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FHI
Stock ticker:
NYSE
AS OF
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Price
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Capitalization
3.21B

FHI Federated Hermes Forecast, Technical & Fundamental Analysis

a company, which engages in the provision of investment management products and related financial services

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Technical Analysis# Of IndicatorsAvg. Odds
   
   
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A.I.Advisor
a Summary for FHI with price predictions
08:00 PM EDT Jun 01, 2023

FHI's RSI Indicator ascending out of oversold territory

The RSI Oscillator for FHI moved out of oversold territory on June 02, 2023. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 15 similar instances when the indicator left oversold territory. In of the 15 cases the stock moved higher. This puts the odds of a move higher at .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 50 cases where FHI's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where FHI advanced for three days, in of 334 cases, the price rose further within the following month. The odds of a continued upward trend are .

FHI may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.

Bearish Trend Analysis

FHI moved below its 50-day moving average on May 03, 2023 date and that indicates a change from an upward trend to a downward trend.

The 10-day moving average for FHI crossed bearishly below the 50-day moving average on May 09, 2023. This indicates that the trend has shifted lower and could be considered a sell signal. In of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where FHI declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

The Aroon Indicator for FHI entered a downward trend on June 02, 2023. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

Fear & Greed

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.901) is normal, around the industry mean (2.318). P/E Ratio (12.720) is within average values for comparable stocks, (72.356). Projected Growth (PEG Ratio) (1.263) is also within normal values, averaging (4.354). Dividend Yield (0.030) settles around the average of (0.073) among similar stocks. P/S Ratio (2.026) is also within normal values, averaging (44.238).

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 83, placing this stock slightly better than average.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. FHI’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Bank of New York Mellon Corp (NYSE:BK), Ares Capital Corp (NASDAQ:ARCC), WisdomTree (NYSE:WT), AMTD IDEA Group (NYSE:AMTD).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 4.88B. The market cap for tickers in the group ranges from 57 to 108.81B. FDLPF holds the highest valuation in this group at 108.81B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was 1%. For the same Industry, the average monthly price growth was 1%, and the average quarterly price growth was 0%. RESCU experienced the highest price growth at 149%, while TLGN experienced the biggest fall at -56%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was 64%. For the same stocks of the Industry, the average monthly volume growth was 25% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 36
P/E Growth Rating: 46
Price Growth Rating: 60
SMR Rating: 70
Profit Risk Rating: 82
Seasonality Score: -3 (-100 ... +100)
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A.I. Advisor
published Earnings

FHI is expected to report earnings to 78 cents per share on July 27

Federated Hermes FHI Stock Earnings Reports
Q2'23
Est.
$0.78
Q1'23
Beat
by $0.05
Q4'22
Missed
by $0.10
Q3'22
Beat
by $0.08
Q2'22
Missed
by $0.03
The last earnings report on April 27 showed earnings per share of 77 cents, beating the estimate of 73 cents. With 1.04M shares outstanding, the current market capitalization sits at 3.21B.
A.I.Advisor
published Dividends

FHI paid dividends on May 15, 2023

Federated Hermes FHI Stock Dividends
А dividend of $0.28 per share was paid with a record date of May 15, 2023, and an ex-dividend date of May 05, 2023. Read more...
A.I. Advisor
published General Information

General Information

a company, which engages in the provision of investment management products and related financial services

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
N/A
Address
1001 Liberty Avenue
Phone
+1 412 288-1900
Employees
1961
Web
https://www.federatedhermes.com
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FHI and

Correlation & Price change

A.I.dvisor indicates that over the last year, FHI has been loosely correlated with AMG. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if FHI jumps, then AMG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FHI
1D Price
Change %
FHI100%
+3.13%
AMG - FHI
60%
Loosely correlated
+3.37%
SEIC - FHI
60%
Loosely correlated
+1.84%
PFG - FHI
59%
Loosely correlated
+3.72%
AMP - FHI
59%
Loosely correlated
+3.12%
APAM - FHI
57%
Loosely correlated
+3.11%
More

Groups containing FHI

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To FHI
1D Price
Change %
FHI100%
+3.13%
asset management
(undefined stocks)
65%
Loosely correlated
+2.39%
mutual funds
(undefined stocks)
65%
Loosely correlated
+1.68%
Investment Managers
(undefined stocks)
52%
Loosely correlated
+0.69%