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Federated Hermes, Inc. FHI FINANCIAL

Financial Services · Asset Management · United States
https://www.federatedhermes.com/us/home.do
Company Profile ↓
$61.45
+17.60% 1Y
Mkt Cap$4.59B
P/E11.42
P/B3.49
Div. Yield2.31%
52W High$65.39
52W Low$46.07
Book Value$17.54
EPS (TTM)$5.38

Company Overview

Federated Hermes, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities. It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City; Chicago, Illinois and London, United Kingdom.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 31.1%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 26.8%.

Reasonable Valuation

Trades at a P/E of 11.4, below the sector median of 12.9.

Healthy Margins

Maintains a net profit margin of 21.3%.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.32.

Dividend Income

Offers a dividend yield of 2.31%.

Recent Developments

  • Dec 2025 Revenue of $1.80B (+10.3% YoY); net profit $403.30M.
  • Trailing 12 Months Year-on-year growth — revenue +18.3%, earnings +19.3%.
  • 5-Year Trend Long-term compounding — revenue CAGR 2.3%, profit CAGR 3.5%.

Growth & Price Performance

Compounded Sales Growth

5 Years:2.30%
1 Year:18.30%

Compounded Profit Growth

5 Years:3.51%
1 Year:19.30%

Stock Price Performance

1 Year:+17.60%
6 Months:+12.50%
3 Months:+8.55%
1 Month:-2.71%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 80% of range
$46.07 $65.39
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)44.63 · Neutral
Price Performance
1M-2.71%
3M+8.55%
6M+12.50%
1Y+17.60%
Valuation vs Sector

P/E of 11.42 is below the sector median of 12.89 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 31.1%.
  • Healthy ROCE of 26.8%.
  • Excellent profit margin of 21.3%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
11.42
Industry PE
12.89
Forward P/E
10.51
PEG Ratio
1.52
Book Value
$17.54
Price to Book
3.49
P/S
2.36
EV/EBITDA
8.09
Dividend Yield
2.31%

Growth (CAGR)

Revenue 5Y
2.30%
Profit 5Y
3.51%
Revenue (YoY)
18.30%
Earnings (YoY)
19.30%

Profitability & Returns

ROCE
26.83%
ROE
31.14%
ROA
14.80%
Profit Margin
21.30%
Op Margin
27.72%
Gross Margin
69.04%
EPS (Latest Qtr)
$1.38
EPS (TTM)
$5.38

Balance Sheet & Liquidity

Debt/Equity
0.32
Quick Ratio
2.37
Current Ratio
2.59
Debt
$451.94M
Total Assets
$2.33B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
3.89%
Chg in Prom Hold
-0.01%
FII / Inst Holding
93.37%
Chg in FII Hold
-0.19%

Financial Snapshot

Enterprise Value
$4.59B
Total Revenue (TTM)
$1.93B
EBITDA
$555.24M
Free Cash Flow
$371.46M
Operating Cash Flow
$373.99M
Shares Outstanding
74.65M
Gross Margin
69.04%
Payout Ratio
26.02%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 FHI Federated Hermes, Inc. FINANCIAL 61.45 11.42 $4.59B 2.31% 26.83% 31.14% 2.30% 3.51%
2 JPM JPMorgan Chase & Co. SPXR3KFINANCIAL 353.51 15.15 $939.70B 1.72% - 17.79% 12.50% 14.83%
3 BRK-B Berkshire Hathaway Inc. SPXFINANCIAL 505.83 12.72 $712.23B 0.00% - 12.12% 4.18% 9.44%
4 V Visa Inc. SPXR3KFINANCIAL 368.64 31.35 $628.20B 0.72% 37.15% 61.19% 14.33% 13.04%
5 MA Mastercard Incorporated SPXR3KFINANCIAL 570.89 31.44 $496.37B 0.62% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPXR3KFINANCIAL 62.39 14.41 $436.28B 2.04% - 11.20% 3.14% 4.27%
7 BRK-A Berkshire Hathaway Inc. FINANCIAL 757,791.00 12.71 $370.14B 0.00% - 12.12% 7.60% 10.02%
8 HSBC HSBC Holdings plc FINANCIAL 106.26 15.18 $363.70B 3.65% - 13.10% 9.75% 12.72%
9 MS Morgan Stanley SPXR3KFINANCIAL 216.24 17.48 $339.62B 2.26% - 17.97% 3.76% 9.66%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026Jun 2026
Revenue -------273.50M272.80M278.31M278.31M263.85M255.99M308.62M307.22M307.05M321.48M340.34M358.02M359.18M360.71M364.45M363.92M341.17M311.04M326.59M324.76M366.01M381.14M382.19M433.23M402.66M396.37M402.58M408.46M423.54M424.84M469.45M478.96M502.78M
Operating Income 69.28M74.24M76.89M74.56M87.67M88.64M84.82M77.77M84.21M88.69M90.83M79.67M80.76M81.90M87.95M70.89M84.94M89.31M102.79M92.74M97.25M113.38M114.78M97.48M81.81M98.40M83.95M92.32M96.78M85.17M98.39M101.42M98.58M40.72M111.74M131.77M117.08M129.45M126.33M132.88M
Net Income 41.76M44.13M47.61M45.44M52.71M54.92M55.84M49.64M53.45M56.44M131.81M60.33M38.82M59.61M61.54M54.55M62.72M72.96M82.11M64.18M81.20M85.82M95.17M74.48M55.88M71.36M55.86M57.66M69.48M69.60M72.17M75.03M75.03M21.03M87.54M101.13M91.00M104.13M96.38M104.32M
Diluted EPS ----------------0.620.72-0.630.800.850.930.750.560.730.610.640.780.780.810.860.890.201.061.251.161.341.271.38

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 1.22B1.18B951.94M895.11M945.71M878.37M859.25M926.61M1.14B1.10B1.14B1.33B1.45B1.30B1.45B1.61B1.63B1.80B
Operating Income 361.18M329.23M309.79M257.45M312.59M251.74M237.95M279.45M335.68M341.51M330.28M347.93M418.15M366.27M336.80M387.55M361.47M513.88M
Net Income 224.32M197.29M179.11M150.91M188.09M162.18M149.24M169.81M208.92M291.34M220.30M272.34M326.36M270.29M239.50M298.98M268.31M403.30M
Diluted EPS 2.181.921.731.45------2.182.693.232.752.653.403.235.13

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2007Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --912.43M1.15B1.15B1.09B1.14B1.14B1.19B1.16B1.23B1.54B1.88B2.06B2.02B2.02B2.10B2.08B2.23B
Total Equity 574.35M423.79M528.21M491.80M541.96M495.43M566.12M609.49M647.82M594.83M761.22M857.12M1.04B1.14B1.11B1.05B1.13B1.10B1.20B
Cash & Equivalents 120.35M45.44M90.45M198.76M49.27M67.58M104.44M115.27M172.63M104.84M316.26M156.83M249.17M301.82M233.33M336.78M383.18M504.44M582.54M
Long Term Debt --------------223.35M347.58M347.84M348.11M348.37M
Total Liabilities --369.70M659.79M607.67M586.12M553.94M527.17M529.50M527.96M440.03M504.05M626.76M686.86M840.97M912.97M947.75M933.96M965.86M
Current Liabilities --197.00M214.35M178.49M181.13M214.21M149.32M159.21M162.54M128.85M181.18M230.71M265.45M270.71M257.41M287.34M289.19M314.14M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 310.95M274.59M215.95M113.49M316.34M260.97M192.48M233.18M265.67M387.38M206.28M334.94M373.24M-323.95M311.83M346.55M297.35M
Investing Cash Flow -128.35M-51.57M-144.43M-107.45M11.38M-2.11M-16.42M-5.73M-21.04M1.00M-174.44M-94.68M-24.82M--32.36M-30.61M64.25M2.01M
Financing Cash Flow -257.52M-178.01M36.79M-155.52M-309.41M-222.00M-165.24M-170.09M-312.37M-176.92M-186.12M-152.68M-295.14M--168.51M-243.09M-286.40M-237.88M
Capital Expenditure -10.31M-26.21M-7.87M-8.25M-8.68M-10.32M-8.85M-6.03M-12.84M-9.80M-17.27M-15.04M-13.50M--4.37M-7.92M-4.02M-2.76M
Free Cash Flow 300.65M248.38M208.08M105.24M307.67M250.66M183.63M227.16M252.83M377.58M189.01M319.89M359.74M-319.58M303.92M342.53M294.58M
Net Change in Cash --------------123.08M38.13M124.41M61.47M
Share Buybacks 42.15M20.10M13.46M28.55M6.63M12.99M27.24M53.87M81.77M48.64M29.25M15.74M66.76M228.35M218.14M177.07M137.62M262.77M
Dividends Paid 375.65M98.50M228.65M99.96M256.75M---------97.92M98.09M184.81M104.87M

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ------------------
Operating Margin % 29.5%28.0%32.5%28.8%33.1%28.7%27.7%30.2%29.4%31.0%29.1%26.2%28.9%28.2%23.3%24.1%22.1%28.5%
Net Margin % 18.3%16.8%18.8%16.9%19.9%18.5%17.4%18.3%18.3%26.4%19.4%20.5%22.5%20.8%16.6%18.6%16.4%22.4%
ROE % 52.9%37.4%36.4%27.8%38.0%28.6%24.5%26.2%35.1%38.3%25.7%26.2%28.7%24.3%22.9%26.5%24.5%33.7%
ROCE % -46.0%33.0%26.5%34.4%27.3%24.0%27.2%33.8%31.0%24.2%21.1%23.3%21.0%19.1%21.4%20.1%26.8%

Shareholding Pattern

Insiders
3.89%
Institutions
93.37%
Public Float
97.15%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 8.10% 6.04M $345.11M
2 FMR, LLC 6.25% 4.66M $266.31M
3 Vanguard Portfolio Management LLC 5.89% 4.40M $251.08M
4 Schneider Downs Wealth Management Advisors, LP 4.76% 3.55M $202.80M
5 Vanguard Capital Management LLC 4.28% 3.19M $182.41M
6 LSV Asset Management 3.84% 2.87M $163.71M
7 Fuller & Thaler Asset Management Inc. 3.58% 2.67M $152.46M
8 Charles Schwab Investment Management, Inc. 3.55% 2.65M $151.14M
9 Invesco Ltd. 3.38% 2.52M $144.07M
10 AQR Capital Management, LLC 3.30% 2.46M $140.52M

Analyst View

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Latest News

Recent headlines for FHI

Google News ue, 08 Sep 2026

Federated Hermes: Shifting To Higher Fee Products (NYSE:FHI) - Seeking Alpha

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Google News Sat, 29 Aug 2026

Federated Hermes (FHI) Stock Seems Undervalued On Fair Value But Fair On Earnings - finance.yahoo.com

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Google News ue, 08 Sep 2026

Learn Why The Bull Case For Federated Hermes Stock Could Change Following Tokenized Fund Expansion - simplywall.st

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Google News Sun, 30 Aug 2026

Federated Hermes (FHI) Stock May Be 10% Undervalued Despite Record Q2 Asset Growth - webull.com

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Google News Mon, 07 Sep 2026

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Acquires New Stake in Federated Hermes, Inc. $FHI - marketbeat.com

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Google News Mon, 07 Sep 2026

Ares Management Up 28.8% in 6 Months: How to Approach the Stock Now - tradingview.com

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FHI — Frequently Asked Questions

What is the current share price of Federated Hermes, Inc. (FHI)?

As of 2026-09-19 21:16 PDT, Federated Hermes, Inc. (FHI) trades at $61.45 on NYSE. Its 52-week range is $46.07 to $65.39.

What is the market capitalisation of FHI?

Federated Hermes, Inc. (FHI) has a market capitalisation of $4.59B on NYSE.

What is the P/E ratio of FHI?

FHI trades at a trailing price-to-earnings (P/E) ratio of 11.42. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 3.49.

Does FHI pay a dividend?

Federated Hermes, Inc. (FHI) currently offers a dividend yield of 2.31%.

What is the return on equity (ROE) of FHI?

FHI has a return on equity (ROE) of 31.14%. Its return on capital employed (ROCE) is 26.83%.

Is FHI a good stock to buy?

This page provides a data-driven analysis of Federated Hermes, Inc. (FHI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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