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Upturn AI SWOT - About
FHI 
Federated Investors Inc B (FHI)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
10/23/2025: FHI (3-star) is currently NOT-A-BUY. Pass it for now.
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 $51.86
1 Year Target Price $51.86
| 1 | Strong Buy |
| 0 | Buy |
| 6 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 35.45% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.89B USD | Price to earnings Ratio 11.13 | 1Y Target Price 51.86 |
Price to earnings Ratio 11.13 | 1Y Target Price 51.86 | ||
Volume (30-day avg) 8 | Beta 0.74 | 52 Weeks Range 34.54 - 54.42 | Updated Date 10/23/2025 |
52 Weeks Range 34.54 - 54.42 | Updated Date 10/23/2025 | ||
Dividends yield (FY) 2.49% | 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 2025-10-30 | When After Market | Estimate 1.09 | 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 11.13 | Forward PE 10.98 | Enterprise Value 3837282539 | Price to Sales(TTM) 2.32 |
Enterprise Value 3837282539 | Price to Sales(TTM) 2.32 | ||
Enterprise Value to Revenue 2.28 | Enterprise Value to EBITDA 7.15 | Shares Outstanding 77551065 | Shares Floating 70508997 |
Shares Outstanding 77551065 | Shares Floating 70508997 | ||
Percent Insiders 4.14 | Percent Institutions 87.14 |
Upturn AI SWOT
Federated Investors Inc B
Company Overview
History and Background
Federated Investors, now Federated Hermes, Inc., was founded in 1955 in Pittsburgh, Pennsylvania. Initially focused on providing investment products to banks, the company expanded to offer a wide array of investment management services to individuals and institutions. A significant milestone was its growth through acquisitions and its eventual public listing. Over time, Federated evolved into a leading global investment manager.
Core Business Areas
- Equity: Manages a variety of equity strategies, including growth, value, and dividend-focused funds. This includes individual and institutional clients. These are actively managed.
- Fixed Income: Offers a broad range of fixed-income strategies, including government, corporate, and high-yield bonds. These are actively managed.
- Alternative Investments: Provides alternative investment products, such as private equity, real estate, and hedge fund strategies. This also includes energy.
- Money Market: Offers money market funds for investors seeking short-term liquidity and capital preservation.
- Global Investment Solutions: Provides a broad range of investment products and services to institutional investors outside of the US.
Leadership and Structure
Federated Hermes, Inc. is led by a team of experienced investment professionals and executives. The organizational structure includes various investment teams specializing in different asset classes and strategies, overseen by senior management.
Top Products and Market Share
Key Offerings
- Money Market Funds: Federated Hermes is a major player in money market funds. Competitors include BlackRock and Vanguard. Market share fluctuates, but Federated Hermes is typically among the top providers.
- Fixed Income Funds: Federated Hermes offers a wide array of fixed income products. Competitors include PIMCO and Capital Group. Market share is significant, but not dominant.
- Equity Funds: Federated Hermes also manages a range of equity funds. Competitors include Fidelity and T. Rowe Price. This is a smaller area compared to other revenue streams.
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with increasing pressure on fees and growing demand for passive investment strategies. Regulatory changes and market volatility also impact the industry. There is increased competition in actively managed investments.
Positioning
Federated Hermes is positioned as a provider of both active and passive investment strategies, with a focus on delivering consistent performance and strong client service. The company differentiates itself through its investment expertise and risk management capabilities.
Total Addressable Market (TAM)
The global asset management market is estimated to be worth trillions of dollars. Federated Hermes is positioned to capture a share of this market through its diverse product offerings and distribution network.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Diversified product offerings
- Experienced investment professionals
- Established distribution network
- Strong cash position
Weaknesses
- Exposure to market volatility
- Reliance on active management performance
- Fee pressure from passive investment products
- Dependence on key personnel
Opportunities
- Expansion into new markets
- Acquisition of complementary businesses
- Development of innovative investment products
- Increased demand for ESG investing
Threats
- Increased competition
- Regulatory changes
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BLK
- TROW
- PNC
- JPM
- MS
Competitive Landscape
Federated Hermes faces intense competition from larger and more established asset managers. The company's ability to differentiate itself through investment performance and client service is crucial for success.
Major Acquisitions
Hermes Investment Management
- Year: 2018
- Acquisition Price (USD millions): 475
- Strategic Rationale: Expanded Federated's ESG capabilities and international presence.
Growth Trajectory and Initiatives
Historical Growth: Historical growth requires access to financial data and is not available.
Future Projections: Future projections require access to analyst estimates and are not available.
Recent Initiatives: Recent initiatives include focus on ESG investing and expansion of its alternative investment platform.
Summary
Federated Hermes is a reputable investment management firm with a diversified product line. Its strengths lie in its established brand, experienced professionals, and focus on client service. However, it faces challenges related to market volatility, competition, and the shift towards passive investing. Future growth will depend on its ability to innovate and adapt to changing market conditions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available information, company websites, and industry reports.
Disclaimers:
This analysis is based on publicly available information and does not constitute financial advice. Market share data is estimated and may not be precise. Real-time financial and price data was not used.
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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