FHI

Financial Services

Federated Hermes, Inc. · Asset Management · $5B

UQS Score — Balanced Preset
8.5
Poor

Federated Hermes, Inc. scores 8.5/100 using the Balanced preset.

UQS vs Financial Services Sector
FHI
8.5
Sector avg
39.7
Quality
Weak
Moat
Weak
Growth
Weak
Risk
Weak
Valuation
Elevated

What is Federated Hermes, Inc.?

Federated Hermes, Inc. is a Pittsburgh-based asset management holding company serving individuals, institutions, pension plans, and charitable organizations worldwide through a broad range of investment strategies.

Federated Hermes manages equity, fixed income, balanced, and money market mutual funds alongside separately managed portfolios. It invests across global public equity and fixed income markets, applying both fundamental and quantitative analysis. Revenue is primarily driven by management fees tied to assets under management.

The company traces its roots to 1955 and is headquartered in Pittsburgh, Pennsylvania.

  • Money market mutual funds
  • Equity and fixed income mutual funds
  • Separately managed portfolios
  • Responsible investing strategies

Is FHI a Good Stock to Buy?

UQS Score rates FHI as Good overall.

Federated Hermes scores particularly well on Quality and Risk, reflecting a business model that has demonstrated resilience and financial discipline relative to sector peers. Its Valuation pillar is rated Attractive, suggesting the market may not be fully pricing in the company's fundamentals.

The Moat pillar registers as Weak, indicating limited competitive differentiation in a crowded asset management landscape. Growth is rated Neutral, pointing to a modest near-term expansion profile.

Sign up to see the complete pillar breakdown and full financial metrics behind the FHI rating. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does FHI pay dividends?

Yes — Federated Hermes, Inc. pays a dividend.

Federated Hermes pays a regular dividend, consistent with its profile as a mature, cash-generative asset manager. The dividend reflects management's commitment to returning capital to shareholders alongside ongoing business operations.

When does FHI report earnings?

Federated Hermes reports earnings on a quarterly cadence, typical for US-listed equities.

Results tend to reflect trends in assets under management, fee rates, and money market fund flows. Periods of elevated interest rates have historically supported money market inflows, a meaningful revenue driver for the firm.

For the most recent quarter's results, visit Federated Hermes's investor relations page directly.

FHI Price History

+108.2% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in Federated Hermes, Inc.?

$
Today it would be worth
$21,644
That's a +116% total return, or +16.7% annualized.

Based on Federated Hermes, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

Frequently Asked Questions

What does Federated Hermes do?

Federated Hermes is an asset management holding company. Through its subsidiaries, it manages mutual funds and separate portfolios across equity, fixed income, balanced, and money market strategies for individuals, institutions, and government entities globally.

Does FHI pay dividends?

Yes, Federated Hermes pays a regular dividend. This is consistent with its position as a mature asset manager that generates recurring fee-based revenue. Check the company's investor relations page for the current dividend rate and payment schedule.

When does FHI report earnings?

Federated Hermes follows a standard quarterly earnings cadence. Specific upcoming report dates are not covered by our data source — visit the company's investor relations page for the latest schedule.

Is FHI a good stock to buy?

UQS Score rates FHI as Good, with Strong marks on Quality and Risk and an Attractive Valuation rating. The Moat pillar is Weak, which is worth weighing. Pro members can access the full pillar breakdown to inform their own research.

Is FHI overvalued?

The UQS Valuation pillar for FHI is rated Attractive, suggesting the stock may be reasonably priced relative to its fundamentals compared to sector peers. Full valuation metrics are available to Pro members on uqs-score.com.

What is FHI's market cap bracket?

Federated Hermes is classified as a mid-cap company, placing it in the middle tier of publicly traded asset managers by market size.

Who founded Federated Hermes?

Federated Hermes was founded in 1955. The company has grown significantly over the decades, including its merger with Hermes Investment Management, and is headquartered in Pittsburgh, Pennsylvania.

Is FHI a long-term quality stock?

As a long-term quality indicator, FHI's Strong Quality and Risk pillar ratings suggest a degree of financial durability. However, the Weak Moat rating signals limited structural competitive advantages — a factor long-term investors typically weigh carefully.

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Pro Analysis

FHI — Score History

01530456075Jul 11Jul 29Aug 16Sep 3Sep 21Oct 8
Score changes· 13 most recent
DateUQSQualityMoatGrowthRiskValueChange
Aug 29, 20268.50.034.00.00.00.0-59.8
Jul 28, 202668.384.534.049.498.593.6-0.2
Jul 25, 202668.585.034.049.498.594.10.0
Jul 24, 202668.585.234.049.498.593.9+0.1
Jul 23, 202668.485.134.049.498.593.5-0.1
Jul 22, 202668.585.234.049.498.593.4+0.1
Jul 21, 202668.484.934.049.498.593.4+0.1
Jul 18, 202668.384.734.049.498.593.0+0.2
Jul 17, 202668.184.434.049.498.592.6+0.1
Jul 16, 202668.084.334.049.498.591.9-0.2

FHI — Pillar Breakdown

◆

Quality

— 0.0/100 (25%)

Federated Hermes, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Cash GenerationWeak

Free cash flow relative to market value.

▲

Growth

— 0.0/100 (20%)

Federated Hermes, Inc. faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

◈

Risk

— 0.0/100 (15%)

Federated Hermes, Inc. presents elevated risk with concerns around leverage or financial stability.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

●

Valuation

— 0.0/100 (15%)

Federated Hermes, Inc. appears expensively valued relative to its fundamentals and growth prospects.

⬡

Moat

— 34/100 (25%)

Federated Hermes, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for FHI.

Score Composition

Quality
0.0×25%0.0
Growth
0.0×20%0.0
Risk
0.0×15%0.0
Valuation
0.0×15%0.0
Moat
34.0×25%8.5
Total
8.5Poor

Financial Data

More Stock Analysis

How is the FHI UQS Score Calculated?

The UQS (Unified Quality Score) for Federated Hermes, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Federated Hermes, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Federated Hermes, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.