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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.24
FII's Cash to Debt is ranked lower than
63% of the 1129 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. FII: 0.24 )
FII' s 10-Year Cash to Debt Range
Min: 0.14   Max: No Debt
Current: 0.24

Equity to Asset 0.53
FII's Equity to Asset is ranked lower than
58% of the 1245 Companies
in the Global Asset Management industry.

( Industry Median: 0.83 vs. FII: 0.53 )
FII' s 10-Year Equity to Asset Range
Min: -0.05   Max: 0.71
Current: 0.53

-0.05
0.71
F-Score: 4
Z-Score: 6.31
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 28.66
FII's Operating margin (%) is ranked higher than
57% of the 1252 Companies
in the Global Asset Management industry.

( Industry Median: 42.48 vs. FII: 28.66 )
FII' s 10-Year Operating margin (%) Range
Min: 27.52   Max: 46.64
Current: 28.66

27.52
46.64
Net-margin (%) 18.46
FII's Net-margin (%) is ranked higher than
53% of the 1257 Companies
in the Global Asset Management industry.

( Industry Median: 48.17 vs. FII: 18.46 )
FII' s 10-Year Net-margin (%) Range
Min: 12.73   Max: 28.66
Current: 18.46

12.73
28.66
ROE (%) 28.65
FII's ROE (%) is ranked higher than
94% of the 1296 Companies
in the Global Asset Management industry.

( Industry Median: 8.25 vs. FII: 28.65 )
FII' s 10-Year ROE (%) Range
Min: 27.84   Max: 105.07
Current: 28.65

27.84
105.07
ROA (%) 14.28
FII's ROA (%) is ranked higher than
86% of the 1306 Companies
in the Global Asset Management industry.

( Industry Median: 4.24 vs. FII: 14.28 )
FII' s 10-Year ROA (%) Range
Min: 13.11   Max: 39.03
Current: 14.28

13.11
39.03
ROC (Joel Greenblatt) (%) 627.98
FII's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 798 Companies
in the Global Asset Management industry.

( Industry Median: 49.64 vs. FII: 627.98 )
FII' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 627.98   Max: 1380.56
Current: 627.98

627.98
1380.56
Revenue Growth (%) -2.80
FII's Revenue Growth (%) is ranked higher than
62% of the 853 Companies
in the Global Asset Management industry.

( Industry Median: 2.00 vs. FII: -2.80 )
FII' s 10-Year Revenue Growth (%) Range
Min: -10   Max: 21
Current: -2.8

-10
21
EBITDA Growth (%) -8.40
FII's EBITDA Growth (%) is ranked higher than
60% of the 759 Companies
in the Global Asset Management industry.

( Industry Median: 1.40 vs. FII: -8.40 )
FII' s 10-Year EBITDA Growth (%) Range
Min: -10   Max: 29.6
Current: -8.4

-10
29.6
EPS Growth (%) -3.50
FII's EPS Growth (%) is ranked higher than
62% of the 770 Companies
in the Global Asset Management industry.

( Industry Median: 3.20 vs. FII: -3.50 )
FII' s 10-Year EPS Growth (%) Range
Min: -12.3   Max: 43.8
Current: -3.5

-12.3
43.8
» FII's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2013

FII Guru Trades in Q3 2013

Steven Cohen 8,190 sh (New)
Jim Simons 38,600 sh (New)
Joel Greenblatt 45,165 sh (New)
John Keeley 9,220 sh (+3.36%)
Murray Stahl 9,244 sh (+3.01%)
Tom Gayner 2,156,000 sh (unchged)
FPA Capital Fund 554,943 sh (unchged)
Tweedy Browne 29,406 sh (unchged)
Private Capital 346,558 sh (-2.94%)
First Pacific Advisors 1,163,343 sh (-4.91%)
Chuck Royce 12,527,078 sh (-9.84%)
Pioneer Investments 323,988 sh (-29.96%)
Jeremy Grantham 18,900 sh (-56.97%)
David Dreman 122,118 sh (-78.74%)
» More
Q4 2013

FII Guru Trades in Q4 2013

Jim Simons 225,700 sh (+484.72%)
Jeremy Grantham 28,008 sh (+48.19%)
David Dreman 139,413 sh (+14.16%)
Murray Stahl 9,650 sh (+4.39%)
FPA Capital Fund 554,943 sh (unchged)
John Keeley 9,220 sh (unchged)
Tweedy Browne 29,406 sh (unchged)
Pioneer Investments 323,988 sh (unchged)
Joel Greenblatt Sold Out
Steven Cohen Sold Out
Tom Gayner 2,155,700 sh (-0.01%)
Chuck Royce 12,340,344 sh (-1.49%)
First Pacific Advisors 1,101,343 sh (-5.33%)
Private Capital 173,596 sh (-49.91%)
» More
Q1 2014

FII Guru Trades in Q1 2014

Steven Cohen 6,674 sh (New)
Joel Greenblatt 15,428 sh (New)
Murray Stahl 52,328 sh (+442.26%)
David Dreman 140,941 sh (+1.1%)
Chuck Royce 12,450,264 sh (+0.89%)
Pioneer Investments 323,988 sh (unchged)
John Keeley 9,220 sh (unchged)
Jeremy Grantham Sold Out
Private Capital 172,121 sh (-0.85%)
Tom Gayner 2,134,000 sh (-1.01%)
First Pacific Advisors 1,061,343 sh (-3.63%)
FPA Capital Fund 524,443 sh (-5.5%)
Tweedy Browne 25,906 sh (-11.9%)
Jim Simons 172,100 sh (-23.75%)
» More
Q2 2014

FII Guru Trades in Q2 2014

Murray Stahl 72,602 sh (+38.74%)
First Pacific Advisors 1,089,643 sh (+2.67%)
FPA Capital Fund 524,443 sh (unchged)
Tom Gayner 2,134,000 sh (unchged)
Tweedy Browne 25,906 sh (unchged)
John Keeley 9,220 sh (unchged)
Jim Simons Sold Out
Pioneer Investments 319,802 sh (-1.29%)
David Dreman 137,875 sh (-2.18%)
Joel Greenblatt 14,374 sh (-6.83%)
Chuck Royce 11,306,220 sh (-9.19%)
Private Capital 135,342 sh (-21.37%)
» More
» Details

Insider Trades

Latest Guru Trades with FII

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-03-31 New Buy0.01%$25.73 - $30.84 $ 30.148%15428
Joel Greenblatt 2013-12-31 Sold Out 0.04%$25.66 - $28.86 $ 30.1410%0
David Dreman 2013-09-30 Reduce -78.74%0.35%$27.05 - $30.52 $ 30.146%122118
Joel Greenblatt 2013-09-30 New Buy0.04%$27.05 - $30.52 $ 30.146%45165
John Keeley 2013-06-30 Reduce -99.05%0.44%$22.23 - $28.97 $ 30.1419%8920
Joel Greenblatt 2013-06-30 Sold Out 0.13%$22.23 - $28.97 $ 30.1419%0
John Keeley 2013-03-31 New Buy0.44%$20.23 - $25.2 $ 30.1428%939820
Tweedy Browne 2013-03-31 Reduce -61.81%0.03%$20.23 - $25.2 $ 30.1428%29406
David Dreman 2012-12-31 Reduce -40.89%0.25%$18.43 - $23.24 $ 30.1448%685100
FPA Capital Fund 2012-12-31 Reduce -4.84%0.07%$18.43 - $23.24 $ 30.1448%554943
Joel Greenblatt 2012-12-31 Add 32.8%0.03%$18.43 - $23.24 $ 30.1448%93105
Joel Greenblatt 2012-09-30 Reduce -20.73%0.03%$19.69 - $22.29 $ 30.1443%70108
Meridian Funds 2012-09-30 Sold Out 0.02%$19.69 - $22.29 $ 30.1443%0
John Keeley 2012-06-30 Sold Out 0.67%$18.81 - $22.76 $ 30.1444%0
Tweedy Browne 2012-06-30 Reduce -47.22%0.05%$18.81 - $22.76 $ 30.1444%77006
Tom Gayner 2012-03-31 Add 118.97%1.2%$15.83 - $23.45 $ 30.1465%2147000
David Dreman 2012-03-31 New Buy0.56%$15.83 - $23.45 $ 30.1465%1187705
James Barrow 2012-03-31 Sold Out 0.05%$15.83 - $23.45 $ 30.1465%0
Tom Gayner 2011-12-31 Add 101.96%0.39%$14.38 - $20.78 $ 30.1478%980500
John Keeley 2011-12-31 Reduce -35.27%0.27%$14.38 - $20.78 $ 30.1478%1243420
Joel Greenblatt 2011-12-31 Add 35.95%0.04%$14.38 - $20.78 $ 30.1478%81788
Tweedy Browne 2011-12-31 Reduce -23.96%0.03%$14.38 - $20.78 $ 30.1478%145906
James Barrow 2011-12-31 Add 31.92%0.01%$14.38 - $20.78 $ 30.1478%1654400
Meridian Funds 2011-12-31 Add 20.29%$14.38 - $20.78 $ 30.1478%33200
FPA Capital Fund 2011-09-30 New Buy1.67%$16.36 - $24.53 $ 30.1456%678600
Tweedy Browne 2011-09-30 Reduce -90.89%1.51%$16.36 - $24.53 $ 30.1456%191883
Tom Gayner 2011-09-30 Add 71.86%0.22%$16.36 - $24.53 $ 30.1456%485500
Joel Greenblatt 2011-09-30 Add 167.91%0.11%$16.36 - $24.53 $ 30.1456%60161
John Keeley 2011-09-30 Add 13.24%0.09%$16.36 - $24.53 $ 30.1456%1921063
James Barrow 2011-09-30 Add 61.63%0.02%$16.36 - $24.53 $ 30.1456%1254100
Meridian Funds 2011-09-30 Add 22.12%$16.36 - $24.53 $ 30.1456%27600
Tweedy Browne 2011-06-30 Add 15.04%0.22%$23.62 - $26.97 $ 30.1418%2107314
James Barrow 2011-06-30 New Buy0.04%$23.62 - $26.97 $ 30.1418%775900
Joel Greenblatt 2011-06-30 Add 54.07%0.03%$23.62 - $26.97 $ 30.1418%22456
David Dreman 2011-06-30 Sold Out $23.62 - $26.97 $ 30.1418%0
Premium More recent guru trades are included for Premium Members only!!
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Ratios

vs
industry
vs
history
P/E(ttm) 20.70
FII's P/E(ttm) is ranked higher than
65% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 20.50 vs. FII: 20.70 )
FII' s 10-Year P/E(ttm) Range
Min: 7.61   Max: 28.29
Current: 20.7

7.61
28.29
P/B 5.20
FII's P/B is ranked lower than
63% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. FII: 5.20 )
FII' s 10-Year P/B Range
Min: 2.82   Max: 9.43
Current: 5.2

2.82
9.43
P/S 3.50
FII's P/S is ranked higher than
75% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 7.52 vs. FII: 3.50 )
FII' s 10-Year P/S Range
Min: 1.36   Max: 5
Current: 3.5

1.36
5
PFCF 11.70
FII's PFCF is ranked higher than
86% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. FII: 11.70 )
FII' s 10-Year PFCF Range
Min: 5.51   Max: 25.69
Current: 11.7

5.51
25.69
EV-to-EBIT 14.04
FII's EV-to-EBIT is ranked higher than
74% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 24.26 vs. FII: 14.04 )
FII' s 10-Year EV-to-EBIT Range
Min: 4.6   Max: 14.5
Current: 14.04

4.6
14.5
Shiller P/E 16.30
FII's Shiller P/E is ranked higher than
85% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. FII: 16.30 )
FII' s 10-Year Shiller P/E Range
Min: 7.38   Max: 23.25
Current: 16.3

7.38
23.25

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.40
FII's Dividend Yield is ranked higher than
54% of the 1003 Companies
in the Global Asset Management industry.

( Industry Median: 3.24 vs. FII: 3.40 )
FII' s 10-Year Dividend Yield Range
Min: 0.86   Max: 6.52
Current: 3.4

0.86
6.52
Dividend Payout 0.67
FII's Dividend Payout is ranked higher than
73% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 67.15 vs. FII: 0.67 )
FII' s 10-Year Dividend Payout Range
Min: 0.06   Max: 2.08
Current: 0.67

0.06
2.08
Dividend growth (3y) 0.70
FII's Dividend growth (3y) is ranked higher than
67% of the 469 Companies
in the Global Asset Management industry.

( Industry Median: 6.30 vs. FII: 0.70 )
FII' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 50.8
Current: 0.7

0
50.8
Yield on cost (5-Year) 3.47
FII's Yield on cost (5-Year) is ranked lower than
51% of the 1020 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. FII: 3.47 )
FII' s 10-Year Yield on cost (5-Year) Range
Min: 0.88   Max: 6.65
Current: 3.47

0.88
6.65
Share Buyback Rate -0.20
FII's Share Buyback Rate is ranked higher than
71% of the 905 Companies
in the Global Asset Management industry.

( Industry Median: -0.70 vs. FII: -0.20 )
FII' s 10-Year Share Buyback Rate Range
Min: 3.2   Max: -0.2
Current: -0.2

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.20
FII's Price/DCF (Projected) is ranked higher than
77% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 5.60 vs. FII: 1.20 )
FII' s 10-Year Price/DCF (Projected) Range
Min: 0.43   Max: 1.66
Current: 1.2

0.43
1.66
Price/Median PS Value 1.20
FII's Price/Median PS Value is ranked higher than
67% of the 1486 Companies
in the Global Asset Management industry.

( Industry Median: 1.30 vs. FII: 1.20 )
FII' s 10-Year Price/Median PS Value Range
Min: 0.45   Max: 1.89
Current: 1.2

0.45
1.89
Earnings Yield (Greenblatt) 7.00
FII's Earnings Yield (Greenblatt) is ranked higher than
59% of the 1111 Companies
in the Global Asset Management industry.

( Industry Median: 7.70 vs. FII: 7.00 )
FII' s 10-Year Earnings Yield (Greenblatt) Range
Min: 6.9   Max: 21.7
Current: 7

6.9
21.7
Forward Rate of Return (Yacktman) -0.61
FII's Forward Rate of Return (Yacktman) is ranked higher than
57% of the 1048 Companies
in the Global Asset Management industry.

( Industry Median: 0.66 vs. FII: -0.61 )
FII' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.1   Max: 20.2
Current: -0.61

0.1
20.2

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:3KC.Germany
Federated Investors, Inc., a Pennsylvania corporation, is a provider of investment management and related financial services. It has been in the investment management business since 1955. The Company sponsors, markets and provides investment-related services to various investment products, including mutual funds and Separate Accounts which include separately managed accounts, institutional accounts, sub-advised funds and other managed products. Federated offers a range of products, including money market, equity and fixed-income investments. The Company's mix includes products that it expects to be in demand under a variety of economic and market conditions. The Company has structured its investment process to meet the requirements of fiduciaries and others who use its products to meet the needs of their customers. Federated's distribution strategy is to provide products geared toward financial intermediaries, mainly banks, broker/dealers and investment advisers and directly to institutions such as corporations and government entities. The Company provides investment management to over 5,200 institutions and intermediaries including corporations, government entities, insurance companies, foundations, endowments, banks and broker/dealers. Federated uses its trained sales force to add new customer relationships and strengthen and expand existing relationships. The Company's investment products are mainly distributed in three markets: wealth management and trust, broker/dealer and global institutional. The investment management business is competitive. Competition is particularly intense among mutual fund providers. In addition to competition from other mutual fund managers and investment advisers, Federated and the mutual fund industry compete with investment alternatives offered by insurance companies, commercial banks, broker/dealers, other financial institutions, hedge funds and exchange traded funds. Competition for sales of investment products is influenced by various factors, including investment performance, in terms of attaining the stated objectives of the particular products and in terms of fund yields and total returns, advertising and sales promotional efforts, investor confidence and type and quality of services. All aspects of Federated's business are subject to federal and state regulation and, to the extent operations take place outside the United States, the regulations of certain foreign countries.
» More Articles for FII

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More From Other Websites
Month-End Portfolio Data Now Available for Federated Investors' Closed-End Funds (PDF) Aug 15 2014
Month-End Portfolio Data Now Available for Federated Investors' Closed-End Funds Aug 15 2014
Federated Enhanced Treasury Income Fund Declares Monthly Distribution (PDF) Aug 12 2014
Federated Investors' Closed-End Municipal Funds Declare Monthly Dividends (PDF) Aug 12 2014
Federated Enhanced Treasury Income Fund Declares Monthly Distribution Aug 12 2014
Federated Investors' Closed-End Municipal Funds Declare Monthly Dividends Aug 12 2014
Consumer Discretionary Turns Hot as ETFs Show New Flows Aug 07 2014
FEDERATED INVESTORS INC /PA/ Financials Aug 01 2014
Federated Enhanced Treasury Income Fund Announces Estimated Sources of Distribution (PDF) Jul 31 2014
Federated Enhanced Treasury Income Fund Announces Estimated Sources of Distribution Jul 31 2014
Federated Investors' Closed-End Municipal Funds Report Semi-Annual Earnings Jul 30 2014
Federated Enhanced Treasury Income Fund Reports Semi-Annual Earnings Jul 30 2014
Federated's Bakhshian looks for stocks with pricing power Jul 29 2014
Federated (FII) Q2 Earnings In Line With Estimates, Down Y/Y Jul 25 2014
Federated Investors, Inc. Reports Second Quarter 2014 Earnings; Equity Managed Assets Reach a Record... Jul 24 2014
FEDERATED INVESTORS INC /PA/ Files SEC form 8-K, Results of Operations and Financial Condition,... Jul 24 2014
Federated Investors, Inc. to Host Second Quarter 2014 Earnings Conference Call and Webcast Live on... Jul 24 2014
Federated Investors, Inc. Reports Second Quarter 2014 Earnings; Equity Managed Assets Reach a Record... Jul 24 2014
Q2 2014 Federated Investors Inc Earnings Release - After Market Close Jul 24 2014
Money fund rule changes offer new reality to U.S. retail investors Jul 23 2014

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