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Upturn AI SWOT - About
FHI 
Federated Investors Inc B (FHI)
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Upturn Advisory Summary
08/28/2025: FHI (3-star) is a STRONG-BUY. BUY since 81 days. Profits (30.98%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $49.29
1 Year Target Price $49.29
| 1 | Strong Buy |
| 0 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 41.35% | Avg. Invested days 56 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.16B USD | Price to earnings Ratio 11.89 | 1Y Target Price 49.29 |
Price to earnings Ratio 11.89 | 1Y Target Price 49.29 | ||
Volume (30-day avg) 8 | Beta 0.71 | 52 Weeks Range 32.30 - 54.42 | Updated Date 08/28/2025 |
52 Weeks Range 32.30 - 54.42 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 2.35% | Basic EPS (TTM) 4.51 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 21.67% | Operating Margin (TTM) 27.56% |
Management Effectiveness
Return on Assets (TTM) 14.41% | Return on Equity (TTM) 32.24% |
Valuation
Trailing PE 11.89 | Forward PE 12.24 | Enterprise Value 4011017084 | Price to Sales(TTM) 2.47 |
Enterprise Value 4011017084 | Price to Sales(TTM) 2.47 | ||
Enterprise Value to Revenue 2.39 | Enterprise Value to EBITDA 7.47 | Shares Outstanding 77551104 | Shares Floating 70483124 |
Shares Outstanding 77551104 | Shares Floating 70483124 | ||
Percent Insiders 4.17 | Percent Institutions 86.81 |
Upturn AI SWOT
Federated Investors Inc B
Company Overview
History and Background
Federated Investors, founded in 1955, is a Pittsburgh-based investment management firm. Initially focused on money market funds, it has expanded into a diverse range of investment products and services through organic growth and acquisitions.
Core Business Areas
- Equity: Manages a variety of equity strategies, including growth, value, and dividend-focused funds.
- Fixed Income: Offers a wide array of fixed-income products, encompassing government, corporate, and high-yield bonds.
- Money Market: Provides money market funds for individual and institutional investors.
- Alternative Investments: Offers alternative investment strategies, including private equity and real estate, for accredited investors.
- Multi-Asset: Creates and manages multi-asset strategies that combine multiple investment classes
Leadership and Structure
Federated Hermes is led by a board of directors and a senior management team. The firm is organized into various investment teams, each specializing in a specific asset class or investment strategy. Suren Rana is the CEO and President.
Top Products and Market Share
Key Offerings
- Money Market Funds: Federated Hermes is a major provider of money market funds. The company is a leader in the money market space, catering to both retail and institutional clients. Competitors include BlackRock, Fidelity, and Vanguard.
- Fixed Income Funds: Federated Hermes offers a variety of fixed-income funds, from government bonds to high-yield corporate debt. Competitors include PIMCO, BlackRock, and State Street.
- Equity Funds: Federated Hermes offers a variety of equity funds. Competitors include Fidelity, Vanguard, and T Rowe Price.
Market Dynamics
Industry Overview
The asset management industry is characterized by intense competition, regulatory scrutiny, and evolving investor preferences. Trends include increased demand for passive investment strategies, ESG investing, and technology-driven solutions.
Positioning
Federated Hermes is a diversified asset manager with a strong presence in money market and fixed income. Its competitive advantages include a well-established brand, a broad product range, and a strong distribution network.
Total Addressable Market (TAM)
The global asset management market is estimated to be worth hundreds of trillions of dollars. Federated Hermes is positioned to capture a share of this TAM through its diverse product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diversified product line
- Extensive distribution network
- Experienced investment professionals
- Proven track record in money market funds
Weaknesses
- Dependence on money market fund business
- Exposure to regulatory changes
- Relatively smaller presence in passive investing
- Fee pressure in the asset management industry
- Integration risks associated with acquisitions
Opportunities
- Expanding into new asset classes (e.g., private markets)
- Growing international presence
- Developing ESG-focused investment products
- Leveraging technology to improve efficiency and client experience
- Acquiring smaller asset managers
Threats
- Increased competition from larger asset managers
- Economic downturns impacting asset values
- Rising interest rates affecting fixed-income performance
- Regulatory changes impacting money market funds
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BLK
- JPM
- V
- TROW
- GS
Competitive Landscape
Federated Hermes competes with larger asset managers with greater scale and brand recognition. Its strengths include its focus on specific asset classes and its distribution network. Competitors also may have greater global reach.
Major Acquisitions
Hermes Investment Management
- Year: 2018
- Acquisition Price (USD millions): 412.2
- Strategic Rationale: Expanded capabilities in ESG and international markets.
Growth Trajectory and Initiatives
Historical Growth: Historical growth can be assessed by examining revenue, asset under management (AUM), and earnings growth over the past years.
Future Projections: Future growth projections depend on analyst forecasts, market conditions, and company-specific initiatives.
Recent Initiatives: Recent initiatives include new product launches, acquisitions, and expansion into new markets.
Summary
Federated Hermes is a well-established asset manager with a strong position in money market funds. Its diversified product line and extensive distribution network are key strengths. However, it faces increasing competition, regulatory scrutiny, and the need to adapt to evolving investor preferences. The acquisition of Hermes Investment Management broadened its capabilities in ESG and international markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Industry reports
- Analyst estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is approximate and based on publicly available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Industry Asset Management | Full time employees 2072 | |
Full time employees 2072 | |||
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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