Stock Scorecard
Stock Summary for Federated Hermes Inc - Class B (FHI) - $60.99 as of 9/11/2026 10:45:00 AM EST
Total Score
18 out of 30
Safety Score
57 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for FHI
| Positive Quarterly and Annual 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 Annual earnings 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 (57 out of 100)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 8 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 6 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 2 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 4 |
| Operating Margin (Max of 10) | 5 |
| Trading Volume (Max of 10) | 5 |
| 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 | FINANCIAL SERVICES |
| Industry Name | ASSET MANAGEMENT |
| Most Recent Quarter | 6/30/2026 |
| Next Earnings Date | 10/29/2026 |
Stock Price History |
|
| Last Day Price | 60.99 |
| Price 4 Years Ago | 31.40 |
| Last Day Price Updated | 9/11/2026 10:45:00 AM EST |
| Last Day Volume | 407,330 |
| Average Daily Volume | 553,073 |
| 52-Week High | 66.80 |
| 52-Week Low | 45.44 |
| Last Price to 52 Week Low | 34.22% |
Valuation Measures |
|
| Trailing PE | 11.38 |
| Industry PE | 19.84 |
| Sector PE | 17.42 |
| 5-Year Average PE | 12.78 |
| Free Cash Flow Ratio | 15.10 |
| Industry Free Cash Flow Ratio | 56.59 |
| Sector Free Cash Flow Ratio | 45.07 |
| Current Ratio Most Recent Quarter | 2.59 |
| Total Cash Per Share | 4.04 |
| Book Value Per Share Most Recent Quarter | 17.54 |
| Price to Book Ratio | 3.65 |
| Industry Price to Book Ratio | 1.65 |
| Sector Price to Book Ratio | 2.42 |
| Price to Sales Ratio Twelve Trailing Months | 2.35 |
| Industry Price to Sales Ratio Twelve Trailing Months | 6.13 |
| Sector Price to Sales Ratio Twelve Trailing Months | 4.88 |
| Analyst Buy Ratings | 1 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 74,651,000 |
| Market Capitalization | 4,552,964,490 |
| Institutional Ownership | 93.56% |
Dividends |
|
| Ex-Dividend Date | 8/7/2026 |
| Previous Dividend Amount | 0.3800 |
| Current Dividend Amount | 0.3800 |
| Total Years Dividend Increasing | 3 |
| Trailing Annual Dividend Rate | 1.44 |
| Trailing Annual Dividend Yield | 2.35% |
| Forward Annual Dividend Rate | 1.52 |
| Forward Annual Dividend Yield | 2.48% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 0.00% |
| 5-Year Average Dividend Yield | 0.00% |
| 1-Year Dividend Growth Rate Percentage | 14.29% |
| 3-Year Dividend Growth Rate Percentage | 6.90% |
| 5-Year Dividend Growth Rate Percentage | 8.92% |
| All-Time Dividend Growth Rate Percentage | 10.09% |
| Dividend Payout Ratio | 26.77% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 19.30% |
| Annual Earnings Growth | 50.31% |
| Reported EPS 12 Trailing Months | 5.36 |
| Reported EPS Past Year | 2.65 |
| Reported EPS Prior Year | 4.99 |
| Net Income Twelve Trailing Months | 412,217,000 |
| Net Income Past Year | 403,299,000 |
| Net Income Prior Year | 268,314,000 |
| Quarterly Revenue Growth YOY | 18.30% |
| 5-Year Revenue Growth | 4.57% |
| Operating Margin Twelve Trailing Months | 27.70% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 301,727,000 |
| Total Cash Past Year | 583,890,000 |
| Total Cash Prior Year | 504,441,000 |
| Net Cash Position Most Recent Quarter | -46,707,000 |
| Net Cash Position Past Year | 235,521,000 |
| Long Term Debt Past Year | 348,369,000 |
| Long Term Debt Prior Year | 348,106,000 |
| Total Debt Most Recent Quarter | 348,434,000 |
| Equity to Debt Ratio Past Year | 0.77 |
| Equity to Debt Ratio Most Recent Quarter | 0.78 |
| Total Stockholder Equity Past Year | 1,196,948,000 |
| Total Stockholder Equity Prior Year | 1,095,206,000 |
| Total Stockholder Equity Most Recent Quarter | 1,252,690,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 360,138,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 4.82 |
| Free Cash Flow Past Year | 294,583,000 |
| Free Cash Flow Prior Year | 342,530,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.00 |
| MACD Signal | 0.00 |
| 20-Day Bollinger Lower Band | 0.00 |
| 20-Day Bollinger Middle Band | 0.00 |
| 20-Day Bollinger Upper Band | 0.00 |
| Beta | 0.63 |
| RSI | 0.00 |
| 50-Day SMA | 0.00 |
| 150-Day SMA | 0.00 |
| 200-Day SMA | 0.00 |
System |
|
| Modified | 9/11/2026 10:51:14 PM EST |