Federated Investors B Stock Buy Hold or Sell Recommendation
| FHI Stock | USD 42.34 0.63 1.51% |
Considering the 90-day investment horizon and your way above-average risk tolerance, our recommendation regarding Federated Investors B is 'Strong Buy'. The recommendation algorithm takes into account all of Federated Investors' available fundamental, technical, and predictive indicators you will find on this site.
Check out Federated Investors Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Federated and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Federated Investors B. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in rate.
Federated |
Execute Federated Investors Buy or Sell Advice
The Federated recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Federated Investors B. Macroaxis does not own or have any residual interests in Federated Investors B or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Federated Investors' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Solid | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Federated Investors Trading Alerts and Improvement Suggestions
| Federated Investors has a strong financial position based on the latest SEC filings | |
| Over 80.0% of the company shares are owned by institutional investors | |
| On 15th of November 2024 Federated Investors paid $ 0.31 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Is Federated Hermes a Great Value Stock Right Now - Yahoo Finance |
Federated Investors Returns Distribution Density
The distribution of Federated Investors' historical returns is an attempt to chart the uncertainty of Federated Investors' future price movements. The chart of the probability distribution of Federated Investors daily returns describes the distribution of returns around its average expected value. We use Federated Investors B price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Federated Investors returns is essential to provide solid investment advice for Federated Investors.
| Mean Return | 0.35 | Value At Risk | -1.37 | Potential Upside | 2.04 | Standard Deviation | 1.21 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Federated Investors historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Federated Stock Institutional Investors
| Shares | Alliancebernstein L.p. | 2024-06-30 | 1.2 M | Millennium Management Llc | 2024-06-30 | 969.8 K | Balyasny Asset Management Llc | 2024-09-30 | 874.9 K | Assenagon Asset Management Sa | 2024-09-30 | 872.2 K | Bank Of New York Mellon Corp | 2024-06-30 | 849.6 K | Charles Schwab Investment Management Inc | 2024-09-30 | 769.2 K | Two Sigma Investments Llc | 2024-09-30 | 743.8 K | Two Sigma Advisers, Llc | 2024-06-30 | 696.5 K | Goldman Sachs Group Inc | 2024-06-30 | 667.8 K | Vanguard Group Inc | 2024-09-30 | 8.6 M | Blackrock Inc | 2024-06-30 | 8.4 M |
Federated Investors Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 92.1M | 59.1M | (70.6M) | 102.9M | 46.1M | 48.4M | |
| Free Cash Flow | 319.9M | 359.7M | 160.0M | 319.6M | 303.9M | 249.4M | |
| Depreciation | 25.9M | 28.6M | 30.0M | 28.1M | 26.9M | 25.3M | |
| Other Non Cash Items | (32.4M) | (32.7M) | (178.0M) | 40.6M | (45.9M) | (43.6M) | |
| Dividends Paid | 109.1M | 207.8M | 105.8M | 97.9M | 98.1M | 118.3M | |
| Capital Expenditures | 15.0M | 13.5M | 10.4M | 4.4M | 7.9M | 11.1M | |
| Net Income | 277.1M | 336.0M | 272.3M | 234.6M | 304.8M | 219.0M | |
| End Period Cash Flow | 249.5M | 308.6M | 238.1M | 341.0M | 386.7M | 406.0M | |
| Investments | (94.7M) | (24.8M) | 26.6M | (32.4M) | (22.5M) | (21.4M) | |
| Change Receivables | (7.3M) | 11.7M | 6.7M | (4.4M) | (5.0M) | (5.3M) | |
| Change To Netincome | 24.5M | 26.8M | 40.4M | 76.8M | 88.4M | 92.8M |
Federated Investors Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Federated Investors or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Federated Investors' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Federated stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.85 | |
σ | Overall volatility | 1.23 | |
Ir | Information ratio | 0.18 |
Federated Investors Volatility Alert
Federated Investors B has low volatility with Treynor Ratio of 0.4, Maximum Drawdown of 5.65 and kurtosis of -0.01. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Federated Investors' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Federated Investors' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Federated Investors Fundamentals Vs Peers
Comparing Federated Investors' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Federated Investors' direct or indirect competition across all of the common fundamentals between Federated Investors and the related equities. This way, we can detect undervalued stocks with similar characteristics as Federated Investors or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Federated Investors' fundamental indicators could also be used in its relative valuation, which is a method of valuing Federated Investors by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Federated Investors to competition |
| Fundamentals | Federated Investors | Peer Average |
| Return On Equity | 0.23 | -0.31 |
| Return On Asset | 0.11 | -0.14 |
| Profit Margin | 0.17 % | (1.27) % |
| Operating Margin | 0.27 % | (5.51) % |
| Current Valuation | 3.35 B | 16.62 B |
| Shares Outstanding | 81.8 M | 571.82 M |
| Shares Owned By Insiders | 3.50 % | 10.09 % |
| Shares Owned By Institutions | 79.78 % | 39.21 % |
| Number Of Shares Shorted | 1.91 M | 4.71 M |
| Price To Earning | 12.73 X | 28.72 X |
| Price To Book | 3.20 X | 9.51 X |
| Price To Sales | 2.17 X | 11.42 X |
| Revenue | 1.61 B | 9.43 B |
| Gross Profit | 933.1 M | 27.38 B |
| EBITDA | 427.6 M | 3.9 B |
| Net Income | 304.78 M | 570.98 M |
| Cash And Equivalents | 336.78 M | 2.7 B |
| Cash Per Share | 5.06 X | 5.01 X |
| Total Debt | 457.94 M | 5.32 B |
| Debt To Equity | 0.50 % | 48.70 % |
| Current Ratio | 2.71 X | 2.16 X |
| Book Value Per Share | 13.90 X | 1.93 K |
| Cash Flow From Operations | 311.83 M | 971.22 M |
| Short Ratio | 3.01 X | 4.00 X |
| Earnings Per Share | 3.16 X | 3.12 X |
| Price To Earnings To Growth | 3.78 X | 4.89 X |
| Target Price | 42.63 | |
| Number Of Employees | 2 K | 18.84 K |
| Beta | 1.11 | -0.15 |
| Market Capitalization | 3.46 B | 19.03 B |
| Total Asset | 2.17 B | 29.47 B |
| Retained Earnings | 1.19 B | 9.33 B |
| Working Capital | 433.39 M | 1.48 B |
Note: Disposition of 18700 shares by Thomas Donahue of Federated Investors subject to Rule 16b-3 [view details]
Federated Investors Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Federated . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Federated Investors Buy or Sell Advice
When is the right time to buy or sell Federated Investors B? Buying financial instruments such as Federated Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Federated Investors in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run World Allocation Funds Thematic Idea Now
World Allocation Funds
Funds or Etfs investing in stocks, bonds, and cash of domestic markets as well as in markets of Canada, Japan, and Europe. The World Allocation Funds theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize World Allocation Funds Theme or any other thematic opportunities.
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Check out Federated Investors Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Federated Investors. If investors know Federated will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Federated Investors listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.237 | Dividend Share 1.18 | Earnings Share 3.16 | Revenue Per Share 19.903 | Quarterly Revenue Growth 0.014 |
The market value of Federated Investors is measured differently than its book value, which is the value of Federated that is recorded on the company's balance sheet. Investors also form their own opinion of Federated Investors' value that differs from its market value or its book value, called intrinsic value, which is Federated Investors' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Federated Investors' market value can be influenced by many factors that don't directly affect Federated Investors' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Federated Investors' value and its price as these two are different measures arrived at by different means. Investors typically determine if Federated Investors is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Federated Investors' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.