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 | 1.06 | |||||
Equity-to-Asset | 0.54 | |||||
Debt-to-Equity | 0.36 | |||||
Debt-to-EBITDA | 0.76 | |||||
Interest Coverage | 42.51 | |||||
Piotroski F-Score | 7/9 | |||||
Altman Z-Score | 5.88 | |||||
Beneish M-Score | -2.24 | |||||
WACC vs ROIC | ||||||
Growth Rank
10/10
| 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 | 10.69 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 3.44 |
Momentum Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 62.2 | |||||
9-Day RSI | 64.12 | |||||
14-Day RSI | 62.79 | |||||
3-1 Month Momentum % | 7.32 | |||||
6-1 Month Momentum % | 11.9 | |||||
12-1 Month Momentum % | 14.65 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 2.59 | |||||
Quick Ratio | 2.59 | |||||
Cash Ratio | 1.89 | |||||
Days Sales Outstanding | 11.12 | |||||
Days Payable | 58.68 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 2.28 | |||||
Dividend Payout Ratio | 0.27 | |||||
3-Year Dividend Growth Rate | 7.2 | |||||
Forward Dividend Yield % | 2.28 | |||||
5-Year Yield-on-Cost % | 2.79 | |||||
3-Year Average Share Buyback Ratio | 5.1 | |||||
Shareholder Yield % | 6.7 |
Profitability Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 68.71 | |||||
Operating Margin % | 27.98 | |||||
Net Margin % | 21.3 | |||||
EBITDA Margin % | 30.59 | |||||
FCF Margin % | 18.97 | |||||
OCF Margin % | 19.34 | |||||
ROE % | 34.58 | |||||
ROA % | 18.66 | |||||
ROIC % | 25.58 | |||||
3-Year ROIIC % | 387.62 | |||||
ROC (Joel Greenblatt) % | 465.79 | |||||
ROCE % | 29.1 | |||||
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 | 11.75 | |||||
Forward PE Ratio | 11.49 | |||||
PE Ratio without NRI | 12.37 | |||||
Shiller PE Ratio | 16.89 | |||||
Price-to-Owner-Earnings | 9.96 | |||||
PEG Ratio | 1.34 | |||||
PS Ratio | 2.39 | |||||
PB Ratio | 3.78 | |||||
Price-to-Free-Cash-Flow | 12.63 | |||||
Price-to-Operating-Cash-Flow | 12.39 | |||||
EV-to-EBIT | 8.52 | |||||
EV-to-Forward-EBIT | 8.71 | |||||
EV-to-EBITDA | 8.16 | |||||
EV-to-Forward-EBITDA | 8.39 | |||||
EV-to-Revenue | 2.5 | |||||
EV-to-Forward-Revenue | 2.39 | |||||
EV-to-FCF | 13.17 | |||||
Price-to-GF-Value | 1.2 | |||||
Price-to-Projected-FCF | 0.85 | |||||
Price-to-DCF (Earnings Based) | 0.84 | |||||
Price-to-DCF (FCF Based) | 1.09 | |||||
Price-to-Median-PS-Value | 1.05 | |||||
Price-to-Peter-Lynch-Fair-Value | 0.95 | |||||
Earnings Yield (Greenblatt) % | 11.74 | |||||
FCF Yield % | 7.78 | |||||
Forward Rate of Return (Yacktman) % | 18.85 |
Federated Hermes Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Federated Hermes Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Fourth quarter earnings conference call for 2026 | 2027-01-29 09:00 | In 173 days | ||
| Fourth quarter earnings results for 2026 | 2027-01-29 | In 172 days | ||
| Third quarter earnings conference call for 2026 | 2026-10-30 09:00 | In 82 days | ||
| Third quarter earnings results for 2026 | 2026-10-30 | In 81 days | ||
| USD 0.380000 Cash Dividend | 2026-08-07 | 63.25 (-1.42%) | ||
| Second quarter earnings conference call for 2026 | 2026-07-31 09:00 | 59.47 (-0.52%) | ||
| Second quarter earnings results for 2026 | 2026-07-30 | 60.08 (-0.27%) | ||
| 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%) |
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Headlines
See More- 1
Jul 31, 2026
Federated Hermes outlines $3.4B of net institutional wins yet to fund as AUM reaches $912B
Seeking Alpha • 11:04am
- 1
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