tradingkey.logo

Federated Hermes Inc

FHI
52.120USD
-0.230-0.44%
Close 02/06, 16:00ETQuotes delayed by 15 min
4.04BMarket Cap
9.71P/E TTM

Federated Hermes Inc

52.120
-0.230-0.44%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Federated Hermes Inc

Currency: USD Updated: 2026-02-05

Key Insights

Federated Hermes Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 31 out of 118 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 53.00.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Federated Hermes Inc's Score

Industry at a Glance

Industry Ranking
31 / 118
Overall Ranking
169 / 4521
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Neutral

Federated Hermes Inc Highlights

StrengthsRisks
Federated Hermes, Inc. is an investment management company. The Company operates through a single segment, being the investment management business. It sponsors, markets, and provides investment-related services to various investment products, including sponsored investment companies and other funds (Federated Hermes Funds); and Separate Accounts, which include separately managed accounts (SMAs), institutional accounts, sub-advised funds and other managed products in both domestic and international markets. In addition, it markets and provides stewardship and real estate development services to various domestic and international companies. The Company provides investment advisory services to approximately 176 Federated Hermes Funds. It markets these funds to institutional customers and banks, broker/dealers and other financial intermediaries who use them to meet the needs of customers and/or clients, including, among others, retail investors, corporations, and retirement plans.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 1.77B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 71.89%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 71.89%.
Overvalued
The company’s latest PB is 3.39, at a high 3-year percentile range.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 4.72K shares of this stock.

Analyst Rating

Based on 8 analysts
Hold
Current Rating
53.000
Target Price
-1.34%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-02-05

The current financial score of Federated Hermes Inc is 7.00, ranking 51 out of 118 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 467.32M, representing a year-over-year increase of 14.14%, while its net profit experienced a year-over-year increase of 32.04%.

Score

Industry at a Glance

Previous score
7.00
Change
0

Financials

10.00

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

5.37

Operational Efficiency

4.70

Growth Potential

6.92

Shareholder Returns

8.03

Federated Hermes Inc's Company Valuation

Currency: USD Updated: 2026-02-05

The current valuation score of Federated Hermes Inc is 7.92, ranking 38 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is 9.75, which is 54.81% below the recent high of 15.09 and 7.43% above the recent low of 9.02.

Score

Industry at a Glance

Previous score
7.92
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 31/118
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-05

The current earnings forecast score of Federated Hermes Inc is 6.25, ranking 76 out of 118 in the Investment Banking & Investment Services industry. The average price target is 53.00, with a high of 56.00 and a low of 40.00.

Score

Industry at a Glance

Previous score
6.25
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 8 analysts
Hold
Current Rating
55.600
Target Price
+6.21%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

71
Total
7
Median
8
Average
Company name
Ratings
Analysts
Federated Hermes Inc
FHI
8
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Bank of New York Mellon Corp
BK
18
State Street Corp
STT
18
1
2
3
...
14

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-02-05

The current price momentum score of Federated Hermes Inc is 7.08, ranking 38 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 54.72 and the support level at 50.40, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
7.40
Change
-0.32

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(3)
Neutral(2)
Buy(0)
Indicators
Value
Direction
MACD(12,26,9)
-0.377
Neutral
RSI(14)
44.879
Neutral
STOCH(KDJ)(9,3,3)
29.606
Sell
ATR(14)
1.424
High Vlolatility
CCI(14)
-130.728
Sell
Williams %R
82.920
Oversold
TRIX(12,20)
0.024
Sell
StochRSI(14)
0.000
Oversold
Moving Average
Sell(4)
Neutral(0)
Buy(2)
Indicators
Value
Direction
MA5
52.830
Sell
MA10
52.929
Sell
MA20
53.109
Sell
MA50
52.469
Sell
MA100
51.521
Buy
MA200
49.025
Buy

Institutional Confidence

Currency: USD Updated: 2026-02-05

The current institutional shareholding score of Federated Hermes Inc is 7.00, ranking 32 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 88.48%, representing a quarter-over-quarter decrease of 2.22%. The largest institutional shareholder is The Vanguard, holding a total of 8.23M shares, representing 10.61% of shares outstanding, with 4.00% decrease in holdings.

Score

Industry at a Glance

Previous score
7.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
The Vanguard Group, Inc.
Star Investors
8.46M
-0.38%
BlackRock Institutional Trust Company, N.A.
4.58M
-3.43%
Fidelity Management & Research Company LLC
4.08M
-8.44%
Charles Schwab Investment Management, Inc.
3.02M
-2.22%
AQR Capital Management, LLC
2.99M
+0.24%
LSV Asset Management
2.40M
+22.12%
Fuller & Thaler Asset Management Inc.
2.82M
-0.00%
Schneider Downs Wealth Management Advisors
2.66M
+3229.03%
Dimensional Fund Advisors, L.P.
2.31M
-0.30%
State Street Investment Management (US)
1.85M
-2.32%
1
2

Risk Assessment

Currency: USD Updated: 2026-02-05

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Federated Hermes Inc is 9.16, ranking 24 out of 118 in the Investment Banking & Investment Services industry. The company's beta value is 0.73. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.

Score

Industry at a Glance

Previous score
9.16
Change
0
Beta vs S&P 500 index
0.73
VaR
+2.50%
240-Day Maximum Drawdown
+13.64%
240-Day Volatility
+25.92%

Return

Best Daily Return
60 days
+2.25%
120 days
+2.49%
5 years
+8.14%
Worst Daily Return
60 days
-2.90%
120 days
-4.10%
5 years
-6.54%
Sharpe Ratio
60 days
+1.10
120 days
-0.15
5 years
+0.76

Risk Assessment

Maximum Drawdown
240 days
+13.64%
3 years
+30.77%
5 years
+30.77%
Return-to-Drawdown Ratio
240 days
+2.72
3 years
+0.39
5 years
+0.51
Skewness
240 days
-0.34
3 years
-0.21
5 years
+0.03

Volatility

Realised Volatility
240 days
+25.92%
5 years
+27.55%
Standardised True Range
240 days
+1.99%
5 years
+1.66%
Downside Risk-Adjusted Return
120 days
-23.07%
240 days
-23.07%
Maximum Daily Upside Volatility
60 days
+13.42%
Maximum Daily Downside Volatility
60 days
+13.42%

Liquidity

Average Turnover Rate
60 days
+0.89%
120 days
+1.06%
5 years
--
Turnover Deviation
20 days
-2.09%
60 days
-3.90%
120 days
+14.74%

Peer Comparison

Investment Banking & Investment Services
Federated Hermes Inc
Federated Hermes Inc
FHI
7.20 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
Ameriprise Financial Inc
AMP
8.29 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
State Street Corp
STT
8.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Tradeweb Markets Inc
Tradeweb Markets Inc
TW
7.97 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
WisdomTree Inc
WisdomTree Inc
WT
7.95 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cboe Global Markets Inc
Cboe Global Markets Inc
CBOE
7.92 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
KeyAI