FOCS
Focus Financial Partners Inc.
Set alert
52-week range unavailable
- Open
- 52.99
- Prev close
- 52.99
- Mkt cap
- 3.47B
- Vol
- 6.68M
- Avg vol
- 0
- EPS
- 0.00
- P/E
- 0.00
- Div yield
- 0.00%
More statistics
- Low
- 52.98
- High
- 53.01
- Forward P/E
- 11.67
- Beta
- 1.29
- Short ratio
- 5.75
- Inst. own
- 91.11%
- Dividend
- 0.00
- Ex-div date
- Earnings
- Aug 3, 2023
- 50-d avg
- 52.21
- 200-d avg
- 45.10
- 1y target
- 52.20
Key statistics
- Market cap
- 3.47B
- Enterprise value
- 6.52B
- Trailing P/E
- 71.95
- Forward P/E
- 11.67
- PEG ratio
- 0.87
- Price / sales
- 1.60
- Price / book
- 3.34
- EPS (TTM)
- 0.73
- Beta
- 1.29
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Profit margin
- 2.87%
- Revenue (TTM)
- 2.16B
- Revenue growth
- 3.90%
- Free cash flow
- 335.11M
- Total cash
- 135.06M
- Total debt
- 2.91B
- Return on equity
- 6.31%
- Shares outstanding
- 66.02M
- Short % of float
- 5.36%
- 50-day average
- 52.21
- 200-day average
- 45.10
Analyst view
Consensus: hold
- Target (low)
- 49.00
- Target (mean)
- 52.20
- Target (high)
- 54.00
- Strong buy0
- Buy3
- Hold4
- Sell0
- Strong sell0
Next earnings
Aug 3, 2023
Expected Aug 3, 2023. Consensus EPS estimate 0.96.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Aug 3, 2023 | Jun 1, 2023 | 0.97 | — | — | — |
| May 4, 2023 | Mar 1, 2023 | 0.96 | — | — | — |
| Feb 16, 2023 | Dec 1, 2022 | 0.90 | — | — | — |
| Nov 3, 2022 | Sep 1, 2022 | 1.02 | — | — | — |
| Aug 4, 2022 | Jun 1, 2022 | 1.08 | — | — | — |
| May 5, 2022 | Mar 1, 2022 | 1.08 | — | — | — |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| May 8, 2023 | Keefe, Bruyette & Woods | main | — | Market Perform |
| Mar 2, 2023 | Keefe, Bruyette & Woods | down | Outperform | Market Perform |
| Feb 28, 2023 | William Blair | down | Outperform | Market Perform |
| Feb 21, 2023 | RBC Capital | down | Outperform | Sector Perform |
| Feb 21, 2023 | BMO Capital | up | Market Perform | Outperform |
| Feb 21, 2023 | Keefe, Bruyette & Woods | main | — | Outperform |
About Focus Financial Partners Inc.
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities. Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services. The company also offers recordkeeping and administration, and outsourced services; recommends financial products; and sells investment or insurance products. The company was founded in 2006 and is headquartered in New York, New York.
- Sector
- Financial Services
- Industry
- Asset Management
- Country
- United States
- Website
- focusfinancialpartners.com
News
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ADOLF RUEDIGER PH.D. | Chief Executive Officer | Sale | Sep 7, 2020 | 0 |
| CAREY JAMES D | Director | Sale | Mar 15, 2021 | 0 |
| CHANG LEONARD R | Officer | Sale | Sep 7, 2020 | 0 |
| KKR GROUP PARTNERSHIP, L.P. | Beneficial Owner of more than 10% of a Class of Security | Sale | Jun 22, 2021 | 0 |
| KODIALAM RAJINI SUNDAR | Chief Operating Officer | Sale | Sep 7, 2020 | 0 |
| MASHINSKY KRISTINE | Director | Purchase | Aug 15, 2021 | 20,000 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Stone Point Capital Llc | 24.31% | 16,048,975 | 842.89M | Mar 30, 2023 |
| Capital World Investors | 9.23% | 6,092,402 | 319.97M | Mar 30, 2023 |
| Vanguard Group, Inc. (The) | 7.48% | 4,936,654 | 259.27M | Mar 30, 2023 |
| Blackrock Inc. | 5.83% | 3,847,783 | 202.09M | Mar 30, 2023 |
| JP Morgan Chase & Company | 3.99% | 2,634,096 | 138.34M | Mar 30, 2023 |
| FIL LTD | 3.61% | 2,380,000 | 125.00M | Mar 30, 2023 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Smallcap World Fund | 3.86% | 2,549,002 | 133.87M | Dec 30, 2022 |
| Growth Fund Of America Inc | 3.30% | 2,175,948 | 114.28M | Mar 30, 2023 |
| JP Morgan Small Cap Equity Fund | 2.65% | 1,751,194 | 91.97M | Dec 30, 2022 |
| Vanguard Total Stock Market Index Fund | 2.27% | 1,498,309 | 78.69M | Dec 30, 2022 |
| Delaware Group Equity Fds V-Small Cap Core Fund | 2.23% | 1,473,027 | 77.36M | Nov 29, 2022 |
| Fundamental Investors Inc | 2.02% | 1,335,000 | 70.11M | Mar 30, 2023 |