Federated Hermes, Inc. (FHI)

Sector: Financial Services
Industry: Investment Advice
Country: United States
Exchange: NYSE
Market cap: $4.26B
Federated Hermes provides asset-management services for institutional and individual investors. The firm had $843.7 billion in managed assets at the end of June 2025, composed of equity (10%), multi-asset (less than 1%), fixed-income (12%), alternative (2%), and money market (75%) funds. The firm's cash-management operations are expected to generate around 52% of Federated's revenue this year, compared with 29%, 11%, and 8%, 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%).
Latest financial period: June 30, 2026
Filed with the SEC: July 31, 2026
Estimated earnings date: October 29, 2026
Profit #119 of 1484 companies
| | Jun 26 | Mar 26 | Dec 25 | Sep 25 |
|---|
| ROIC | 32.9% | 33.2% | 35.6% | 31.2% |
Growth #348 of 1484 companies
Payout #197 of 1484 companies
Safety #443 of 1484 companies
Price #104 of 1484 companies