FHI Stock Overview
A publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 5/6 |
My Notes
Capture your thoughts, links and company narrative
Community Narratives
Create a narrativeNarratives bring a range of perspectives from our community.
Federated Hermes, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$40.77 |
| 52 Week High | US$43.92 |
| 52 Week Low | US$31.24 |
| Beta | 1.11 |
| 1 Month Change | -3.30% |
| 3 Month Change | 12.07% |
| 1 Year Change | 21.02% |
| 3 Year Change | 9.80% |
| 5 Year Change | 23.96% |
| Change since IPO | 208.66% |
Recent News & Updates
Why Investors Shouldn't Be Surprised By Federated Hermes, Inc.'s (NYSE:FHI) Low P/E
Nov 12
Federated Hermes: Valuations Are Still Attractive Following EPS Beat
Oct 30Recent updates
Why Investors Shouldn't Be Surprised By Federated Hermes, Inc.'s (NYSE:FHI) Low P/E
Nov 12Federated Hermes: Valuations Are Still Attractive Following EPS Beat
Oct 30Federated Hermes (NYSE:FHI) Has Announced A Dividend Of $0.31
Jul 29There's No Escaping Federated Hermes, Inc.'s (NYSE:FHI) Muted Earnings
Jul 12Federated Hermes: Concerns About Interest Rate Environment Overshadow Positive Surprises
May 03Federated Hermes (NYSE:FHI) Is Paying Out A Larger Dividend Than Last Year
Apr 29The Market Doesn't Like What It Sees From Federated Hermes, Inc.'s (NYSE:FHI) Earnings Yet
Apr 09Federated Hermes: Watch Out For Positive Surprises
Jan 24Federated Hermes, Inc.'s (NYSE:FHI) Prospects Need A Boost To Lift Shares
Dec 18Federated Hermes: Good Candidate For Peak Rates Theme
Nov 08Federated Hermes: The Future Is Bright
Sep 08Federated Hermes: Positives Aren't Priced In
Jun 27Federated Hermes (NYSE:FHI) Has Announced A Dividend Of $0.27
Jan 30Federated Hermes Q4 2022 Earnings Preview
Jan 25Federated Hermes goes ex dividend monday
Nov 04Federated Hermes (NYSE:FHI) Will Pay A Dividend Of $0.27
Oct 31Federated Hermes: Watch Recent Acquisition And Upcoming Earnings
Oct 18Federated Hermes: Lower Fee Waivers Drove Good Q2 Performance
Aug 04Federated Hermes (NYSE:FHI) Has Announced A Dividend Of $0.27
Aug 01Shareholder Returns
| FHI | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -4.5% | -6.4% | -4.0% |
| 1Y | 21.0% | 33.4% | 24.0% |
Return vs Industry: FHI underperformed the US Capital Markets industry which returned 36.8% over the past year.
Return vs Market: FHI underperformed the US Market which returned 26.1% over the past year.
Price Volatility
| FHI volatility | |
|---|---|
| FHI Average Weekly Movement | 2.7% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: FHI has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: FHI's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1955 | 2,025 | John Donahue | www.federatedinvestors.com |
Federated Hermes, Inc. is a publicly owned investment manager. 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.
Federated Hermes, Inc. Fundamentals Summary
| FHI fundamental statistics | |
|---|---|
| Market cap | US$3.27b |
| Earnings (TTM) | US$254.15m |
| Revenue (TTM) | US$1.60b |
12.5x
P/E Ratio2.0x
P/S RatioIs FHI overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| FHI income statement (TTM) | |
|---|---|
| Revenue | US$1.60b |
| Cost of Revenue | US$530.83m |
| Gross Profit | US$1.07b |
| Other Expenses | US$813.93m |
| Earnings | US$254.15m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.26 |
| Gross Margin | 66.80% |
| Net Profit Margin | 15.90% |
| Debt/Equity Ratio | 30.6% |
How did FHI perform over the long term?
See historical performance and comparisonDividends
3.0%
Current Dividend Yield37%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/18 23:24 |
| End of Day Share Price | 2024/12/18 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources
Federated Hermes, Inc. is covered by 23 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Stephen Biggar | Argus Research Company |
| Roger Freeman | Barclays |
| Michael Carrier | BofA Global Research |