Federated Hermes (FRA:3KC) ROE % Adjusted to Book Value: 9.18% (As of Mar. 2026)


FRA:3KC Federated Hermes Inc FRA:3KC
84 GF Score
Price €48.00
GF Value €43.41
Valuation Fairly Valued
! 5 Warning Signs
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What is Federated Hermes ROE % Adjusted to Book Value?

Federated Hermes FRA:3KC +0.42% 84 ROE % Adjusted to Book Value is 9.18% as of Mar. 2026. GuruFocus rates FRA:3KC with a GF Score™ of 84/100 and a GF Value™ of €43.41 (Fairly Valued). The stock has 5 warning signs investors should review.

Federated Hermes's ROE % for the quarter that ended in Mar. 2026 was 32.31%. Federated Hermes's PB Ratio for the quarter that ended in Mar. 2026 was 3.52. Federated Hermes's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was 9.18%.


Federated Hermes ROE % Adjusted to Book Value Related Terms


Federated Hermes ROE % Adjusted to Book Value Historical Data

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The historical data trend for Federated Hermes's ROE % Adjusted to Book Value can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Federated Hermes ROE % Adjusted to Book Value Chart

Federated Hermes Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE % Adjusted to Book Value
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.96 7.44 10.89 8.00 9.83

Federated Hermes Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
ROE % Adjusted to Book Value Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 12.39 10.73 10.68 10.61 9.18

FRA:3KC vs DNP, CNS, MAIN: ROE % Adjusted to Book Value Comparison

For the Asset Management subindustry, Federated Hermes's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Federated Hermes ROE % Adjusted to Book Value vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Federated Hermes's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Federated Hermes's ROE % Adjusted to Book Value falls into.


FRA:3KC
84GF Score
Federated Hermes Inc FRA:3KC
ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.
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Federated Hermes ROE % Adjusted to Book Value Calculation

Federated Hermes's ROE % Adjusted to Book Value for the fiscal year that ended in Dec. 2025 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=33.31% / 3.39
=9.83%

Federated Hermes's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value=ROE % / PB Ratio
=32.31% / 3.52
=9.18%

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a ROE % Adjusted to Book Value of 9.18% mean?
Federated Hermes (FRA:3KC) has a ROE % Adjusted to Book Value of 9.18% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Federated Hermes and its competitors.
Is Federated Hermes' ROE % Adjusted to Book Value too high?
Federated Hermes' current ROE % Adjusted to Book Value is 9.18%. Overall, Federated Hermes has a GF Score™ of 84/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Federated Hermes' ROE % Adjusted to Book Value compare to DNP and CNS?
Federated Hermes' ROE % Adjusted to Book Value of 9.18% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROE % Adjusted to Book Value for an Asset Management company?
A good ROE % Adjusted to Book Value depends on the Asset Management industry context. However, ROE % Adjusted to Book Value should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high ROE % Adjusted to Book Value mean?
A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Federated Hermes and its competitors. Federated Hermes's current ROE % Adjusted to Book Value is 9.18%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Federated Hermes stock overvalued right now?
Based on GuruFocus' analysis, Federated Hermes (FRA:3KC) is currently considered Fairly Valued. The stock's GF Value™ is €43.41, compared to a current price of €48.00 — trading 10.6% above its estimated fair value. The current ROE % Adjusted to Book Value is 9.18%. Federated Hermes' overall GF Score™ is 84/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROE % Adjusted to Book Value calculated?
ROE % Adjusted to Book Value is calculated from a company's financial statements. For Federated Hermes (FRA:3KC), the current ROE % Adjusted to Book Value is 9.18% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Federated Hermes (FRA:3KC) Overvalued in 2026?

Based on GuruFocus' analysis, Federated Hermes stock appears to be overvalued. The current stock price of €48.00 is trading 10.6% above its estimated GF Value™ of €43.41. GuruFocus considers Federated Hermes to be Fairly Valued.

Key valuation signals for FRA:3KC:

  • ROE % Adjusted to Book Value: 9.18%
  • GF Value™: €43.41 vs. price of €48.00 (10.6% above fair value)
  • GF Score™: 84/100 with 5 warning signs

No single metric tells the full story. See the FRA:3KC stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Federated Hermes Business Description

Other Exchanges FHI:USA
Address 1001 Liberty Avenue, Pittsburgh, PA, USA, 15222-3779
Federated Hermes provides asset management services for institutional and individual investors. The firm had $902.6 billion in managed assets at the end of 2025, composed of equity (11%), multi-asset (less than 1%), fixed-income (11%), alternative (2%), and money market (76%) funds. The firm's cash management operations are expected to generate around 55% of Federated's revenue this year, compared with 27%, 10%, and 8%, 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 (68% of AUM), institutional investors (25%), and international clients (7%).
84GF Score

Get the complete analysis for FRA:3KC

ROE % Adjusted to Book Value is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€48.00
Price
€43.41
GF Value