FHI Share Price | Federated Hermes, Inc. Stock Analysis & Recommendation

Q: How big is Federated Hermes, Inc.?

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.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.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.

Q: What does Federated Hermes, Inc. do?

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

Q: Is Federated Hermes, Inc. overvalued or undervalued?

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.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.

Q: Is Federated Hermes, Inc. technically bullish or bearish?

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. 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.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

3.22 M

Shareholding (Dec 2025)

FII

11.93%

Held by 142 FIIs

DII

42.06%

Held by 54 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.

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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.

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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.

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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.

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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.

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Compare Federated Hermes, Inc. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

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

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

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

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 5,009 Million (Small Cap)

P/E

13.00

Industry P/E

Dividend Yield

0.00%

Debt Equity

-999,999.00

Return on Equity

32.70%

Price to Book

4.19

Revenue and Profits:

Net Sales:

487 Million

(Quarterly Results - Dec 2025)

Net Profit:

103 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

5.2%

6 Months

4.43%

1 Year

41.98%

2 Years

58.56%

3 Years

40.19%

4 Years

65.93%

5 Years

85.2%

Federated Hermes, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

4.54%

EBIT Growth (5y)

4.51%

EBIT to Interest (avg)

89.34

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

28.13%

Dividend Payout Ratio

25.93%

Pledged Shares

Institutional Holding

96.43%

ROCE (avg)

68.16%

ROE (avg)

25.26%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

4.19

EV to EBIT

9.39

EV to EBITDA

9.10

EV to Capital Employed

4.19

EV to Sales

2.77

PEG Ratio

0.27

Dividend Yield

ROCE (Latest)

44.59%

ROE (Latest)

32.70%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

Bullish

Dow Theory

Bullish

OBV

Mildly Bearish

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Dec 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 76 Schemes (45.85%)

Foreign Institutions

Held by 142 Foreign Institutions (11.93%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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Quarterly Results Snapshot (Consolidated) - Dec'25 - QoQ

Dec'25

Sep'25

Change(%)

Net Sales

487.10

472.30

3.13%

Operating Profit (PBDIT) excl Other Income

142.50

142.70

-0.14%

Interest

3.20

Exceptional Items

0.00

-0.90

100.00%

Consolidate Net Profit

102.60

101.40

1.18%

Operating Profit Margin (Excl OI)

281.00%

290.30%

-0.93%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Dec 2025 is 3.13% vs 10.74% in Sep 2025

Consolidated Net Profit

QoQ Growth in quarter ended Dec 2025 is 1.18% vs 9.62% in Sep 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

1,811.00

1,634.80

10.78%

Operating Profit (PBDIT) excl Other Income

557.30

456.80

22.00%

Interest

12.70

Exceptional Items

0.00

-62.30

100.00%

Consolidate Net Profit

396.00

256.80

54.21%

Operating Profit Margin (Excl OI)

295.40%

265.70%

2.97%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 10.78% vs 1.58% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is 54.21% vs -11.69% in Dec 2024

All Annual Results

Company CV

About Federated Hermes, Inc.

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

Company Details

1001 LIBERTY AVENUE, 1001 Liberty Ave , PITTSBURGH PA : 15222

Tel: 1 412 2881900

https://www.federatedinvestors.com/

Registrar Details