T. Rowe Price Target Retirement 2040 Fund (TRHRX) Investment Research Dashboard
About T. Rowe Price Target Retirement 2040 Fund (TRHRX) stock analysis
Get live TRHRX stock price $18.90, comprehensive T. Rowe Price Target Retirement 2040 Fund stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time TRHRX stock data and investment insights.
Loading chart data...
T. Rowe Price Target Retirement 2040 Fund (TRHRX) Overview
T. Rowe Price Target Retirement 2040 Fund (TRHRX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, TRHRX trades at $18.90 with a market capitalization of 447.49M . Over the past 52 weeks, TRHRX has traded between $17.06 and $19.18 , with the current price positioned at approximately 87% of this ...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 447.49M
- Current price: $18.90
- 52-week range: $17.06 - $19.18
- P/E ratio: 39.43
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The fund seeks to accomplish its objectives by investing in a broad array of T. Rowe Price's proprietary stock and bond mutual funds, encompassing diverse asset classes and market sectors. Its management strategy is specifically tailored to the desig...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- N/A
Contact Information
- Address
- 100 East Pratt Street
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 39.4)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for T. Rowe Price Target Retirement 2040 Fund shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for T. Rowe Price Target Retirement 2040 Fund
- ⚠Investors should consider how T. Rowe Price Target Retirement 2040 Fund fits within their overall portfolio allocation
- ⚠Premium valuation (P/E: 39.4) requires strong growth to justify
Market Cap
447.49M
P/E Ratio (TTM)
39.43
Beta
1.03
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare TRHRX with peer companies:
- Price
- $10.82+0.56% (1D)
- Market cap
- 383.40M
- Price
- $17.29+0.06% (1D)
- Market cap
- 506.95M
- Price
- $20.69+0.00% (1D)
- Market cap
- 468.85M
- Price
- $15.21+0.13% (1D)
- Market cap
- 376.14M
- Price
- $22.76+0.04% (1D)
- Market cap
- 312.20M
- Price
- $22.06+0.05% (1D)
- Market cap
- 423.24M
- Price
- $12.81+0.00% (1D)
- Market cap
- 240.13M
- Price
- $14.15+0.00% (1D)
- Market cap
- 404.06M
- Price
- $15.62+0.00% (1D)
- Market cap
- 547.60M
- Price
- $170.72+0.53% (1D)
- Market cap
- 495.13M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
84/100 ⭐⭐⭐⭐⭐
- Overall
- -0.1%
- NYSE
- +0.1%
- NASDAQ
- -0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | -0.1% | +1.1% | +1.8% | 19.3 | 84/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.1% | +2.4% | +1.2% | 23.5 | 82/100⭐⭐⭐⭐⭐ |
| Communication Services | +0.4% | -2.4% | +2.0% | 22.2 | 71/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +1.3% | +1.5% | +0.3% | 29.2 | 69/100⭐⭐⭐⭐ |
| Basic Materials | -0.7% | +0.4% | -1.8% | 24.9 | 55/100⭐⭐⭐⭐ |
| Energy | -0.4% | -0.6% | -2.5% | 19.4 | 48/100⭐⭐⭐ |
| Real Estate | -1.6% | +1.2% | -2.5% | 29.4 | 48/100⭐⭐⭐ |
| Utilities | -1.5% | +1.7% | -2.7% | 25.4 | 48/100⭐⭐⭐ |
| Consumer Cyclical | -0.3% | -2.2% | -4.6% | 43.1 | 17/100⭐ |
| Industrials | -0.4% | +0.0% | -8.8% | 30.5 | 17/100⭐ |
| Technology | -1.9% | -1.0% | -5.5% | 41.9 | 12/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-27.