Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 20.19% is in line with its 5-year average of 19.58%, near the low end of its 5-year range (15.60%–37.90%).
As of the fiscal period ended Tuesday, June 30, 2026. 3.65% above its 12-month average of 19.48%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 20.19%.
RETURN ON EQUITY (ROE)
20.19%
RETURN ON EQUITY (ROE) AVG TTM
19.48%
RETURN ON EQUITY (ROE) AVG 3Y
19.62%
RETURN ON EQUITY (ROE) AVG 5Y
19.58%
RETURN ON EQUITY (ROE) AVG 10Y
25.34%
RETURN ON EQUITY (ROE) AVG 15Y
24.61%
RETURN ON EQUITY (ROE) AVG 20Y
23.22%
CURRENT VS TTM AVG
+3.65%
CURRENT VS 3Y AVG
+2.90%
CURRENT VS 5Y AVG
+3.12%
CURRENT VS 10Y AVG
-20.32%
CURRENT VS 15Y AVG
-17.96%
CURRENT VS 20Y AVG
-13.04%
SECTOR MEDIAN · FINANCIAL SERVICES
13.39%
median of 102 covered companies
CURRENT VS SECTOR MEDIAN
+50.74%
vs the sector median at left
T. Rowe Price Group, Inc.
Market Cap
$22.41B
Return on Equity (ROE)
20.19%
TTM Avg
19.48%
3Y Avg
19.62%
5Y Avg
19.58%
Market Cap
$22.99B
Return on Equity (ROE)
20.82%
TTM Avg
21.15%
3Y Avg
20.46%
5Y Avg
20.61%
Market Cap
$21.61B
Return on Equity (ROE)
10.05%
TTM Avg
8.61%
3Y Avg
8.02%
5Y Avg
5.93%
Market Cap
$23.37B
Return on Equity (ROE)
11.85%
TTM Avg
10.96%
3Y Avg
11.97%
5Y Avg
11.28%
Market Cap
$21.34B
Return on Equity (ROE)
13.52%
TTM Avg
10.57%
3Y Avg
8.54%
5Y Avg
7.15%
Market Cap
$21.23B
Return on Equity (ROE)
5.74%
TTM Avg
6.12%
3Y Avg
0.25%
5Y Avg
-2.77%
Market Cap
$20.85B
Return on Equity (ROE)
-4.14%
TTM Avg
6.58%
3Y Avg
4.49%
5Y Avg
3.98%
Market Cap
$20.65B
Return on Equity (ROE)
9.58%
TTM Avg
11.91%
3Y Avg
13.50%
5Y Avg
13.47%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| T. Rowe Price Group, Inc. (TROW) | $22.41B | 20.19% | 19.48% | 19.62% | 19.58% |
| KeyCorp (KEY)vs › | $21.85B | 10.25% | 4.04% | 7.23% | 8.58% |
| Synchrony Financial (SYF)vs › | $22.99B | 20.82% | 21.15% | 20.46% | 20.61% |
| Loews Corporation (L)vs › | $21.61B | 10.05% | 8.61% | 8.02% | 5.93% |
| Regions Financial Corporation (RF)vs › | $23.37B | 11.85% | 10.96% | 11.97% | 11.28% |
| Tradeweb Markets Inc. (TW)vs › | $21.34B | 13.52% | 10.57% | 8.54% | 7.15% |
| SoFi Technologies, Inc. (SOFI)vs › | $21.23B | 5.74% | 6.12% | 0.25% | -2.77% |
| Global Payments Inc. (GPN)vs › | $20.85B | -4.14% | 6.58% | 4.49% | 3.98% |
| Brown & Brown, Inc. (BRO)vs › | $20.65B | 9.58% | 11.91% | 13.50% | 13.47% |
| Principal Financial Group, Inc. (PFG)vs › | $24.39B | 12.74% | 12.07% | 19.35% | 15.94% |
ROE
20.2%
ROA
14.5%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 20.19% |
| 2026-03-31 | 19.44% |
| 2025-12-31 | 19.22% |
| 2025-09-30 | 19.25% |
| 2025-06-30 | 19.30% |
| 2025-03-31 | 19.40% |
| 2024-12-31 | 20.30% |
| 2024-09-30 | 20.47% |
| 2024-06-30 | 19.62% |
| 2024-03-31 | 19.84% |
| 2023-12-31 | 18.82% |
| 2023-09-30 | 17.20% |
| 2023-06-30 | 16.71% |
| 2023-03-31 | 15.60% |
| 2022-12-31 | 17.62% |
| 2022-09-30 | 22.82% |
| 2022-06-30 | 27.06% |
| 2022-03-31 | 32.04% |
| 2021-12-31 | 34.17% |
| 2021-09-30 | 37.83% |
| 2021-06-30 | 37.90% |
| 2021-03-31 | 34.70% |
| 2020-12-31 | 30.79% |
| 2020-09-30 | 29.94% |
| 2020-06-30 | 30.18% |
| 2020-03-31 | 30.49% |
| 2019-12-31 | 30.01% |
| 2019-09-30 | 28.33% |
| 2019-06-30 | 30.02% |
| 2019-03-31 | 30.05% |
| 2018-12-31 | 30.00% |
| 2018-09-30 | 28.37% |
| 2018-06-30 | 26.83% |
| 2018-03-31 | 26.53% |
| 2017-12-31 | 25.72% |
| 2017-09-30 | 27.69% |
| 2017-06-30 | 28.39% |
| 2017-03-31 | 25.93% |
| 2016-12-31 | 24.26% |
| 2016-09-30 | 23.55% |
| 2016-06-30 | 22.38% |
| 2016-03-31 | 25.56% |
| 2015-12-31 | 25.68% |
| 2015-09-30 | 26.44% |
| 2015-06-30 | 25.41% |
| 2015-03-31 | 24.69% |
| 2014-12-31 | 22.79% |
| 2014-09-30 | 22.98% |
| 2014-06-30 | 22.15% |
| 2014-03-31 | 22.04% |
| 2013-12-31 | 21.75% |
| 2013-09-30 | 21.85% |
| 2013-06-30 | 22.48% |
| 2013-03-31 | 22.60% |
| 2012-12-31 | 22.97% |
| 2012-09-30 | 21.77% |
| 2012-06-30 | 21.28% |
| 2012-03-31 | 21.38% |
| 2011-12-31 | 22.60% |
| 2011-09-30 | 23.75% |
| 2011-06-30 | 22.27% |
| 2011-03-31 | 20.65% |
| 2010-12-31 | 20.39% |
| 2010-09-30 | 20.66% |
| 2010-06-30 | 20.17% |
| 2010-03-31 | 17.91% |
| 2009-12-31 | 15.04% |
| 2009-09-30 | 11.15% |
| 2009-06-30 | 12.61% |
| 2009-03-31 | 15.75% |
| 2008-12-31 | 19.72% |
| 2008-09-30 | 24.74% |
| 2008-06-30 | 25.61% |
| 2008-03-31 | 26.34% |
| 2007-12-31 | 24.15% |
| 2007-09-30 | 23.51% |
| 2007-06-30 | 22.08% |
| 2007-03-31 | 21.81% |
| 2006-12-31 | 21.83% |
| 2006-09-30 | 21.98% |
| 2006-06-30 | 22.66% |
| 2006-03-31 | 20.88% |
| 2005-12-31 | 21.16% |
| 2005-09-30 | 21.49% |
| 2005-06-30 | 20.91% |
| 2005-03-31 | 20.19% |
| 2004-12-31 | 19.87% |
| 2004-09-30 | 19.71% |
| 2004-06-30 | 19.53% |
| 2004-03-31 | 18.74% |
| 2003-12-31 | 17.12% |
| 2003-09-30 | 16.20% |
| 2003-06-30 | 15.27% |
