Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
FHI
Strong BuyAPPROVEFederated Hermes, Inc. · Financial Services · United States · $4.8B · Avg Vol: $34M/d
Federated Hermes runs one of the largest US money-market fund franchises, a business whose asset base and fee waivers improve as rates stay higher for longer, producing a strong quality score (Q84) with consistent buybacks and dividend growth. Consensus has been revised up 1.3%. Nothing adverse is known on accounting, solvency or governance.
COMPANY DESCRIPTION
Federated Hermes, Inc. is a global investment manager offering a comprehensive suite of equity, fixed-income, alternative, and money market investment strategies to institutional and individual clients. The firm differentiates itself through its deep expertise in responsible investing and stewardship, integrating environmental, social, and governance (ESG) factors across its diverse product offerings.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.4B | 1.6B | 1.6B | 1.8B | 7.6% | 1.9B | 2.0B | 2.1B | 7.4% |
| EPS | 2.65 | 3.40 | 3.23 | 5.13 | 24.6% | 5.38 | 5.57 | 5.90 | 7.3% |
| Shares | 89.3M | 84.8M | 81.8M | 76.4M | -14.4% | 74.7M | — | — | — |
| Debt | 452.8M | 457.9M | 462.0M | 457.0M | 0.3% | 451.9M | — | — | — |
| Equity | 1.0B | 1.1B | 1.1B | 1.2B | 4.6% | — | — | — | — |
| Op CF | 323.9M | 311.8M | 346.6M | 297.3M | -2.8% | 374.0M | — | — | — |
| Inv CF | -32.4M | -30.6M | 64.3M | 2.0M | — | — | — | — | — |
| Fin CF | -168.5M | -243.1M | -286.4M | -237.9M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of FHI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FHI | Federated Hermes, Inc.(you) | $4.8B | 89 | Strong Buy |
| VCTR | Victory Capital Holdings, Inc. | $7.3B | 90 | Strong Buy |
| APAM | Artisan Partners Asset Management Inc. | $3.1B | 90 | Strong Buy |
| HTGC | Hercules Capital, Inc. | $3.3B | 82 | Strong Buy |
| AMG | Affiliated Managers Group, Inc. | $9.6B | 85 | Strong Buy |
| DNP | DNP Select Income Fund Inc. | $4.1B | 71 | Buy |
| CSWC | Capital Southwest Corporation | $1.6B | 88 | Strong Buy |
| GQG.AX | GQG Partners Inc. | $2.8B | 77 | Buy |
| AAMI | Acadian Asset Management Inc. | $3.4B | 72 | Buy |
| ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $1.9B | 84 | Strong Buy |
Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%