FHI
Federated Hermes, Inc.
Financial Services · Asset Management · NYQ
$56.89
Close 2026-05-28
✗ ETHICAL FAIL

UNKNOWN MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$4.3B
Trailing P/E
11.05
Forward P/E
10.07
Rev Growth
+13.1%
Profit Margin
21.5%
ROE
33.8%
Analyst Target
$54.00
Recommendation
HOLD
About Federated Hermes, Inc.

Federated Hermes, Inc. is a publicly owned investment manager. 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; Chicago, Illinois and London, United Kingdom.

Ethical Screen
Business ActivityFAIL
Debt RatioN/A
Cash RatioN/A
Receivables RatioN/A
Revenue RatioN/A
OverallFAIL
Score Ethical: 50.0
Score Valuation: 71.5
Score Quality: 88.2
Score Combined: 60.4

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality97.6
Cash Flow100.0
Moat40.0
Balance Sheet0.0
Debt Purity50.0
Liquid Purity50.0
Rev Purity50.0
Compliance100.0
Tier: SILVER · Score: 57.7 · Rank: #585
Insider Transactions
No insider transaction data.
Top Institutional Holders
No institutional holder data.
Additional Fundamentals
Enterprise Value
$3.9B
Price/Book
3.32
Beta
0.654
Analysts
7
Total Revenue (TTM)
$1.9B
Total Debt
$450.5M
Earnings Growth
+1.6%
Dividend Yield
246.0%
Rec. Mean
2.88
Short Ratio
4.24
Short % Float
0.1%
Employees
2,091

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Trade Consideration
The Opportunity
Score 60.4 (P96 — top 4.2% of scored tickers). Unknown Moat. Ethical FAIL. 7 analysts at Hold.
Price: $56.89 | Target: $54.71 (+-4%)
Score
60
Moat
Unknown
Conviction
Standard
Upside
+-4%
The Fundamentals
Revenue Growth+13.1%
Profit Margin21.5%
ROE33.8%
Forward P/E10.1
Market Cap$4.3B
Position Sizing Scenarios
Stop: $48.36 (-15%) | Entry: $56.89
SharesCostProfit to TargetR:R
To Consensus ($54.71, 7 analysts)
10$568.90+$-21.80 (-4%)-0.3R
50$2,844.50+$-109.00 (-4%)-0.3R
100$5,689.00+$-218.00 (-4%)-0.3R
Risk Factors
  • Elevated short interest (4.24 days to cover)
The Verdict
Federated Hermes, Inc. holds a unknown competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
57.2
Risk Grade
LOW_RISK
Layers
7
Quality: HIGH_SORTINO
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.2%
worst expected daily loss, 19 in 20 days
CVaR 95%
-3.2%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.90
above 1.0 is good
Max Drawdown
-16.6%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
80
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
0.9x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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Inverse Correlated
TickerCorrelation
BAES.L-0.175
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4326.SR-0.157
ENGRO.KA-0.113
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Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Friday
Best Month
Jul
Worst Month
Jan
Fri-Mon Effect
-0.05296592148194274
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
-1.8%
3M Return
-1.9%
6M Return
+14.9%
12M Return
+34.3%
Momentum Rank
#2005
Momentum Signal
UP

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