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 its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Equity assets | $100.8B | at March 31, 2026 | +3.0% |
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| Fixed-income assets | $99.8B | at March 31, 2026 | -0.3% |
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| Money market assets | $684.7B | at March 31, 2026 | +0.3% |
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| Money market fund assets | $502.8B | at March 31, 2026 | -1.1% |
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| Total average managed assets | $915.6B | Q1 2026 | — |
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| Total managed assets | $907.1B | at March 31, 2026 | +0.5% |
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| Alternative/private markets assets | $19.1B | Dec. 31, 2025 | — |
| Money market separate account assets | $174.2B | Dec. 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
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.
|
$4.59B | +17.0% | -3.5% | 11.8 | 5.2% |
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BLK
BlackRock, Inc.
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$357.45B | +3.1% | +16.2% | 27.6 | 0.6% |
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BX
Blackstone Inc.
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$96.13B | -12.1% | +9.2% | 34.3 | 3.2% |
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BN
BROOKFIELD Corp /ON/
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$94.64B | -7.4% | — | — | 0.7% |
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KKR
KKR & Co. Inc.
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$92.18B | -19.3% | -11.0% | — | 1.7% |
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 | +4.2% | +5.2% | +13.4% | +9.6% | +17.0% |
| SPY | -1.0% | 0.0% | +7.4% | -0.8% | +8.6% |
| vs SPY | +5.1% | +5.2% | +6.0% | +10.4% | +8.4% |
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.