Federated Hermes, Inc. (FHI)

NYSE: FHI · USD

$56.9

+0.56 (+1.0%)· Recorded snapshot

Market cap	4B
Revenue (ttm)	1.9B
Net income (ttm)	393.2M
EPS (ttm)	$5.38
Shares out	71.2M
P/E (trailing)	10.6x
P/E (forward)	9.9x
Dividend	$1.52 (2.69%)
Volume	595,794
Beta	0.64

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 1.9B
Net income (ttm): 393.2M
EPS (ttm): $5.38
P/E (trailing): 10.6x
P/E (forward): 9.9x
Market cap: 4B

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
ACGL	Arch Capital Group Ltd.	34.8B	8.3x	1.8x	15.9%	+15.1%	+18.7%	شراء قوي
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	شراء قوي
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	احتفاظ

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector percentile context

Refreshed 2026-10-28 19:55 UTC

Forward P/E9.9

P25 n/aP50 n/aP75 n/a

Trailing P/E10.6

P25 n/aP50 n/aP75 n/a

ROE31.1

P25 n/aP50 n/aP75 n/a

ROIC32.7

P25 n/aP50 n/aP75 n/a

Benchmarks · 1M

All FHI indicators

Market & fundamental data

Available fields

285

Groups with data

Currency

USD

Showing 285 of 285 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Amount currency	USD
CIK code	0001056288
Company name	Federated Hermes, Inc.
Country	United States
Country code	US
CUSIP number	314211103
Earnings date	2026-10-29
Earnings time	amc
Employees	2,091
Employees change	19
Employees growth	0.92%
Enterprise value	$4B
Exchange	NYSE
Financial currency	USD
Financial report date	2026-06-30
First seen	2026-05-09
Fiscal year end	December
Founded	1955
Industry	Asset Management
Is primary listing	Yes
Is SPAC	No
ISIN number	US3142111034
Last 10-K release date	2026-02-27
Last earnings date	2026-07-30
Last refreshed	2026-10-28
Last stock split date	2000-07-18
Last stock split type	Forward
Market cap	$4B
Market cap category	Mid-Cap
Next earnings date	2026-10-29
Options	Yes
Price	$56.87
Price currency	USD
Sector	Financials
SIC code	6282
Stock price date	2026-10-28
Symbol	FHI
U.S. state	Pennsylvania
Website	https://www.federatedhermes.com/us/home.do

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Adjusted P/E ratio	10.57x
Average P/E ratio (10Y)	11.45x
Average P/E ratio (3Y)	10.65x
Average P/E ratio (5Y)	11.42x
Earnings yield	9.46%
EV/Earnings	10.13x
EV/EBIT	7.51x
EV/EBITDA	7.17x
EV/FCF	10.86x
EV/Sales	2.06x
FCF / EV yield	9.21%
FCF yield	9.15%
Forward EV/Sales	1.96x
Forward P/E	9.87x
Forward P/S	1.98x
Graham number	46.07062
Graham upside	-18.27%
Industry forward P/E	12.81x
Industry P/E	27.36x
Lynch fair value	$30.39
Lynch upside	-46.08%
P/(FCF - SBC) ratio	11.91x
P/(OCF - SBC) ratio	11.67x
P/B ratio	3.21x
P/E ratio	10.57x
P/FCF ratio	10.93x
P/OCF ratio	10.73x
P/S ratio	2.07x
PEG ratio	1.12x
Price/EBITDA ratio	7.23x
Sector forward P/E	13.61x
Sector P/E	15.65x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT margin	27.44%
EBITDA margin	28.71%
Effective tax rate	24.92%
FCF margin	18.97%
Gross margin	69.04%
Operating margin	27.44%
Pretax margin	28.67%
Profit margin	21.3%
Profit per employee	$188,064
Profitable quarters	118
Profitable years	31
Revenue per employee	$924,922
ROA	14.8%
ROA (5Y)	12.41%
ROCE	25.57%
ROE	31.14%
ROE (5Y)	25.29%
ROIC	32.72%
ROIC (5Y)	29.36%
SBC / revenue	1.56%
Tax / revenue	7.14%

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
EPS growth	19.81%
EPS growth (Q)	19.26%
EPS growth (QoQ)	8.98%
EPS growth 10Y	11.45%
EPS growth 3Y	21.46%
EPS growth 5Y	11.59%
EPS growth quarters	8
EPS growth years	1
FCF growth	32.14%
FCF growth (Q)	342.66%
FCF growth (QoQ)	231.96%
FCF growth 3Y	5.13%
FCF growth 5Y	6.89%
Gross profit growth	19.21%
Gross profit growth (Q)	24.21%
Gross profit growth 3Y	9.29%
Gross profit growth 5Y	9.72%
Net income growth	13.03%
Net income growth (Q)	14.64%
Net income growth (QoQ)	8.24%
Net income growth 3Y	15.61%
Net income growth 5Y	5.65%
Net income growth quarters	1
Net income growth years	1
OCF growth	35.05%
OCF growth (Q)	330.51%
OCF growth (QoQ)	180.36%
OCF growth 10Y	4.12%
OCF growth 3Y	5.22%
OCF growth 5Y	6.36%
Operating income growth	12.68%
Operating income growth (Q)	19.04%
Operating income growth 3Y	10.72%
Operating income growth 5Y	5.43%
Revenue growth	15.02%
Revenue growth (Q)	18.34%
Revenue growth (QoQ)	4.97%
Revenue growth 10Y	6.43%
Revenue growth 3Y	7.19%
Revenue growth 5Y	6.97%
Revenue growth quarters	8
Revenue growth years	4

Financial statements

Income-statement and cash-flow amounts, totals and per share.

Metric	Value
Capital expenditures	$-7M
Depreciation and amortization	$24.5M
EBIT	$530.7M
EBITDA	$555.2M
EPS	$5.38
FCF per share	$5.16
Financing cash flow	$-242.8M
Free cash flow	$366.9M
Free cash flow minus SBC	$336.8M
Gross profit	$1.3B
Income taxes	$138.2M
Investing cash flow	$-195.5M
Net cash flow	$-69.2M
Net income	$393.2M
Operating cash flow minus SBC	$343.8M
Operating income	$530.7M
Revenue	$1.9B
Stock-based compensation	$30.1M

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Altman Z-Score	5.31
Book value per share	$17.54
Debt / EBITDA	0.79
Debt / equity	0.32
Debt / FCF	1.23
Goodwill	$1.1B
Interest coverage	41.7
Long-term assets	$1.7B
Long-term liabilities	$678.5M
Net cash (debt)	$28.8M
Net cash / market cap	0.72%
Net cash growth	-80.43%
Net debt / EBITDA	-0.05
Net debt / equity	-0.02
Net debt / FCF	-0.08
Piotroski F-Score	5
Property, plant and equipment	$116.9M
Shareholders' equity	$1.4B
Tangible book value	$-250.2M
Tangible book value per share	$-3.50
Total assets	$2.3B
Total cash	$480.7M
Total debt	$451.9M
Total liabilities	$933.3M
WACC	7.19%

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Asset turnover	0.86
Current assets	$660.5M
Current liabilities	$254.8M
Current ratio	2.59
Net working capital	$-55M
Quick ratio	2.37
Working capital	$405.7M
Working capital turnover	4.11

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback yield / dilution	5.55%
Dividend growth	10.77%
Dividend growth (10Y)	3.71%
Dividend growth (3Y)	9.39%
Dividend growth (5Y)	5.92%
Dividend growth years	3
Dividend payment date	2026-08-14
Dividend payment years	29
Dividend payout frequency	Quarterly
Dividend per share	$1.52
Dividend yield	2.69%
Ex-dividend date	2026-08-07
FCF payout ratio	29.48%
Last dividend	$0.38
Payout ratio	28.26%
Shareholder yield	8.26%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y price change	117.21%
10Y return CAGR	13.1%
10Y total return	242.54%
150-day SMA	$58.15
15Y price change	173.65%
15Y return CAGR	12.17%
15Y total return	460.11%
1D price change	0.99%
1M price change	-1.65%
1M total return	-1.65%
1W price change	1.42%
1W total return	1.42%
1Y price change	16.03%
1Y return CAGR	19.15%
1Y total return	19.13%
20-day SMA	$56.19
200-day SMA	$57.33
20Y price change	65.11%
20Y return CAGR	7.88%
20Y total return	355.62%
3M price change	-3.98%
3M total return	-3.4%
3Y price change	80.35%
3Y return CAGR	26.81%
3Y total return	103.94%
50-day SMA	$58.80
50-day SMA vs 200-day SMA	50over200
52-week high	$67.20
52-week high date	2026-08-05
52-week low	$46.66
52-week low date	2025-10-31
5Y price change	76.98%
5Y return CAGR	16.35%
5Y total return	113.18%
6M price change	0.15%
6M total return	1.47%
All-time high	$67.20
All-time high date	2026-08-05
All-time low	$7.33
All-time low date	1998-10-08
Average true range (ATR)	$1.37
Average volume	748.4K
Beta (1Y)	0.48
Beta (2Y)	0.58
Beta (5Y)	0.64
Change from 52-week high	-15.38%
Change from 52-week low	21.87%
Change from all-time high	-15.38%
Change from all-time low	675.47%
Change from open	0.61%
Day's gap	0.37%
Dollar volume	$33.9M
High price	$56.93
Low price	$55.96
Monthly RSI	60.66
Open price	$56.52
Position in 52-week range	93.3%
Previous close	$56.31
Price vs 150-day SMA	-2.21%
Price vs 20-day SMA	1.19%
Price vs 200-day SMA	-0.82%
Price vs 50-day SMA	-3.3%
Relative volume	0.8
RSI	49.44
Sharpe ratio	0.68
Sharpe ratio (3Y)	1.01
Sharpe ratio (5Y)	0.54
Sortino ratio	1.23
Sortino ratio (3Y)	1.74
Sortino ratio (5Y)	1.03
Volume	595.8K
Weekly RSI	47.43
YTD price change	9.21%
YTD total return	11.37%

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	68M
Float percentage	95.51%
Shares change (QoQ)	-0.97%
Shares change (YoY)	-5.55%
Shares held by insiders	4.43%
Shares held by institutions	94.62%
Shares outstanding	71.2M
Short % of float	5.95%
Short % of shares	5.69%
Short ratio	5.8 days

Deeper analysis on FHI

14 sections in the full report · jump straight to what you need

Forecast

Base and Bull forecast paths with report-date return framing.

→

Valuation

Fair-value bridge, DCF, owner earnings, and peer multiples.

→

Sensitivity

Cost-of-equity and terminal-growth stress table.

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Risks

Kill scenarios, soft-pass flags, and downside catalysts.

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Earnings

Next earnings setup and beat / inline / miss thresholds.

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Position sizing

Entry, exit, conviction, and quarterly monitoring rules.

→

Financials

Revenue, margins, cash flow, and balance-sheet context.

→

Peers

Relative valuation and profitability against the cohort.

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Moat

Economic-profit evidence and competitive advantage risk.

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Industry cycle

Sector phase, capital cycle, and secular tailwinds.

→

Frequently asked questions

About this FHI report

Is a complete FHI research report available?

No complete published report is available for Federated Hermes, Inc. (FHI) on this page. Market-directory data, when present, is not a substitute for a validated stock analysis.

Federated Hermes, Inc. (FHI)

Price

Financial snapshot

Fair-value bridge

Latest news · FHI

Valuation

Profitability

Balance sheet

Trading

Next earnings

Sector percentile context

All FHI indicators

Profile and market data

Valuation

Profitability

Growth

Financial statements

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Ownership and float

Deeper analysis on FHI

Frequently asked questions