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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we feel very, very good about the decisions we've made on both the partnership with T. Rowe and the 2 acquisitions”
Goldman highlights its partnership with T. Rowe Price alongside two acquisitions, a read-through on a T. Rowe Price strategic partnership.
“Our collaboration with T. Rowe Price delivers a range of public and private market solutions for retirement and wealth investors.”
Goldman Sachs and T. Rowe Price are collaborating on retirement and wealth products, including newly launched co-branded model portfolios.
“last month we announced a strategic collaboration with T. Rowe Price to deliver a range of public and private market solutions designed for the unique needs of retirement and wealth investors.”
Goldman formed a strategic collaboration with T. Rowe Price to build public/private market solutions for retirement and wealth investors. Read-through: T. Rowe Price is partnering to expand into blended public-private retirement products.
“T. Rowe is just one of the great financial services companies in the market, and we're thrilled to be their partner.”
Ares describes its new strategic partnership with T. Rowe Price (including T. Rowe's Oak Hill Advisors credit platform) around Aspida and broader insurance/private-market product development.
“our announcement in January of a new strategic partnership with First Abu Dhabi Bank.”
T. Rowe Price announced its first strategic partnership in the Middle East with First Abu Dhabi Bank to deliver public/private investment solutions.
“In January, we launched one of the model series, the Goldman Sachs T. Rowe Price Group, Inc. dynamic ETF portfolio, on the Morgan Stanley platform.”
T. Rowe launched a co-branded dynamic ETF model portfolio on Morgan Stanley's distribution platform, a partner/distribution read-through for MS.
“We established a strategic collaboration with Goldman Sachs, to pursue opportunities in wealth and retirement through co-developed public-private offerings and advice solutions.”
T. Rowe Price formed a strategic wealth/retirement collaboration with Goldman Sachs, including co-branded model portfolios on Goldman's platform, a partnership read-through for GS.
“I'd like to spend a few minutes on our strategic collaboration with Goldman Sachs, a collaboration that aims to deliver a range of diversified public and private market solutions designed for the unique needs of retirement and wealth investors.”
T. Rowe Price details a strategic collaboration with Goldman Sachs to deliver co-branded public and private market retirement and wealth solutions, with Goldman as adviser on model portfolios and a contributor of alternatives.
“I know you have the Aspida partnership with Ares, but that -- I don't know if that can be expanded to 401(k)s or not.”
T. Rowe Price has an existing Aspida insurance/retirement partnership with Ares Management; the analyst asks whether that relationship could extend into the 401(k) channel.
“Our managed lifetime income product combines a managed payout product with the qualifying longevity and annuity contract or QLAC from Pacific Life to offer retirees stable and predictable monthly income for life.”
T. Rowe Price's managed lifetime income retirement product incorporates a longevity annuity contract sourced from Pacific Life.
“With a large insurance general account win in 2024 and the recently announced plans for a strategic partnership with Aspida. Through this partnership, we expect to manage both public and private assets for Aspida.”
T. Rowe Price announces a strategic insurance-asset-management partnership with Aspida, expecting to manage both public and private assets for the insurer.
“we're really excited to partner with the Aspida team and with Ares. As you said, we just announced this.”
T. Rowe Price announces a new strategic partnership involving Ares alongside insurer Aspida, with T. Rowe expecting to work together with Ares on fixed income and private-market offerings.
Full-year adjusted net revenue reached nearly $7.4 billion, up 2.8%, with adjusted EPS of $9.72 growing 4.2% despite $56.9 billion in full-year net outflows. Q4 flows were meaningfully softer than anticipated while the ETF franchise grew to $21 billion across 30 products. OHA completed record fundraising with $16 billion in capital raised and a First Abu Dhabi Bank partnership expanded global reach, with fee rate declining further to 38.8 basis points.
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 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ben Budish | Barclays | 6 (0%) |
| Dan Fannon | Jefferies | 6 (0%) |
| Ken Worthington | JPMorgan | 6 (33%) |
| Mike Cyprys | Morgan Stanley | 5 (0%) |
| Craig Siegenthaler | Bank of America | 4 (0%) |
| Brennan Hawken | BMO Capital Markets | 4 (75%) |
| Alex Blostein | Goldman Sachs | 4 (0%) |
| Patrick Davitt | Autonomous Research | 4 (0%) |
| Glenn Schorr | Evercore ISI | 3 (0%) |
| Alex Bond | KBW | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
| 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% | |
| BLK BlackRock | 9 | +26.9% | |
| BNY BNY Mellon | 9 | +2.2% | |
| 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% |