Focus Financial Partners Inc. FOCS
Set alert
At close · Aug 30
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
2Y chart
Events in this range
- May 5, 2022Earnings: —; estimate 1.08; surprise —%
- Aug 4, 2022Earnings: —; estimate 1.08; surprise —%
- Nov 3, 2022Earnings: —; estimate 1.02; surprise —%
- Feb 16, 2023Earnings: —; estimate 0.9; surprise —%
- Feb 21, 2023Rating: Keefe, Bruyette & Woods · — → Outperform
- Feb 21, 2023Rating: BMO Capital · Market Perform → Outperform
- Feb 21, 2023Downgrade: RBC Capital · Outperform → Sector Perform
- Feb 28, 2023Downgrade: William Blair · Outperform → Market Perform
- Mar 2, 2023Downgrade: Keefe, Bruyette & Woods · Outperform → Market Perform
- May 4, 2023Earnings: —; estimate 0.96; surprise —%
- May 8, 2023Rating: Keefe, Bruyette & Woods · — → Market Perform
- Aug 3, 2023Earnings: —; estimate 0.97; surprise —%
Signals (65)
| Name | Date | Ago |
|---|---|---|
| RSI: Overbought | Aug 29, 2023 | 3 years ago |
| SMA: Bullish | Aug 22, 2023 | 3 years ago |
| MACD: Buy Signal | Aug 22, 2023 | 3 years ago |
| MACD: Sell Signal | Aug 17, 2023 | 3 years ago |
| SMA: Bearish | Aug 16, 2023 | 3 years ago |
| SMA: Bullish | Aug 7, 2023 | 3 years ago |
| MACD: Buy Signal | Aug 7, 2023 | 3 years ago |
| SMA: Bearish | Aug 1, 2023 | 3 years ago |
| SMA: Bullish | Jul 31, 2023 | 3 years ago |
| SMA: Bearish | Jul 21, 2023 | 3 years ago |
| SMA: Bullish | Jul 20, 2023 | 3 years ago |
| SMA: Bearish | Jul 19, 2023 | 3 years ago |
| MACD: Sell Signal | Jun 26, 2023 | 3 years ago |
| RSI: Overbought | Jun 12, 2023 | 3 years ago |
| MACD: Buy Signal | Jun 6, 2023 | 3 years ago |
| RSI: Overbought | Apr 10, 2023 | 3 years ago |
| RSI: Overbought | Feb 23, 2023 | 3 years ago |
| MACD: Sell Signal | Feb 15, 2023 | 3 years ago |
| RSI: Overbought | Jan 31, 2023 | 3 years ago |
| RSI: Overbought | Jan 20, 2023 | 3 years ago |
| RSI: Overbought | Jan 12, 2023 | 3 years ago |
| SMA: Bullish | Jan 4, 2023 | 3 years ago |
| MACD: Buy Signal | Jan 4, 2023 | 3 years ago |
| SMA: Bullish | Dec 29, 2022 | 3 years ago |
| SMA: Bearish | Dec 28, 2022 | 3 years ago |
| SMA: Bearish | Dec 15, 2022 | 3 years ago |
| SMA: Bullish | Dec 13, 2022 | 3 years ago |
| MACD: Sell Signal | Nov 29, 2022 | 3 years ago |
| SMA: Bearish | Nov 16, 2022 | 3 years ago |
| SMA: Bullish | Nov 15, 2022 | 3 years ago |
| SMA: Bearish | Nov 14, 2022 | 3 years ago |
| SMA: Bullish | Nov 11, 2022 | 3 years ago |
| RSI: Overbought | Nov 11, 2022 | 3 years ago |
| SMA: Bullish | Nov 10, 2022 | 3 years ago |
| SMA: Bearish | Oct 31, 2022 | 4 years ago |
| SMA: Bullish | Oct 28, 2022 | 4 years ago |
| MACD: Buy Signal | Oct 5, 2022 | 4 years ago |
| RSI: Oversold | Sep 30, 2022 | 4 years ago |
| RSI: Oversold | Sep 23, 2022 | 4 years ago |
| SMA: Bearish | Sep 13, 2022 | 4 years ago |
| SMA: Bullish | Sep 9, 2022 | 4 years ago |
| SMA: Bearish | Sep 1, 2022 | 4 years ago |
| MACD: Sell Signal | Aug 22, 2022 | 4 years ago |
| RSI: Overbought | Aug 15, 2022 | 4 years ago |
| RSI: Overbought | Aug 3, 2022 | 4 years ago |
| SMA: Bullish | Jul 19, 2022 | 4 years ago |
| MACD: Buy Signal | Jun 24, 2022 | 4 years ago |
| RSI: Oversold | Jun 16, 2022 | 4 years ago |
| MACD: Sell Signal | Jun 13, 2022 | 4 years ago |
| MACD: Buy Signal | May 18, 2022 | 4 years ago |
| RSI: Oversold | May 9, 2022 | 4 years ago |
| MACD: Sell Signal | May 6, 2022 | 4 years ago |
| MACD: Buy Signal | May 4, 2022 | 4 years ago |
| RSI: Oversold | Apr 26, 2022 | 4 years ago |
| MACD: Sell Signal | Apr 22, 2022 | 4 years ago |
| MACD: Buy Signal | Apr 20, 2022 | 4 years ago |
| MACD: Sell Signal | Apr 7, 2022 | 4 years ago |
| MACD: Buy Signal | Mar 17, 2022 | 4 years ago |
| RSI: Oversold | Mar 7, 2022 | 4 years ago |
| MACD: Sell Signal | Mar 1, 2022 | 4 years ago |
| MACD: Buy Signal | Feb 1, 2022 | 4 years ago |
| RSI: Oversold | Jan 19, 2022 | 4 years ago |
| MACD: Sell Signal | Jan 6, 2022 | 4 years ago |
| MACD: Buy Signal | Dec 28, 2021 | 4 years ago |
| RSI: Oversold | Dec 17, 2021 | 4 years ago |
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
- InterOcean Capital to Join The Colony Group
- FOCUS FINANCIAL SHAREHOLDER ALERT: CLAIMSFILER REMINDS INVESTORS WITH LOSSES IN EXCESS OF $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Focus Financial Partners Inc. - FOCS
- FOCUS FINANCIAL SHAREHOLDER ALERT BY FORMER LOUISIANA ATTORNEY GENERAL: Kahn Swick & Foti, LLC Reminds Investors with Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Focus Financial Partners Inc. - FOCS
- FOCUS FINANCIAL SHAREHOLDER ALERT by Former Louisiana Attorney General: Kahn Swick & Foti, LLC Reminds Investors With Losses in Excess of $100,000 of Lead Plaintiff Deadline in Class Action Lawsuit Against Focus Financial Partners Inc. - FOCS
- Brian Cook to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean's Presence in the Nashville Area
- Focus Financial Partners Inc. (FOCS) Lags Q2 Earnings and Revenue Estimates
- Focus Financial Partners Reports Second Quarter 2023 Results
- Earnings Scheduled For August 3, 2023
- Padlock Investment Management to Join Focus Partner Firm Dorchester Wealth Management, Enhancing Dorchester's Toronto Presence
- Focus Financial Partners to Release 2023 Second Quarter Results on August 3
Your note
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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 |