Federated Hermes stock
FHINYSEFederated Hermes, Inc., Financial ServicesISIN US3142111034
87Score 87 out of 100, Strong
Price and trend
80 / 100
Price history
+30% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 12% above it.
Since September 2024 the 50-day line has been above the 200-day line; the trend has turned up.
Overheated: the price has risen very quickly lately (RSI 72).
The price is 1.6% below its 52-week high. Largest decline in 20 years: 71% (January 2008 to March 2020).
Chart figures for advanced users
- SMA 50$58.58
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$57.82
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)72
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$47.55
- The lowest closing price of the last twelve months.
- Resistance$65.73
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Federated Hermes, Inc. belongs to the Asset Management industry (United States) and, with a market value of $4.78B, is number 59 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $1.8B (up 10.3% year on year) and earnings of $403.3M (up 50.3%).
- For fiscal 2026, analysts expect on average revenue of $1.99B (up 10.7%) and adjusted earnings per share of $5.61 (up 12.5%).
Show more
- MEQIRI Score 87 out of 100 (Strong): rank 7 of 976 in Financial Services, median 68.
- The P/E is 11.2 (Asset Management median 14, own median of recent years 12.3).
- Our model puts fair value at $108.26, with the price 40% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 34% over the last 12 months.Profitability 96
- Reliable dividendNo dividend cut for over 28 years.Capital allocation 94
- Share buybacksShare count down 22% since 2020.Capital allocation 94
Weaknesses
None of our weakness checks flags anything. Crash risk is measured separately.
Its standout strengths are fundamentals and profitability.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk low
How well MEQIRI warnsOne of the 30% with the lowest crash risk among smaller stocks.
From 2016 to 2025, 14 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What lowers it
- solid fundamentals
- price near its 52-week high
- calm price action
Valuation
Valuation signal
Significantly undervaluedIn our model the price counts as cheap below $83.27 and expensive above $154.65 (uncertainty medium, based on the price swings of the past year).
The two parts of the fair value come to $135.72 (cash-flow model) and $80.80 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is below both.
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $96.85, at 7.8% it would be $125.38.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 13.5% on the twelve months before. Revenue has grown solidly since 2011, at about 5% per year. From 2011 revenue is reported differently (for example gross instead of net), so earlier years are not comparable and not shown.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 29%, net 22%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. From 2011 revenue is reported differently (for example gross instead of net), so earlier years are not comparable and not shown.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 28 Jan 2027in 77 days
- Last reported
- 29 Oct 2026EPS reported $1.50 (expected $1.43)above expectations
Analyst estimates
Analysts have raised their 2027 earnings estimate by 3.1% since 15 Oct 2026.
- Earnings per share
- $5.61+2.4%
- Revenue
- $1.99B−0.1%
- Earnings per share
- $6.04+3.1%
- Revenue
- $2.07B−0.6%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: +7.5%Net sales of about $1.7 billion in equity strategies and $1.3 billion in private markets are expected next quarter; the company gave no comparison with earlier figures.
“Equity strategies are expected to have net sales of about $1.7 billion with MDT additions of $1.6 billion and a global equity additions of about $150 million. Approximately $1.3 billion on a net basis is expected to come in to private market strategies.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 31 Jul 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 4 insiders sold, $2.46M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Nusseibeh Saker AnwarSale
9 Nov 2026, CEO, Federated Hermes Limited
- Shares
- 5,700
- Price
- $65.10
- Value
- $371,072
- Germain Peter JSale
20 Aug 2026, EVP, CLO & Sec.
- Shares
- 5,000
- Price
- $63.17
- Value
- $315,867
- Nusseibeh Saker AnwarSale
4 Aug 2026, CEO, Federated Hermes Limited
- Shares
- 7,030
- Price
- $64.24
- Value
- $451,640
Show 6 more
- Van Meter StephenSale
23 Jun 2026, VP, Chief Compliance Officer
- Shares
- 1,682
- Price
- $59.64
- Value
- $100,314
- Uhlman Paul ASale
16 Jun 2026, Vice President
- Shares
- 6,145
- Price
- $58.67
- Value
- $360,524
- Nusseibeh Saker AnwarSale
8 Jun 2026, CEO, Federated Hermes Limited
- Shares
- 8,950
- Price
- $57.34
- Value
- $513,170
- Uhlman Paul ASale
26 May 2026, Vice President
- Shares
- 1,021
- Price
- $55.31
- Value
- $56,466
- Germain Peter JSale
26 May 2026, EVP, CLO & Sec.
- Shares
- 409
- Price
- $55.31
- Value
- $22,622
- Germain Peter JSale
15 May 2026, EVP, CLO & Sec.
- Shares
- 5,000
- Price
- $54.30
- Value
- $271,477
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Federated Hermes
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 87
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Caitong Securities601108.SS $5.11B52
- HA Sustainable Infrastructure CapitalHASI $5.11B50
- 360 One Wam360ONE.NS $5.09B69
- Reinet Investments S.C.A.REINA.AS $4.78B34
- Blue Owl Technology FinanceOTF $4.34B55
- WendelMF.PA $3.87B47
- Cohen & SteersCNS $3.74B76
- EurazeoRF.PA $3.51B44
ETFs that hold Federated Hermes
Held by 8 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| State Street SPDR S&P 400 U.S. Mid Cap UCITS ETF (Acc)SPY4 | 0.14% | 0.30% | €5.27B |
| State Street SPDR MSCI USA Small Cap Value Weighted UCITS ETFZPRV | 0.07% | 0.30% | €944.34M |
| State Street SPDR MSCI World Small Cap UCITS ETF (Acc)ZPRS | 0.06% | 0.45% | €1.53B |
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| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.03% | 0.43% | €2.48B |
| WisdomTree Global Quality Dividend Growth UCITS ETF USD AccWTEM | 0.02% | 0.38% | €1.5B |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.02% | 0.35% | €434.1M |
| UBS MSCI USA Select Factor Mix UCITS ETF USD accUSUE | 0.01% | 0.25% | €175.89M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 29 Feb 2016)
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.