Federated Hermes, Inc. (FHI)

From the record

Federated Hermes, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Federated Hermes, Inc.'s 10 filed years say what it did: revenue went from $1.1 billion in fiscal 2016 to $1.8 billion in fiscal 2025, up 5.2% a year; it rose in 7 of 9 years; the deepest fall was 10% from fiscal 2020 to fiscal 2021; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Federated Hermes, Inc.'s diluted share count shrank about 4.3% a year, and dividends and buybacks returned about 100% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 30 sales and 0 purchases of their own stock on the open market in the year to 2026-11-09 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Federated Hermes, Inc. earned about 34 cents of profit for every dollar of shareholders' money. Leverage: it owed about 46 cents per dollar of assets, and net share issuance: its share count shrank 5.4% over the year (the filed statements).

From the record

Federated Hermes, Inc.'s standing among 43 graded names in its industry family: revenue of $1.8 billion in fiscal 2025 ranks in the top 45% by size; a net margin of 22.4% ranks in the top 34%; revenue growth of 7.6% a year over the last 3 filed years ranks in the bottom 44% (its annual reports).

From the record

Federated Hermes, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Donahue, J Christopher (Chairman, President & CEO, as filed), filing under that title since 2006-09-18, 20.2 years (top 10% of its family); the 14 officers and directors filing in the last fifteen months have been on the record a median of 10.2 years (top 17%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 14 people in charge now (top 15%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Federated Hermes, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $583 million against debt of $348 million leaves 10.5% of its assets as net cash, top 32% of its family; cash from operations less capital spending is 16.4% of revenue (bottom 43%) (its annual report).

From the record

Federated Hermes, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 7.6% a year over the last three filed years against 5.2% over all 10, speeding up (top 26% of its family); the newest year grew 10.3% (top 40%); capital spending grew -14.2% a year (bottom 25%) (its annual reports). Federated Hermes, Inc. reported 3 product lines in fiscal 2025: Federated Hermes Funds at $1.5 billion (84%), Separateaccounts at $256 million (14%), Other at $33 million (2%); 3 of 3 grew against the year before (its annual report).

From the record

Federated Hermes, Inc.'s newest year against its own record: revenue of $1.8 billion in fiscal 2025 came in 3.8% above the $1.7 billion its prior three years' pace pointed to (top 29% of its family); net income of $403 million against a prior three-year average of $269 million (top 45%); a net margin of 22.4% against 17.2% before (top 30%) (its annual reports).