Financial Services
Federated Hermes, Inc.(FHI)
Live Price
Offline$58.25
+0.66% today
1Y Change
+29.64%
Window
Jun 25, 2025 โ Jun 24, 2026
- Market Cap
- $4.22B
- Revenue Growth
- +11.0%
- EPS Growth
- +66.3%
- Dividend Yield
- 2.4%
Coverage: 250 bars ยท Jun 25, 2025 โ Jun 24, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Federated Hermes, Inc. (FHI) is a Financial Services stock with a market cap of $4.22B and listed on NYSE. The stock last traded around $58.25 and up 29.6% across the available one-year price window (Jun 25, 2025 โ Jun 24, 2026). Baseline metrics include revenue growth of +11.0%, EPS growth of +66.3%, a dividend yield of 2.4%. What stands out right now is revenue +11.0%, EPS +66.3%, free cash flow -14.0% with operating margin 27.4% and ROIC 17.9%. The dividend is present but secondary, with a yield around 2.4%. Valuation is more restrained than many high-expectation growth names at P/E 10.1 and price/sales 2.3. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines FHI price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+11.0% vs +3.4% peer median
Operating Margin
Above sector median
+27.4% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 23, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +11.0% and EPS at +66.3%, with operating margin around 27.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.4%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +2.3% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 23, 2026 | โ | -1.1% | +2.9% | -4.6% |
2026 Jan 29, 2026 | +15.8% | +0.5% | -1.3% | +5.6% |
2025 Oct 30, 2025 | +18.6% | +2.5% | +5.4% | +6.1% |
Benchmark Edge
FHI vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
FHI
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
FHI Max Drawdown
-12.57%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for FHI and SPY.
Company Overview
Federated Hermes, Inc.
New York Stock Exchange
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.
- Leadership
- John Christopher Donahue
- IPO Date
- May 14, 1998
- Employees
- 2.0k
- Street Address
- Federated Investors Tower
- Mailing
- Pittsburgh, PA, 15222
- Region
- Pittsburgh, PA, US
- Reporting Currency
- USD
- Investor Line
- 412 288 1900
- Last Updated
- Apr 29, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 10.1
- EV/EBITDA
- 7.2
- Price/Sales
- 2.3
- Price/Book
- 3.4
Growth
- Revenue
- +11.0%
- EPS
- +66.3%
- Free Cash Flow
- -14.0%
Profitability
- Gross Margin
- 70.0%
- Operating Margin
- 27.4%
- Net Margin
- 21.4%
- ROE
- 33.9%
- ROIC
- 17.9%
Balance Sheet
- Debt/Equity
- 0.37
- Current Ratio
- 39.13
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.