
Federated Hermes, Inc.
FHINYSEFinancial ServicesAsset Management
Previous close
$63.70
+$0.57 · +0.90%
Pre-market
$63.70
$0.00 · 0.00%
Aug 24, 6:30 AM ET
FHI company overview
Regular session · ET · Market data may be delayed.
GoAI snapshot
AI-powered factor overview
GoAI score
Buy
Favorable setup — positive multi-factor alignment
Valuation
82
Deep Value
Momentum
56
Neutral
Sentiment
61
Bullish
Risk resilience
79
Moderate Risk
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Company profile
Company websiteFederated Hermes, Inc. (FHI) is a publicly listed holding company primarily engaged in asset management. Through its extensive network of subsidiaries, the firm delivers specialized financial services to a wide array of clients. These include high-net-worth individuals, banking and thrift institutions, investment companies, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, state and municipal governmental entities, and registered investment advisors. FHI is responsible for managing a variety of investment products, including client-focused mutual funds across equity, fixed income, balanced, and money market categories, alongside bespoke portfolios in similar asset classes. The company's investment reach extends to public equity and fixed income markets worldwide. Its equity strategies involve investing in growth and value stocks of small, mid, and large-capitalization firms. Within fixed income, FHI allocates capital to ultra-short, short-term, and intermediate-term mortgage-backed securities, U.S. Government debt, corporate bonds, high-yield instruments, and municipal securities. To identify equity opportunities, the firm utilizes a combination of fundamental and quantitative analysis. Federated Hermes, Inc. was founded in 1955 and maintains its principal offices in Pittsburgh, Pennsylvania, complemented by presences in New York City and London, United Kingdom.
- Industry
- Asset Management
- Sector
- Financial Services
- Headquarters
- US
- CEO
- John Christopher Donahue
- Listed since
- May 14, 1998
- Employees
- 2,091
Market position
Day range
Current $63.70
52-week range
Current $63.70
- Open
- $63.405
- Previous close
- $63.13
- Volume
- 325.15K
- 0.47× average
- Average volume
- 694.92K
- Average daily volume
- Market cap
- 4.84B USD
- Beta
- 0.63
- Market reference 1
- 50-day average
- $59.8836
- +6.37% above average
- 200-day average
- $55.6044
- +14.56% above average
Financials
Financial snapshot
Latest / TTMValuation & yield
- Enterprise value
- 3.78B USD
- P/E (TTM)
- 11.71×
- P/B (TTM)
- 3.66×
- P/S (TTM)
- 2.49×
- EV / EBITDA
- 6.5×
- Earnings yield
- 10.31%
- Free cash flow yield
- 7.53%
- Dividend yield
- 2.26%
Profitability & efficiency
- Gross margin
- 71.62%
- Operating margin
- 27.65%
- Net margin
- 21.24%
- Return on equity
- 33.69%
- Return on assets
- 17.61%
- Return on invested capital
- 17.67%
Financial health
- Debt / equity
- 0.36×
- Current ratio
- 41.26×
- Altman Z-score
- 5.95
- Piotroski F-score
- 6 of 9
Financial statements
Margin trends
Profitability as a percentage of reported revenue.
Income trends
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 1.81B USD | 1.63B USD | 1.61B USD | 1.45B USD | 1.3B USD |
| Cost of goods sold | 478.91M USD | 540.49M USD | 563.39M USD | 512.71M USD | 532.49M USD |
| Gross profit | 1.33B USD | 1.09B USD | 1.05B USD | 933.1M USD | 767.96M USD |
| Selling, general, and administrative | 523.56M USD | 617.23M USD | 592.98M USD | 514.38M USD | 368.15M USD |
| Operating expenses | 797.08M USD | 730.14M USD | 658.64M USD | 596.31M USD | 401.68M USD |
| Interest income | 25.29M USD | 26.07M USD | — | 8.97M USD | 3.17M USD |
| Interest expense | 12.73M USD | — | 12.52M USD | 11.07M USD | 1.79M USD |
| Depreciation and amortization | 22.26M USD | 22.43M USD | 26.87M USD | 28.09M USD | 30.01M USD |
| Operating income | 535M USD | 361.47M USD | 387.55M USD | 336.8M USD | 366.27M USD |
| Net income | 403.3M USD | 268.31M USD | 298.98M USD | 239.5M USD | 270.29M USD |
Company facts updated Aug 24, 2026.
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Rating distribution
21 ratingsFHI news
Corporate actions
Corporate action history
| Action | Effective date | Details | Record date | Payment date |
|---|---|---|---|---|
Stock split | Jul 18, 2000 | 3:2 | — | — |
Effective Jul 18, 2000
3:2
FHI peers
ETFs holding FHI
Funds reporting this stock among their holdings, ordered by reported position size.
iShares Core S&P Mid-Cap ETFIJH160.59M0.12%125.92B USD0.05%$76.77+0.52%
Vanguard Morningstar Total Stock Market ETFVTI137.73M0.01%2.3T USD0.03%$378.24+0.44%
Schwab U.S. Dividend Equity ETFSCHD125.24M0.11%112B USD0.06%$35.11+0.80%
Vanguard Morningstar Small-Cap ETFVB99.43M0.05%183.4B USD0.03%$304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR63.13M0.09%68.3B USD0.05%$249.18+0.68%
Vanguard Extended Market ETFVXF49.96M0.05%93.7B USD0.05%$245.53+0.82%
Invesco S&P MidCap Quality ETFXMHQ37.81M0.67%5.67B USD0.31%$119.27+0.45%
Invesco S&P MidCap Momentum ETFXMMO36.21M0.49%7.45B USD0.35%$157.09+0.08%
iShares Core S&P Mid-Cap ETFIJH- Market value
- 160.59M
- Weight
- 0.12%
- AUM
- 125.92B USD
- Expense ratio
- 0.05%
- Price / 1D
- $76.77+0.52%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 137.73M
- Weight
- 0.01%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
Schwab U.S. Dividend Equity ETFSCHD- Market value
- 125.24M
- Weight
- 0.11%
- AUM
- 112B USD
- Expense ratio
- 0.06%
- Price / 1D
- $35.11+0.80%
Vanguard Morningstar Small-Cap ETFVB- Market value
- 99.43M
- Weight
- 0.05%
- AUM
- 183.4B USD
- Expense ratio
- 0.03%
- Price / 1D
- $304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR- Market value
- 63.13M
- Weight
- 0.09%
- AUM
- 68.3B USD
- Expense ratio
- 0.05%
- Price / 1D
- $249.18+0.68%
Vanguard Extended Market ETFVXF- Market value
- 49.96M
- Weight
- 0.05%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
Invesco S&P MidCap Quality ETFXMHQ- Market value
- 37.81M
- Weight
- 0.67%
- AUM
- 5.67B USD
- Expense ratio
- 0.31%
- Price / 1D
- $119.27+0.45%
Invesco S&P MidCap Momentum ETFXMMO- Market value
- 36.21M
- Weight
- 0.49%
- AUM
- 7.45B USD
- Expense ratio
- 0.35%
- Price / 1D
- $157.09+0.08%
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