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Financial Services

FMI Large Cap Fund Investor Class(FMIHX)

Fund

Live Price

Offline

$13.36

+0.15% today

1Y Change

-10.59%

Window

Jun 23, 2025 โ†’ Jun 12, 2026

Market Cap
$950.00M
Dividend Yield
16.2%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 245 bars ยท Jun 23, 2025 โ†’ Jun 12, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

FMI Large Cap Fund Investor Class (FMIHX) is a fund with a market cap of $950.00M and listed on NASDAQ. The fund last traded around $13.36 and down 10.6% across the available one-year price window (Jun 23, 2025 โ†’ Jun 12, 2026). Baseline metrics include a dividend yield of 16.2%. Valuation is more restrained than many high-expectation growth names at P/E 1.1 and price/sales 0.0. Stock Foundry combines FMIHX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

FMIHX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

FMIHX Max Drawdown

-21.98%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for FMIHX and SPY.

Calendar-year return history is still loading or unavailable.

EPS Consensus

0.00

Range 0.00 โ†’ 0.00

No analyst count

Revenue Outlook

$23.0B

Range $23.0B โ†’ $23.0B

No analyst count

vs prior: +0.9%

Consensus Spread

EPS spreadโ€”
Revenue spread0.0%

Lower spread suggests tighter agreement across covering analysts.

Trend

EPS trend

Consensus average across visible periods

0.00
Latest visible period
Q4 2023Q3 2025
5 visible points

Trend

Revenue trend

Average analyst revenue estimate

$23.0B
Latest visible period
Q4 2023Q3 2025
5 visible pointstrend: +0.9%

Timeline

Analyst forecast ladder

Sorted by period end date. Includes both cached rows and live fallbacks from FMP.

Q3 2025
Ends Sep 30, 2025
quarter
Revenue
$23.0B
$23.0B to $23.0B
EPS
0.00
0.00 to 0.00
No analyst count
EPS: No analyst count
Apr 26, 11:36 AM UTC
stable/analyst-estimates
Q2 2025
Ends Jun 30, 2025
quarter
Revenue
$22.8B
$22.8B to $22.8B
EPS
0.00
0.00 to 0.00
No analyst count
EPS: No analyst count
Apr 26, 11:36 AM UTC
stable/analyst-estimates
Q2 2024
Ends Jun 30, 2024
quarter
Revenue
$22.0B
$22.0B to $22.0B
EPS
0.00
0.00 to 0.00
No analyst count
EPS: No analyst count
Apr 26, 11:36 AM UTC
stable/analyst-estimates
Q1 2024
Ends Mar 31, 2024
quarter
Revenue
$21.8B
$21.8B to $21.8B
EPS
0.00
0.00 to 0.00
No analyst count
EPS: No analyst count
Apr 26, 11:36 AM UTC
stable/analyst-estimates
Q4 2023
Ends Dec 31, 2023
quarter
Revenue
$21.6B
$21.6B to $21.6B
EPS
0.00
0.00 to 0.00
No analyst count
EPS: No analyst count
Apr 26, 11:36 AM UTC
stable/analyst-estimates

Next Step

Put consensus data in context

Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.