Business Description
Federated Hermes Inc
NAICS : 523940
SIC : 6282
ISIN : US3142111034
Share Class Description:
FHI: Class BTotal Employee Number:
2,091Description
Federated Hermes provides asset management services for institutional and individual investors. The firm had $907.1 billion in managed assets at the end of the first quarter of 2026, composed of equity (11%), multi-asset (less than 1%), fixed-income (11%), alternative (2%), and money market (75%) funds. The company's cash management operations are expected to generate around 53% of Federated's revenue this year, compared with 30%, 10%, and 7%, respectively, for the equity, fixed-income, and alternatives/multi-asset/other operations. The company's products are distributed via trust banks, wealth managers, and retail broker/dealers (67% of AUM), institutional investors (26%), and international clients (7%).
Financial Strength
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.43 | |||||
Equity-to-Asset | 0.56 | |||||
Debt-to-Equity | 0.37 | |||||
Debt-to-EBITDA | 0.78 | |||||
Interest Coverage | 41.01 | |||||
Piotroski F-Score | 8/9 | |||||
Altman Z-Score | 5.92 | |||||
Beneish M-Score | -2.44 | |||||
WACC vs ROIC | ||||||
Growth Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 12.5 | |||||
3-Year EBITDA Growth Rate | 24.4 | |||||
3-Year EPS without NRI Growth Rate | 14.2 | |||||
3-Year FCF Growth Rate | 1.7 | |||||
3-Year Book Growth Rate | 10.2 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 7.1 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 4.91 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 27.55 | |||||
9-Day RSI | 35.67 | |||||
14-Day RSI | 41.13 | |||||
3-1 Month Momentum % | -1.15 | |||||
6-1 Month Momentum % | 7.66 | |||||
12-1 Month Momentum % | 26.49 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 3.28 | |||||
Quick Ratio | 3.28 | |||||
Cash Ratio | 2.68 | |||||
Days Sales Outstanding | 11.25 | |||||
Days Payable | 60.34 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 2.54 | |||||
Dividend Payout Ratio | 0.28 | |||||
3-Year Dividend Growth Rate | 7.2 | |||||
Forward Dividend Yield % | 2.54 | |||||
5-Year Yield-on-Cost % | 3.11 | |||||
3-Year Average Share Buyback Ratio | 5.1 | |||||
Shareholder Yield % | 7.43 |
Profitability Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 68.29 | |||||
Operating Margin % | 28.15 | |||||
Net Margin % | 21.47 | |||||
EBITDA Margin % | 31.04 | |||||
FCF Margin % | 16.45 | |||||
OCF Margin % | 16.8 | |||||
ROE % | 34.48 | |||||
ROA % | 18.61 | |||||
ROIC % | 25.98 | |||||
3-Year ROIIC % | 387.62 | |||||
ROC (Joel Greenblatt) % | 449.84 | |||||
ROCE % | 29.31 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 10.71 | |||||
Forward PE Ratio | 10.65 | |||||
PE Ratio without NRI | 11.42 | |||||
Shiller PE Ratio | 15.21 | |||||
Price-to-Owner-Earnings | 9.45 | |||||
PEG Ratio | 1.24 | |||||
PS Ratio | 2.2 | |||||
PB Ratio | 3.46 | |||||
Price-to-Tangible-Book | 137.36 | |||||
Price-to-Free-Cash-Flow | 13.36 | |||||
Price-to-Operating-Cash-Flow | 13.07 | |||||
EV-to-EBIT | 7.32 | |||||
EV-to-Forward-EBIT | 7.6 | |||||
EV-to-EBITDA | 7.04 | |||||
EV-to-Forward-EBITDA | 7.33 | |||||
EV-to-Revenue | 2.18 | |||||
EV-to-Forward-Revenue | 2.11 | |||||
EV-to-FCF | 13.29 | |||||
Price-to-GF-Value | 1.1 | |||||
Price-to-Projected-FCF | 0.8 | |||||
Price-to-DCF (Earnings Based) | 0.78 | |||||
Price-to-DCF (FCF Based) | 1.16 | |||||
Price-to-Median-PS-Value | 0.96 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.06 | |||||
Price-to-Graham-Number | 8.35 | |||||
Earnings Yield (Greenblatt) % | 13.66 | |||||
FCF Yield % | 7.28 | |||||
Forward Rate of Return (Yacktman) % | 16.88 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Federated Hermes Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 1,856.08 | ||
| EPS (TTM) ($) | 5.156 | ||
| Beta | 0.2656 | ||
| 3-Year Sharpe Ratio | 0.82 | ||
| 3-Year Sortino Ratio | 1.36 | ||
| Volatility % | 17.52 | ||
| 14-Day RSI | 41.13 | ||
| 14-Day ATR ($) | 1.583883 | ||
| 20-Day SMA ($) | 57.5215 | ||
| 12-1 Month Momentum % | 26.49 | ||
| 52-Week Range ($) | 44.18 - 60.17 | ||
| Shares Outstanding (Mil) | 75.91 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 8 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Federated Hermes Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Federated Hermes Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2026 | 2026-10-30 09:00 | In 122 days | ||
| Third quarter earnings results for 2026 | 2026-10-30 | In 121 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-31 09:00 | In 31 days | ||
| Second quarter earnings results for 2026 | 2026-07-31 | In 30 days | ||
| USD 0.380000 Cash Dividend | 2026-05-08 | 54.34 (-2.46%) | ||
| First quarter earnings conference call for 2026 | 2026-05-01 09:00 | 58.09 (+3.31%) | ||
| General meeting for 2025 | 2026-04-30 16:00 | 56.36 (-0.84%) | ||
| First quarter earnings results for 2026 | 2026-04-30 | 56.36 (-0.84%) | ||
| Guidance call for 2026 | 2026-03-11 11:20 | 55.26 (-0.47%) | ||
| Annual report for 2025 | 2026-02-27 | 56.94 (+0.60%) |
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Federated Hermes Inc Frequently Asked Questions
What is Federated Hermes Inc(FHI)'s stock price today?
The current price of FHI is $55.22. The 52 week high of FHI is $60.17 and 52 week low is $44.18.
When is next earnings date of Federated Hermes Inc(FHI)?
The next earnings date of Federated Hermes Inc(FHI) is 2026-07-31 Est..
Does Federated Hermes Inc(FHI) pay dividends? If so, how much?
The Dividend Yield %  of Federated Hermes Inc(FHI) is 2.54% (As of Today), Highest Dividend Payout Ratio of Federated Hermes Inc(FHI) was 0.51. The lowest was 0.28. And the median was 0.36. The  Forward Dividend Yield % of Federated Hermes Inc(FHI) is 2.54%. For more information regarding to dividend, please check our Dividend Page.
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