Federated Hermes, Inc. (FHI) — Analysis Summary
Federated Hermes, Inc. (FHI) has a market cap of $4.41B with year-over-year revenue growth of +10.3%. Net margin stands at 22.4%. The stock trades at a P/E ratio of 11.1.
Key Takeaways
- Revenue changed +10.3% year-over-year
- Net margin of 22.4%
- P/E ratio of 11.1
Compared to other companies in the INVESTMENT ADVICE sector, FHI posted revenue growth of +10.3% and trades at a P/E of 11.1.
Federated Hermes, Inc. (FHI)
UPDATED — ET · SOURCE POLYGON
Red Flags & WarningsWatch List
Some caution signals are active and should be weighed alongside the valuation work.
Operating margin (27.4%) exceeds gross margin (0.0%) — check for other operating income or data classification issues
Federated Hermes provides asset management services for institutional and individual investors. The firm had $907.1 billion in managed assets at the end of the first quarter of 2026, composed of equity (11%), multi-asset (less than 1%), fixed-income (11%), alternative (2%), and money market (75%) funds. The company's cash management operations are expected to generate around 53% of Federated's revenue this year, compared with 30%, 10%, and 7%, respectively, for the equity, fixed-income, and alternatives/multi-asset/other operations. The company's products are distributed via trust banks, wealth managers, and retail broker/dealers (67% of AUM), institutional investors (26%), and international clients (7%).
Sector
INVESTMENT ADVICE
Employees
2,091
Headquarters
PITTSBURGH, PA
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$1.52
Dividend Yield
2.59%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.