Federated Hermes/$FHI
1D1W1MYTD1Y5YMAX
Capital at risk
About Federated Hermes
Federated Hermes provides asset management services for institutional and individual investors. The firm had $911.6 billion in managed assets at the end of the second quarter of 2026, composed of equity (12%), multi-asset (less than 1%), fixed-income (11%), alternative (2%), and money market (74%) funds. The company's cash management operations are expected to generate around 52% of Federated's revenue this year, compared with 30%, 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 (67% of AUM), institutional investors (26%), and international clients (7%).
- Ticker
- $FHI
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 2,091
- Headquarters
- Pittsburgh, United States
Federated Hermes Metrics
BasicAdvanced
$4.3B
11.35
$5.37
0.63
$1.44
2.49%
Price and volume
Market cap
$4.3B
Beta
0.63
52-week high
$67.20
52-week low
$46.66
Average daily volume
554K
Dividend rate
$1.44
Financial strength
Current ratio
2.592
Quick ratio
2.372
Long term debt to equity
30.925
Total debt to equity
32.354
Dividend payout ratio (TTM)
26.09%
Interest coverage (TTM)
41.19%
Profitability
EBITDA (TTM)
545.949
Gross margin (TTM)
68.71%
Net profit margin (TTM)
21.30%
Operating margin (TTM)
27.44%
Effective tax rate (TTM)
24.92%
Revenue per employee (TTM)
$920,000
Management effectiveness
Return on assets (TTM)
14.62%
Return on equity (TTM)
31.14%
Valuation
Price to earnings (TTM)
11.35
Price to revenue (TTM)
2.305
Price to book
3.48
Price to tangible book (TTM)
-17.54
Price to free cash flow (TTM)
12.15
Free cash flow yield (TTM)
8.23%
Free cash flow per share (TTM)
5.02
Dividend yield (TTM)
2.36%
Forward dividend yield
2.49%
Growth
Revenue change (TTM)
15.02%
Earnings per share change (TTM)
19.81%
3-year revenue growth (CAGR)
7.19%
10-year revenue growth (CAGR)
6.43%
3-year earnings per share growth (CAGR)
21.46%
10-year earnings per share growth (CAGR)
11.45%
3-year dividend per share growth (CAGR)
8.70%
10-year dividend per share growth (CAGR)
3.42%
What the Analysts think about Federated Hermes
Analyst ratings (Buy, Hold, Sell) for Federated Hermes stock.
Analyst projections of the future price of Federated Hermes stock.
Bulls say / Bears say
Assets under management reached a record $912 billion at June 30, 2026, driven by a 9% sequential increase in equity to $110 billion and a $2.6 billion rise in private‐market assets, underscoring diversified fee income growth (Reuters (investing.com)).
Second‐quarter EPS of $1.38 beat the $1.19 consensus by 16%, and revenue of $502.8 million exceeded estimates by 3.2%, reflecting strong operating leverage and a favorable fee mix (Reuters (investing.com)).
The firm’s strategic initiatives—including launching two new ETFs per year, developing digital asset and blockchain record-keeping capabilities, and expanding private-market products—position it to capture fee growth across emerging segments (Reuters (investing.com)).
Money market mutual fund market share slipped to 6.7% in Q2 2026 from 6.9% in Q1, highlighting flow volatility in its largest revenue‐generating segment (Reuters (investing.com)).
Operating expenses rose 5% sequentially, or $17.3 million, driven by higher compensation, distribution and professional fees, putting pressure on margin expansion (Reuters (investing.com)).
Integration of the FCP Fund Manager acquisition incurred $4.7 million of one‐time charges and ongoing intangible amortization of $3 million, suggesting potential headwinds to future earnings growth (Reuters (investing.com)).
Data summarised monthly by Lightyear AI. Last updated on 21 Aug 2026.
Federated Hermes Financial Performance
Revenues and expenses
Federated Hermes Earnings Performance
Company profitability
Upcoming events
No upcoming events
Federated Hermes News
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Funds containing Federated Hermes
AllUSDGBPEUR
Fund name | Fund size | $FHI weighting |
|---|---|---|
SPDR S&P 400 US Mid Cap$SPY4 | $6.3B | 0.13% |
SPDR S&P 400 US Mid Cap£SPX4 | £4.7B | 0.13% |
iShares MSCI World Small Cap$WSML | $9B | 0.04% |
iShares MSCI World Small Cap€IUSN | €7.8B | 0.04% |
iShares MSCI World Small Cap£WLDS | £6.7B | 0.04% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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