0.05%
-3.26%
-0.90%
15.85%
13.76%
20.11%
9.77%
AI Spotlight on FHI
Company Description
Federated Hermes, Inc.is a publicly owned asset management holding company.Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors.
Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios.Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe.It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies.
The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities.It employs both fundamental and quantitative analysis to make its equity investments.Federated Hermes, Inc.
was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.
Market Data
| Last Price | 39.77 |
| Change Percentage | 0.05% |
| Open | 39.47 |
| Previous Close | 39.75 |
| Market Cap ( Millions) | 3253 |
| Volume | 1519210 |
| Year High | 43.92 |
| Year Low | 31.24 |
| M A 50 | 40.92 |
| M A 200 | 36.32 |
Financial Ratios
| FCF Yield | 10.68% |
| Dividend Yield | 5.56% |
| ROE | 22.06% |
| Debt / Equity | 24.05% |
| Net Debt / EBIDTA | -75.84% |
| Price To Book | 2.15 |
| Price Earnings Ratio | 12.02 |
| Price To FCF | 9.37 |
| Price To sales | 1.99 |
| EV / EBITDA | 7.66 |
News
- Jan -31 - Federated Hermes, Inc. (FHI) Q4 2024 Earnings Call Transcript
- Jan -31 - Federated Hermes Q4 Earnings Beat Estimates, Revenues Increases Y/Y
- Jan -31 - Compared to Estimates, Federated Hermes (FHI) Q4 Earnings: A Look at Key Metrics
- Jan -31 - Federated Hermes (FHI) Q4 Earnings and Revenues Surpass Estimates
- Jan -30 - Federated Hermes, Inc. reports record assets under management with fourth quarter and full-year 2024 earnings
- Jan -16 - Small-caps have been a 'disappointing bet': Federated Hermes
- Jan -15 - Month-end portfolio data now available for Federated Hermes Premier Municipal Income Fund
- Jan -10 - Federated Hermes Premier Municipal Income Fund declares dividend
- Jan -09 - Federated Hermes, Inc. announces fourth quarter and year-end 2024 earnings and conference call dates
- Jan -08 - Federated Hermes Rides on Improving AUM Balance Amid High Expenses
- Jan -06 - FHI vs. BLK: Which Stock Is the Better Value Option?
- Dec -23 - Federated Hermes Stephen DeNichilo names this as the best small cap company
- Dec -20 - FHI or BLK: Which Is the Better Value Stock Right Now?
- Dec -19 - Buy 5 Investment Management Stocks to Enrich Your Portfolio in 2025
- Dec -16 - Month-end portfolio data now available for Federated Hermes Premier Municipal Income Fund
- Dec -10 - Federated Hermes Premier Municipal Income Fund declares dividend and announces new Trustees
- Dec -04 - FHI vs. BLK: Which Stock Is the Better Value Option?
- Nov -26 - 4 Stocks Trading Near 52-Week High With Room to Rise Further
- Nov -19 - Federated Hermes (FHI) Is Up 2.63% in One Week: What You Should Know
- Nov -19 - 5 Reasons Why You Should Invest in Federated Stock Right Now
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Federated Hermes Funds
Expected Growth : 3.5 %
What the company do ?
Federated Hermes Funds, offered by Federated Hermes, Inc., provide a range of investment options, combining active management and ESG considerations to drive long-term returns.
Why we expect these perspectives ?
Federated Hermes Funds' 3.5% growth is driven by increasing demand for ESG investments, strong brand recognition, and a diversified product suite. The fund's active management approach, combined with its expertise in sustainable investing, has attracted environmentally conscious investors. Additionally, the fund's global reach and strategic partnerships have expanded its distribution channels, contributing to its growth.
Segment n°2 -> Separate Accounts
Expected Growth : 2.8 %
What the company do ?
Separate Accounts from Federated Hermes, Inc. are individually managed investment portfolios tailored to meet specific client needs, offering flexibility and customization.
Why we expect these perspectives ?
Strong investment performance, increasing demand for ESG-focused strategies, and expanding distribution channels drive Separate Accounts' 2.8% growth. Federated Hermes' expertise in active management and stewardship, combined with its strong brand reputation, contribute to the segment's growth. Additionally, the increasing adoption of sustainable investing and the need for customized investment solutions also support the segment's expansion.
Segment n°3 -> Other
Expected Growth : 2.2 %
What the company do ?
The 'Other' segment from Federated Hermes, Inc. refers to revenue generated from investment management services and other miscellaneous sources.
Why we expect these perspectives ?
Federated Hermes, Inc.'s 2.2% growth in 'Other' segment is driven by increasing demand for alternative investment strategies, expansion of its stewardship and ESG capabilities, and growing adoption of its responsible investment solutions among institutional clients.
Federated Hermes, Inc. Products
| Product Range | What is it ? |
|---|---|
| Equity Strategies | Federated Hermes offers a range of equity strategies that aim to deliver long-term growth and income to investors. These strategies are designed to meet the diverse needs of investors, from core equity to specialty and thematic approaches. |
| Fixed Income Strategies | Federated Hermes provides a range of fixed income strategies that aim to deliver income and capital preservation to investors. These strategies include government and corporate bonds, high-yield bonds, and emerging market debt. |
| Multi-Asset Strategies | Federated Hermes offers multi-asset strategies that combine different asset classes to provide a balanced portfolio. These strategies aim to deliver long-term growth and income while managing risk. |
| Sustainable and Responsible Investing (SRI) | Federated Hermes offers a range of SRI strategies that aim to deliver long-term growth and income while incorporating environmental, social, and governance (ESG) considerations. |
| Stewardship Services | Federated Hermes provides stewardship services that aim to promote good governance and sustainable business practices in the companies in which they invest. |
| ESG Engagement | Federated Hermes offers ESG engagement services that aim to promote sustainable business practices and good governance in the companies in which they invest. |
| Active Equity ESG | Federated Hermes offers active equity ESG strategies that aim to deliver long-term growth and income while incorporating ESG considerations. |
| Fixed Income ESG | Federated Hermes offers fixed income ESG strategies that aim to deliver income and capital preservation while incorporating ESG considerations. |
Federated Hermes, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Federated Hermes, Inc. is medium due to the presence of alternative investment products and services offered by competitors.
Bargaining Power Of Customers
The bargaining power of customers for Federated Hermes, Inc. is low due to the company's strong brand reputation and diversified client base.
Bargaining Power Of Suppliers
The bargaining power of suppliers for Federated Hermes, Inc. is medium due to the company's dependence on a few key suppliers for certain services and technology.
Threat Of New Entrants
The threat of new entrants for Federated Hermes, Inc. is high due to the increasing trend of fintech companies and digital investment platforms entering the market.
Intensity Of Rivalry
The intensity of rivalry for Federated Hermes, Inc. is high due to the highly competitive nature of the investment management industry and the presence of established players.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 24.40% |
| Debt Cost | 3.95% |
| Equity Weight | 75.60% |
| Equity Cost | 9.49% |
| WACC | 8.14% |
| Leverage | 32.27% |
Federated Hermes, Inc. : Quality Control
Federated Hermes, Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| STT | State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody; product accounting; … |
| CNS | Cohen & Steers, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to institutional investors, including pension funds, endowments, and foundations. It … |
| PSEC | Prospect Capital Corporation is a business development company. It specializes in middle market, mature, mezzanine finance, later stage, emerging growth, leveraged buyouts, refinancing, acquisitions, recapitalizations, turnaround, growth capital, development, capital … |
| VCTR | Victory Capital Holdings, Inc., together with its subsidiaries, operates as an asset management company worldwide. It offers investment advisory, fund administration, fund compliance, fund transfer agent, and fund distribution services. … |
| FSK | FS KKR Capital Corp. is a business development company specializing in investments in debt securities. It provides customized credit solutions to private middle market U.S. companies. It invest primarily in … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Federated Hermes
A-Score
1-Year Total Return ->
🥈
Victory Capital Holdings
A-Score
1-Year Total Return ->
🥉
FS KKR Capital
A-Score
1-Year Total Return ->
4
Cohen & Steers
A-Score
1-Year Total Return ->
5
State Street
A-Score
1-Year Total Return ->
6
