(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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).
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
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% |