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Upturn AI SWOT - About
FHI 
Federated Investors Inc B (FHI)
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Upturn Advisory Summary
07/01/2025: FHI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
8 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $42.29
1 Year Target Price $42.29
| 1 | Strong Buy |
| 0 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 17.31% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.51B USD | Price to earnings Ratio 12.35 | 1Y Target Price 42.29 |
Price to earnings Ratio 12.35 | 1Y Target Price 42.29 | ||
Volume (30-day avg) 8 | Beta 0.72 | 52 Weeks Range 31.04 - 45.04 | Updated Date 07/1/2025 |
52 Weeks Range 31.04 - 45.04 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 3.07% | Basic EPS (TTM) 3.59 |
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 17.74% | Operating Margin (TTM) 31.11% |
Management Effectiveness
Return on Assets (TTM) 14.02% | Return on Equity (TTM) 25.15% |
Valuation
Trailing PE 12.35 | Forward PE 10.65 | Enterprise Value 3423109622 | Price to Sales(TTM) 2.11 |
Enterprise Value 3423109622 | Price to Sales(TTM) 2.11 | ||
Enterprise Value to Revenue 2.06 | Enterprise Value to EBITDA 7.63 | Shares Outstanding 79093904 | Shares Floating 72031860 |
Shares Outstanding 79093904 | Shares Floating 72031860 | ||
Percent Insiders 4.09 | Percent Institutions 81.49 |
Analyst Ratings
Rating 2 | Target Price 42.29 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 6 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Federated Investors Inc B
Company Overview
History and Background
Federated Investors was founded in 1955 in Pittsburgh, Pennsylvania. It has grown from a small investment firm to one of the largest investment managers in the U.S., managing trillions in assets across a range of investment strategies. In 2018, Federated Investors acquired Hermes Investment Management. In February 2024, Federated Hermes has $690.3 billion in assets under management.
Core Business Areas
- Equity: Actively manages equity portfolios across various market capitalizations and investment styles, including growth, value, and dividend-focused strategies.
- Fixed Income: Offers a broad array of fixed income strategies, including government, corporate, municipal, and high-yield bond funds.
- Alternative Investments: Provides alternative investment solutions such as private equity, real estate, and hedge funds, targeting institutional investors and high-net-worth individuals.
- Liquidity Management: Specializes in cash management and short-duration fixed income products for corporations, institutions, and individuals.
Leadership and Structure
The company is led by J. Christopher Donahue, President and Chief Executive Officer. The organizational structure comprises various investment teams specializing in different asset classes and strategies, supported by a centralized operations and distribution platform.
Top Products and Market Share
Key Offerings
- Product Name 1: Money Market Funds: Federated Hermes is one of the largest providers of money market funds in the U.S. Estimated to manage over $350 billion in assets. Competitors include BlackRock, Vanguard, and Fidelity.
- Product Name 2: Fixed Income Funds: Actively manages a variety of fixed-income products. Market share data is difficult to precisely define given the breadth of the fixed income market, but Federated Hermes is a significant player. Competitors include PIMCO, BlackRock, and Capital Group.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and affected by market volatility, interest rate changes, regulatory changes, and investor sentiment. It is experiencing a trend towards passive investing, consolidation, and increased focus on ESG factors.
Positioning
Federated Hermes is a well-established asset manager with a strong reputation, particularly in cash management and fixed income. Its competitive advantages include its diverse product offerings, experienced investment teams, and extensive distribution network.
Total Addressable Market (TAM)
The global asset management market is estimated to be over $100 trillion. Federated Hermes captures a fraction of the TAM, with room for growth through expansion into new markets and product development.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Diverse product offerings
- Experienced management team
- Extensive distribution network
- Solid track record in cash management and fixed income
Weaknesses
- Exposure to market volatility
- Dependence on key personnel
- Potential for regulatory changes
- Competition from larger asset managers
- High operating expenses due to active management strategies
Opportunities
- Expanding into new markets
- Developing new products and services
- Acquiring smaller asset managers
- Leveraging technology to improve efficiency
- Capitalizing on the growing demand for ESG investments
Threats
- Increased competition from passive investment strategies
- Market downturns
- Rising interest rates
- Changes in regulatory requirements
- Loss of key personnel
Competitors and Market Share
Key Competitors
- BLK
- VANG
- TROW
- JPM
Competitive Landscape
Federated Hermes competes with larger asset managers like BlackRock and Vanguard, as well as specialized firms. Its competitive advantages include its strong cash management expertise and diverse product offerings. However, it faces challenges from lower-cost passive investment strategies.
Major Acquisitions
Hermes Investment Management
- Year: 2018
- Acquisition Price (USD millions): 426
- Strategic Rationale: Expanded Federated Hermes' capabilities in ESG investing and international markets.
Growth Trajectory and Initiatives
Historical Growth: Federated Hermes has experienced steady growth over the past decade, driven by organic growth and acquisitions.
Future Projections: Analysts project continued growth of 5-7% per year, driven by expansion into new markets and product development.
Recent Initiatives: Recent initiatives include expanding ESG offerings, integrating Hermes Investment Management, and investing in technology.
Summary
Federated Hermes is a well-established asset manager with a strong brand and a diverse product line. The company's expertise in cash management and fixed income provides a solid foundation, while its ESG initiatives position it for future growth. Competition from passive investment strategies and market volatility are key challenges to watch out for. Federated Hermes looks to be well positioned to stay competitive in this market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Analyst Reports
- Industry Publications
- Federated Hermes Website
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is based on estimates and may not be precise. Financial data is based on historical performance and is not indicative of future results.
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 2000 | |
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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