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Federated Hermes, Inc.

FHIFinancial ServicesNASDAQ

Asset Management

PriceMA150MA200
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Financials · Annual
Revenue
$1.80B
+10.3% YoY
Net Income
$403.3M
+50.3% YoY
EBITDA
$582.5M
+39.8% YoY
Free Cash Flow
$364.8M

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About Federated Hermes, Inc.

Federated Hermes, Inc. is a publicly owned investment manager. Valued at $4.26B, FHI is a mid-cap name in its sector. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors.

Key stats
Market Cap$4.26B
P/E (TTM)10.90
Fwd P/E9.97
EPS$5.15
Beta0.65
52W Change+32.7%
Dividend Yield2.50%
ROE33.8%
Analysis

Federated Hermes, Inc. holds $645.4M in cash against $450.5M in total debt, giving it a net cash position. This means the company could theoretically pay off all its debt and still have cash remaining. Free cash flow comes in at $364.8M, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. Return on equity stands at 33.8%, which is exceptionally high for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. Return on assets of 15.3% further supports the picture of efficient asset utilization. Revenue has grown from $1.45B (2022) to $1.80B (2025), reflecting a 25% increase over the period.

With a beta below 0.7, Federated Hermes, Inc. typically sees smaller price swings than the overall market, offering a degree of stability during turbulent periods. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Federated Hermes, Inc.'s trajectory.

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