Federated Hermes, Inc. (FHI)
NYSE: FHI · Real-Time Price · USD
50.09
-0.08 (-0.16%)
Dec 1, 2025, 9:43 AM EST - Market open

Federated Hermes Statistics

Total Valuation

FHI has a market cap or net worth of $3.70 billion. The enterprise value is $3.52 billion.

Market Cap3.70B
Enterprise Value 3.52B

Important Dates

The last earnings date was Thursday, October 30, 2025, after market close.

Earnings Date Oct 30, 2025
Ex-Dividend Date Nov 7, 2025

Share Statistics

FHI has 73.91 million shares outstanding. The number of shares has decreased by -5.12% in one year.

Current Share Class 73.90M
Shares Outstanding 73.91M
Shares Change (YoY) -5.12%
Shares Change (QoQ) -1.35%
Owned by Insiders (%) 4.69%
Owned by Institutions (%) 93.35%
Float 70.39M

Valuation Ratios

The trailing PE ratio is 10.51 and the forward PE ratio is 10.09. FHI's PEG ratio is 0.51.

PE Ratio 10.51
Forward PE 10.09
PS Ratio 2.19
Forward PS 1.97
PB Ratio 3.12
P/TBV Ratio n/a
P/FCF Ratio 14.31
P/OCF Ratio 14.11
PEG Ratio 0.51
Financial Ratio History

Enterprise Valuation

The stock's EV/EBITDA ratio is 6.93, with an EV/FCF ratio of 13.59.

EV / Earnings 9.67
EV / Sales 2.02
EV / EBITDA 6.93
EV / EBIT 7.24
EV / FCF 13.59

Financial Position

The company has a current ratio of 3.13, with a Debt / Equity ratio of 0.37.

Current Ratio 3.13
Quick Ratio 2.92
Debt / Equity 0.37
Debt / EBITDA 0.87
Debt / FCF 1.78
Interest Coverage 38.23

Financial Efficiency

Return on equity (ROE) is 32.71% and return on invested capital (ROIC) is 18.44%.

Return on Equity (ROE) 32.71%
Return on Assets (ROA) 14.40%
Return on Invested Capital (ROIC) 18.44%
Return on Capital Employed (ROCE) 25.25%
Revenue Per Employee $840,981
Profits Per Employee $175,667
Employee Count2,072
Asset Turnover 0.83
Inventory Turnover n/a

Taxes

In the past 12 months, FHI has paid $129.01 million in taxes.

Income Tax 129.01M
Effective Tax Rate 24.83%

Stock Price Statistics

The stock price has increased by +16.82% in the last 52 weeks. The beta is 0.75, so FHI's price volatility has been lower than the market average.

Beta (5Y) 0.75
52-Week Price Change +16.82%
50-Day Moving Average 50.35
200-Day Moving Average 45.80
Relative Strength Index (RSI) 52.83
Average Volume (20 Days) 499,668

Short Selling Information

The latest short interest is 2.10 million, so 2.84% of the outstanding shares have been sold short.

Short Interest 2.10M
Short Previous Month 2.05M
Short % of Shares Out 2.84%
Short % of Float 2.98%
Short Ratio (days to cover) 3.94

Income Statement

In the last 12 months, FHI had revenue of $1.74 billion and earned $363.98 million in profits. Earnings per share was $4.77.

Revenue1.74B
Gross Profit 1.17B
Operating Income 486.24M
Pretax Income 519.53M
Net Income 363.98M
EBITDA 508.48M
EBIT 486.24M
Earnings Per Share (EPS) $4.77
Full Income Statement

Balance Sheet

The company has $647.39 million in cash and $460.85 million in debt, giving a net cash position of $186.54 million or $2.52 per share.

Cash & Cash Equivalents 647.39M
Total Debt 460.85M
Net Cash 186.54M
Net Cash Per Share $2.52
Equity (Book Value) 1.25B
Book Value Per Share 16.06
Working Capital 545.94M
Full Balance Sheet

Cash Flow

In the last 12 months, operating cash flow was $262.85 million and capital expenditures -$3.69 million, giving a free cash flow of $259.15 million.

Operating Cash Flow 262.85M
Capital Expenditures -3.69M
Free Cash Flow 259.15M
FCF Per Share $3.51
Full Cash Flow Statement

Margins

Gross margin is 67.30%, with operating and profit margins of 27.90% and 21.86%.

Gross Margin 67.30%
Operating Margin 27.90%
Pretax Margin 29.81%
Profit Margin 21.86%
EBITDA Margin 29.18%
EBIT Margin 27.90%
FCF Margin 14.87%

Dividends & Yields

This stock pays an annual dividend of $1.36, which amounts to a dividend yield of 2.71%.

Dividend Per Share $1.36
Dividend Yield 2.71%
Dividend Growth (YoY) -39.82%
Years of Dividend Growth 2
Payout Ratio 27.85%
Buyback Yield 5.12%
Shareholder Yield 7.83%
Earnings Yield 9.82%
FCF Yield 6.99%
Dividend Details

Analyst Forecast

The average price target for FHI is $49.00, which is -2.18% lower than the current price. The consensus rating is "Buy".

Price Target $49.00
Price Target Difference -2.18%
Analyst Consensus Buy
Analyst Count 7
Revenue Growth Forecast (5Y) 2.65%
EPS Growth Forecast (5Y) 12.72%
Stock Forecasts

Fair Value

There are several formulas that can be used to estimate the intrinsic value of a stock.

Lynch Fair Value
Lynch Upside
Graham Number
Graham Upside

Stock Splits

The last stock split was on July 18, 2000. It was a forward split with a ratio of 1.5:1.

Last Split Date Jul 18, 2000
Split Type Forward
Split Ratio 1.5:1

Scores

FHI has an Altman Z-Score of 4.88 and a Piotroski F-Score of 6.

Altman Z-Score 4.88
Piotroski F-Score 6