Inside the research
Federated Hermes, Inc.
FHI Research profile · latest available data
Price overview
$57.82
▲ +0.44 (+0.8%)
| 52w hi | $65.39 |
|---|---|
| 52w lo | $46.07 |
| Vol | 379.00K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.21
| Short | +0.03 |
|---|---|
| Medium | +0.24 |
| Long | +0.52 |
computed 2026-09-27
Key fundamentals
Federated Hermes, Inc.
Financial Services · Asset Management
| Market cap | $4.32B |
|---|---|
| Enterprise value | $4.23B |
| Trailing P/E | 10.75x |
| Forward P/E | 9.89x |
| EV / EBITDA | 7.62x |
| P / S (ttm) | 2.23x |
| Profit margin | 21.3% |
| Return on equity | 31.1% |
| Revenue growth | +18.3% |
| Earnings growth | +19.3% |
| Debt / equity | 32.35 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.41 | |
| Sector | +0.02 | |
| Technical | +0.04 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business 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.
Risk Metrics
| Beta vs SPX | 0.74 |
|---|---|
| Corr SPX | 0.51 |
| Annual vol | 23.3% |
| Annual ret | +26.5% |
| Sharpe | 1.13 |
| Max DD | -17.2% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-30 | Earnings Release, Exhibits | read |
| 2026-04-30 | Earnings Release, Exhibits | read |
| 2026-04-09 | Other Material Event, Exhibits | read |
| 2026-01-30 | Other Material Event, Exhibits | read |
| 2026-01-29 | Earnings Release, Exhibits | read |
| 2025-12-02 | Officer / Director Change, Exhibits | read |
| 2025-10-30 | Earnings Release, Exhibits | read |
| 2025-10-23 | Material Agreement, Reg FD Disclosure… | read |
| 2025-07-31 | Earnings Release, Exhibits | read |
| 2025-04-24 | Earnings Release, Exhibits | read |
| 2025-04-07 | Other Material Event, Exhibits | read |
| 2025-01-30 | Earnings Release, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 96.6% |
| HHI | 2,858 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $257.54M | 4.66M |
| AQR Capital Management | $135.89M | 2.46M |
| State Street Corp | $102.28M | 1.85M |
| Citadel Advisors | $54.27M | 982.73K |
| Renaissance Technologies | $18.18M | 329.30K |
| Capital Research / Capital World | $16.69M | 302.30K |
| Bridgewater Associates | $1.61M | 29.16K |
| Millennium Management | $1.52M | 27.50K |
| T. Rowe Price Group | $2.37K | 42.91K |
As of 2026-06-30
Dividends
| Yield (TTM) | 1.83% |
|---|---|
| $ / share (TTM) | $1.06 |
| 5y CAGR | -8.6% |
Annual dividend per share
| 2021 | $1.08 |
|---|---|
| 2022 | $1.08 |
| 2023 | $1.11 |
| 2024 | $2.21 |
| 2025 | $1.33 |
| 2026 | $0.72 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.80B | +2.6% | |
| Operating income | $513.88M | +2.4% | |
| Net income | $268.31M | +1.2% | |
| Cash from ops | $297.35M | +2.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $57.72 | $58.03 | $57.13 | $57.82 | 379.00K |
| Sep 24 | $57.48 | $58.05 | $56.44 | $57.38 | 517.60K |
| Sep 23 | $56.87 | $58.46 | $56.82 | $57.56 | 609.70K |
| Sep 22 | $58.39 | $58.64 | $56.52 | $56.92 | 679.40K |
| Sep 21 | $57.46 | $58.33 | $57.19 | $58.18 | 446.70K |
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