FHI · Federated Hermes, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Alternative/private markets assets | 21.6B | Q2 2026 | — |
| Equity assets | 109.6B | Q2 2026 | — |
| Fixed-income assets | 100.5B | Q2 2026 | — |
| Money market assets | 676.9B | Q2 2026 | — |
| Money market fund assets | 499.9B | Q2 2026 | — |
| Multi-Asset | 2.94B | June 30, 2026 | — |
| Total assets under management | 911.6B | Q2 2026 | — |
| Total Avg. Fund Assets | 623.24B | Quarter Ended June 30, 2026 | — |
| Total Avg. Managed Assets | 912.79B | Six Months Ended June 30, 2026 | — |
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| Total Avg. Separate Account Assets | 286.77B | Quarter Ended June 30, 2026 | — |
| Total Fund Assets | 628.04B | June 30, 2026 | — |
| Total Long-Term Assets | 234.66B | June 30, 2026 | — |
| Total managed assets | 911.6B | Q2 2026 | — |
| Total Separate Account Assets | 283.52B | June 30, 2026 | — |
| Average managed assets | $873.7B | Q4 2025 | — |
| Money market mutual fund assets | $508.4B | Dec. 31, 2025 | — |
| Money market separate account assets | $174.2B | Dec. 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
FHI
this stock
Federated Hermes, Inc.
|
$4.76B | +22.9% | -3.5% | 11.9 | 5.0% |
|
BLK
BlackRock, Inc.
|
$375.11B | +8.3% | +16.2% | 27.7 | 0.7% |
|
BX
Blackstone Inc.
|
$105.53B | -5.9% | +9.2% | 31.5 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$99.15B | -13.4% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$94.05B | -8.1% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| FHI | +1.6% | +11.0% | +12.4% | +6.7% | +22.9% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +2.0% | +8.1% | +0.8% | +3.8% | +10.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.