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
Vol379.00K
As of25 Sep 2026

The Verdict

Hold

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/E10.75x
Forward P/E9.89x
EV / EBITDA7.62x
P / S (ttm)2.23x
Profit margin21.3%
Return on equity31.1%
Revenue growth+18.3%
Earnings growth+19.3%
Debt / equity32.35

Layer Breakdown

LayerRawContribution
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.

United States · www.federatedhermes.com/us/home.do

Risk Metrics

Beta vs SPX0.74
Corr SPX0.51
Annual vol23.3%
Annual ret+26.5%
Sharpe1.13
Max DD-17.2%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-30Earnings Release, Exhibitsread
2026-04-30Earnings Release, Exhibitsread
2026-04-09Other Material Event, Exhibitsread
2026-01-30Other Material Event, Exhibitsread
2026-01-29Earnings Release, Exhibitsread
2025-12-02Officer / Director Change, Exhibitsread
2025-10-30Earnings Release, Exhibitsread
2025-10-23Material Agreement, Reg FD Disclosure…read
2025-07-31Earnings Release, Exhibitsread
2025-04-24Earnings Release, Exhibitsread
2025-04-07Other Material Event, Exhibitsread
2025-01-30Earnings Release, Exhibitsread

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders9
Top-5 share96.6%
HHI2,858 (concentrated)

Top Holders

HolderValueShares
Fidelity / FMR LLC$257.54M4.66M
AQR Capital Management$135.89M2.46M
State Street Corp$102.28M1.85M
Citadel Advisors$54.27M982.73K
Renaissance Technologies$18.18M329.30K
Capital Research / Capital World$16.69M302.30K
Bridgewater Associates$1.61M29.16K
Millennium Management$1.52M27.50K
T. Rowe Price Group$2.37K42.91K

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

DateFormDoc
2026-08-1213F-HRview
2026-08-054view
2026-07-3110-Qview
2026-07-308-Kview
2026-06-234view
2026-06-174view
2026-06-094view
2026-05-264view
2026-05-264view
2026-05-184view
2026-05-154view
2026-05-1113F-HRview
2026-05-084view
2026-05-044view
2026-05-044view

The Long Run

FY 2010–2025 · 16 years

LineLatestCAGRTrend
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

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$57.72$58.03$57.13$57.82379.00K
Sep 24$57.48$58.05$56.44$57.38517.60K
Sep 23$56.87$58.46$56.82$57.56609.70K
Sep 22$58.39$58.64$56.52$56.92679.40K
Sep 21$57.46$58.33$57.19$58.18446.70K

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