RBC Capital cuts Federated Hermes target to $39, maintains rating

Published 28/01/2025, 16:24
RBC Capital cuts Federated Hermes target to $39, maintains rating

The report also anticipates that Federated Hermes (NYSE:FHI) will experience long-term net redemptions, excluding MMF, amounting to $492 million for the quarter. This is primarily attributed to net outflows from equity products, which are expected to total $1.3 billion. Management had previously indicated anticipated redemptions within institutional equity of around $1.5 billion for the quarter.Analysts will also be looking for any guidance from Federated Hermes regarding expense levels for the year 2025 during the earnings announcement. The upcoming financial results and management commentary are expected to provide further clarity on the company’s performance and outlook. With cash flows sufficiently covering interest payments and liquid assets exceeding short-term obligations, the company maintains a strong financial position despite current challenges. With cash flows sufficiently covering interest payments and liquid assets exceeding short-term obligations, the company maintains a strong financial position despite current challenges.

Kenneth Lee of RBC Capital Markets provided insights ahead of Federated Hermes’ earnings release, indicating that the firm’s estimates have been fine-tuned to reflect recent market trends and net flow assumptions. Despite the price target reduction, the analyst maintained the Sector Perform rating, suggesting a balanced risk/reward perspective for the investment management firm. According to InvestingPro data, three analysts have recently revised their earnings downward for the upcoming period, though the company maintains a solid dividend yield of 3.2% and has maintained dividend payments for 27 consecutive years.

Investor sentiment towards Federated Hermes has been slightly negative since the last earnings report, with a focus expected on money market fund (MMF) asset growth during the upcoming earnings call. RBC’s updated model now includes a modest increase in MMF asset growth for the fourth quarter of 2024, projecting an addition of $19.3 billion compared to the previous estimate of $12.7 billion. InvestingPro subscribers can access detailed financial health metrics, which currently show a GOOD overall score of 3.0, indicating strong fundamentals despite market sentiment.

The report also anticipates that Federated Hermes will experience long-term net redemptions, excluding MMF, amounting to $492 million for the quarter. This is primarily attributed to net outflows from equity products, which are expected to total $1.3 billion. Management had previously indicated anticipated redemptions within institutional equity of around $1.5 billion for the quarter.

Analysts will also be looking for any guidance from Federated Hermes regarding expense levels for the year 2025 during the earnings announcement. The upcoming financial results and management commentary are expected to provide further clarity on the company’s performance and outlook.

In other recent news, Federated Hermes has experienced a series of notable developments. Deutsche Bank (ETR:DBKGn) has downgraded the company’s stock rating from Buy to Hold, predicting a deceleration in the growth of money market fund inflows, a key driver for the company’s asset under management (AUM) growth. Similarly, JPMorgan analysts revised their stance on Federated Hermes, downgrading the company’s stock rating from Overweight to Neutral. This was influenced by the company’s underperformance in asset growth and a more stable interest rate outlook.

In the company’s third-quarter earnings call, Federated Hermes reported a mixed financial performance. Despite some redemptions in equity assets, the company launched new products and saw growth in its alternative private markets. The company also announced a new share repurchase program and anticipates further growth in industry assets.

However, it did note a $700 million decline in AUM within the alternatives sector and outflows continue from the Strategic Value Dividend fund. On the brighter side, Federated Investors reported strong client retention and growth in prime funds, surpassing the industry’s increase. These are recent developments that provide insights into Federated Hermes’ performance amid shifting market conditions.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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