Is Federated Investors Stock a Good Investment?
Federated Investors Investment Advice | FHI |
- Examine Federated Investors' financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Federated Investors' leadership team and their track record. Good management can help Federated Investors navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Federated Investors' business and its evolving consumer preferences.
- Compare Federated Investors' performance and market position to its competitors. Analyze how Federated Investors is positioned in terms of product offerings, innovation, and market share.
- Check if Federated Investors pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Federated Investors' stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Federated Investors B stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Federated Investors B is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Very Weak | 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 |
Examine Federated Investors Stock
Researching Federated Investors' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 83.0% of the company shares are owned by institutional investors. The book value of Federated Investors was currently reported as 14.02. The company has Price/Earnings To Growth (PEG) ratio of 1.86. Federated Investors last dividend was issued on the 7th of February 2025. The entity had 3:2 split on the 18th of July 2000.
To determine if Federated Investors is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Federated Investors' research are outlined below:
| Federated Investors has a strong financial position based on the latest SEC filings | |
| Over 83.0% of the company shares are owned by institutional investors | |
| On 14th of February 2025 Federated Investors paid $ 0.31 per share dividend to its current shareholders | |
| Latest headline from thetradenews.com: Eccles re-joins Federated Hermes from Fidelity |
Federated Investors Quarterly Cost Of Revenue |
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Federated Investors uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Federated Investors B. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Federated Investors' previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 25th of April 2024 Upcoming Quarterly Report | View | |
| 25th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 23rd of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Federated Investors' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Federated Investors' investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2000-04-26 | 2000-03-31 | 0.27 | 0.3 | 0.03 | 11 | ||
2013-01-24 | 2012-12-31 | 0.4 | 0.44 | 0.04 | 10 | ||
2010-10-28 | 2010-09-30 | 0.38 | 0.42 | 0.04 | 10 | ||
2000-01-25 | 1999-12-31 | 0.24 | 0.28 | 0.04 | 16 | ||
2010-04-22 | 2010-03-31 | 0.43 | 0.38 | -0.05 | 11 | ||
2006-04-27 | 2006-03-31 | 0.49 | 0.44 | -0.05 | 10 | ||
2000-10-17 | 2000-09-30 | 0.28 | 0.33 | 0.05 | 17 | ||
2019-10-24 | 2019-09-30 | 0.65 | 0.72 | 0.07 | 10 |
Federated Investors Target Price Consensus
Federated target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Federated Investors' target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 9 | Buy |
Most Federated analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Federated stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Federated Investors, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationFederated Investors Target Price Projection
Federated Investors' current and average target prices are 41.23 and 42.00, respectively. The current price of Federated Investors is the price at which Federated Investors B is currently trading. On the other hand, Federated Investors' target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Federated Investors Market Quote on 25th of March 2025
Target Price
Analyst Consensus On Federated Investors Target Price
Federated Investors Analyst Ratings
Federated Investors' analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Federated Investors stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Federated Investors' financials, market performance, and future outlook by experienced professionals. Federated Investors' historical ratings below, therefore, can serve as a valuable tool for investors.Know Federated Investors' Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Federated Investors is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Federated Investors B backward and forwards among themselves. Federated Investors' institutional investor refers to the entity that pools money to purchase Federated Investors' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Goldman Sachs Group Inc | 2024-12-31 | 1 M | Alliancebernstein L.p. | 2024-12-31 | 979.4 K | Charles Schwab Investment Management Inc | 2024-12-31 | 915 K | Lsv Asset Management | 2024-12-31 | 870.8 K | Arrowstreet Capital Limited Partnership | 2024-12-31 | 818.4 K | Ubs Group Ag | 2024-12-31 | 809.5 K | Two Sigma Advisers, Llc | 2024-12-31 | 786.6 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 682.9 K | Assenagon Asset Management Sa | 2024-12-31 | 665.3 K | Blackrock Inc | 2024-12-31 | 8.6 M | Vanguard Group Inc | 2024-12-31 | 8.5 M |
Federated Investors' market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 3.27 B.Market Cap |
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Federated Investors' profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.28 | 0.35 | |
| Return On Capital Employed | 0.20 | 0.37 | |
| Return On Assets | 0.13 | 0.21 | |
| Return On Equity | 0.24 | 0.41 |
Determining Federated Investors' profitability involves analyzing its financial statements and using various financial metrics to determine if Federated Investors is a good buy. For example, gross profit margin measures Federated Investors' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Federated Investors' profitability and make more informed investment decisions.
Federated Investors' Earnings Breakdown by Geography
Evaluate Federated Investors' management efficiency
Federated Investors has Return on Asset of 0.127 % which means that on every $100 spent on assets, it made $0.127 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.2329 %, implying that it generated $0.2329 on every 100 dollars invested. Federated Investors' management efficiency ratios could be used to measure how well Federated Investors manages its routine affairs as well as how well it operates its assets and liabilities. The Federated Investors' current Return On Tangible Assets is estimated to increase to 0.35. The Federated Investors' current Return On Capital Employed is estimated to increase to 0.37. As of now, Federated Investors' Intangible Assets are decreasing as compared to previous years. The Federated Investors' current Other Current Assets is estimated to increase to about 217.4 M, while Total Assets are projected to decrease to under 1.3 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 14.49 | 15.21 | |
| Tangible Book Value Per Share | 0.23 | 0.24 | |
| Enterprise Value Over EBITDA | 7.73 | 10.90 | |
| Price Book Value Ratio | 2.98 | 5.47 | |
| Enterprise Value Multiple | 7.73 | 10.90 | |
| Price Fair Value | 2.98 | 5.47 | |
| Enterprise Value | 2.7 B | 2.5 B |
Examining the leadership quality of Federated Investors B offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Basic technical analysis of Federated Stock
As of the 25th of March, Federated Investors shows the Standard Deviation of 1.29, variance of 1.68, and Mean Deviation of 0.9349. Federated Investors technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices.Federated Investors' insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Federated Investors insiders, such as employees or executives, is commonly permitted as long as it does not rely on Federated Investors' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Federated Investors insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Federated Investors' Outstanding Corporate Bonds
Federated Investors issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Federated Investors uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Federated bonds can be classified according to their maturity, which is the date when Federated Investors B has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| FEDEX P Corp BondUS31428XCA28 | View | |
| FEDEX P Corp BondUS31428XBZ87 | View | |
| FEDEX P Corp BondUS31428XBV73 | View | |
| FEDEX P 42 Corp BondUS31428XBR61 | View | |
| FEDEX P 405 Corp BondUS31428XBQ88 | View | |
| FEDEX P 495 Corp BondUS31428XBS45 | View | |
| FEDEX P Corp BondUS31428XCD66 | View |
Understand Federated Investors' technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Federated Investors' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.09) | |||
| Mean Deviation | 0.9349 | |||
| Coefficient Of Variation | (2,073) | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.68 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.02) | |||
| Treynor Ratio | (0.1) | |||
| Maximum Drawdown | 6.23 | |||
| Value At Risk | (2.41) | |||
| Potential Upside | 2.05 | |||
| Skewness | 0.0964 | |||
| Kurtosis | 1.36 |
| Risk Adjusted Performance | (0.04) | |||
| Market Risk Adjusted Performance | (0.09) | |||
| Mean Deviation | 0.9349 | |||
| Coefficient Of Variation | (2,073) | |||
| Standard Deviation | 1.29 | |||
| Variance | 1.68 | |||
| Information Ratio | (0.03) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.02) | |||
| Treynor Ratio | (0.1) | |||
| Maximum Drawdown | 6.23 | |||
| Value At Risk | (2.41) | |||
| Potential Upside | 2.05 | |||
| Skewness | 0.0964 | |||
| Kurtosis | 1.36 |
Consider Federated Investors' intraday indicators
Federated Investors intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Federated Investors stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 19862.55 | |||
| Daily Balance Of Power | 0.9247 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 40.83 | |||
| Day Typical Price | 40.97 | |||
| Price Action Indicator | 0.82 | |||
| Period Momentum Indicator | 0.86 |
Federated Investors Corporate Filings
| 13th of March 2025 Other Reports | ViewVerify | |
F4 | 6th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 28th of February 2025 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
| 13th of February 2025 Other Reports | ViewVerify |
Federated Stock media impact
Far too much social signal, news, headlines, and media speculation about Federated Investors that are available to investors today. That information is available publicly through Federated media outlets and privately through word of mouth or via Federated internal channels. However, regardless of the origin, that massive amount of Federated data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Federated Investors news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Federated Investors relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Federated Investors' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Federated Investors alpha.
Federated Investors Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Federated Investors can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Federated Investors Historical Investor Sentiment
Investor biases related to Federated Investors' public news can be used to forecast risks associated with an investment in Federated. The trend in average sentiment can be used to explain how an investor holding Federated can time the market purely based on public headlines and social activities around Federated Investors B. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Federated Investors' market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Federated Investors and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Federated Investors news discussions. The higher the estimate score, the more favorable the investor's outlook on Federated Investors.
Federated Investors Corporate Management
| Todd CFA | Senior VP | Profile | |
| Stephen Meter | Chief Compliance Officer and Vice President | Profile | |
| Paul Uhlman | Vice President and Presidentident of Federated Securities Corp | Profile | |
| Richard Novak | Principal Accounting Officer, Vice President Assistant Treasurer | Profile | |
| Kathryn CFA | Portfolio Group | Profile |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in 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. You can also try the Alpha Finder module to use alpha and beta coefficients to find investment opportunities after accounting for the risk.
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 0.08 | Dividend Share 1.21 | Earnings Share 3.23 | Revenue Per Share | Quarterly Revenue Growth 0.085 |
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.
In summary, please note that there is a difference between Federated Investors' value and its price, as these two are different measures arrived at by various 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.