Stock Scorecard
Stock Summary for Federated Hermes Inc - Class B (FHI) - $42.08 as of 5/27/2025 1:53:01 PM EST
Total Score
19 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 | 3/31/2025 |
| Next Earnings Date | 7/23/2025 |
Stock Price History |
|
| Last Day Price | 42.08 |
| Price 4 Years Ago | 32.49 |
| Last Day Price Updated | 5/27/2025 1:53:01 PM EST |
| Last Day Volume | 629,026 |
| Average Daily Volume | 849,382 |
| 52-Week High | 43.87 |
| 52-Week Low | 30.22 |
| Last Price to 52 Week Low | 39.25% |
Valuation Measures |
|
| Trailing PE | 11.72 |
| Industry PE | 43.69 |
| Sector PE | 20.51 |
| 5-Year Average PE | 15.33 |
| Free Cash Flow Ratio | 8.59 |
| Industry Free Cash Flow Ratio | 24.59 |
| Sector Free Cash Flow Ratio | 12.44 |
| Current Ratio Most Recent Quarter | 3.04 |
| Total Cash Per Share | 4.90 |
| Book Value Per Share Most Recent Quarter | 14.26 |
| Price to Book Ratio | 3.09 |
| Industry Price to Book Ratio | 5.09 |
| Sector Price to Book Ratio | 2.03 |
| Price to Sales Ratio Twelve Trailing Months | 2.01 |
| Industry Price to Sales Ratio Twelve Trailing Months | 4.99 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.12 |
| Analyst Buy Ratings | 2 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 79,094,000 |
| Market Capitalization | 3,328,275,520 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 5/8/2025 |
| Previous Dividend Amount | 0.3100 |
| Current Dividend Amount | 0.3400 |
| Total Years Dividend Increasing | 2 |
| Trailing Annual Dividend Rate | 1.27 |
| Trailing Annual Dividend Yield | 2.98% |
| Forward Annual Dividend Rate | 1.36 |
| Forward Annual Dividend Yield | 3.20% |
| 5-Year Dividend Payments Count | 22 |
| 3-Year Average Dividend Yield | 2.99% |
| 5-Year Average Dividend Yield | 3.30% |
| 1-Year Dividend Growth Rate Percentage | 12.40% |
| 3-Year Dividend Growth Rate Percentage | 6.02% |
| 5-Year Dividend Growth Rate Percentage | 5.93% |
| All-Time Dividend Growth Rate Percentage | 10.09% |
| Dividend Payout Ratio | 35.38% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 40.40% |
| Annual Earnings Growth | -10.26% |
| Reported EPS 12 Trailing Months | 3.59 |
| Reported EPS Past Year | 1.25 |
| Reported EPS Prior Year | 3.19 |
| Net Income Twelve Trailing Months | 285,073,000 |
| Net Income Past Year | 268,314,000 |
| Net Income Prior Year | 298,980,000 |
| Quarterly Revenue Growth YOY | 6.90% |
| 5-Year Revenue Growth | 4.23% |
| Operating Margin Twelve Trailing Months | 31.10% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 387,567,000 |
| Total Cash Past Year | 504,441,000 |
| Total Cash Prior Year | 383,180,000 |
| Net Cash Position Most Recent Quarter | 39,396,000 |
| Net Cash Position Past Year | 156,335,000 |
| Long Term Debt Past Year | 348,106,000 |
| Long Term Debt Prior Year | 347,843,000 |
| Total Debt Most Recent Quarter | 348,171,000 |
| Equity to Debt Ratio Past Year | 0.76 |
| Equity to Debt Ratio Most Recent Quarter | 0.76 |
| Total Stockholder Equity Past Year | 1,095,206,000 |
| Total Stockholder Equity Prior Year | 1,128,252,000 |
| Total Stockholder Equity Most Recent Quarter | 1,076,142,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 332,820,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 4.21 |
| Free Cash Flow Past Year | 342,530,000 |
| Free Cash Flow Prior Year | 303,916,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.97 |
| MACD Signal | 1.07 |
| 20-Day Bollinger Lower Band | 35.39 |
| 20-Day Bollinger Middle Band | 39.13 |
| 20-Day Bollinger Upper Band | 42.87 |
| Beta | 0.71 |
| RSI | 55.89 |
| 50-Day SMA | 37.19 |
| 150-Day SMA | 33.89 |
| 200-Day SMA | 32.63 |
System |
|
| Modified | 5/26/2025 11:48:15 PM EST |