Federated Hermes, Inc. (FHI)
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No price history available.
Key financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 1,448 | 1,300 | 1,446 | 1,610 | 1,632 | 1,811 | 1,942 | 1,997 |
| Operating profit | $m | 535 | 537 | ||||||
| Net profit | $m | 326 | 270 | 239 | 299 | 268 | 403 | 412 | 405 |
| EPS reported | $ | 5.13 | 5.44 | ||||||
| Operating cashflow per share | $ | 3.96 | 5.20 | ||||||
| Capex per share | $ | 0.04 | 0.06 | ||||||
| FCF per share | $ | 3.92 | 5.14 | ||||||
| Free cash flow | $m | 295 | 370 | ||||||
| Net debt | $m | -357 | -72 | ||||||
| Book value equity | $m | 1,197 | 1,253 | ||||||
| Book value per share | $ | 15.94 | 17.41 | ||||||
| Number of shares | m | 75.1 | 71.95 | ||||||
| DPS (TTM paid) | $ | 1.33 | 1.44 |
Financial summary
Financials in USD| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM | 2026E | ||
|---|---|---|---|---|---|---|---|---|---|
| Value | |||||||||
| P/E TTM | x | 10.15 | 10.63 | ||||||
| P/B LTM | x | 3.27 | 3.12 | ||||||
| P/S LTM | x | 2.16 | 2.01 | ||||||
| P/FCF LTM | x | 13.27 | 10.57 | ||||||
| EV/EBITDA LTM | x | 6.50 | 6.39 | ||||||
| EV/Sales LTM | x | 2.09 | 2.59 | ||||||
| Earnings Yield LTM | % | +9.85% | +9.41% | ||||||
| FCF Yield | % | +7.53% | +9.46% | ||||||
| Quality | |||||||||
| ROE | % | +33.69% | +34.06% | ||||||
| ROIC | % | +17.67% | +19.23% | ||||||
| Operating margin | % | +29.54% | +27.65% | ||||||
| Gross margin | % | +73.56% | +71.62% | ||||||
| FCF/Sales | % | +16.27% | +19.06% | ||||||
| Growth and momentum | |||||||||
| EPS Growth YoY | % | +58.82% | +68.42% | ||||||
| Sales Growth YoY | % | +10.96% | +18.99% | ||||||
| Net Income Growth YoY | % | +50.31% | +53.63% | ||||||
| FCF Growth | % | -14.00% | +7.97% | ||||||
| Operating Profit Growth | % | +48.01% | +48.44% | ||||||
| Dividend and capital structure | |||||||||
| Dividend Yield | % | +2.68% | +2.25% | ||||||
| Dividend Growth | % | -39.82% | -34.84% | ||||||
| Payout Ratio | % | +27.22% | +26.88% | ||||||
| FCF/Debt | x | 0.64 | 0.82 | ||||||
| Net Debt/EBITDA | x | -0.22 | 0.25 | ||||||
| EBIT/Net interest | x | 42.02 | 42.16 | ||||||
| Net debt/market cap | % | +9.42% | +7.16% | ||||||
| Net debt/Equity | x | -0.30 | -0.06 | ||||||
| Gross debt/equity | x | 0.38 | 0.36 | ||||||
Price target estimates
Based on consensus from external analysts. Not Kvantra's opinion.
Ratings
Based on consensus from external analysts. Not Kvantra's opinion.
ESG
| Metric | 2024 | 2025 | 2026 |
|---|---|---|---|
| ESG-score | |||
| Environmental score | |||
| Social score | |||
| Governance score | |||
| Risk rating |
Company overview
Federated Hermes, Inc. (FHI) is a publicly listed holding company primarily engaged in asset management. Through its extensive network of subsidiaries, the firm delivers specialized financial services to a wide array of clients. These include high-net-worth individuals, banking and thrift institutions, investment companies, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, state and municipal governmental entities, and registered investment advisors. FHI is responsible for managing a variety of investment products, including client-focused mutual funds across equity, fixed income, balanced, and money market categories, alongside bespoke portfolios in similar asset classes. The company's investment reach extends to public equity and fixed income markets worldwide. Its equity strategies involve investing in growth and value stocks of small, mid, and large-capitalization firms. Within fixed income, FHI allocates capital to ultra-short, short-term, and intermediate-term mortgage-backed securities, U.S. Government debt, corporate bonds, high-yield instruments, and municipal securities. To identify equity opportunities, the firm utilizes a combination of fundamental and quantitative analysis. Federated Hermes, Inc. was founded in 1955 and maintains its principal offices in Pittsburgh, Pennsylvania, complemented by presences in New York City and London, United Kingdom.
Similar companies
For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Federated Hermes, Inc. (FHI)
No price history available.
Consensus from external analysts. Not Kvantra's opinion.
Based on consensus from external analysts. Not Kvantra's opinion.
Federated Hermes, Inc. (FHI) is a publicly listed holding company primarily engaged in asset management. Through its extensive network of subsidiaries, the firm delivers specialized financial services to a wide array of clients. These include high-net-worth individuals, banking and thrift institutions, investment companies, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, state and municipal governmental entities, and registered investment advisors. FHI is responsible for managing a variety of investment products, including client-focused mutual funds across equity, fixed income, balanced, and money market categories, alongside bespoke portfolios in similar asset classes. The company's investment reach extends to public equity and fixed income markets worldwide. Its equity strategies involve investing in growth and value stocks of small, mid, and large-capitalization firms. Within fixed income, FHI allocates capital to ultra-short, short-term, and intermediate-term mortgage-backed securities, U.S. Government debt, corporate bonds, high-yield instruments, and municipal securities. To identify equity opportunities, the firm utilizes a combination of fundamental and quantitative analysis. Federated Hermes, Inc. was founded in 1955 and maintains its principal offices in Pittsburgh, Pennsylvania, complemented by presences in New York City and London, United Kingdom.
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