RSMC Overview

Korn Ferry Financial Performance: Korn Ferry's shares rose after reporting fourth-quarter fiscal year 2025 results, with adjusted earnings per share of $1.32 and sales of $719.83 million, both exceeding analyst expectations. The company saw a 3% increase in fee revenue year-over-year, driven by Executive Search and Recruitment Process Outsourcing.

Future Outlook: Korn Ferry anticipates first-quarter adjusted EPS between $1.18 and $1.26, slightly above the consensus estimate, and expects quarterly fee revenue to range from $675 million to $695 million, indicating continued growth despite economic challenges.

ETF Analyst Target Prices: The Rockefeller US Small-Mid Cap ETF (RSMC) has an implied analyst target price of $28.86 per unit, indicating a potential upside of 16.32% from its current trading price of $24.81.

Key Holdings with Upside Potential: Notable underlying holdings such as BGC Group Inc, Boise Cascade Co., and The Baldwin Insurance Group Inc show significant upside to their analyst target prices, suggesting optimism among analysts regarding future stock performance.

Financial Performance: Korn Ferry reported third-quarter FY25 results with flat revenue of $676.5 million, exceeding expectations, and an adjusted EBITDA increase to $114.5 million. The company also announced a 30% dividend increase and repurchased shares worth $17.9 million.

Future Outlook: The company anticipates fourth-quarter adjusted EPS between $1.22 and $1.30, with fee revenue projected at $680 million to $700 million, while KFY shares rose 2.37% in premarket trading.

ETF Analyst Target Prices: The Rockefeller US Small-Mid Cap ETF (RSMC) has an implied analyst target price of $30.40 per unit, indicating a potential upside of 24.11% from its current trading price of $24.49.

Notable Holdings with Upside Potential: Key underlying holdings such as Herc Holdings Inc, Sterling Infrastructure Inc, and Donnelley Financial Solutions Inc show significant upside potential based on analyst target prices, ranging from 45.25% to 60.42% above their recent trading prices.

ETF Performance Overview: On Friday, the highest volume ETF components included SLM, which rose by 1.4%, and Tetra Tech, which fell by 3.2%. HA Sustainable Infrastructure Capital showed the best performance with a 2.3% increase, while Hexcel declined by 4.2%.

Market Activity Insight: The article highlights unusual trading volumes in the Rockefeller US Small-Mid Cap ETF, indicating significant market activity for specific stocks.

Quarterly Performance: TD SYNNEX Corp reported a fourth-quarter revenue of $15.85 billion, exceeding analyst expectations, with an adjusted EPS of $3.09 and a 10% year-over-year revenue increase.

Future Outlook: The company anticipates first-quarter adjusted EPS between $2.65 and $3.15, projecting revenue of $14.4 billion to $15.2 billion, while also increasing its quarterly cash dividend by 10%.