FHI:NYE-Federated Investors Inc B (USD)

COMMON STOCK | Asset Management |

Last Closing

USD 36.49

Change

+0.22 (+0.61)%

Market Cap

USD 3.08B

Volume

0.43M

Analyst Target

USD 28.00
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-10-02 )

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ETFs Containing FHI

CSB VictoryShares US Small Ca.. 1.59 % 0.35 %

-0.21 (0.00%)

USD 0.29B
XMLV Invesco S&P MidCap Low Vo.. 1.39 % 0.25 %

N/A

USD 0.83B
CSA VictoryShares US Small Ca.. 0.35 % 0.35 %

-0.25 (0.00%)

USD 0.03B
CSF VictoryShares US Discover.. 0.35 % 0.35 %

-0.08 (0.00%)

USD 0.04B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.77% 42% F 49% F
Dividend Return 5.61% 50% F 83% B
Total Return 13.38% 44% F 58% F
Trailing 12 Months  
Capital Gain 10.64% 20% F 36% F
Dividend Return 6.61% 43% F 77% C+
Total Return 17.25% 21% F 40% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 9.86% N/A N/A 67% D+
Dividend Return 13.56% N/A N/A 70% C-
Total Return 3.70% N/A N/A 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 21.15% N/A N/A 49% F
Risk Adjusted Return 64.10% N/A N/A 79% B-
Market Capitalization 3.08B 87% B+ 71% C-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.