(FHI) Federated Investors - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3142111034
FHI EPS (Earnings per Share)
FHI Revenue
FHI: Mutual Funds, Portfolios, Investment Strategies
Federated Hermes, Inc., operating as Federated Investors Inc B (NYSE:FHI), is a leading publicly owned investment manager that provides a wide range of financial services to diverse clients, including high net worth individuals, institutional investors, and registered investment advisors. The firms comprehensive offerings include managing equity, fixed income, balanced, and money market mutual funds, as well as separate client-focused portfolios tailored to specific investment objectives.
The companys investment strategy encompasses a broad spectrum of asset classes, including growth and value stocks across various market capitalizations, and fixed income securities such as mortgage-backed, U.S. Government, corporate, high yield, and municipal bonds. By employing both fundamental and quantitative analysis, Federated Hermes navigates the global public equity and fixed income markets to identify opportunities that align with its clients goals.
With a history dating back to 1955 and headquartered in Pittsburgh, Pennsylvania, Federated Hermes has established a significant presence in the financial industry, complemented by additional offices in New York City and London, United Kingdom. The firms expertise and global reach enable it to capitalize on market trends and deliver value to its clients.
Analyzing the technical data, FHIs last price is $42.44, closely aligned with its 20-day Simple Moving Average (SMA) of $42.46, indicating a stable short-term trend. The 50-day SMA at $40.46 and 200-day SMA at $38.80 suggest a longer-term uptrend. With an Average True Range (ATR) of 0.69, representing a 1.62% daily price movement, the stock exhibits moderate volatility. Considering the fundamental data, FHIs market capitalization stands at $3.34 billion, with a Price-to-Earnings (P/E) ratio of 11.84 and a forward P/E of 10.21, indicating a relatively attractive valuation. The Return on Equity (RoE) of 24.66% highlights the companys profitability.
Based on the technical and fundamental analysis, a forecast for FHI suggests potential for growth, driven by its stable short-term trend and longer-term uptrend. As the company continues to navigate the global financial markets effectively, its diversified investment offerings and strong profitability position it for potential expansion. With a current price near its 52-week high of $43.34 and a relatively low P/E ratio, FHI may present a buying opportunity for investors seeking exposure to the asset management sector. A potential target price could be around $45-$48, representing a 6-13% increase from the current price, driven by continued market appreciation and the companys strong fundamentals.
Additional Sources for FHI Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
FHI Stock Overview
Market Cap in USD | 3,344m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1998-05-14 |
FHI Stock Ratings
Growth Rating | 79.0 |
Fundamental | 85.8 |
Dividend Rating | 55.4 |
Rel. Strength | 9.38 |
Analysts | 3.13 of 5 |
Fair Price Momentum | 46.11 USD |
Fair Price DCF | 93.82 USD |
FHI Dividends
Dividend Yield 12m | 3.17% |
Yield on Cost 5y | 6.86% |
Annual Growth 5y | 1.22% |
Payout Consistency | 89.0% |
Payout Ratio | 35.8% |
FHI Growth Ratios
Growth Correlation 3m | 70.7% |
Growth Correlation 12m | 76.7% |
Growth Correlation 5y | 87.4% |
CAGR 5y | 17.86% |
CAGR/Max DD 5y | 0.60 |
Sharpe Ratio 12m | 1.09 |
Alpha | 28.36 |
Beta | 0.486 |
Volatility | 19.43% |
Current Volume | 722.1k |
Average Volume 20d | 809.6k |
As of June 15, 2025, the stock is trading at USD 42.13 with a total of 722,110 shares traded.
Over the past week, the price has changed by -0.38%, over one month by -1.61%, over three months by +13.02% and over the past year by +36.09%.
Yes, based on ValueRay´s Fundamental Analyses, Federated Investors (NYSE:FHI) is currently (June 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 85.83 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of FHI is around 46.11 USD . This means that FHI is currently overvalued and has a potential downside of 9.45%.
Federated Investors has received a consensus analysts rating of 3.13. Therefor, it is recommend to hold FHI.
- Strong Buy: 1
- Buy: 0
- Hold: 6
- Sell: 1
- Strong Sell: 0
According to our own proprietary Forecast Model, FHI Federated Investors will be worth about 51 in June 2026. The stock is currently trading at 42.13. This means that the stock has a potential upside of +21.05%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | 42 | -0.3% |
Analysts Target Price | 42 | -0.3% |
ValueRay Target Price | 51 | 21.1% |