Federated Investors B Stock Performance
| FHI Stock | USD 38.30 0.29 0.76% |
The firm shows a Beta (market volatility) of 0.43, which means possible diversification benefits within a given portfolio. As returns on the market increase, Federated Investors' returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Investors is expected to be smaller as well. At this point, Federated Investors has a negative expected return of -0.18%. Please make sure to confirm Federated Investors' jensen alpha, accumulation distribution, relative strength index, as well as the relationship between the value at risk and day typical price , to decide if Federated Investors performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Federated Investors B has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest unfluctuating performance, the Stock's technical indicators remain strong and the recent confusion on Wall Street may also be a sign of long-lasting gains for the firm traders. ...more
| Federated Investors dividend paid on 14th of February 2025 | 02/14/2025 |
| Begin Period Cash Flow | 341 M |
Federated |
Federated Investors Relative Risk vs. Return Landscape
If you would invest 4,241 in Federated Investors B on November 28, 2024 and sell it today you would lose (428.00) from holding Federated Investors B or give up 10.09% of portfolio value over 90 days. Federated Investors B is generating negative expected returns assuming volatility of 1.014% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than Federated, and above 99% 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 = -0.1726
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| Negative Returns | FHI |
Estimated Market Risk
| 1.01 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Federated Investors is not performing at its full potential. However, 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 Federated Investors 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 | 0.16 % | ||||
| Operating Margin | 0.26 % | ||||
| Current Valuation | 2.82 B | ||||
| Shares Outstanding | 81.8 M | ||||
| Price To Earning | 12.73 X | ||||
| Price To Book | 2.84 X | ||||
| Price To Sales | 1.92 X | ||||
| Revenue | 1.63 B | ||||
| EBITDA | 361.47 M | ||||
| Cash And Equivalents | 336.78 M | ||||
| Cash Per Share | 5.06 X | ||||
| Total Debt | 457.94 M | ||||
| Debt To Equity | 0.50 % | ||||
| Book Value Per Share | 13.99 X | ||||
| Cash Flow From Operations | 311.83 M | ||||
| Earnings Per Share | 3.23 X | ||||
| Total Asset | 2.1 B | ||||
| Retained Earnings | 1.19 B | ||||
| 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.
Federated Hermes, Inc. is a publicly owned asset management holding company. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom. Federated Investors operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 2000 people.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 generated a negative expected return over the last 90 days | |
| Federated Investors has a strong financial position based on the latest SEC filings | |
| Over 81.0% 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 |
- 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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