Federated Hermes, Inc.

NYSE:FHI Stock Report

Market Cap: US$3.2b

Federated Hermes Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:FHI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
19 Nov 24SellUS$102,621Theodore ZierdenIndividual2,478US$41.41
19 Nov 24SellUS$47,584Stephen Van MeterIndividual1,148US$41.45
19 Nov 24SellUS$203,581Peter GermainIndividual4,922US$41.36
19 Nov 24SellUS$56,518Richard NovakIndividual1,363US$41.47
19 Nov 24SellUS$184,301Saker NusseibehIndividual4,454US$41.38
19 Nov 24SellUS$261,201Paul UhlmanIndividual6,311US$41.39
19 Nov 24SellUS$38,918Dolores DudiakIndividual938US$41.49
19 Nov 24SellUS$323,337John FisherIndividual7,817US$41.36
08 Nov 24SellUS$595,896Peter GermainIndividual14,491US$41.12
04 Nov 24SellUS$484,359Saker NusseibehIndividual12,152US$39.86
30 Oct 24SellUS$199,450Dolores DudiakIndividual5,000US$39.89
05 Aug 24SellUS$2,611,447John FisherIndividual79,830US$32.71
02 Aug 24SellUS$2,430Stephen Van MeterIndividual72US$33.75
17 Jun 24SellUS$31,238Paul UhlmanIndividual994US$31.43
17 Jun 24SellUS$33,954Stephen Van MeterIndividual1,079US$31.47
28 May 24SellUS$12,944Peter GermainIndividual392US$33.02
28 May 24SellUS$32,175Paul UhlmanIndividual975US$33.00
05 Mar 24SellUS$15,695Stephen Van MeterIndividual435US$36.08
05 Mar 24SellUS$191,730Peter GermainIndividual5,305US$36.14
05 Mar 24SellUS$32,754Richard NovakIndividual908US$36.07
05 Mar 24SellUS$300,105Saker NusseibehIndividual8,302US$36.15
05 Mar 24SellUS$500,327Paul UhlmanIndividual13,820US$36.20
07 Feb 24SellUS$3,200,014Paul UhlmanIndividual90,745US$35.26
30 Jan 24SellUS$60,010Stephen Van MeterIndividual1,660US$36.15

Insider Trading Volume

Insider Buying: FHI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of FHI?
Owner TypeNumber of SharesOwnership Percentage
State or Government34,5050.0443%
Private Companies64,3660.0826%
Individual Insiders3,335,2314.28%
General Public10,331,39613.3%
Institutions64,161,72082.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 61.47% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11%
The Vanguard Group, Inc.
8,600,525US$353.1m-2.29%0.01%
10.5%
BlackRock, Inc.
8,209,231US$337.0m-2.67%0.01%
7.27%
FMR LLC
5,664,824US$232.5m2.48%0.01%
3.41%
AQR Capital Management, LLC
2,658,565US$109.1m-1.11%0.15%
3.07%
Dimensional Fund Advisors LP
2,389,247US$98.1m0.04%0.02%
2.69%
Citadel Advisors LLC
2,094,666US$86.0m99%0.09%
2.41%
State Street Global Advisors, Inc.
1,874,827US$77.0m-0.39%no data
2.34%
Fuller & Thaler Asset Management, Inc.
1,824,599US$74.9m-32.4%0.3%
1.63%
Invesco Ltd.
1,267,419US$52.0m-15.6%0.01%
1.6%
Geode Capital Management, LLC
1,250,182US$51.3m8%no data
1.54%
AllianceBernstein L.P.
1,201,095US$49.3m0.33%0.01%
1.39%
Thomas Donahue
1,080,643US$44.4m-2.89%no data
1.37%
Millennium Management LLC
1,065,283US$43.7m9.84%0.04%
1.32%
Invesco Capital Management LLC
1,029,325US$42.3m15.8%0.02%
1.12%
Balyasny Asset Management L.P.
874,926US$35.9m135%0.1%
1.12%
Assenagon Asset Management S.A.
872,190US$35.8m-23.6%0.06%
1.01%
Two Sigma Advisers, LP
787,400US$32.3m13.1%0.07%
0.99%
Charles Schwab Investment Management, Inc.
769,167US$31.6m24.8%0.01%
0.95%
Two Sigma Investments, LP
743,784US$30.5m-2.35%0.07%
0.9%
Morgan Stanley, Investment Banking and Brokerage Investments
697,700US$28.6m-22.7%no data
0.82%
BNY Asset Management
636,191US$26.1m-10.4%no data
0.76%
Sprott Inc.
589,135US$24.2m-0.19%1.15%
0.75%
LSV Asset Management
587,476US$24.1m62.1%0.05%
0.73%
UBS Asset Management AG
569,301US$23.4m105%no data
0.72%
Commonwealth Equity Services, LLC
560,475US$23.0m1.62%0.03%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 05:53
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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.

AnalystInstitution
Stephen BiggarArgus Research Company
Roger FreemanBarclays
Michael CarrierBofA Global Research