Financial Services
Live Price
Offline$57.53
+2.33% today
1Y Change
+27.21%
Window
Jun 30, 2025 โ Jun 24, 2026
Coverage: 247 bars ยท Jun 30, 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 $57.53 and up 27.2% across the available one-year price window (Jun 30, 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.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
FHI is 8.54 pts ahead over the shared 1Y window.
FHI had 3.44 pts deeper max drawdown than SPY.
FHI beat SPY in 2 of 2 calendar years shown and trailed in 0.
FHI
+27.21%
Normalized return
SPY
+18.68%
S&P 500
Excess Return
+8.54 pts
Relative to SPY
FHI Max Drawdown
-12.57%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for FHI and SPY.
| Year | FHI | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +7.66% | +6.71% | +0.95 pts | FHI |
| 2025 | +19.65% | +11.19% | +8.46 pts | FHI |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
2.45%
Trailing 12M Payout
$1.02
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Feb 6, 2026 | Feb 6, 2026 | Feb 13, 2026 | $0.34 | $0.34 | Quarterly |
| Nov 7, 2025 | Nov 7, 2025 | Nov 14, 2025 | $0.34 | $0.34 | Quarterly |
| Aug 8, 2025 | Aug 8, 2025 | Aug 15, 2025 | $0.34 | $0.34 | Quarterly |
| May 8, 2025 | May 8, 2025 | May 15, 2025 | $0.34 | $0.34 | Quarterly |
| Feb 7, 2025 | Feb 7, 2025 | Feb 14, 2025 | $0.31 | $0.31 | Quarterly |
| Nov 8, 2024 | Nov 8, 2024 | Nov 15, 2024 | $0.31 | $0.31 | Quarterly |
| Aug 8, 2024 | Aug 8, 2024 | Aug 15, 2024 | $0.31 | $0.31 | Quarterly |
| May 7, 2024 | May 8, 2024 | May 15, 2024 | $1.31 | $1.31 | Quarterly |
| Feb 7, 2024 | Feb 8, 2024 | Feb 15, 2024 | $0.28 | $0.28 | Quarterly |
| Nov 7, 2023 | Nov 8, 2023 | Nov 15, 2023 | $0.28 | $0.28 | Quarterly |
| Aug 7, 2023 | Aug 8, 2023 | Aug 15, 2023 | $0.28 | $0.28 | Quarterly |
| May 5, 2023 | May 8, 2023 | May 15, 2023 | $0.28 | $0.28 | Quarterly |
| Feb 7, 2023 | Feb 8, 2023 | Feb 15, 2023 | $0.27 | $0.27 | Quarterly |
| Nov 7, 2022 | Nov 8, 2022 | Nov 15, 2022 | $0.27 | $0.27 | Quarterly |
| Aug 5, 2022 | Aug 8, 2022 | Aug 15, 2022 | $0.27 | $0.27 | Quarterly |
| May 5, 2022 | May 6, 2022 | May 13, 2022 | $0.27 | $0.27 | Quarterly |
| Feb 7, 2022 | Feb 8, 2022 | Feb 15, 2022 | $0.27 | $0.27 | Quarterly |
| Nov 5, 2021 | Nov 8, 2021 | Nov 15, 2021 | $0.27 | $0.27 | Quarterly |
| Aug 5, 2021 | Aug 6, 2021 | Aug 13, 2021 | $0.27 | $0.27 | Quarterly |
| May 6, 2021 | May 7, 2021 | May 14, 2021 | $0.27 | $0.27 | Quarterly |
| Feb 4, 2021 | Feb 5, 2021 | Feb 12, 2021 | $0.27 | $0.27 | Quarterly |
| Nov 5, 2020 | Nov 6, 2020 | Nov 13, 2020 | $1.00 | $1.27 | Quarterly |
| Aug 6, 2020 | Aug 7, 2020 | Aug 14, 2020 | $0.27 | $0.27 | Quarterly |
| May 8, 2020 | May 11, 2020 | May 15, 2020 | $0.27 | $0.27 | Quarterly |
| Feb 6, 2020 | Feb 7, 2020 | Feb 14, 2020 | $0.27 | $0.27 | Quarterly |
| Nov 7, 2019 | Nov 8, 2019 | Nov 15, 2019 | $0.27 | $0.27 | Quarterly |
| Aug 7, 2019 | Aug 8, 2019 | Aug 15, 2019 | $0.27 | $0.27 | Quarterly |
| May 7, 2019 | May 8, 2019 | May 15, 2019 | $0.27 | $0.27 | Quarterly |
| Feb 7, 2019 | Feb 8, 2019 | Feb 15, 2019 | $0.27 | $0.27 | Quarterly |
| Nov 7, 2018 | Nov 8, 2018 | Nov 15, 2018 | $0.27 | $0.27 | Quarterly |
| Aug 7, 2018 | Aug 8, 2018 | Aug 15, 2018 | $0.27 | $0.27 | Quarterly |
| May 7, 2018 | May 8, 2018 | May 15, 2018 | $0.27 | $0.27 | Quarterly |
| Feb 7, 2018 | Feb 8, 2018 | Feb 15, 2018 | $0.25 | $0.25 | Quarterly |
| Nov 7, 2017 | Nov 8, 2017 | Nov 15, 2017 | $0.25 | $0.25 | Quarterly |
| Aug 4, 2017 | Aug 8, 2017 | Aug 15, 2017 | $0.25 | $0.25 | Quarterly |
| May 4, 2017 | May 8, 2017 | May 15, 2017 | $0.25 | $0.25 | Quarterly |
| Feb 6, 2017 | Feb 8, 2017 | Feb 15, 2017 | $0.25 | $0.25 | Quarterly |
| Nov 4, 2016 | Nov 8, 2016 | Nov 15, 2016 | $1.25 | $1.25 | Quarterly |
| Aug 4, 2016 | Aug 8, 2016 | Aug 15, 2016 | $0.25 | $0.25 | Quarterly |
| May 4, 2016 | May 6, 2016 | May 13, 2016 | $0.25 | $0.25 | Quarterly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.