Company / Return on Assets (ROA)
Federated Hermes Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
18.1%
FY2025
5-year range
11.8% / 18.1%
FY2021-FY2025
Trend
+40.6%
vs FY2024
Sector context
#12 of 400
Financials
What the data says
Among 400 Financials companies, Federated Hermes is in the top 3% for return on assets (roa). Return on Assets (ROA) has fluctuated over the past 10 years, ranging from 11.8% in FY2022 to 23.7% in FY2017.
Based on SEC 10-K filings.
18.1% in FY2025 with a 5-year CAGR of +2.2%. Top quartile in the Financials sector.
Improved from 14.2% to 18.1% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- +6.2pp
- 5-Year Change
- +2.2pp
- 10-Year Change
- -
Sector benchmark
Top 3% in FinancialsTop 3% of 400This company 18.1% Sector average 2.1%
▼
+759.3% above sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 40.6% year-over-year.
- Currently 16.0pp above the Financials sector average.
- Peak return on assets (roa) was recorded in FY2017.
- Lowest return on assets (roa) in the period was in FY2022.
Company context
Key Data Points
- 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.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 18.1% | +40.6% |
| FY2024 | 12.9% | -9.5% |
| FY2023 | 14.2% | +20.0% |
| FY2022 | 11.8% | -11.5% |
| FY2021 | 13.4% | -15.5% |
| FY2020 | 15.8% | +9.3% |
| FY2019 | 14.5% | +1.5% |
| FY2018 | 14.3% | -39.7% |
| FY2017 | 23.7% | +30.8% |
| FY2016 | 18.1% | +26.5% |
As of FY2025 · SEC 10-K · Updated Mar 29, 2026