(FHI) Federated Investors - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US3142111034

FHI: Equity, Fixed, Income, Mutual, Funds, Portfolios

Federated Hermes, Inc., trading under the ticker symbol FHI on the NYSE, stands as a prominent global investment manager with a lineage dating back to 1955. Headquartered in Pittsburgh, Pennsylvania, with strategic offices in New York and London, the firm is renowned for its comprehensive suite of investment solutions tailored to a diverse clientele.

Their investment approach is a blend of art and science, employing both fundamental analysis for deep market insights and quantitative methods for data-driven decisions. This dual strategy allows them to navigate the complexities of global markets effectively. Their portfolio spans public equities and fixed income, with a focus on growth and value stocks across various market caps, from small to large companies. On the fixed income side, they diversify across ultra-short to intermediate-term securities, including mortgage-backed, government, corporate, high-yield, and municipal bonds, ensuring a balanced risk profile.

Federated Hermes serves a broad spectrum of clients, including high net worth individuals, banking institutions, pension plans, and charitable organizations. This diverse client base underscores their versatility and the trust theyve built over decades. Their commitment to ESG principles further enhances their appeal, aligning with the growing demand for sustainable investing.

From a financial standpoint, Federated Hermes boasts a market cap of $3.17 billion, with a P/E ratio of 12.00 and a forward P/E of 9.46, indicating a stable valuation. The price-to-book ratio of 2.90 and price-to-sales of 1.98 highlight their operational efficiency and market position. These metrics are crucial for investors evaluating the companys financial health and potential for future growth.

Additional Sources for FHI Stock

FHI Stock Overview

Market Cap in USD 3,365m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1998-05-14

FHI Stock Ratings

Growth 5y 86.1%
Fundamental 81.7%
Dividend 70.7%
Rel. Strength -1.33
Analysts 3.44/5
Fair Price Momentum 45.67 USD
Fair Price DCF 74.45 USD

FHI Dividends

Dividend Yield 12m 5.82%
Yield on Cost 5y 15.03%
Annual Growth 5y 1.22%
Payout Consistency 89.0%

FHI Growth Ratios

Growth Correlation 3m 33.2%
Growth Correlation 12m 81.5%
Growth Correlation 5y 87.5%
CAGR 5y 22.49%
CAGR/Max DD 5y 0.76
Sharpe Ratio 12m 0.85
Alpha 10.19
Beta 1.056
Volatility 19.43%
Current Volume 511.2k
Average Volume 20d 829k
What is the price of FHI stocks?
As of April 03, 2025, the stock is trading at USD 41.08 with a total of 511,238 shares traded.
Over the past week, the price has changed by -1.04%, over one month by +6.23%, over three months by +1.36% and over the past year by +20.62%.
Is Federated Investors a good stock to buy?
Yes, based on ValueRay Fundamental Analyses, Federated Investors (NYSE:FHI) is currently (April 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 81.66 and therefor a positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of FHI as of April 2025 is 45.67. This means that FHI is currently undervalued and has a potential upside of +11.17% (Margin of Safety).
Is FHI a buy, sell or hold?
Federated Investors has received a consensus analysts rating of 3.44. Therefor, it is recommend to hold FHI.
  • Strong Buy: 2
  • Buy: 0
  • Hold: 7
  • Sell: 0
  • Strong Sell: 0
What are the forecast for FHI stock price target?
According to ValueRays Forecast Model, FHI Federated Investors will be worth about 51.2 in April 2026. The stock is currently trading at 41.08. This means that the stock has a potential upside of +24.63%.
Issuer Forecast Upside
Wallstreet Target Price 40.9 -0.5%
Analysts Target Price 42 2.2%
ValueRay Target Price 51.2 24.6%