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FHI · Federated Hermes, Inc. · Metrics

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$57.37 +1.30 (+2.32%)
S&P 400 member Rebalance outlook locked
Market Cap
$4.19B
Shares
74.66M
Volume · Oct 22 496.63K Avg daily vol (3M) 646.51K

FHI metrics

99 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$56.07
Market cap
$4.19B

Price action

20 metrics
Price change (1W)
+2.1%
Price change (30D)
-1.5%
Price change (3M)
-2.7%
Price change (6M)
-2.3%
Price change (YTD)
+7.7%
Price change (1Y)
+8.7%
Trailing year
Price change (5Y)
+69.1%
52-week high
$65.39
52-week low
$47.30
Change from 52-week high
-14.3%
Change from 52-week low
+18.5%
Annualized volatility
24.6%
Annualized volatility (3M)
23.8%
Beta
0.7
RSI (14D)
43.9
Price vs SMA 50
-5.7%
Price vs SMA 200
-2.0%
Avg volume (3M)
646,512
Relative volume
1.1
Average dollar volume
$38.36M

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
74.66M

Valuation

12 metrics
P / E (TTM)
10.4
Trailing earnings · reciprocal yield 9.6%
PEG ratio
0.6
EV / revenue
2.2×
reciprocal yield 45.7%
EV / EBITDA
—
EV / EBIT
8.1×
reciprocal yield 12.4%
P / sales
2.2×
reciprocal yield 46.2%
P / book
3.3
reciprocal yield 29.9%
FCF yield
—
TTM · current market cap
Buyback yield
4.9%
P / FCF
—
P / operating cash flow
11.2
reciprocal yield 8.9%
Earnings yield
9.8%

Historical valuation

8 metrics
P / E historical average (3Y)
10.9×
reciprocal yield 9.1%
P / E historical average (5Y)
11.5×
reciprocal yield 8.7%
EV / revenue historical average (3Y)
2.0×
reciprocal yield 50.7%
EV / revenue historical average (5Y)
2.1×
reciprocal yield 47.6%
EV / EBIT historical average (3Y)
8.0×
reciprocal yield 12.5%
EV / EBIT historical average (5Y)
8.3×
reciprocal yield 12.1%
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
2.6%
Trailing 12 months
Payout ratio
26.1%
Shareholder yield
7.5%
Dividend / share (TTM)
$1.44
Dividend growth YoY
+10.8%
Dividend growth streak
0
Last ex-dividend
2026-08-07

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-07-31

Profitability

9 metrics
Gross margin
—
Operating margin
27.1%
Trailing 12 months
Net margin
21.3%
Gross profit (TTM)
—
Operating profit (TTM)
$524.24M
Net income (TTM)
$411.86M
Trailing 12 months
Diluted EPS (TTM)
$5.37
FCF margin
—
Effective tax rate
24.9%

Per share

11 metrics
Revenue per diluted share (TTM)
$26.46
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
$7.17
EBITDA per diluted share (TTM)
$3.69
Net income per diluted share (TTM)
$5.63
Operating cash flow per diluted share (TTM)
$5.10
Free cash flow per diluted share (TTM)
—
Capital expenditures per diluted share (TTM)
—
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.41
Book value per share
—

Growth

11 metrics
Revenue growth YoY
+18.3%
Year over year
Net income growth YoY
+14.6%
Revenue (TTM)
$1.93B
Trailing 12 months
EPS growth YoY
+19.0%
Shares change YoY
-4.2%
Year over year · fewer shares
Revenue CAGR (3Y)
+7.6%
Revenue CAGR (5Y)
+4.5%
EPS CAGR (3Y)
+24.6%
EPS CAGR (5Y)
+9.7%
FCF CAGR (3Y)
-2.7%
FCF CAGR (5Y)
-3.9%

Quality

14 metrics
Return on equity
32.9%
Return on assets
17.7%
Debt / equity
0.3
Current ratio
2.6
EBITDA (TTM)
$358.57M
Free cash flow (TTM)
—
Quick ratio
2.6
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
30.3%
Trailing 12 months
Net cash
−$46.77M
Latest balance sheet
Cash & equivalents
$301.73M
Total assets
$2.33B
Total debt
$348.50M

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$373.99M
Capital expenditures (TTM)
$7.04M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$30.14M
R&D / revenue
—
Stock compensation / revenue
1.6%

Ownership (13F)

9 metrics
13F filers
394
13F filer change QoQ
-7
Institutional ownership
89.1%
Conviction holders (share of 13F filers)
0.5%
Crowding (high-turnover and private-fund holders)
—
Private-fund adviser ownership
—
Active holders' share change QoQ
+1.4%
Holder tenure
17.6
Price vs estimated holder cost
+17.0%

Ownership (registered funds)

1 metrics
Index-fund ownership
23.9%

Short interest

3 metrics
Short interest
5.4%
Latest settlement · 5.2 days to cover
Days to cover
5.2d
Short-squeeze score
55 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$767,507
Insider-sentiment score
33 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 1056288 CUSIP 314211103 13F (30d) 63 filings 62 filers Visit website Investor relations