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positive_eps_streak on FEDERATED HERMES, INC. (FHI)

SIC 6282 — Investment Advice · CIK 1056288 · default direction: long

Definition

Fires on companies with consecutive years of positive earnings — quality compounder candidates. Surfaces stable franchises with earnings durability, not speculative growth.

Every time the signal fired on FHI

FYFiling dateEvent date1d5d20d60d252d
FY20252026-02-272026-02-27+1.71%-0.27%-0.02%
FY20242025-02-282025-02-28-0.21%+0.23%+5.01%+10.38%+49.83%
FY20232024-02-232024-02-23+0.26%+1.85%+0.51%-3.53%+15.52%
FY20222023-02-242023-02-24+0.26%+2.98%+1.85%-5.39%-5.54%
FY20212022-02-252022-02-25-1.45%-3.53%+3.29%-0.80%+22.48%
FY20202021-02-262021-02-26+7.52%+12.24%+15.31%+20.90%+28.26%
FY20192020-02-212020-02-21-2.67%-18.98%-55.35%-38.76%-16.18%
FY20182019-02-222019-02-22+0.10%+2.14%-1.42%+5.60%+23.69%
FY20172018-02-232018-02-23+0.45%-0.42%-3.00%-24.26%-9.57%
FY20162017-02-242017-02-24+1.88%-1.88%-6.08%-4.35%+27.66%
FY20152016-02-222016-02-22+0.04%+3.03%+13.62%+22.25%+14.13%
FY20142015-02-202015-02-20-1.73%-6.77%-4.84%-1.86%-25.65%
FY20132014-02-212014-02-21+2.18%+1.11%+8.63%+3.02%+32.43%
FY20122013-02-222013-02-22-1.44%-2.46%+3.69%+16.58%+22.10%
FY20112012-02-242012-02-24-0.30%+1.50%+13.77%+1.04%+29.94%

Forward returns are stock returns from event date (next trading day after filing). Sign is raw stock direction; the trade direction is in the calibration table below.

Universe-wide calibration (this signal across all companies)

Horizonn eventsGross stock retHit rateTrade dirNet PnLCost (bps)r/σ net
1d21,256+0.05%+49.53%long-0.16%22-0.04
5d21,258+0.10%+50.10%long-0.10%22-0.00
20d21,218-0.80%+49.80%long-1.03%22-0.04
60d19,852+1.64%+54.15%long+1.48%22+0.04
252d19,501+13.65%+64.44%long+13.47%22+0.27

Net PnL is direction × stock return − round-trip execution cost (5 bps half-spread + ADV-tiered borrow). See positive_eps_streak methodology for the full audit.


Data: /api/company/1056288/financials