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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
02/07/2025: FHI (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 6.13% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/07/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.30B USD | Price to earnings Ratio 12.62 | 1Y Target Price 40.86 |
Price to earnings Ratio 12.62 | 1Y Target Price 40.86 | ||
Volume (30-day avg) 685180 | Beta 1.06 | 52 Weeks Range 30.17 - 43.58 | Updated Date 03/31/2025 |
52 Weeks Range 30.17 - 43.58 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 3.04% | Basic EPS (TTM) 3.23 |
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 16.44% | Operating Margin (TTM) 41.03% |
Management Effectiveness
Return on Assets (TTM) 12.7% | Return on Equity (TTM) 23.29% |
Valuation
Trailing PE 12.62 | Forward PE 9.97 | Enterprise Value 3119697357 | Price to Sales(TTM) 2.02 |
Enterprise Value 3119697357 | Price to Sales(TTM) 2.02 | ||
Enterprise Value to Revenue 1.91 | Enterprise Value to EBITDA 7.49 | Shares Outstanding 81061800 | Shares Floating 74221241 |
Shares Outstanding 81061800 | Shares Floating 74221241 | ||
Percent Insiders 4 | Percent Institutions 82.69 |
Analyst Ratings
Rating 3.44 | Target Price 42 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 7 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Federated Investors Inc B
Company Overview
History and Background
Federated Investors, founded in 1955 and later known as Federated Hermes after acquiring Hermes Investment Management in 2018, is a leading investment management firm. Initially focused on mutual funds, it has expanded its offerings to include various investment products and services.
Core Business Areas
- Equity: Manages equity portfolios, including actively managed and index-based strategies.
- Fixed Income: Offers a range of fixed-income strategies, from short-term to long-term, catering to different risk profiles.
- Alternative Investments: Provides alternative investment strategies, including private equity, real estate, and hedge funds.
- Liquidity Management: Specializes in cash management and short-term investment solutions for institutional clients.
- Multi-Asset: Offers comprehensive multi-asset class solutions to meet the investment needs of institutional and retail clients
Leadership and Structure
The company is led by J. Christopher Donahue (President & CEO). Its organizational structure comprises various investment teams specializing in different asset classes, supported by sales, marketing, and operational functions.
Top Products and Market Share
Key Offerings
- Money Market Funds: Federated Hermes is a significant provider of money market funds. Market share fluctuates, but it's consistently among the top players. Competitors: BlackRock, Fidelity, Vanguard. Specific market share data is highly variable and dependent on the reporting period.
- Fixed Income Funds: Offers a broad range of fixed income funds. Market share varies by fund type. Competitors: PIMCO, Capital Group, BlackRock. Revenue for this product can be estimated based on AUM and management fees. (Data is not possible without current AUM and fees)
- Equity Funds: Manages various actively and passively managed equity funds. Competitors: Vanguard, Fidelity, BlackRock.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, influenced by market volatility, regulatory changes, and investor preferences. There's a growing trend towards passive investing and ESG integration.
Positioning
Federated Hermes is a well-established player with a diversified product line. Its competitive advantages include its strong distribution network and focus on client service.
Total Addressable Market (TAM)
The global asset management market is worth trillions of dollars. Federated Hermes is positioned to capture a portion of this TAM through its diversified product offerings and distribution capabilities.
Upturn SWOT Analysis
Strengths
- Diversified product offerings
- Strong distribution network
- Experienced management team
- Established brand reputation
- Solid financial performance
Weaknesses
- Dependence on market performance
- Potential for increased regulatory scrutiny
- Exposure to interest rate risk
- Vulnerable to key personnel departures
- Potential for negative impacts from market volatility
Opportunities
- Growing demand for ESG investing
- Expansion into new markets
- Acquisitions of complementary businesses
- Development of innovative investment products
- Increased adoption of technology
Threats
- Increased competition from low-cost providers
- Regulatory changes
- Market downturns
- Cybersecurity risks
- Changes in investor preferences
Competitors and Market Share
Key Competitors
- BLK
- TROW
- IVZ
- APAM
- WDR
Competitive Landscape
Federated Hermes competes with other asset managers based on investment performance, fees, and client service. Its advantages include its diversified product line and distribution network. Disadvantages could include higher fees compared to passive strategies.
Major Acquisitions
Hermes Investment Management
- Year: 2018
- Acquisition Price (USD millions): 420
- Strategic Rationale: Expanded Federated's capabilities in responsible investing and ESG strategies, broadening its client base and geographic reach.
Growth Trajectory and Initiatives
Historical Growth: Federated Hermes's growth has been driven by organic expansion and acquisitions.
Future Projections: Future growth depends on market conditions, asset gathering, and expense management. Analyst estimates vary.
Recent Initiatives: Recent strategic initiatives could include product launches, acquisitions, or expansions into new markets.
Summary
Federated Hermes has a diversified product line and strong distribution, positioning it well in the asset management industry. However, market volatility and competition pose ongoing challenges. The acquisition of Hermes was a significant strategic move, enhancing its ESG capabilities. They need to look out for increasing regulation in the financial sector.
Similar Companies
- BLK
- TROW
- IVZ
- APAM
- WDR
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news websites
- Analyst reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market data and analyst estimates are subject to change.
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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