 | 2 | 3 | 3 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 4 | 4 | 4 | 5 | 2 | 2 |
| Demand | 3 | 2 | 4 | 3 | 4 | 3 |
| Competitive Dynamics | 3 | 3 | 1 | 2 | 3 | 3 |
| Revenue Growth | 2 | 1 | 2 | 2 | 1 | |
| M&A | 2 | 2 | 2 | 1 | 1 | |
| Cost Pressure | 2 | 1 | 1 | 1 | 1 | 1 |
| Innovation & R&D | 1 | 2 | 2 | 1 | ||
| Margin | 1 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TROW T. Rowe Price | 6 | +5.3% | |
| AMP Ameriprise Financial | 8 | +9.0% | |
| ARES Ares Management Corporation | 9 | +40.8% | |
| BEN Franklin Resources | 8 | +8.7% | |
| BK BNY Mellon | 9 | +2.2% | |
| BLK BlackRock | 9 | +26.9% | |
| BX Blackstone Inc. | 8 | +39.3% | |
| IVZ Invesco | 8 | +14.1% | |
| KKR KKR | 7 | +31.0% | |
| NTRS Northern Trust | 9 | +7.8% | |
| STT State Street Corporation | 9 | +2.2% |