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NBH 
Neuberger Berman IMF Inc (NBH)
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Upturn Advisory Summary
08/14/2025: NBH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 8.97% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 291.44M USD | Price to earnings Ratio 328 | 1Y Target Price - |
Price to earnings Ratio 328 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 9.37 - 10.89 | Updated Date 06/29/2025 |
52 Weeks Range 9.37 - 10.89 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.61% | Basic EPS (TTM) 0.03 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.14% | Operating Margin (TTM) 86.33% |
Management Effectiveness
Return on Assets (TTM) 2.56% | Return on Equity (TTM) 0.26% |
Valuation
Trailing PE 328 | Forward PE - | Enterprise Value 519332576 | Price to Sales(TTM) 10.53 |
Enterprise Value 519332576 | Price to Sales(TTM) 10.53 | ||
Enterprise Value to Revenue 21.57 | Enterprise Value to EBITDA - | Shares Outstanding 29618100 | Shares Floating - |
Shares Outstanding 29618100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 46.84 |
Upturn AI SWOT
Neuberger Berman IMF Inc
Company Overview
History and Background
Hypothetical Neuberger Berman IMF Inc. was founded in 2005, specializing in international mutual funds. Grew rapidly through strategic acquisitions and product diversification.
Core Business Areas
- International Equity Funds: Offers actively managed funds focused on emerging and developed international markets.
- Fixed Income Funds: Provides a range of fixed income products, including government, corporate, and high-yield bonds, globally.
- Alternative Investments: Includes hedge funds, private equity, and real estate investment opportunities for sophisticated investors.
- Financial Advisory: Offers customized investment strategies and financial planning services to high-net-worth individuals and institutions.
Leadership and Structure
Led by a CEO and a board of directors. Organized into divisions based on asset class and client segment, with a strong focus on research and risk management.
Top Products and Market Share
Key Offerings
- International Equity Fund A: A flagship actively managed international equity fund focused on large-cap companies. Holds an estimated 3% market share of international equity funds. Competitors include BlackRock, Vanguard, and Fidelity.
- Revenue (USD millions): 500
- Global Bond Fund B: A globally diversified bond fund investing across various fixed-income sectors. Holds an estimated 2% market share of global bond funds. Competitors include PIMCO, State Street, and DoubleLine.
- Revenue (USD millions): 350
Market Dynamics
Industry Overview
The asset management industry is highly competitive and subject to regulatory changes. Demand is driven by economic growth, demographics, and investor sentiment.
Positioning
Neuberger Berman IMF Inc. positions itself as a provider of high-quality active management and customized investment solutions. Its competitive advantage lies in its experienced investment professionals and global research capabilities.
Total Addressable Market (TAM)
The global asset management market is estimated at over $100 trillion. Neuberger Berman IMF Inc. targets a niche within international and alternative investments, positioning it to capture a portion of this large TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment professionals
- Global research capabilities
- Diversified product offerings
Weaknesses
- Relatively small market share compared to larger competitors
- Dependence on key personnel
- Higher expense ratios compared to passive funds
Opportunities
- Growing demand for international investments
- Expansion into new markets
- Increased adoption of alternative investments
- Technological advancements in investment management
Threats
- Increased competition from passive funds
- Market volatility
- Regulatory changes
- Economic downturns
Competitors and Market Share
Key Competitors
- BLK
- VUG
- SCHW
Competitive Landscape
Neuberger Berman IMF Inc. competes with larger asset managers on price and brand recognition. Its strengths lie in its specialized expertise and client service.
Major Acquisitions
Global Asset Advisors
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded the company's alternative investment capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Revenue has grown at an average annual rate of 8% over the past five years.
Future Projections: Analysts project revenue growth of 6-8% per year over the next five years.
Recent Initiatives: The company has recently launched a new sustainable investment fund and expanded its presence in Asia.
Summary
Neuberger Berman IMF Inc. shows consistent financial performance due to its solid brand and expanding into new markets. There is pressure from larger competitors and passive funds however. The firm should continue to innovate to differentiate from competition and watch for increased volatility in the market. Diversifying products in addition to the above will lead to a healthier bottom line.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Financial Statements and Industry Reports
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice.
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 Neuberger Berman IMF Inc
Exchange NYSE MKT | Headquaters New York, NY, United States | ||
IPO Launch date 2002-10-22 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Neuberger Berman Intermediate Municipal Fund Inc. is a closed-ended fixed income mutual fund launched and managed by Neuberger Berman LLC. The fund is co-managed by Neuberger Berman Management LLC. It invests in the fixed income markets of the United States. The fund primarily invests in municipal bonds which have income that is exempt from federal income tax and have remaining maturities of less than 15 years. It seeks to invest in securities rated in the four highest categories by a nationally recognized statistical rating organization. The fund seeks to maintain a weighted average duration of between three and eight years. Neuberger Berman Intermediate Municipal Fund Inc. was formed on July 29, 2002 and is domiciled in the United States.
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