FHI
NEUTRALAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Ref P/E, PEG, Graham Number
- Low P/E (10.89) relative to sector average (38.96)
- Trades well below growth-based intrinsic value
- Price is above Graham Number ($43.53)
- PEG ratio > 2.0
Ref Growth rates
- Strong YoY earnings growth (33.6%)
- Consistent quarterly earnings surprises (avg 15.48%)
- Market sentiment is not pricing in growth
Ref Historical trends
- Strong 5Y price change (+124.1%)
- Consistent track record of beating estimates
- Recent 1-month price decline
Ref Altman Z-Score, Piotroski F-Score
- Piotroski F-Score 7/9
- Low Debt/Equity (0.36)
- High Current Ratio (2.75)
- Altman Z-Score not provided
Ref Yield, Payout
- Very sustainable payout ratio (25.93%)
- Relatively low dividend yield (2.43%)
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for FHI and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
FHI
Federated Hermes, Inc.
Primary
|
+124.1% | +49.3% | +50.0% | +17.6% | -2.9% | -1.5% |
|
BGC
BGC Group, Inc.
Peer
|
+140.9% | +117.3% | -6.3% | -9.0% | -1.8% | -1.4% |
|
TFSL
TFS Financial Corporation
Peer
|
+12.2% | +56.5% | +32.9% | +18.4% | +12.4% | +2.0% |
|
FULT
Fulton Financial Corporation
Peer
|
+60.8% | +98.3% | +44.4% | +24.6% | +11.1% | +0.6% |
|
AB
AllianceBernstein Holding L.P.
Peer
|
+61.4% | +31.7% | +5.9% | -5.4% | -0.1% | -3.0% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Quarterly Earnings History
EPS performance vs analyst estimates
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
FHI
Federated Hermes, Inc.
|
NEUTRAL | $4.24B | 10.89 | 34.3% | 22.4% | $55.86 | |
|
BGC
BGC Group, Inc.
|
NEUTRAL | $4.23B | 27.84 | 14.6% | 6.3% | $8.91 | Compare |
|
TFSL
TFS Financial Corporation
|
BEARISH | $4.22B | 47.03 | 4.8% | 27.7% | $15.05 | Compare |
|
FULT
Fulton Financial Corporation
|
NEUTRAL | $4.21B | 10.66 | 11.7% | 30.7% | $21.86 | Compare |
|
AB
AllianceBernstein Holding L.P.
|
BEARISH | $4.31B | 13.16 | 19.8% | -% | $38.96 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-13 | DONAHUE THOMAS ROBERT | Chief Financial Officer | Sale | 30,000 | $1,713,087 |
| 2026-03-12 | UHLMAN PAUL A. | Officer | Sale | 72,392 | $4,070,755 |
| 2026-03-05 | VAN METER STEPHEN | Officer | Stock Award | 1,448 | - |
| 2026-03-05 | VAN METER STEPHEN | Officer | Sale | 448 | $25,314 |
| 2026-03-05 | UHLMAN PAUL A. | Officer | Stock Award | 20,684 | - |
| 2026-03-05 | UHLMAN PAUL A. | Officer | Sale | 11,739 | $663,595 |
| 2026-03-05 | NUSSEIBEH SAKER ANWAR | Officer | Stock Award | 10,609 | - |
| 2026-03-05 | NUSSEIBEH SAKER ANWAR | Officer | Sale | 6,161 | $348,101 |
| 2026-03-05 | DUDIAK DOLORES D | Officer | Stock Award | 2,317 | - |
| 2026-03-05 | ZIERDEN THEODORE W III | Officer | Stock Award | 8,894 | - |
| 2026-03-05 | NOVAK RICHARD A | Officer | Stock Award | 2,576 | - |
| 2026-03-05 | NOVAK RICHARD A | Officer | Sale | 867 | $48,980 |
| 2026-03-05 | DONAHUE JOHN CHRISTOPHER | Chief Executive Officer | Stock Award | 34,904 | - |
| 2026-03-05 | DONAHUE THOMAS ROBERT | Chief Financial Officer | Stock Award | 28,544 | - |
| 2026-02-17 | NOVAK RICHARD A | Officer | Sale | 14,000 | $773,545 |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Federated Hermes, Inc. (FHI) filed its 10-K on February 27, 2026, which includes standard disclosures on financial condition, market risk, and cybersecurity. While specific financial metrics were not provided in the excerpts, the company cautions that actual results may differ materially from forward-looking statements due to various known and unknown risks and uncertainties.
For the quarter ended September 30, 2025, Federated Hermes identified no indicators for the impairment of its indefinite-lived intangible assets. However, the company notes that future market volatility and geopolitical events could reduce assets under management (AUM), revenues, and earnings, potentially leading to future asset impairments.
FHI identified a potential impairment indicator for an intangible asset valued at £72.2 million ($99.1 million) following a decrease in AUM driven by net redemptions. While the asset's fair value currently exceeds its carrying value by less than 5%, it remains highly sensitive to fluctuations in revenue growth, profit margins, and discount rates. Future market volatility or geopolitical events pose a significant risk of subsequent impairment charges.
Wall Street Analysts
Professional analyst ratings and price targets
Past News Coverage
Recent headlines mentioning FHI from our newsroom.