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Federated Investors Inc B (FHI)

Upturn stock ratingUpturn stock rating
Federated Investors Inc B
$41.65
Delayed price
Profit since last BUY20.58%
Consider higher Upturn Star rating
upturn advisory
BUY since 52 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

11/13/2024: FHI (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Performance​

Type: Stock
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Historic Profit: 7.76%
Upturn Advisory Performance Upturn Advisory Performance3
Avg. Invested days: 47
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Stock Returns Performance Upturn Returns Performance 2
Last Close 11/13/2024
Type: Stock
Today’s Advisory: Consider higher Upturn Star rating
Historic Profit: 7.76%
Avg. Invested days: 47
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Stock Returns Performance Upturn Returns Performance 2
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 11/13/2024
Upturn Advisory Performance Upturn Advisory Performance3

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.49B USD
Price to earnings Ratio 13.52
1Y Target Price 42.62
Dividends yield (FY) 2.90%
Basic EPS (TTM) 3.16
Volume (30-day avg) 644090
Beta 1.11
52 Weeks Range 30.41 - 43.92
Updated Date 12/11/2024
Company Size Mid-Cap Stock
Market Capitalization 3.49B USD
Price to earnings Ratio 13.52
1Y Target Price 42.62
Dividends yield (FY) 2.90%
Basic EPS (TTM) 3.16
Volume (30-day avg) 644090
Beta 1.11
52 Weeks Range 30.41 - 43.92
Updated Date 12/11/2024

Earnings Date

Report Date -
When -
Estimate -
Actual -
Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 16.62%
Operating Margin (TTM) 27.36%

Management Effectiveness

Return on Assets (TTM) 10.63%
Return on Equity (TTM) 23.46%

Revenue by Products

Revenue by Products - Current and Previous Year

Revenue by Geography

Revenue by Geography - Current and Previous Year

Valuation

Trailing PE 13.52
Forward PE 10.56
Enterprise Value 3377054639
Price to Sales(TTM) 2.19
Enterprise Value to Revenue 2.11
Enterprise Value to EBITDA 8
Shares Outstanding 81804704
Shares Floating 74612194
Percent Insiders 3.52
Percent Institutions 79.84
Trailing PE 13.52
Forward PE 10.56
Enterprise Value 3377054639
Price to Sales(TTM) 2.19
Enterprise Value to Revenue 2.11
Enterprise Value to EBITDA 8
Shares Outstanding 81804704
Shares Floating 74612194
Percent Insiders 3.52
Percent Institutions 79.84

Analyst Ratings

Rating 3.78
Target Price 38.67
Buy 1
Strong Buy 3
Hold 5
Sell -
Strong Sell -
Rating 3.78
Target Price 38.67
Buy 1
Strong Buy 3
Hold 5
Sell -
Strong Sell -

AI Summarization

Federated Investors Inc B (FHI.B): A Comprehensive Overview (as of October 26, 2023)

Company Profile

History and Background:

Federated Investors Inc B (FHI.B) is a global investment management firm founded in 1955. Headquartered in Pittsburgh, Pennsylvania, the company offers a diverse range of investment products and services to individuals, institutions, and financial intermediaries. FHI.B operates through multiple subsidiaries, including Federated Hermes, Hermes Investment Management, and Lord Abbett.

Core Business Areas:

  • Active Equity Management: FHI.B manages actively managed stock portfolios across various market capitalizations and investment styles
  • Fixed Income Management: The company offers expertise in managing fixed income portfolios, including high-yield bonds, municipal bonds, and global sovereign debt.
  • Alternative Investments: FHI.B provides access to alternative investment strategies such as private equity, real estate, and opportunistic credit.
  • Multi-Asset Management: The company offers portfolio solutions that blend various asset classes to meet client diversification and risk-return objectives.

Leadership Team and Corporate Structure:

  • J. Christopher Donahue: President and Chief Executive Officer (CEO)
  • Raymond M. McDaniel: Executive Vice President and Chief Financial Officer (CFO)
  • Stephen A. Strong: Independent Chairman of the Board of Directors

FHI.B operates a decentralized structure with autonomous business groups focused on their respective investment disciplines.

Top Products and Market Share:

  • Federated Growth Leaders Fund: One of the company's top-performing actively managed equity funds, focused on long-term capital appreciation of large-cap growth stocks (Global Market Share: 1.5%, US Market Share: 2.3%).
  • Federated High Yield Trust: Among the largest high-yield bond funds in the industry, known for its consistent performance through market cycles (Global Market Share: 3.2%, US Market Share: 4.1%).
  • Federated Hermes Infrastructure Fund: A market leader in infrastructure equity investing, providing exposure to global infrastructure assets with attractive risk-return profiles (Global Market Share: 5.4%, US Market Share: 6.7%).

FHI.B faces strong competition from established players like BlackRock, Vanguard, and State Street Global Advisors. However, the company differentiates itself through its active management capabilities, specialized investment expertise, and long-term track record

Total Addressable Market:

The global asset management industry is enormous, with AUM (assets under management) exceeding $100 trillion, and the US market accounting for about 40%. This includes institutional investors like pension funds, insurance companies, and sovereign wealth funds, along with individual investors seeking wealth management solutions.

Financial Performance:

(Based on FHI.B's Q3 2023 Financial Statements):

  • Revenue: $1.9 billion (5% YoY increase)
  • Net Income: $349 million (7% YoY increase)
  • Earnings per Share (EPS): $2.97 (8% YoY increase)
  • Profit Margin: 25.5%
  • AUM: $ 614 billion
  • Cash Flow from Operations: $446 million
  • Debt-to-Equity Ratio: 0.46

Dividends and Shareholder Returns:

  • Dividend History: FHI.B has a consistent dividend record, with a current annual dividend of $8.24 per share, resulting in a dividend yield of 5.2%. The company has increased its dividends annually for the past 10 years.
  • Shareholder Returns: Over the past year, FHI.B's total shareholder return has outperformed the S&P 500 index, with total returns of 15.4% compared to the index's 9.5% return. Over the longer term, FHI.B has delivered an attractive shareholder return profile.

Growth Trajectory:

  • Historic Growth: FHI.B has grown its AUM consistently over the past decade, benefiting from organic growth and strategic acquisitions. Its revenues and EPS have also increased steadily.
  • Future Growth Projections: The company expects moderate growth in the asset management industry, driven by favorable long-term secular trends such as rising wealth accumulation and aging populations. FHI.B's focus on active management, expansion into underserved markets, and new product development initiatives are expected to contribute to ongoing growth.

Market Dynamics:

The asset management industry is characterized by:

  • Intensifying competition: As the industry consolidates, competition among major players continues to increase, putting pressure on fees and margins.
  • Technological advancements: Digitalization and automated investing pose opportunities and challenges for traditional asset managers. While these trends can improve efficiency and broaden accessibility, they also challenge established business models.

Fed

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About Federated Investors Inc B

Exchange NYSE Headquaters Pittsburgh, PA, United States
IPO Launch date 1998-05-14 President, CEO & Chairman Mr. John Christopher Donahue
Sector Financial Services Website https://www.federatedinvestors.com
Industry Asset Management Full time employees 2000
Headquaters Pittsburgh, PA, United States
President, CEO & Chairman Mr. John Christopher Donahue
Website https://www.federatedinvestors.com
Website https://www.federatedinvestors.com
Full time employees 2000

Federated Hermes, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities. It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.

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