Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

FHI stock hub

Federated Hermes, Inc. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

4.1B

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

FHI

In the news

Latest news · FHI

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E10.9

P25 8.8P50 10.4P75 13.1

Trailing P/E10.9

P25 10.9P50 14.7P75 36.2

ROE33.8

P25 4.9P50 10.4P75 15

ROIC37

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All FHI market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

275

Groups with data

Currency

USD

Showing 275 of 275 available metrics for this ticker.

Profile and market data

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

Metric	Value
Cik	0001056288
Company name	Federated Hermes, Inc.
Country	United States
Country code	US
Cusip	314211103
Employees	2,091
Employees Change	19%
Employees Change Percent	0.92
Enterprise value	$3.9B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
Industry	Asset Management
Isin	US3142111034
Last refreshed	2026-05-10
Market cap	$4.1B
Market cap category	Mid-Cap
Price	$55.95
Price currency	USD
Rev Per Employee	887,651.84x
Sector	Financials
Sic	6282
Symbol	FHI
Website	https://www.federatedhermes.com/us/home.do

Valuation

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

Metric	Value
Earnings Yield	9.39%
EV Earnings	10.14x
EV Sales Forward	1.92x
EV/EBIT	7.59x
EV/EBITDA	7.27x
EV/FCF	12.64x
EV/Sales	2.08x
FCF yield	7.53%
Forward P/E	10.89x
P/B ratio	3.35x
P/E ratio	10.86x
P/S ratio	2.18x
PE Ratio10 Y	11.6x
PE Ratio3 Y	10.79x
PE Ratio5 Y	11.45x
PEG ratio	2.17x
PS Forward	2.01x

Profitability

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

Metric	Value
EBIT Margin	27.39%
EBITDA Margin	28.58%
FCF margin	16.45%
Gross margin	68.29%
Gross Profit	$1.3B
Gross Profit Growth	13.98%
Gross Profit Growth Q	15.9%
Gross Profit Growth3 Y	8.67%
Gross Profit Growth5 Y	7.12%
Net Income	$380.5M
Net Income Growth	35.37%
Net Income Growth Q	-4.7%
Net Income Growth Years	1%
Net Income Growth3 Y	16.55%
Net Income Growth5 Y	3.31%
Pretax Margin	29.16%
Profit Margin	21.47%
Profit Per Employee	$181,983
Profitable Years	31
ROA	15.33
Roa5y	12.41
ROCE	26.72
ROE	33.76
Roe5y	25.29
ROIC	36.97
Roic5y	29.36

Growth

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

Metric	Value
Cagr10y	11.28%
Cagr15y	10.46%
Cagr1y	37.03%
Cagr20y	7.86%
Cagr3y	17.59%
Cagr5y	15.61%
Div CAGR10	3.42%
Div CAGR3	8.7%
Div CAGR5	-7.61%
EPS Growth	44.98
EPS Growth Q	1.62
EPS Growth Quarters	7
EPS Growth Years	1
EPS Growth3 Y	22.14
EPS Growth5 Y	9.02
FCF Growth	-10.85%
FCF Growth Q	80.12%
FCF Growth3 Y	-4.03%
FCF Growth5 Y	0.36%
OCF Growth	-10.07%
OCF Growth Q	101.75%
OCF Growth10 Y	2.45%
OCF Growth3 Y	-3.64%
OCF Growth5 Y	-0.13%
Revenue Growth	11.86x
Revenue Growth Q	13.08x
Revenue Growth Quarters	7x
Revenue Growth Years	4x
Revenue Growth3 Y	7.28x
Revenue Growth5 Y	5.35x

Financial strength

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

Metric	Value
Asset Turnover	$0.9
Assets	$2.1B
Cash	$645.4M
Current Assets	$788.6M
Current Liabilities	$240.7M
Debt	$450.5M
Debt EBITDA	$0.82
Debt Equity	$0.36
Debt FCF	$1.48
Equity	$1.3B
Interest Coverage	39.92
Liabilities	$881M
Long Term Assets	$1.4B
Long Term Liabilities	$640.3M
Net Cash	$194.9M
Net Cash By Market Cap	$4.81
Net Cash Growth	135.6%
Net Debt EBITDA	$-0.37
Net Debt Equity	$-0.15
Net Debt FCF	$-0.64
Tangible Book Value	$30.3M
Tangible Book Value Per Share	$0.42
WACC	7.28

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	3.28
Net Working Capital	$-78.6M
Quick ratio	3.07
Working Capital	$547.9M
Working Capital Turnover	$3.7

Dividends and buybacks

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

Metric	Value
Buyback Yield	6.05%
Dividend Growth	10.24%
Dividend Growth Years	0%
Dividend per share	$1.52
Dividend Years	29
Dividend Yield	2.72%
Ex Div Date	2026-05-08
Last Dividend	$0.38
Payout Frequency	Quarterly
Payout Ratio	27.18%

Performance and technicals

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

Metric	Value
10Y total return	191.18%
1Y total return	37%
200-day SMA	53.11
3Y total return	62.63%
50-day SMA	56.48
50-day SMA vs 200-day SMA	50over200
5Y total return	106.49%
All Time High	59.05
All Time High Change	-5.25%
All Time High Date	2026-04-15
All Time Low	7.33
All Time Low Change	662.99%
All Time Low Date	1998-10-08
ATR	1.83
Beta	0.65
Beta1y	0.34
Beta2y	0.51
Ch YTD	7.45
High	55.96
High52	59.05
High52 Date	2026-04-15
High52ch	-5.25%
Low	53.39
Low52	41.55
Low52 Date	2025-06-02
Low52ch	34.66%
Ma50ch	-0.94%
Premarket Change Percent	-1.62
Premarket Price	$53.46
Premarket Volume	20,192
Price vs 200-day SMA	5.36%
RSI	49.38
RSI Monthly	68.81
RSI Weekly	58.02
Sharpe ratio	1.36x
Sortino ratio	2.24
Total Return	8.77%
Tr YTD	8.92
Tr15y	344.63%
Tr1m	-0.79%
Tr1w	4.11%
Tr3m	8.1%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	5
Analyst Ratings	Hold
Earnings EPS Estimate	$1.19
Earnings EPS Estimate Growth	-4.8
Earnings Revenue Estimate	475,091,864x
Earnings Revenue Estimate Growth	12.17x
Operating Income	$508.4M
Operating Income Growth	10.29
Operating Income Growth Q	-4.13
Operating Income Growth3 Y	9.72
Operating Income Growth5 Y	3.75
Operating margin	27.39
Price target	$53.4
Price Target Change	$-4.56

Ownership and float

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

Metric	Value
Float	69,135,644%
Float Percent	95.45%
Shares Insiders	4.48%
Shares Institutions	95.82%
Shares Out	72,431,034
Shares Qo Q	-1.55%
Shares Yo Y	-6.05%
Short Float	4.56%
Short Ratio	3.74
Short Shares	4.35

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$275M
Average Volume	911,869.7x
Bv Per Share	16.72
CAPEX	$-6.6M
Ch10y	84.29
Ch15y	116
Ch1m	-1.48
Ch1w	3.38
Ch1y	32.27
Ch20y	64.66
Ch3m	7.35
Ch3y	43.46
Ch5y	71
Ch6m	13.12
Change	3.69%
Change From Open	3.17
Close	53.96
Days Gap	0.5
Depreciation Amortization	22,096,000
Dollar Volume	44,557,796.7
Earnings Date	2026-04-30
Earnings Time	amc
EBIT	$508.4M
EBITDA	$530.5M
EPS	$5.15
F Score	6
FCF	$305.3M
FCF EV Yield	7.91x
FCF Per Share	$4.21
Financing CF	-197,563,000
Fiscal Year End	December
Founded	1,955
Goodwill	848,935,000
Graham Number	44.01411
Graham Upside	-21.33
Income Tax	$135.1M
Investing CF	4,693,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-30
Last Report Date	2026-03-31
Last Split Date	2000-07-18
Last Split Type	Forward
Last10k Filing Date	2026-02-27
Lynch Fair Value	$25.75
Lynch Upside	-53.97
Ma150	53.44
Ma150ch	4.71%
Ma20	56.34
Ma20ch	-0.7%
Net CF	126,339,000
Next Earnings Date	2026-07-30
Open	54.23
Optionable	Yes
P FCF Ratio	13.28
P OCF Ratio	12.99
Payment Date	2026-05-15
Position In Range	99.61
Ppne	117,523,000
Pre Close	54.34
Price Date	2026-05-08
Price EBITDA	$7.64
Ptbv Ratio	133.6
Relative Volume	0.87x
Revenue	1,856,080,000x
SBC By Revenue	1.63x
Share Based Comp	30,285,000
Tax By Revenue	7.28x
Tax Rate	24.96%
Tr20y	354.25%
Tr6m	14.66%
Us State	Pennsylvania
Volume	796,386
Z Score	5.49

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

FHI dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+2.7%

$1.52 annual per share

Payout ratio

+27.2%

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

-7.6%

0 consecutive years of growth

Total shareholder yield

+8.8%

Next ex-dividend date: 2026-05-08

Performance

FHI stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns FHI?

Insider, institutional, and short-interest positioning.

Institutional ownership

+95.8%

Float: +95.5% of shares outstanding

Insider ownership

+4.5%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

FHI momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

49.4

Neutral momentum band

Price vs 200-day MA

+5.4%

50/200-day relationship not available

Beta (5Y)

0.65

Less volatile than the market

Sharpe ratio

1.36

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

FHI vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	Сокращать
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	Сокращать
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	Сокращать

Questions

About FHI

Hub-level FAQ points readers to the deeper analysis pages.

What is the current FHI stock rating?

Federated Hermes, Inc. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full FHI analysis?

The full report lives at /stocks/FHI/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for FHI?

The latest report frames FHI around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the FHI page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.