Federated Hermes, Inc. (FHI)
Company Info
Highlights
$3.32B
$3.59
11.69
0.91
$1.66B
$1.18B
$430.87M
$30.22 - $43.87
$42.00
3.59%
3.08
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Federated Hermes, Inc. (FHI) returned 4.99% year-to-date (YTD) and 35.90% over the past 12 months. Over the past 10 years, FHI returned 6.84% annually, underperforming the S&P 500 benchmark at 10.85%.
FHI
4.99%
5.97%
0.75%
35.90%
12.07%
19.60%
6.84%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of FHI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.26% | -1.79% | 5.21% | -0.39% | 5.45% | 4.99% | |||||||
| 2024 | 3.25% | 1.58% | 2.53% | -9.05% | 5.10% | -0.87% | 4.41% | 0.88% | 7.20% | 9.14% | 7.33% | -3.84% | 29.60% |
| 2023 | 8.23% | 0.80% | 2.01% | 3.11% | -16.22% | 4.12% | -5.63% | 3.63% | -2.46% | -6.41% | 1.24% | 6.41% | -3.72% |
| 2022 | -11.89% | -0.51% | 4.25% | -16.38% | 20.35% | -6.42% | 7.30% | 0.65% | -2.76% | 4.92% | 10.08% | -4.35% | -0.16% |
| 2021 | -6.54% | -0.06% | 17.14% | -7.99% | 11.36% | 6.64% | -4.33% | 5.18% | -3.93% | 2.49% | 2.01% | 11.48% | 34.68% |
| 2020 | 11.17% | -19.79% | -33.97% | 19.53% | -1.56% | 7.05% | 11.22% | -8.34% | -10.04% | 11.11% | 18.28% | 7.64% | -3.79% |
| 2019 | -1.58% | 14.99% | -1.48% | 4.84% | 0.20% | 6.45% | 6.92% | -7.05% | 1.15% | -1.45% | 5.79% | -2.77% | 27.07% |
| 2018 | -3.88% | -5.35% | 2.52% | -20.75% | -7.32% | -3.91% | 3.77% | -3.16% | 4.14% | 2.28% | 8.51% | 0.26% | -23.34% |
| 2017 | -8.03% | 5.46% | -3.05% | 1.82% | -0.02% | 6.36% | 2.05% | -4.41% | 8.75% | 4.61% | 8.87% | 7.51% | 32.26% |
| 2016 | -11.73% | 4.58% | 10.24% | 9.53% | 3.12% | -10.95% | 9.69% | 3.13% | -8.27% | -8.88% | 6.96% | 2.87% | 6.50% |
| 2015 | -4.01% | 4.97% | 2.92% | 1.50% | 1.90% | -3.76% | 0.66% | -7.36% | -6.77% | 6.33% | 2.75% | -8.53% | -10.31% |
| 2014 | -6.63% | 2.86% | 11.46% | -6.55% | -0.05% | 9.37% | -8.73% | 9.71% | -4.33% | 6.51% | 1.35% | 4.74% | 18.43% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 88, FHI is among the top 12% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Federated Hermes, Inc. (FHI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Federated Hermes, Inc. provided a 2.99% dividend yield over the last twelve months, with an annual payout of $1.27 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.27 | $2.21 | $1.15 | $1.08 | $1.08 | $2.08 | $1.08 | $1.06 | $1.00 | $2.00 | $1.00 | $1.00 |
Dividend yield | 2.99% | 5.38% | 3.38% | 2.97% | 2.87% | 7.20% | 3.31% | 3.99% | 2.77% | 7.07% | 3.49% | 3.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Federated Hermes, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.31 | $0.00 | $0.00 | $0.34 | $0.65 | |||||||
| 2024 | $0.00 | $0.28 | $0.00 | $0.00 | $1.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $2.21 |
| 2023 | $0.00 | $0.27 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.04 | $0.00 | $0.28 | $0.00 | $1.15 |
| 2022 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.08 |
| 2021 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.08 |
| 2020 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $1.27 | $0.00 | $2.08 |
| 2019 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.08 |
| 2018 | $0.00 | $0.25 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $1.06 |
| 2017 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2016 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.25 | $0.00 | $2.00 |
| 2015 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
| 2014 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $1.00 |
Dividend Yield & Payout
Dividend Yield
Federated Hermes, Inc. has a dividend yield of 2.99%, which is quite average when compared to the overall market.
Payout Ratio
Federated Hermes, Inc. has a payout ratio of 35.77%, which is quite average when compared to the overall market. This suggests that Federated Hermes, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Federated Hermes, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Federated Hermes, Inc. was 64.89%, occurring on Mar 23, 2020. Recovery took 311 trading sessions.
The current Federated Hermes, Inc. drawdown is 1.98%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.89% | Feb 7, 2020 | 31 | Mar 23, 2020 | 311 | Jun 16, 2021 | 342 |
| -59.34% | Jan 24, 2008 | 236 | Dec 29, 2008 | 1138 | Jul 9, 2013 | 1374 |
| -44.04% | May 15, 1998 | 102 | Oct 8, 1998 | 213 | Aug 13, 1999 | 315 |
| -37.46% | Dec 27, 2017 | 209 | Oct 24, 2018 | 188 | Jul 26, 2019 | 397 |
| -32.69% | May 16, 2002 | 100 | Oct 7, 2002 | 758 | Oct 10, 2005 | 858 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Federated Hermes, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Federated Hermes, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 37.0% positive surprise.
Valuation
The Valuation section provides an overview of how Federated Hermes, Inc. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for FHI, comparing it with other companies in the Asset Management industry. Currently, FHI has a P/E ratio of 11.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for FHI compared to other companies in the Asset Management industry. FHI currently has a PEG ratio of 0.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for FHI relative to other companies in the Asset Management industry. Currently, FHI has a P/S ratio of 2.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for FHI in comparison with other companies in the Asset Management industry. Currently, FHI has a P/B value of 3.1. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
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