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FHI · Federated Hermes, Inc.

Track FHI — free
$59.57 -1.42 (-2.33%) At close · Sep 11
Market Cap
$4.45B
Shares
74.66M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$59.57 Open$61.66 Day$59.52–61.66 52W close$47.30–65.39 Avg vol 30d554K Short int4.4M · 5.8% float · 8.3d Short vol69% Last earningsJul 31, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 31

Up next

Next earnings call
Oct 30, 2026 Est · unconfirmed · in 7 wks
filed Jul 31, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$1.93B
Trailing 12 months
Net income (TTM)
$411.86M
Trailing 12 months
Revenue growth YoY
+18.3%
Year over year
Operating margin
27.1%
Trailing 12 months
P / E (TTM)
11.4
Trailing earnings · reciprocal yield 8.8%
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
2.4%
Trailing 12 months
Shares change YoY
-4.2%
Year over year · fewer shares
Price change (1Y)
+15.5%
Trailing year
Short interest
5.8%
Latest settlement · 8.3 days to cover
View all 115 metrics

AI Brief

Q2 FY26 earnings call · Jul 31, 2026
Q2 FY26

TL;DR. Federated Hermes reported Q2 2026 earnings of $1.38 per diluted share on record AUM of $911.6 billion and record equity AUM of $109.6 billion, driven by equity market gains and the FCP acquisition, while money market AUM declined sequentially and equity net redemptions continued.

Bullish
  • + Record equity AUM of $109.6 billion, up 23% year-over-year, fueled by market gains
  • + Q2 EPS of $1.38, up 19% from $1.16 a year ago on $104.3M net income
  • + Revenue up 18% year-over-year to $502.8M with $13.9M contribution from FCP acquisition
  • + Private markets AUM up 14% sequentially to $21.6B with $3.2B added via FCP acquisition
  • + MDT posted record net sales of $6B with positive net sales for the 14th consecutive quarter
Bearish
  • Equity net redemptions of $1.1B in Q2, including a $3B global sub-advisory redemption
  • Nonoperating income fell 19% year-over-year on lower interest and dividend income

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Neutral Sentiment Neutral Fundamentals Excellent Quant / Vol Very Low
Market backdrop VIX 15.8 · calm Equity put/call 0.58
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +5%
above
Price vs 50-day avg −3%
below
RSI (14) 36
neutral
MACD trend Negative
52-week position 68%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Neutral
1-month return −6%
trailing
6-month return +7%
trailing
YTD return +14%
this year
Relative strength −11%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $61 › 200d $57 — 50d above 200d
Institutional flow Distributing
-2% holders QoQ · +46 funds added
Insider flow Distributing
Net -$1.2M over 90 days · 100% sells
Short interest Falling
5.84% of float · ▼ -0.8% MoM · 8.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
392 holders — near 3-yr high, broad support
Squeeze score 58
elevated · 0–100
Fundamentals
Excellent
Revenue growth −4%
Y/Y
EPS growth +59%
Y/Y
Free cash flow $294.6M
Valuation P/E 11.1
below peers
Balance sheet $234.2M
net cash
Quant / Vol
risk profile
Very Low
Volatility 24%
annualized · 1-yr
Max drawdown −13%
past year
ATR 2.5%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Oct 28, 2021
Negative impact on operating income from minimum yield waivers o · Q4 $39M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
1 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+5% Bullish
Price vs 50-day avg
−3% Neutral
RSI (14)
36 Neutral
MACD trend
Negative Bearish
52-week position
68% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $61 › 200d $57 — 50d above 200d
Institutional flow Distributing
-2% holders QoQ · +46 funds added
Insider flow Distributing
Net -$1.2M over 90 days · 100% sells
Short interest Falling
5.84% of float · ▼ -0.8% MoM · 8.3 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
392 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $47 Now $60 · 68% Range high $65
vs 200-day avg +5% vs 50-day avg -3%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
FHI
Federated Hermes, Inc.
this stock
$4.45B +14.4% -3.5% 11.1 5.8%
BLK
BlackRock, Inc.
$350.83B +0.9% +16.2% 25.9 0.6%
BX
Blackstone Inc.
$96.46B -16.6% +9.2% 28.8 2.9%
KKR
KKR & Co. Inc.
$90.73B -20.7% -11.0% 1.5%
BN
BROOKFIELD Corp /ON/
$85.32B -16.7% 1.0%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
392
% held
89.1%
Net QoQ
+1.0M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
298
View
Short & Settlement
Short Interest Falling
Shares short
4.4M
Days to cover
8.3d
Change
-36.8K sh
View
Short Volume
Short vol %
69%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
642
Value
$40.8K
As of
Aug 14, 2026
View
Off-Exchange
Off-exchange %
43.9%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$1.2M
Buyers / Sellers
0 / 4
Buyers Sellers
View
Financials
Financials
Revenue (FY)
$1.8B
Net income (FY)
$403.3M
EPS diluted
$5.13
View
Buybacks
Authorized
shares 5.0M
Remaining
shares 2.3M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Jul 31, 2026
This year
8
View
Proposed Sales
Value
$275.8K
Shares
5.0K
Filed
Aug 20, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 31, 2026
View

Performance

5D 20D 120D MTD YTD
FHI -4.2% -6.3% +7.0% -6.4% +14.4%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -3.0% -4.5% -10.8% -6.1% +2.3%

Capital returns

Latest dividend
$0.38 / share · ex Aug 7, 2026
Raised 11.8%
Paid (TTM)
$1.44 / share · 4 payouts
Dividend yield (TTM, derived)
2.42%
Buyback program · as of Jun 30, 2026
Authorized
shares 5.00M
Spent (derived)
shares 2.70M
Remaining
shares 2.30M
Spent Remaining

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.

Key facts CIK 1056288 CUSIP 314211103 13F (30d) 85 filings 84 filers Visit website Investor relations