Federated Hermes, Inc.
FHI
Positions held
Your positionsFHI isn't in your positions.
Add it to see shares, cost, and P&L here.
Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- Federated Hermes, Inc. operates in a competitive asset management industry, leveraging its strong market position and diversified investment strategies to attract clients.
- In 2025, the company reported a revenue of $1.8 billion, showing a growth of 10.4% from $1.6 billion in 2023.
- The operating margin improved to 29.3% in 2025, up from 24.9% in 2023.
- The asset management industry faces regulatory challenges that could impact profitability and operational flexibility for firms like Federated Hermes.
- The quarterly revenue decreased by 1% from $483 million to $479 million compared to the prior quarter.
- The gross margin fell to 67.8% from 70% in the previous quarter, indicating potential cost pressures.
Fundamentals
| Market cap | $4.18B | Enterprise value | $4.10B | Trailing P/E | 10.42 | Forward P/E | 9.60 |
| PEG | 1.36 | Price / book | 3.19 | Beta | 0.64 | Dividend yield | 2.57% |
| Revenue growth | 18.3% | Earnings growth | 19.3% | Gross margin | 69.0% | Operating margin | 27.7% |
| Profit margin | 21.3% | ROE | 31.1% | ROA | 14.8% | Debt / equity | 0.32 |
| Current ratio | 2.59 | Free cash flow | $371.46M | Analyst recommendation | hold | Mean target | $60.14 |
| 52w high | $67.20 | 52w low | $46.66 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | — | $479M | $483M | $469M | $425M | $424M |
| Op margin | — | 27.1% | 28.8% | 28.3% | 28.4% | 31.9% |
| Net income | — | $96.4M | $107M | $104M | $91.0M | $101M |
| Gross margin | — | 67.8% | 70.0% | 69.2% | 65.9% | 66.2% |
| Gross profit | — | $325M | $338M | $325M | $280M | $280M |
| Operating income | — | $130M | $139M | $133M | $121M | $135M |
- Revenue -1% vs prior quarter ($479M vs $483M).
- Gross margin 67.8% (was 70% prior quarter).
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Revenue | $1.8B | $1.6B | $1.6B | $1.4B | — |
| Op margin | 29.3% | 27.0% | 24.9% | 26.3% | — |
| Net income | $403M | $268M | $299M | $239M | — |
| Gross margin | 67.9% | 66.9% | 65.0% | 64.5% | — |
| Gross profit | $1.2B | $1.1B | $1.0B | $933M | — |
| Operating income | $528M | $441M | $401M | $381M | — |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-09 · 3 Federated Hermes Mutual Funds to Add to Your Portfolio
2026-10-06 · 2 Unpopular Stocks That Should Get More Attention and 1 Facing Challenges
2026-10-02 · Federated Hermes (FHI) is a Top Dividend Stock Right Now: Should You Buy?
2026-10-01 · 1 Small-Cap Stock with Impressive Fundamentals and 2 We Brush Off
2026-09-25 · FHI or CNS: Which Is the Better Value Stock Right Now?
2026-09-24 · 3 Stocks Tied To Money Market Fund Demand As Bond Pressure Builds
2026-09-18 · 2 Value Stocks with Impressive Fundamentals and 1 Facing Headwinds
2026-09-18 · After Plunging 10.7% in 4 Weeks, Here's Why the Trend Might Reverse for Federated Hermes (FHI)
2026-09-17 · Higher For Longer Rates Put BlackRock And Cash ETFs In Focus
2026-09-16 · This is Why Federated Hermes (FHI) is a Great Dividend Stock
2026-09-15 · Month-end portfolio data now available for Federated Hermes Premier Municipal Income Fund
Price (daily)
Full chart · RSI · MACD · patterns