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Federated Hermes, Inc. Stock AnalysisComprehensive stock analysis for Federated Hermes, Inc. (FHI) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisFHI
FHI
Federated Hermes, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
FHI
Home🔹Stocks🔹Federated Hermes, Inc.

Federated Hermes, Inc.

🇺🇸FHI•NYSE

Federated Hermes, Inc.

🇺🇸FHI•NYSE
Market cap
$4.33B
Sentiment

Your view on FHI

Mkt Cap
$4.33B
Sentiment
Your view
FHI
Federated Hermes, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
FHI
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Federated Hermes, Inc.

Industry
Asset Management
Sector
Financial Services
CEO
John Christopher Donahue
Headquarters
Federated Investors Tower, Pittsburgh, PA, US
Industry
Asset Management
Sector
Financial Services
CEO
John Christopher Donahue
Headquarters
Federated Investors Tower, Pittsburgh, PA, US
Description

Federated Hermes, Inc. is a publicly owned asset management holding company.

Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors.

Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe.

It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities.

It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Federated Hermes, Inc., and the rating behind it. FHI last traded at $57.10, 10.5× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Federated Hermes, Inc.. Starting points for Federated Hermes, Inc.: P/E 10.5, EPS $5.73, beta 0.63 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Federated Hermes, Inc.. Federated Hermes, Inc. paid $1.44 per share over the last year — a 2.5% yield at the current $57.10 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Federated Hermes, Inc.. Trailing twelve-month EPS for Federated Hermes, Inc. stands at $5.73. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Federated Hermes, Inc.. Federated Hermes, Inc. has reported as a listed company since 1998. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Federated Hermes, Inc. valued side by side against its closest peers. Federated Hermes, Inc. is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Federated Hermes, Inc., and how their positions are changing. At a $4.33B market value, institutional positions materially move Federated Hermes, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Federated Hermes, Inc. executives and directors. Shares of Federated Hermes, Inc. have traded between $35.05 and $54.42 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Federated Hermes, Inc.. Federated Hermes, Inc. is a $4.33B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Federated Hermes, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Federated Hermes, Inc.. Coverage tracks Federated Hermes, Inc. within Asset Management (Financial Services). Press releases and market coverage, newest first.

Peer companies

  • AB — AllianceBernstein Holding L.P.
  • AGO — Assured Guaranty Ltd.
  • APAM — Artisan Partners Asset Management Inc.
  • CNS — Cohen & Steers, Inc.
  • FSK — FS KKR Capital Corp.
  • GBDC — Golub Capital BDC, Inc.
  • HTGC — Hercules Capital, Inc.
  • UCB — United Community Banks, Inc.

More Asset Management companies

  • GGPXF — G-Resources Group Limited
  • GLAD — Gladstone Capital Corporation
  • GMHLF — GAM Holding AG
  • GOAT.CN — GOAT Industries Ltd.
  • GOGAF — Gogo Ai Network Inc.
  • GOGO.CN — GoGo AI Network Inc.
  • GOW.AX — Gowing Bros. Limited
  • GPK.CN — Grand Peak Capital Corp.
  • GPKUF — Grand Peak Capital Corp.
  • GQG.AX — GQG Partners Inc.
  • GROW — U.S. Global Investors, Inc.
  • GRWXF — Molten Ventures Plc

ETFs holding Federated Hermes, Inc.

  • PFI — Invesco Dorsey Wright Financial Momentum ETF (2.19%)
  • GLRY — Inspire Growth ETF (1.91%)
  • OUSM — ALPS Funds O’Shares U.S. Small-Cap Quality Dividend ETF (1.71%)
  • KCE — State Street SPDR S&P Capital Markets ETF (1.50%)
  • DGRS — WisdomTree U.S. SmallCap Quality Dividend Growth Fund (1.35%)
  • GRPM — Invesco S&P MidCap 400 GARP ETF (1.24%)
  • FTKI — First Trust Small Cap BuyWrite Income ETF (1.11%)
  • XMLV — Invesco S&P MidCap Low Volatility ETF (1.04%)

News

Latest Market News