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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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4 views
Initiate TROW at buy with $125 PT, citing margin discipline, capital return, and undervalued multiples relative to peers and history. Expense growth narrowed to 1%–3% and stepped-up buybacks drive above-consensus EPS, offsetting fee compression and outflows. Fortress balance sheet, zero long-term debt, and >5% dividend yield provide downside protection and capital deployment flexibility.
