Federated Hermes (FHI) Stock & Financials
Data as of (550 days ago)|Source: SEC EDGAR
Federated Hermes (FHI) is a asset management & custody banks company. The company reports annual revenue of $1.7B and net income of $381M. Its profit margin is 21.9%.
What to check next
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Federated Hermes Key Financials(TTM Est.)
Data from SEC EDGAR filings. TTM = Trailing Twelve Months.
Federated Hermes Financial Health ScoreFY2025
Strong financial position with minor areas to watch
+3 pts YoYThis Financial Health Score is a proprietary metric calculated from SEC EDGAR filings for educational and informational purposes only. It does not constitute investment advice or a recommendation to buy or sell any security. Results vary significantly by industry. Conduct your own research before making investment decisions.
Data Highlights
- Strong profit margin: 21.9%
- Low earnings quality (accrual-heavy earnings)
- Strong return on equity: 32.1%
Data sourced from SEC EDGAR filings. Not investment advice.
5-Year Revenue & Net Income Trend
Chart shows fiscal year data from SEC EDGAR filings. Hover over data points for details.
As of FY2025 · SEC Form 10-K · Last checked Jul 2, 2026
About Federated Hermes
Federated Hermes is an investment manager headquartered in Pittsburgh, Pennsylvania, United States. Founded in 1955 and incorporated on October 18, 1957, the company manages $829.6 billion of customer assets, as of December 2024. The company offers investments spanning equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies, including mutual funds, exchange-traded funds (ETFs), separate accounts, closed-end funds and collective investment funds. Clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers.
- Industry
- Asset Management & Custody Banks
Valuation
Valuation Data UnavailablePrice-based valuation metrics (P/E, P/B) require real-time stock price data which is not included in SEC filings.
Benjamin Graham: Graham recommended P/E ratio not exceed 15 for reasonable valuation. Understanding valuation metrics
Profitability
Above-Average Marginsvs 14.5% sector median / 17.4% avg
Generates $32.1 in profit for every $100 of shareholder equity. Higher than 82% in Financials.
vs 18.3% sector median / 17.2% avg
Keeps 22 cents of every dollar in revenue as profit. Higher than 66% in Financials.
6th consecutive year of revenue growth.
* Some quarterly data is missing. Values are calculated based on annual report figures.
Profit margin of 21.9% is above 20%.
Warren Buffett: Buffett looks for consistent ROE above 20% as a sign of competitive advantage. How to evaluate profitability
Financial Health
Low Leveragevs 0.45 sector median / 0.52 avg
Carries $0.29 in debt for every $1 of equity. Lower debt than 75% in Financials. Debt has increased over the past 5 years.
Debt-to-equity ratio of 0.29 is below 0.5.
Peter Lynch: Lynch: normal balance sheet has 75% equity, 25% debt. Understanding financial health
Dividend
Dividend Data UnavailableDividend yield data is not available from SEC filings. Check the company's investor relations page for dividend information.
As of FY2025 · SEC Form 10-K · Last checked Jul 2, 2026
Federated Hermes 10-Year Revenue, Profit & Cash Flow History
Net income reached a record high of $403M in FY2025.
Annual Financials
FY2025 - FY2016| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 | FY2018 | FY2017 | FY2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.8B(+10.3%) | $1.6B(+1.4%) | $1.6B(+11.1%) | $1.4B(+11.4%) | $1.3B(+14.5%) | $1.1B(+3.0%) | $1.1B(-3.5%) | $1.1B(+318.1%) | $273.5M(-68.2%) | $859.3M(-2.2%) |
| Net Income | $403.3M(+50.3%) | $268.3M(-10.3%) | $299.0M(-8.4%) | $326.4M(+20.7%) | $270.3M(+22.7%) | $220.3M(-24.4%) | $291.3M(+39.5%) | $208.9M(-28.3%) | $291.3M(+95.2%) | $149.2M(-8.0%) |
| Total Assets | $2.2B | $2.1B | $2.1B | $2.0B | $2.0B | $2.1B | $1.9B | $1.5B | $1.2B | $1.2B |
| Total Debt | $348.4M | $348.1M | $347.8M | $347.6M | $223.3M | - | - | - | - | - |
| Total Equity | $1.2B | $1.1B | $1.1B | $1.1B | $1.1B | $857.1M | $857.1M | $595.8M | $761.2M | $594.8M |
| Profit Margin | 22.4% | 16.4% | 18.6% | 22.5% | 20.8% | 19.4% | 26.4% | 18.3% | 106.5% | 17.4% |
| ROE | 33.7% | 24.5% | 26.5% | 28.7% | 24.3% | 25.7% | 34.0% | 35.1% | 38.3% | 25.1% |
| ROA | 18.1% | 12.9% | 14.2% | 16.2% | 13.4% | 10.7% | 15.5% | 13.5% | 23.7% | 12.9% |
Quarterly Financials
Last 8 quarters| Metric | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $423.5M | $469.4M | $424.8M | $423.5M | $408.5M | $402.6M | $396.4M | $402.7M |
| Net Income | $101.1M | $104.1M | $91.0M | $101.1M | $87.5M | $21.0M | $75.0M | $75.0M |
| Total Assets | $2.2B | $2.2B | $2.2B | $2.0B | $2.0B | $1.9B | $2.1B | $2.1B |
As of FY2025 · SEC Form 10-K · Last checked Jul 2, 2026
2 insiders sold shares worth $874K, despite revenue growth of +10.3% YoY. Divergence signal strength: 40/100.
Insider Trading
Source: SEC EDGAR Form 4 filings. Only purchase (P) and sale (S) transactions shown.
Federated Hermes Dividend Safety Analysis & Growth History
Dividend Status
Dividend PayerThis company pays dividends. Historical dividend data shown below.
5-year dividend CAGR: -13.8%.
Annual Dividends
2016 - 2025| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend/Share | $2.00 | $1.00 | $1.06 | $1.08 | $2.08 | $1.08 | $1.08 | $1.11 | $2.21 | $0.99 |
| YoY Growth | +100.0% | -50.0% | +6.0% | +1.9% | +92.6% | -48.1% | +0.0% | +2.8% | +99.1% | -55.2% |
| Payments | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 4 | 3 |
| Increased | Yes | No | Yes | Yes | Yes | No | No | Yes | Yes | No |
Learn more:Dividend investing guideHow to evaluate dividend safety
As of FY2025 · SEC XBRL dividend facts · Updated Jul 2, 2026
Federated Hermes Free Cash Flow & Dividend Coverage
Cash Flow History
FY2016 - FY2025| Metric | FY2016 | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating CF | $192.5M | $387.4M | $265.7M | $387.4M | $206.3M | $170.4M | $373.2M | $311.8M | $346.6M | $297.3M |
| CapEx | -$8.8M | -$9.8M | -$12.8M | -$9.8M | -$17.3M | -$10.4M | -$13.5M | -$7.9M | -$4.0M | -$2.8M |
| Free Cash Flow | $183.6M | $377.6M | $252.8M | $377.6M | $189.0M | $160.0M | $359.7M | $303.9M | $342.5M | $294.6M |
| FCF Margin | 21.4% | 138.1% | 22.1% | 34.2% | 16.6% | 12.3% | 24.8% | 18.9% | 21.0% | 16.4% |
Source: SEC EDGAR 10-K filings. FCF = Operating Cash Flow - Capital Expenditures. Free cash flow guide
As of FY2025 · SEC Form 10-K · Last checked Jul 2, 2026
Federated Hermes Risk Factors
Company-disclosed SEC risk factors
Risk factors are disclosed by the company in its SEC Form 10-K, Item 1A. Billiver does not classify or summarize company-specific legal, operational, financial, or market risks here.
Sector context: Financials. This is not a Billiver risk assessment for FHI.
Source note: the SEC Form 10-K includes Item 1A, "Risk Factors." The full risk-factor text should be read from the company’s own SEC filing.
Federated Hermes FAQ
What is Federated Hermes's annual revenue?
Federated Hermes (FHI) reported $1.7 billion in trailing twelve-month (TTM) revenue. This financial data is compiled from SEC EDGAR 10-K filings.
Is Federated Hermes profitable?
Yes, Federated Hermes is profitable with a 21.9% net profit margin and $381 million in net income (TTM). All figures from SEC EDGAR 10-K filings.
Does Federated Hermes pay dividends?
Yes, Federated Hermes pays regular dividends. View the full dividend history and payout analysis on this page.
What is Federated Hermes's financial health score?
Federated Hermes has a financial health score of 89/100 (Grade: A), evaluating profitability, solvency, liquidity, and growth based on SEC EDGAR data.
How many years of Federated Hermes financial data are available?
10 years of financial data are available for Federated Hermes from FY2016 to FY2025. All figures are compiled from SEC EDGAR 10-K filings.