Federated Hermes Inc logo

Federated Hermes Inc - Class B

NEW
NYSE:FHI (USA)   Class B
$ 39.38 -0.40 (-1.01%) 12:08 AM EST
On watch
12.34
P/B:
2.94
Market Cap:
$ 3.19B
Enterprise V:
$ 3.07B
Volume:
6.65M
Avg Vol (2M):
964.56K
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Volume:
6.65M
Market Cap $:
3.19B
12.34
Avg Vol (2M):
964.56K
Enterprise Value $:
3.07B
PB Ratio:
2.94
Website SEC Filings Stock PDF
Dataset
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Business Description

Federated Hermes Inc logo
Federated Hermes Inc
NAICS : 523930 SIC : 6282
ISIN : US3142111034
https://www.federatedhermes.com
1001 Liberty Avenue, Pittsburgh, PA, USA, 15222-3779

Share Class Description:

FHI: Class B
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UTGAPAMCSQBURNADNEANVGDNPEXGJPCBLKBXKKRTSX:BAMOSTO:INVE ATSX:BNAPOAMPLSE:IIIXSWX:PGHN
Traded in other countries / regions
FHI.USA3KC.Germany
Index Membership
S&P 500Russell 3000Russell 2000
IPO Date
1998-05-14
Description
Federated Hermes provides asset-management services for institutional and individual investors. The firm had $800 billion in managed assets at the end of September 2024, composed of equity (10%), multi-asset (less than 1%), fixed-income (12%), alternative (3%), and money market (74%) funds. The firm's cash-management operations are expected to generate around 51% of Federated's revenue this year, compared with 29%, 12%, and 7%, respectively, for the equity, fixed-income, and alternatives/multi-asset operations. The company's products are distributed via trust banks, wealth managers, and retail broker/dealers (65% of AUM), institutional investors (26%), and international clients (9%).

Financial Strength

8/10
Name Current Vs Industry Vs History
Cash-To-Debt 1.39
Equity-to-Asset 0.53
Debt-to-Equity 0.42
Debt-to-EBITDA 1.11
Interest Coverage 34.81
Piotroski F-Score 6/9
0
1
2
3
4
5
6
7
8
9
Altman Z-Score 4.61
Distress
Grey
Safe
Beneish M-Score -2.71
Manipulator
Not Manipulator
WACC vs ROIC
WACC
ROIC

Growth Rank

9/10
Name Current Vs Industry Vs History
3-Year Revenue Growth Rate 14
3-Year EBITDA Growth Rate 6.4
3-Year EPS without NRI Growth Rate 9.7
3-Year FCF Growth Rate 36.2
3-Year Book Growth Rate 3.9
Future 3-5Y EPS without NRI Growth Rate Estimate 7.54
Future 3-5Y Total Revenue Growth Rate Estimate 4.74

Momentum Rank

8/10
Name Current Vs Industry Vs History
5-Day RSI 55.09
9-Day RSI 55.87
14-Day RSI 54.45
3-1 Month Momentum % -8.01
6-1 Month Momentum % 4.95
12-1 Month Momentum % 5.92

Liquidity Ratio

Name Current Vs Industry Vs History
Current Ratio 2.7
Quick Ratio 2.7
Cash Ratio 2.22
Days Sales Outstanding 16.48
Days Payable 59.7

Dividend & Buy Back

Name Current Vs Industry Vs History
Dividend Yield % 3.15
Dividend Payout Ratio 0.33
3-Year Dividend Growth Rate 3.9
Forward Dividend Yield % 3.15
5-Year Yield-on-Cost % 3.46
3-Year Average Share Buyback Ratio 4.3
Shareholder Yield % 7.27

Profitability Rank

10/10
Name Current Vs Industry Vs History
Gross Margin % 66.88
Operating Margin % 27.01
Net Margin % 16.44
FCF Margin % 20.99
ROE % 24.52
ROA % 13.12
ROIC % 20.81
3-Year ROIIC % -20.24
ROC (Joel Greenblatt) % 314.37
ROCE % 22.03
Years of Profitability over Past 10-Year 10

GF Value Rank

9/10
Name Current Vs Industry Vs History
PE Ratio 12.34
Forward PE Ratio 9.74
PE Ratio without NRI 10.75
Shiller PE Ratio 12.62
Price-to-Owner-Earnings 10.82
PEG Ratio 2.15
PS Ratio 1.93
PB Ratio 2.94
Price-to-Free-Cash-Flow 9.08
Price-to-Operating-Cash-Flow 9
EV-to-EBIT 7.87
EV-to-Forward-EBIT 6.15
EV-to-EBITDA 7.44
EV-to-Forward-EBITDA 5.82
EV-to-Revenue 1.9
EV-to-Forward-Revenue 1.74
EV-to-FCF 9.05
Price-to-GF-Value 0.91
Price-to-Projected-FCF 0.68
Price-to-DCF (Earnings Based) 0.71
Price-to-DCF (FCF Based) 0.74
Price-to-Median-PS-Value 0.82
Earnings Yield (Greenblatt) % 12.71
FCF Yield % 10.73
Forward Rate of Return (Yacktman) % 12.91

Financials (Next Earnings Date:2025-04-25 Est.)

FHI's 30-Y Financials
AAPL
Income Statement Breakdown FY
Not Enough Data
AAPL
Balance Sheet Breakdown
Not Enough Data
AAPL
Cashflow Statement Breakdown
Not Enough Data

Operating Revenue by Business Segment

Operating Revenue by Geographic Region

Historical Operating Revenue by Business Segment

Historical Operating Revenue by Geographic Region

5-Step DuPont Analysis as of
Not Enough Data

Federated Hermes Inc Operating Data

FHI's Complete Operating Data
No operating data available for Federated Hermes Inc.

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Performance

Dividend
Log
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To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

Federated Hermes Inc Executives

Details

GF Value: $43.13

FHI

Valuation Chart

Year:

Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil $) 1,632.093
EPS (TTM) ($) 3.19
Beta 0.77
3-Year Sharpe Ratio 0.19
3-Year Sortino Ratio 0.28
Volatility % 18.84
14-Day RSI 54.45
14-Day ATR ($) 0.930054
20-Day SMA ($) 38.71
12-1 Month Momentum % 5.92
52-Week Range ($) 31.24 - 43.92
Shares Outstanding (Mil) 81.07

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 6
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

Financials Calendars
Event Date Price ($)
No Event Data

Federated Hermes Inc Frequently Asked Questions

What is Federated Hermes Inc(FHI)'s stock price today?
The current price of FHI is $39.38. The 52 week high of FHI is $43.92 and 52 week low is $31.24.
When is next earnings date of Federated Hermes Inc(FHI)?
The next earnings date of Federated Hermes Inc(FHI) is 2025-04-25 Est..
Does Federated Hermes Inc(FHI) pay dividends? If so, how much?
The  Dividend Yield %  of Federated Hermes Inc(FHI) is 3.15% (As of Today), Highest Dividend Payout Ratio of Federated Hermes Inc(FHI) was 0.62. The lowest was 0.33. And the median was 0.38. The  Forward Dividend Yield % of Federated Hermes Inc(FHI) is 3.15%. For more information regarding to dividend, please check our Dividend Page.

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