Analysis updated on Nov. 6, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE
Our AI scores Federated Hermes, Inc. every trading day against every stock it covers. Create a free account and follow it to see its rating and price target.
Federated Hermes, Inc. is a mid-cap company with a market capitalization of $4.73B. It ranks number 19 by market capitalization among the 43 Investment Advice issuers in our coverage with a current forecast.
For FHI, the Spearman rank correlation between our 90-day forecasts and the returns that followed is -7.0%, measured on 357 forecast dates between 2022-08-19 and 2026-08-07 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -18.0%, measured on 400 forecast dates between 2022-08-19 and 2026-10-07. Across our coverage, the out-of-sample test on 4629 stocks from 2025-01-06 to 2026-08-04 produced a positive net return in 92.9% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +3.1%, buy ≥ +1.5%, sell < -0.5%, strong sell < -1.8% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-11-06 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, FHI included.
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Investment Advice peers listed below that report each metric.
| Metric | FHI | Rank |
|---|---|---|
| Market Cap | $4.73B | 19/43 |
| P/E Ratio | 11.57x | 24/30 |
| P/B Ratio | 3.66x | 20/35 |
| Dividend Yield | 2.31% | 16/29 |
| EPS | $5.53 | – |
| Book Value/Share | $17.46 | – |
| Revenue/Share | $26.67 | – |
| FCF/Share | $5.22 | – |
| Metric | FHI | Rank |
|---|---|---|
| ROE | 32.5% | 9/31 |
| ROA | 17.0% | 5/31 |
| ROIC | 25.3% | 1/6 |
| Operating Margin | 27.8% | 9/22 |
| Net Margin | 21.3% | 8/32 |
| EBT Margin | 28.7% | 16/35 |
| Tax Rate | 25.6% | – |
| Metric | FHI | Rank |
|---|---|---|
| Current Ratio | 2.48x | 3/7 |
| D/E Ratio | 0.78x | 25/37 |
| Financial Leverage | 1.91x | 22/32 |
| Interest Coverage | 11.5x | 9/22 |
| Working Capital | $443M | 2/7 |
| Metric | FHI | Rank |
|---|---|---|
| Operating Cash Flow | $405M | 17/40 |
| Free Cash Flow | $386M | 13/25 |
| Capital Spending | -$20M | 15/25 |
| OCF Growth YoY | 54.1% | 6/27 |
| FCF Growth YoY | 48.8% | 6/22 |
| FCF/Sales | 19.6% | 16/24 |
| CapEx/Sales | 1.0% | 9/24 |
| Metric | FHI | Rank |
|---|---|---|
| Asset Turnover | 0.80x | 5/28 |
| Fixed Assets Turnover | 40.1x | 7/25 |
| Metric | FHI | Rank |
|---|---|---|
| Total Revenue | $1.97B | 16/33 |
| Operating Income | $548M | 4/25 |
| Net Income | $420M | 9/35 |
| Metric | FHI | Rank |
|---|---|---|
| Dividends Per Share | $1.48 | – |
| Payout Ratio | 26.8% | 16/21 |
| Shares Outstanding | 74M | – |
| Net Income Growth | 10.1% | 13/28 |
| EPS Growth | -3.3% | 15/24 |
| Total Current Assets | $743M | 30.1% of assets |
| Cash & Short-term Investments | $374M | 15.1% of assets |
| Total Liabilities | $1.00B | 40.7% of assets |
| Short-term Debt | $202M | 8.2% of assets |
Companies classified under the same SEC industry code as Federated Hermes, Inc. (Investment Advice): 44 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| FHI Federated Hermes, Inc. | $4.73B | |
| BX Blackstone Inc. | $146.11B | |
| KKR Kkr & Co. Inc. | $88.03B | |
| APO Apollo Global Management, Inc. | $68.95B | |
| ARES Ares Management Corp | $45.53B | |
| AMP Ameriprise Financial Inc | $43.54B | |
| PS Pershing Square Inc. | $20.58B | |
| TPG Tpg Inc. | $17.88B | |
| BEN Franklin Templeton Inc | $17.14B | |
| OWL Blue Owl Capital Inc. | $15.39B | |
| CG Carlyle Group Inc. | $14.15B | |
| IVZ Invesco Ltd. | $11.96B | |
| EVR Evercore Inc. | $10.95B | |
| HLI Houlihan Lokey, Inc. | $10.13B | |
| AMG Affiliated Managers Group, Inc. | $9.39B | |
| MORN Morningstar, Inc. | $9.17B | |
| VCTR Victory Capital Holdings, Inc. | $6.91B | |
| STEP Stepstone Group Inc. | $5.73B | |
| HLNE Hamilton Lane Inc | $4.93B | |
| MC Moelis & Co | $4.57B | |
| MAAS Maase Inc. | $4.51B | |
| LAZ Lazard, Inc. | $4.21B | |
| CNS Cohen & Steers, Inc. | $3.76B | |
| PJT Pjt Partners Inc. | $3.73B | |
| AAMI Acadian Asset Management Inc. | $3.23B | |
| APAM Artisan Partners Asset Management Inc. | $3.17B | |
| AB Alliancebernstein Holding L.P. | $3.13B | |
| LCLN Lincoln International, Inc. | $2.65B | |
| GCMG Gcm Grosvenor Inc. | $2.57B | |
| PAX Patria Investments Ltd | $1.51B | |
| RPC Ridgepost Capital, Inc. | $1.07B | |
| ABX Abacus Global Management, Inc. | $859M | |
| VRTS Virtus Investment Partners, Inc. | $843M | |
| NOAH Noah Holdings Ltd | $482M | |
| HKHC Horizon Kinetics Holding Corp | $367M | |
| ALTI Alti Global, Inc. | $365M | |
| WHG Westwood Holdings Group Inc | $165M | |
| RILY Brc Group Holdings, Inc. | $152M | |
| SAMG Silvercrest Asset Management Group Inc. | $131M | |
| HNNA Hennessy Advisors Inc | $83M | |
| MLCI Mount Logan Capital Inc. | $40M | |
| IWSH Wright Investors Service Holdings, Inc. | $2M | |
| ILLR Triller Group Inc. | $1M | |
| ENDI Endi Corp. | N/A |
Federated Hermes, Inc. reported net income of $111.9 million and earnings per diluted share of $1.50 for Q3 2026, compared to net income of $104.1 million and earnings per diluted share of $1.34 for ...
Federated Hermes, Inc. (NYSE: FHI), a global leader in active investing, today reported earnings per diluted share (EPS) of $1.27 for Q1 2026, compared to $1.25 for the same quarter last year, on net ...
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Our AI scores Federated Hermes, Inc. every trading day against every stock it covers. Create a free account and follow it to see its rating and price target.
For FHI, the Spearman rank correlation between our 90-day forecasts and the returns that followed is -7.0%, measured on 357 forecast dates between 2022-08-19 and 2026-08-07 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is -18.0%, measured on 400 forecast dates between 2022-08-19 and 2026-10-07. Across our coverage, the out-of-sample test on 4629 stocks from 2025-01-06 to 2026-08-04 produced a positive net return in 92.9% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Federated Hermes, Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Nov. 6, 2026.
44 issuers in our coverage, FHI included, share the SEC industry code Investment Advice. The largest are: Blackstone Inc. (BX), Kkr & Co. Inc. (KKR), Apollo Global Management, Inc. (APO), Ares Management Corp (ARES), Ameriprise Financial Inc (AMP), Pershing Square Inc. (PS).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.
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