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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.

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%	Активно покупать
AIG	American International Group Inc.	41.7B	14.7x	1.6x	7.7%	-9.6%	+2.8%	Активно покупать
AIZ	Assurant, Inc.	14.1B	13.6x	1.0x	14.4%	+6.6%	+36.2%	Держать

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

Metric

Value

Amount currency

USD

CIK code

0001056288

Company name

Federated Hermes, Inc.

Country

United States

Country code

CUSIP number

314211103

Earnings date

2026-10-29

Earnings time

amc

Employees

2,091

Employees change

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

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

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

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

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%

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

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%

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

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

EPS growth years

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

Net income growth years

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

Revenue growth years

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

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

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%

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

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%

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

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

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%

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

Dividend payment date

2026-08-14

Dividend payment years

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%

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%

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%

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

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

Federated Hermes, Inc. (FHI)

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