Federated Hermes, Inc.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: US3142111034
USD
50.77
0.17 (0.34%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

488.42 k

Shareholding (Mar 2025)

FII

12.62%

Held by 148 FIIs

DII

34.59%

Held by 61 DIIs

Promoter

0.09%

How big is Federated Hermes, Inc.?

22-Jun-2025

As of Jun 18, Federated Hermes, Inc. has a market capitalization of 3,852.29 million, with net sales of 1,663.05 million and a net profit of 280.64 million over the latest four quarters. The company reported shareholder's funds of 1,095.21 million and total assets of 2,148.75 million as of Dec 24.

Market Cap: As of Jun 18, Federated Hermes, Inc. has a market capitalization of 3,852.29 million, categorizing it as a Small Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Federated Hermes, Inc. reported net sales of 1,663.05 million and a net profit of 280.64 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 1,095.21 million and total assets of 2,148.75 million.

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What does Federated Hermes, Inc. do?

22-Jun-2025

Federated Hermes, Inc. is an investment management firm offering financial services in the Capital Markets industry, with a recent net sales of $425 million and a net profit of $99 million. The company has a market cap of approximately $3.85 billion and a P/E ratio of 13.00.

Overview:<BR>Federated Hermes, Inc. is a provider of investment management products and related financial services operating in the Capital Markets industry.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 425 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 99 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 3,852.29 Million (Small Cap)<BR><BR>Key Metrics:<BR>P/E: 13.00 <BR>Dividend Yield: 0.00% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 28.29% <BR>Price to Book: 3.58<BR><BR>Contact Details:<BR>Address: 1001 LIBERTY AVENUE, PITTSBURGH PA : 15222 <BR>Tel: 1 412 2881900 <BR>Website: https://www.federatedinvestors.com/

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Who are in the management team of Federated Hermes, Inc.?

22-Jun-2025

As of March 2022, the management team of Federated Hermes, Inc. includes J. Christopher Donahue (Chairman, President, CEO), Thomas Donahue (CFO, VP, Treasurer), John Fisher (VP, Director, CEO of Federated Advisory Companies), and independent directors Joseph Bartolacci, Michael Farrell, and Marie Milie Jones. This team is responsible for the company's governance and strategic direction.

As of March 2022, the management team of Federated Hermes, Inc. includes:<BR><BR>- Mr. J. Christopher Donahue, who serves as the Chairman of the Board, President, and Chief Executive Officer.<BR>- Mr. Thomas Donahue, who is the Chief Financial Officer, Vice President, Treasurer, and Director, as well as the President of FII Holdings, Inc.<BR>- Mr. John Fisher, who holds the position of Vice President, Director, and President and Chief Executive Officer of Federated Advisory Companies.<BR>- Mr. Joseph Bartolacci, who is an Independent Director.<BR>- Mr. Michael Farrell, who is also an Independent Director.<BR>- Ms. Marie Milie Jones, who serves as an Independent Director. <BR><BR>This team plays a crucial role in the governance and strategic direction of the company.

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Is Federated Hermes, Inc. overvalued or undervalued?

20-Sep-2025

As of July 31, 2025, Federated Hermes, Inc. is considered very attractive in valuation due to its low P/E ratio of 13 compared to peers, a PEG ratio of 1.26 indicating growth potential, and strong performance with a YTD return of 29.68%, suggesting it is undervalued in the market.

As of 31 July 2025, the valuation grade for Federated Hermes, Inc. has moved from fair to very attractive, indicating a positive shift in its valuation outlook. The company appears undervalued, especially when considering its P/E ratio of 13, which is significantly lower than the peer average, and its PEG ratio of 1.26, suggesting growth potential at a reasonable price. Additionally, the EV to EBITDA ratio stands at 6.82, further supporting the notion of undervaluation relative to its peers.<BR><BR>In comparison to its peers, Federated Hermes, Inc. has a P/E ratio of 13.69, while Blue Owl Capital, Inc. is very expensive at 140.14, and Janus Henderson Group Plc is at 17.06, indicating that Federated Hermes offers a more attractive valuation. The company's recent performance shows a YTD return of 29.68%, outperforming the S&P 500's return of 12.22%, and a 1Y return of 48.99% compared to the S&P 500's 17.14%. This strong performance reinforces the undervaluation narrative, suggesting that the market may not fully recognize the company's growth potential.

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Is Federated Hermes, Inc. technically bullish or bearish?

14-Oct-2025

As of October 10, 2025, Federated Hermes, Inc. shows a mildly bullish trend with strong year-to-date and annual performance, but caution is advised due to mixed signals from technical indicators.

As of 10 October 2025, the technical trend for Federated Hermes, Inc. has changed from bullish to mildly bullish. The current stance is mildly bullish, driven by the daily moving averages and the Bollinger Bands showing mild bullishness. However, the weekly MACD and RSI indicate a mildly bearish sentiment, suggesting some caution. The KST remains bullish on both weekly and monthly time frames, while Dow Theory shows a mixed signal with a mildly bearish weekly and bullish monthly outlook. <BR><BR>In terms of performance, Federated Hermes has outperformed the S&P 500 year-to-date with a return of 26.85% compared to 11.41%, and over the past year with a return of 42.25% versus 13.36%. However, over the longer three-year and ten-year periods, it has underperformed relative to the benchmark.

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iScoreScore
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Strong Sell
Sell
Hold
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Strong Buy

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Dashboard
1

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 25.26%

 
2

The company has declared Positive results for the last 3 consecutive quarters

3

With ROE of 28.29%, it has a fair valuation with a 3.60 Price to Book Value

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 4,724 Million (Small Cap)

stock-summary
P/E

13.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.00%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

30.97%

stock-summary
Price to Book

4.24

Revenue and Profits:
Net Sales:
427 Million
(Quarterly Results - Jun 2025)
Net Profit:
93 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-5.19%
0%
-5.19%
6 Months
20.11%
0%
20.11%
1 Year
18.62%
0%
18.62%
2 Years
58.01%
0%
58.01%
3 Years
32.52%
0%
32.52%
4 Years
47.24%
0%
47.24%
5 Years
73.39%
0%
73.39%

Federated Hermes, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
3.57%
EBIT Growth (5y)
4.49%
EBIT to Interest (avg)
89.34
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
28.13%
Dividend Payout Ratio
37.44%
Pledged Shares
0
Institutional Holding
89.40%
ROCE (avg)
68.16%
ROE (avg)
25.26%
Valuation key factors
Factor
Value
P/E Ratio
13
Industry P/E
Price to Book Value
3.60
EV to EBIT
7.14
EV to EBITDA
6.82
EV to Capital Employed
6.24
EV to Sales
2.00
PEG Ratio
1.26
Dividend Yield
NA
ROCE (Latest)
87.37%
ROE (Latest)
28.29%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
No Trend
OBV
Mildly Bullish
No Trend
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 82 Schemes (52.55%)

Foreign Institutions

Held by 148 Foreign Institutions (12.62%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
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        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 0.33% vs -0.21% in Mar 2025",
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        "prefix": "Consolidated Net Profit ",
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        "dir": -1
      }
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    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
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      "body": [
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          "field": "Net Sales",
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          "val2": "425.10",
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        {
          "field": "Operating Profit (PBDIT) excl Other Income",
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          "val2": "138.20",
          "chgp": "-3.11%",
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          "val2": "3.20",
          "chgp": "",
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          "chgp": "",
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        {
          "field": "Consolidate Net Profit",
          "val1": "92.50",
          "val2": "99.40",
          "chgp": "-6.94%",
          "chgp_class": "negative"
        },
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          "field": "Operating Profit Margin (Excl OI)",
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          "val2": "312.30%",
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          "chgp": "1.60%",
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          "val1": "-62.30",
          "val2": "-1.30",
          "chgp": "-4,692.31%",
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          "field": "Operating Profit Margin (Excl OI)",
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Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
426.50
425.10
0.33%
Operating Profit (PBDIT) excl Other Income
133.90
138.20
-3.11%
Interest
3.20
3.20
Exceptional Items
0.00
0.00
Consolidate Net Profit
92.50
99.40
-6.94%
Operating Profit Margin (Excl OI)
300.80%
312.30%
-1.15%
USD in Million.
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is 0.33% vs -0.21% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -6.94% vs 23.94% in Mar 2025

Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
1,634.80
1,609.30
1.58%
Operating Profit (PBDIT) excl Other Income
456.80
427.60
6.83%
Interest
12.70
12.50
1.60%
Exceptional Items
-62.30
-1.30
-4,692.31%
Consolidate Net Profit
256.80
290.80
-11.69%
Operating Profit Margin (Excl OI)
265.70%
249.00%
1.67%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 1.58% vs 11.64% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -11.69% vs 30.58% in Dec 2023

stock-summaryCompany CV
About Federated Hermes, Inc. stock-summary
stock-summary
Federated Hermes, Inc.
Capital Markets
Federated Hermes, Inc. (Federated), formerly Federated Investors, Inc., is a provider of investment management products and related financial services. Federated operates through investment management business segment. It is engaged in sponsoring, marketing and providing investment-related services to various investment products, including mutual funds and Separate Accounts, which include separately managed accounts, institutional accounts, sub-advised funds and other managed products. It operates in one segment, the investment management business. Federated provides investment advisory services to sponsored investment companies and other funds (Federated Funds). It markets these funds to banks, brokers and dealers and other financial intermediaries using them to meet the needs of their customers and clients, including retail investors, corporations and retirement plans. The Company offers a range of products and strategies, including money market, equity and fixed-income investments.
Company Coordinates stock-summary
Company Details
1001 LIBERTY AVENUE, 1001 Liberty Ave , PITTSBURGH PA : 15222
Registrar Details