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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 : 6/10

vs
industry
vs
history
Cash-to-Debt 0.65
NYSE:FII's Cash-to-Debt is ranked lower than
81% of the 1494 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. NYSE:FII: 0.65 )
Ranked among companies with meaningful Cash-to-Debt only.
NYSE:FII' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.14  Med: 0.48 Max: 3.19
Current: 0.65
0.14
3.19
Equity-to-Asset 0.55
NYSE:FII's Equity-to-Asset is ranked lower than
77% of the 1364 Companies
in the Global Asset Management industry.

( Industry Median: 0.85 vs. NYSE:FII: 0.55 )
Ranked among companies with meaningful Equity-to-Asset only.
NYSE:FII' s Equity-to-Asset Range Over the Past 10 Years
Min: -0.05  Med: 0.5 Max: 0.71
Current: 0.55
-0.05
0.71
Debt-to-Equity 0.28
NYSE:FII's Debt-to-Equity is ranked lower than
59% of the 709 Companies
in the Global Asset Management industry.

( Industry Median: 0.20 vs. NYSE:FII: 0.28 )
Ranked among companies with meaningful Debt-to-Equity only.
NYSE:FII' s Debt-to-Equity Range Over the Past 10 Years
Min: -14.75  Med: 0.51 Max: 7.58
Current: 0.28
-14.75
7.58
Interest Coverage N/A
NYSE:FII's Interest Coverage is ranked higher than
58% of the 1365 Companies
in the Global Asset Management industry.

( Industry Median: 633.92 vs. NYSE:FII: N/A )
Ranked among companies with meaningful Interest Coverage only.
NYSE:FII' s Interest Coverage Range Over the Past 10 Years
Min: 57.65  Med: 69.79 Max: N/A
Current: N/A
Beneish M-Score: -2.62
WACC vs ROIC
10.09%
42.29%
WACC
ROIC
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 % 29.66
NYSE:FII's Operating Margin % is ranked lower than
61% of the 1419 Companies
in the Global Asset Management industry.

( Industry Median: 52.84 vs. NYSE:FII: 29.66 )
Ranked among companies with meaningful Operating Margin % only.
NYSE:FII' s Operating Margin % Range Over the Past 10 Years
Min: 27.69  Med: 29.44 Max: 33.88
Current: 29.66
27.69
33.88
Net Margin % 18.91
NYSE:FII's Net Margin % is ranked lower than
62% of the 1422 Companies
in the Global Asset Management industry.

( Industry Median: 43.10 vs. NYSE:FII: 18.91 )
Ranked among companies with meaningful Net Margin % only.
NYSE:FII' s Net Margin % Range Over the Past 10 Years
Min: 16.78  Med: 18.33 Max: 19.89
Current: 18.91
16.78
19.89
ROE % 32.33
NYSE:FII's ROE % is ranked higher than
93% of the 1506 Companies
in the Global Asset Management industry.

( Industry Median: 6.96 vs. NYSE:FII: 32.33 )
Ranked among companies with meaningful ROE % only.
NYSE:FII' s ROE % Range Over the Past 10 Years
Min: 24.4  Med: 33.52 Max: 44.98
Current: 32.33
24.4
44.98
ROA % 18.25
NYSE:FII's ROA % is ranked higher than
85% of the 1533 Companies
in the Global Asset Management industry.

( Industry Median: 4.05 vs. NYSE:FII: 18.25 )
Ranked among companies with meaningful ROA % only.
NYSE:FII' s ROA % Range Over the Past 10 Years
Min: 13.1  Med: 17.07 Max: 26.58
Current: 18.25
13.1
26.58
3-Year Revenue Growth Rate 9.80
NYSE:FII's 3-Year Revenue Growth Rate is ranked higher than
65% of the 1042 Companies
in the Global Asset Management industry.

( Industry Median: 2.10 vs. NYSE:FII: 9.80 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
NYSE:FII' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -10  Med: 7.6 Max: 23
Current: 9.8
-10
23
3-Year EBITDA Growth Rate 10.20
NYSE:FII's 3-Year EBITDA Growth Rate is ranked higher than
62% of the 912 Companies
in the Global Asset Management industry.

( Industry Median: 2.30 vs. NYSE:FII: 10.20 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
NYSE:FII' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -11.1  Med: 3.6 Max: 37.7
Current: 10.2
-11.1
37.7
3-Year EPS without NRI Growth Rate 9.40
NYSE:FII's 3-Year EPS without NRI Growth Rate is ranked higher than
59% of the 826 Companies
in the Global Asset Management industry.

( Industry Median: 3.80 vs. NYSE:FII: 9.40 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
NYSE:FII' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -12.3  Med: 2.7 Max: 43.8
Current: 9.4
-12.3
43.8
GuruFocus has detected 1 Warning Sign with Federated Investors Inc $NYSE:FII.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» NYSE:FII's 30-Y Financials

Financials (Next Earnings Date: 2017-10-27 Est.)


Revenue & Net Income
Equity & Asset
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q3 2016

FII Guru Trades in Q3 2016

Joel Greenblatt 6,830 sh (New)
Murray Stahl 418,083 sh (+55.76%)
Jim Simons 804,300 sh (+21.59%)
Paul Tudor Jones 15,000 sh (+2.74%)
Keeley Asset Management Corp 31,080 sh (-0.58%)
Chuck Royce 4,503,736 sh (-12.99%)
» More
Q4 2016

FII Guru Trades in Q4 2016

Charles Brandes 32,243 sh (New)
Ronald Muhlenkamp 299,866 sh (New)
Joel Greenblatt 15,137 sh (+121.63%)
Keeley Asset Management Corp 44,745 sh (+43.97%)
Paul Tudor Jones 20,542 sh (+36.95%)
Murray Stahl 366,324 sh (-12.38%)
Chuck Royce 3,872,224 sh (-14.02%)
Jim Simons 498,300 sh (-38.05%)
» More
Q1 2017

FII Guru Trades in Q1 2017

Barrow, Hanley, Mewhinney & Strauss 884 sh (New)
Charles Brandes 96,136 sh (+198.16%)
Paul Tudor Jones 23,400 sh (+13.91%)
Chuck Royce 4,330,939 sh (+11.85%)
Joel Greenblatt 16,117 sh (+6.47%)
Ronald Muhlenkamp 299,221 sh (-0.22%)
Murray Stahl 344,452 sh (-5.97%)
Jim Simons 74,600 sh (-85.03%)
» More
Q2 2017

FII Guru Trades in Q2 2017

David Dreman 11,516 sh (New)
First Pacific Advisors 309,670 sh (New)
Charles Brandes 100,168 sh (+4.19%)
Barrow, Hanley, Mewhinney & Strauss 884 sh (unchged)
Jim Simons Sold Out
Paul Tudor Jones Sold Out
Ronald Muhlenkamp 298,936 sh (-0.10%)
Joel Greenblatt 13,377 sh (-17.00%)
Chuck Royce 3,143,543 sh (-27.42%)
Murray Stahl 35,508 sh (-89.69%)
» More
» Details

Insider Trades

Latest Guru Trades with NYSE: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
Ronald Muhlenkamp 2017-06-30 Reduce -0.10%$25.48 - $28.08 $ 28.547%298,936
Charles Brandes 2017-06-30 Add 4.19%$25.48 - $28.08 $ 28.547%100,168
Joel Greenblatt 2017-06-30 Reduce -17.00%$25.48 - $28.08 $ 28.547%13,377
David Dreman 2017-06-30 New Buy0.18%$25.48 - $28.08 $ 28.547%11,516
Ronald Muhlenkamp 2017-03-31 Reduce -0.22%0.01%$25.26 - $28.85 $ 28.547%299,221
Charles Brandes 2017-03-31 Add 198.16%0.05%$25.26 - $28.85 $ 28.547%96,136
Joel Greenblatt 2017-03-31 Add 6.47%$25.26 - $28.85 $ 28.547%16,117
Barrow, Hanley, Mewhinney & Strauss 2017-03-31 New Buy$25.26 - $28.85 $ 28.547%884
Ronald Muhlenkamp 2016-12-31 New Buy2.68%$24.9 - $29.56 $ 28.543%299,866
Keeley Asset Management Corp 2016-12-31 Add 43.97%0.02%$24.9 - $29.56 $ 28.543%44,745
Charles Brandes 2016-12-31 New Buy0.01%$24.9 - $29.56 $ 28.543%32,243
Joel Greenblatt 2016-12-31 Add 121.63%0.01%$24.9 - $29.56 $ 28.543%15,137
Keeley Asset Management Corp 2016-09-30 Reduce -0.58%$28.09 - $32.93 $ 28.54-9%31,080
Joel Greenblatt 2016-09-30 New Buy$28.09 - $32.93 $ 28.54-9%6,830
Premium More recent guru trades are included for Premium Members only!!
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Business Description

Industry: Asset Management » Asset Management    NAICS: 523930    SIC: 6282
Compare:NYSE:FIG, NYSE:NVG, NAS:PSEC, NYSE:APAM, NYSE:LM, NYSE:AB, NYSE:MAIN, NYSE:NZF, NAS:FNGN, NYSE:ARES, NYSE:CNS, NYSE:OZM, NYSE:WDR, NYSE:MC, AMEX:FAX, NAS:AINV, NAS:WETF, NYSE:TSLX, NYSE:NRK, NAS:CGBD » details
Traded in other countries:3KC.Germany,
Headquarter Location:USA
Federated Investors Inc provides investment management products and related financial services. The company sponsors, markets and provides investment-related services to various investment products, including mutual funds and Separate Accounts.

Federated Investors provides asset management services for institutional and individual investors. The firm's products are distributed directly to institutions as well as through financial intermediaries. Federated's $360.4 billion in total AUM at the end of June 2017 comprised equity (18%), fixed-income (15%), and money market (67%) funds. Over the past four calendar quarters, the firm's equity operations accounted for 40% of revenue, with its fixed-income and money market fund operations contributing 17% and 43%, respectively.

Ratios

vs
industry
vs
history
PE Ratio 13.69
FII's PE Ratio is ranked lower than
53% of the 1164 Companies
in the Global Asset Management industry.

( Industry Median: 12.55 vs. FII: 13.69 )
Ranked among companies with meaningful PE Ratio only.
FII' s PE Ratio Range Over the Past 10 Years
Min: 7.65  Med: 15.26 Max: 24.87
Current: 13.69
7.65
24.87
Forward PE Ratio 13.76
FII's Forward PE Ratio is ranked lower than
56% of the 116 Companies
in the Global Asset Management industry.

( Industry Median: 13.42 vs. FII: 13.76 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 13.69
FII's PE Ratio without NRI is ranked lower than
52% of the 1168 Companies
in the Global Asset Management industry.

( Industry Median: 12.68 vs. FII: 13.69 )
Ranked among companies with meaningful PE Ratio without NRI only.
FII' s PE Ratio without NRI Range Over the Past 10 Years
Min: 7.76  Med: 15.33 Max: 24.87
Current: 13.69
7.76
24.87
Price-to-Owner-Earnings 13.82
FII's Price-to-Owner-Earnings is ranked lower than
52% of the 351 Companies
in the Global Asset Management industry.

( Industry Median: 12.69 vs. FII: 13.82 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
FII' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 6.5  Med: 13.49 Max: 21.64
Current: 13.82
6.5
21.64
PB Ratio 4.64
FII's PB Ratio is ranked lower than
94% of the 1434 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. FII: 4.64 )
Ranked among companies with meaningful PB Ratio only.
FII' s PB Ratio Range Over the Past 10 Years
Min: 2.82  Med: 5.21 Max: 8.37
Current: 4.64
2.82
8.37
PS Ratio 2.51
FII's PS Ratio is ranked higher than
80% of the 1251 Companies
in the Global Asset Management industry.

( Industry Median: 6.00 vs. FII: 2.51 )
Ranked among companies with meaningful PS Ratio only.
FII' s PS Ratio Range Over the Past 10 Years
Min: 1.36  Med: 2.74 Max: 4.14
Current: 2.51
1.36
4.14
Price-to-Free-Cash-Flow 11.20
FII's Price-to-Free-Cash-Flow is ranked higher than
63% of the 381 Companies
in the Global Asset Management industry.

( Industry Median: 15.97 vs. FII: 11.20 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
FII' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 5.52  Med: 11.51 Max: 25.74
Current: 11.2
5.52
25.74
Price-to-Operating-Cash-Flow 10.81
FII's Price-to-Operating-Cash-Flow is ranked higher than
63% of the 777 Companies
in the Global Asset Management industry.

( Industry Median: 16.74 vs. FII: 10.81 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
FII' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 5.33  Med: 11.16 Max: 24.99
Current: 10.81
5.33
24.99
EV-to-EBIT 8.43
FII's EV-to-EBIT is ranked higher than
60% of the 1125 Companies
in the Global Asset Management industry.

( Industry Median: 10.93 vs. FII: 8.43 )
Ranked among companies with meaningful EV-to-EBIT only.
FII' s EV-to-EBIT Range Over the Past 10 Years
Min: 5  Med: 8.8 Max: 14.7
Current: 8.43
5
14.7
EV-to-EBITDA 8.19
FII's EV-to-EBITDA is ranked higher than
58% of the 1147 Companies
in the Global Asset Management industry.

( Industry Median: 10.20 vs. FII: 8.19 )
Ranked among companies with meaningful EV-to-EBITDA only.
FII' s EV-to-EBITDA Range Over the Past 10 Years
Min: 4.7  Med: 8.4 Max: 14.1
Current: 8.19
4.7
14.1
EV-to-Revenue 2.50
FII's EV-to-Revenue is ranked higher than
79% of the 1241 Companies
in the Global Asset Management industry.

( Industry Median: 6.03 vs. FII: 2.50 )
Ranked among companies with meaningful EV-to-Revenue only.
FII' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.5  Med: 2.7 Max: 4.1
Current: 2.5
1.5
4.1
PEG Ratio 5.48
FII's PEG Ratio is ranked lower than
83% of the 272 Companies
in the Global Asset Management industry.

( Industry Median: 1.27 vs. FII: 5.48 )
Ranked among companies with meaningful PEG Ratio only.
FII' s PEG Ratio Range Over the Past 10 Years
Min: 0.96  Med: 2.94 Max: 168.8
Current: 5.48
0.96
168.8
Shiller PE Ratio 15.01
FII's Shiller PE Ratio is ranked higher than
74% of the 424 Companies
in the Global Asset Management industry.

( Industry Median: 19.94 vs. FII: 15.01 )
Ranked among companies with meaningful Shiller PE Ratio only.
FII' s Shiller PE Ratio Range Over the Past 10 Years
Min: 7.4  Med: 13.73 Max: 22.56
Current: 15.01
7.4
22.56

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 3.46
FII's Dividend Yield % is ranked lower than
56% of the 1513 Companies
in the Global Asset Management industry.

( Industry Median: 4.04 vs. FII: 3.46 )
Ranked among companies with meaningful Dividend Yield % only.
FII' s Dividend Yield % Range Over the Past 10 Years
Min: 1.84  Med: 3.56 Max: 6.52
Current: 3.46
1.84
6.52
Dividend Payout Ratio 0.48
FII's Dividend Payout Ratio is ranked higher than
61% of the 932 Companies
in the Global Asset Management industry.

( Industry Median: 0.52 vs. FII: 0.48 )
Ranked among companies with meaningful Dividend Payout Ratio only.
FII' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.39  Med: 0.55 Max: 0.7
Current: 0.48
0.39
0.7
3-Year Dividend Growth Rate 0.70
FII's 3-Year Dividend Growth Rate is ranked lower than
56% of the 652 Companies
in the Global Asset Management industry.

( Industry Median: 2.40 vs. FII: 0.70 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
FII' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 0  Med: 11.6 Max: 50.8
Current: 0.7
0
50.8
Forward Dividend Yield % 3.46
FII's Forward Dividend Yield % is ranked lower than
57% of the 1399 Companies
in the Global Asset Management industry.

( Industry Median: 4.50 vs. FII: 3.46 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 3.65
FII's 5-Year Yield-on-Cost % is ranked lower than
59% of the 1788 Companies
in the Global Asset Management industry.

( Industry Median: 4.57 vs. FII: 3.65 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
FII' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.93  Med: 3.74 Max: 6.85
Current: 3.65
1.93
6.85
3-Year Average Share Buyback Ratio 0.90
FII's 3-Year Average Share Buyback Ratio is ranked higher than
75% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: -0.80 vs. FII: 0.90 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
FII' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -1.8  Med: 1.5 Max: 3.7
Current: 0.9
-1.8
3.7

Valuation & Return

vs
industry
vs
history
Price-to-Intrinsic-Value-Projected-FCF 1.02
FII's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
53% of the 440 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. FII: 1.02 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
FII' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.42  Med: 1.1 Max: 1.61
Current: 1.02
0.42
1.61
Price-to-Median-PS-Value 0.91
FII's Price-to-Median-PS-Value is ranked higher than
65% of the 992 Companies
in the Global Asset Management industry.

( Industry Median: 1.01 vs. FII: 0.91 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
FII' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.51  Med: 1.26 Max: 1.96
Current: 0.91
0.51
1.96
Earnings Yield (Greenblatt) % 11.86
FII's Earnings Yield (Greenblatt) % is ranked higher than
70% of the 1534 Companies
in the Global Asset Management industry.

( Industry Median: 5.26 vs. FII: 11.86 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
FII' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 6.8  Med: 11.3 Max: 20
Current: 11.86
6.8
20
Forward Rate of Return (Yacktman) % 11.63
FII's Forward Rate of Return (Yacktman) % is ranked higher than
58% of the 506 Companies
in the Global Asset Management industry.

( Industry Median: 6.51 vs. FII: 11.63 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
FII' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -0.8  Med: 8.2 Max: 24
Current: 11.63
-0.8
24

More Statistics

Revenue (TTM) (Mil) $1,130.82
EPS (TTM) $ 2.11
Beta1.42
Short Percentage of Float8.34%
52-Week Range $24.52 - 32.40
Shares Outstanding (Mil)101.45

Analyst Estimate

Dec17 Dec18
Revenue (Mil $) 1,021 1,069
EPS ($) 2.05 2.10
EPS without NRI ($) 2.05 2.10
EPS Growth Rate
(Future 3Y To 5Y Estimate)
5.58%
Dividends per Share ($) 1.00 1.03

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