Stock Scorecard
Stock Summary for Federated Hermes Inc - Class B (FHI) - $41.22 as of 3/28/2025 2:59:02 PM EST
Total Score
18 out of 30
Safety Score
60 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for FHI
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for FHI
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for FHI
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for FHI
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for FHI (60 out of 100)
| Stock Price Rating (Max of 10) | 8 |
| Historical Stock Price Rating (Max of 10) | 8 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 5 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 3 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 6 |
| Trading Volume (Max of 10) | 6 |
| Price to Earnings (Max of 10) | 9 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for FHI
Financial Details for FHI
Company Overview |
|
|---|---|
| Ticker | FHI |
| Company Name | Federated Hermes Inc - Class B |
| Country | USA |
| Description | Federated Hermes, Inc. is a publicly owned asset management portfolio company. The company is headquartered in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom. |
| Sector Name | FINANCE |
| Industry Name | INVESTMENT ADVICE |
| Most Recent Quarter | 12/31/2024 |
| Next Earnings Date | 4/23/2025 |
Stock Price History |
|
| Last Day Price | 41.22 |
| Price 4 Years Ago | 32.75 |
| Last Day Price Updated | 3/28/2025 2:59:02 PM EST |
| Last Day Volume | 703,285 |
| Average Daily Volume | 1,065,626 |
| 52-Week High | 43.58 |
| 52-Week Low | 30.17 |
| Last Price to 52 Week Low | 36.63% |
Valuation Measures |
|
| Trailing PE | 12.76 |
| Industry PE | 40.74 |
| Sector PE | 18.76 |
| 5-Year Average PE | 10.44 |
| Free Cash Flow Ratio | 8.90 |
| Industry Free Cash Flow Ratio | 163.59 |
| Sector Free Cash Flow Ratio | 16.64 |
| Current Ratio Most Recent Quarter | 2.75 |
| Total Cash Per Share | 4.63 |
| Book Value Per Share Most Recent Quarter | 14.02 |
| Price to Book Ratio | 3.05 |
| Industry Price to Book Ratio | 5.47 |
| Sector Price to Book Ratio | 2.74 |
| Price to Sales Ratio Twelve Trailing Months | 2.06 |
| Industry Price to Sales Ratio Twelve Trailing Months | 5.68 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.21 |
| Analyst Buy Ratings | 2 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 81,062,000 |
| Market Capitalization | 3,341,375,640 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 2/7/2025 |
| Previous Dividend Amount | 0.3100 |
| Current Dividend Amount | 0.3100 |
| Total Years Dividend Increasing | 2 |
| Trailing Annual Dividend Rate | 1.24 |
| Trailing Annual Dividend Yield | 3.01% |
| Forward Annual Dividend Rate | 1.24 |
| Forward Annual Dividend Yield | 3.01% |
| 5-Year Dividend Payments Count | 22 |
| 3-Year Average Dividend Yield | 2.97% |
| 5-Year Average Dividend Yield | 3.27% |
| 1-Year Dividend Growth Rate Percentage | 2.48% |
| 3-Year Dividend Growth Rate Percentage | 1.23% |
| 5-Year Dividend Growth Rate Percentage | 3.51% |
| All-Time Dividend Growth Rate Percentage | 10.09% |
| Dividend Payout Ratio | 38.39% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 8.00% |
| Annual Earnings Growth | 24.84% |
| Reported EPS 12 Trailing Months | 3.23 |
| Reported EPS Past Year | 3.19 |
| Reported EPS Prior Year | 3.41 |
| Net Income Twelve Trailing Months | 265,776,000 |
| Net Income Past Year | 298,980,000 |
| Net Income Prior Year | 239,496,000 |
| Quarterly Revenue Growth YOY | 8.50% |
| 5-Year Revenue Growth | 7.22% |
| Operating Margin Twelve Trailing Months | 41.00% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 374,952,000 |
| Total Cash Past Year | 383,180,000 |
| Total Cash Prior Year | 336,782,000 |
| Net Cash Position Most Recent Quarter | 26,912,000 |
| Net Cash Position Past Year | 35,337,000 |
| Long Term Debt Past Year | 347,843,000 |
| Long Term Debt Prior Year | 347,581,000 |
| Total Debt Most Recent Quarter | 348,040,000 |
| Equity to Debt Ratio Past Year | 0.76 |
| Equity to Debt Ratio Most Recent Quarter | 0.76 |
| Total Stockholder Equity Past Year | 1,128,252,000 |
| Total Stockholder Equity Prior Year | 1,045,692,000 |
| Total Stockholder Equity Most Recent Quarter | 1,083,516,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 343,855,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 4.24 |
| Free Cash Flow Past Year | 303,916,000 |
| Free Cash Flow Prior Year | 319,576,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.64 |
| MACD Signal | 0.35 |
| 20-Day Bollinger Lower Band | 36.75 |
| 20-Day Bollinger Middle Band | 39.95 |
| 20-Day Bollinger Upper Band | 43.15 |
| Beta | 1.06 |
| RSI | 65.07 |
| 50-Day SMA | 36.22 |
| 150-Day SMA | 33.54 |
| 200-Day SMA | 32.42 |
System |
|
| Modified | 3/29/2025 12:20:14 AM EST |