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USFinancial Services

Federated Investors Inc B (FHI)

US · Financial Services · Asset Management

$56.36-0.58%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$504.2M
Revenue YoY
+18.7%
Net profit
$104.3M
Profit YoY
+14.6%
EPS
$1.38
EPS estimate
$1.19
Net margin
20.7%

EPS came in at 1.38 against a street estimate of 1.19 — a beat of 16.0%.

Key statistics

Market cap
$4.45B
P/E
11.1
Forward P/E
10.3
P/B
3.55
Book value
$17.54
EPS (TTM)
$5.38
Dividend yield
2.30%
52-week high
$66.80
52-week low
$45.44
50-day MA
$61.30
200-day MA
$56.56
Beta
0.63

Analyst view

Analysts rate Federated Investors Inc B a hold (1 buy, 6 hold, 1 sell out of 8) with an average price target of $61.00.

From the latest earnings call · 2026-07-31

CONFIDENT Record $912B AUM driven by equity (+9% Q/Q to $110B) and private markets growth. Money markets stable at $500B despite seasonality. Fixed income stabilizing with $362M net sales in Q3 YTD. Q2 2026 Not discussed separately; U.K. real estate business noted but no regional breakout provided. Analysts pressed on fixed income turnaround timing, money market rate sensitivity, and share volatility drivers. Management emphasized product strength, seasonality, and high cash yields as tailwinds; acknowledged IPO/client-flow volatility as structural noise, not strategic concern. 2026-07-31…

Full summary in the app.

Shareholding

Insiders
3.89%
Institutions
93.36%

Largest institutional holders

FundStake
BlackRock Inc7.93%
Vanguard Portfolio Management, LLC6.17%
FMR Inc6.14%
Schneider Downs Wealth Management Advisors, LP4.76%
Vanguard Capital Management, LLC4.33%
LSV Asset Management3.84%
Fuller & Thaler Asset Management Inc3.55%
AQR Capital Management LLC3.46%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
FEDERATED HERMES, INC. - FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $2,330.2 million (June 30, 2026) vs
2026-07-31
Results announced · Q3 2026
FEDERATED HERMES, INC. - Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total assets under management reached record $911.6 billion at June 30, 2026, u
2026-07-30
Quarterly report · Q1 2026
FEDERATED HERMES, INC. – Q1 2026 FORM 10-Q SUMMARY HEADLINE NUMBERS • Q1 2026 Net Income: $96.4 million (down from $101.1 million in Q1 2025) • Earn
2026-05-01
Results announced · Q2 2026
FEDERATED HERMES, INC. – Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total assets under management (AUM): $907.1 billion — record high, up $67.3 bil
2026-04-30
Company announcement · Q2 2026
FEDERATED HERMES, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Federated Hermes completed acquisition of 80% interest in FCP Fund Manager, L.P. on Apr
2026-04-09
Annual report FY2025
FEDERATED HERMES, INC. — 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Total Assets Under Management (AUM): $902.6 billion as of December 31, 2025,
2026-02-27
Company announcement · Q1 2026
FEDERATED HERMES, INC. - FORM 8-K SUMMARY RISKS & NEGATIVES • Pending Lawsuit: Aberdeen City Council Pension Fund filed legal claim in UK High Court
2026-01-30
Quarterly report · Q3 2025
FEDERATED HERMES, INC. – Q3 2025 10-Q SUMMARY HEADLINE NUMBERS • Net Income (9 months): $296.3 million ($3.75 per share) vs. $183.6 million ($2.20 p
2025-10-31

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Corporate actions

ActionDetailDate
Dividend$0.38 / share
ex-date Aug 7, 2026 · pay Aug 14, 2026
2026-08-07
Dividend$0.38 / share
ex-date May 8, 2026 · pay May 15, 2026
2026-05-08
Dividend$0.34 / share
ex-date Feb 6, 2026 · pay Feb 13, 2026
2026-02-06
Dividend$0.34 / share
ex-date Nov 7, 2025 · pay Nov 14, 2025
2025-11-07

Deals & corporate news

AnnouncementDate
Closing of acquisition of 80% stake in real estate investment manager
Federated Hermes, Inc. (FHI) announced on April 9, 2026 that it has completed its acquisition of an 80% stake in FCP Fund Manager, L.P., a privately held real estate investment manager based
2026-04-09

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Data updated 2026-09-18.