Federated Investors B Stock Performance
| FHI Stock | USD 42.34 0.63 1.51% |
On a scale of 0 to 100, Federated Investors holds a performance score of 23. The firm shows a Beta (market volatility) of 0.85, which means possible diversification benefits within a given portfolio. Federated Investors returns are very sensitive to returns on the market. As the market goes up or down, Federated Investors is expected to follow. Please check Federated Investors' potential upside, rate of daily change, and the relationship between the sortino ratio and skewness , to make a quick decision on whether Federated Investors' price patterns will revert.
Risk-Adjusted Performance
23 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Investors B are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. Despite fairly unfluctuating technical indicators, Federated Investors demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.59 | Five Day Return 4.05 | Year To Date Return 27.26 | Ten Year Return 35.65 | All Time Return 225.62 |
Forward Dividend Yield 0.0293 | Payout Ratio 0.7106 | Last Split Factor 3:2 | Forward Dividend Rate 1.24 | Dividend Date 2024-11-15 |
1 | Federated Hermes executive sells shares worth 13,531 | 10/17/2024 |
2 | Disposition of tradable shares by Dolores Dudiak of Federated Investors at .7378 subject to Rule 16b-3 | 10/18/2024 |
3 | Federated Hermes Q3 Earnings Snapshot | 10/24/2024 |
4 | Insider Sale Vice President Dolores Dudiak Sells 5,000 Shares of Federated Hermes Inc | 10/30/2024 |
5 | Local firms weigh in on weak October job growth a week before Fed meeting on rates | 11/01/2024 |
6 | Federated Hermes Short Duration Corporate ETF declares monthly distribution of 0.0880 | 11/04/2024 |
7 | Ex-Dividend Reminder Federated Hermes, Apple And Mueller Water | 11/06/2024 |
8 | Federated Hermes, Inc. CEO Saker Anwar Nusseibeh Sells 12,152 Shares | 11/07/2024 |
9 | WiMi Researches Reinforcement Learning-Based Blockchain Federated Learning Framework to Optimize Model Aggregation Strategy and Security | 11/08/2024 |
10 | Insider Selling at Federated Hermes Inc EVP, CLO Sec. Peter Germain Sells 14,491 Shares | 11/12/2024 |
11 | Federated Hermes, Inc. Increases Stake in SCYNEXIS Inc | 11/13/2024 |
| Federated Investors dividend paid on 15th of November 2024 | 11/15/2024 |
12 | Acquisition by Thomas Donahue of 18500 shares of Federated Investors at 3.0 subject to Rule 16b-3 | 11/18/2024 |
13 | Disposition of 938 shares by Dolores Dudiak of Federated Investors at 41.4904 subject to Rule 16b-3 | 11/19/2024 |
14 | Disposition of 18700 shares by Thomas Donahue of Federated Investors subject to Rule 16b-3 | 11/20/2024 |
15 | Is Federated Hermes a Great Value Stock Right Now - Yahoo Finance | 11/22/2024 |
| Begin Period Cash Flow | 340.6 M |
Federated |
Federated Investors Relative Risk vs. Return Landscape
If you would invest 3,367 in Federated Investors B on August 27, 2024 and sell it today you would earn a total of 867.00 from holding Federated Investors B or generate 25.75% return on investment over 90 days. Federated Investors B is generating 0.366% of daily returns assuming volatility of 1.226% on return distribution over 90 days investment horizon. In other words, 10% of stocks are less volatile than Federated, and above 93% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Federated Investors Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Federated Investors' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Federated Investors B, and traders can use it to determine the average amount a Federated Investors' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2985
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.37 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.3 actual daily | 23 77% of assets perform better |
Based on monthly moving average Federated Investors is performing at about 23% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Federated Investors by adding it to a well-diversified portfolio.
Federated Investors Fundamentals Growth
Federated Stock prices reflect investors' perceptions of the future prospects and financial health of Federated Investors, and Federated Investors fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federated Stock performance.
| Return On Equity | 0.23 | ||||
| Return On Asset | 0.11 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.27 % | ||||
| Current Valuation | 3.35 B | ||||
| Shares Outstanding | 81.8 M | ||||
| Price To Earning | 12.73 X | ||||
| Price To Book | 3.20 X | ||||
| Price To Sales | 2.17 X | ||||
| Revenue | 1.61 B | ||||
| Gross Profit | 933.1 M | ||||
| EBITDA | 427.6 M | ||||
| Net Income | 304.78 M | ||||
| Cash And Equivalents | 336.78 M | ||||
| Cash Per Share | 5.06 X | ||||
| Total Debt | 457.94 M | ||||
| Debt To Equity | 0.50 % | ||||
| Current Ratio | 2.71 X | ||||
| Book Value Per Share | 13.90 X | ||||
| Cash Flow From Operations | 311.83 M | ||||
| Earnings Per Share | 3.16 X | ||||
| Market Capitalization | 3.46 B | ||||
| Total Asset | 2.17 B | ||||
| Retained Earnings | 1.19 B | ||||
| Working Capital | 433.39 M | ||||
| Current Asset | 381.07 M | ||||
| Current Liabilities | 160.19 M | ||||
About Federated Investors Performance
By evaluating Federated Investors' fundamental ratios, stakeholders can gain valuable insights into Federated Investors' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Federated Investors has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Federated Investors has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (76.96) | (80.81) | |
| Return On Tangible Assets | 0.31 | 0.35 | |
| Return On Capital Employed | 0.21 | 0.37 | |
| Return On Assets | 0.14 | 0.21 | |
| Return On Equity | 0.26 | 0.41 |
Things to note about Federated Investors performance evaluation
Checking the ongoing alerts about Federated Investors for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Federated Investors help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing Federated Investors' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Federated Investors' stock is overvalued or undervalued compared to its peers.
- Examining Federated Investors' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Federated Investors' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Investors' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Federated Investors' stock. These opinions can provide insight into Federated Investors' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Federated Stock analysis
When running Federated Investors' price analysis, check to measure Federated Investors' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Federated Investors is operating at the current time. Most of Federated Investors' value examination focuses on studying past and present price action to predict the probability of Federated Investors' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Federated Investors' price. Additionally, you may evaluate how the addition of Federated Investors to your portfolios can decrease your overall portfolio volatility.
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