Federated Hermes (FHI)
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
$64.04-2.57%
Close 2026-11-05 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
QuarterlyIQ Insights · FHI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-05.
The screen ranks FHI against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Met or beat guidance 75% of the last 4 guided quarters · 2.5% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
This completed transaction aligns with Federated Hermes’ strategy to expand its private markets and alternatives capabilities globally, building on its existing $19.1 billion Alternatives platform ac…
Stated in 1 of 5 supplied quarters. Management reported: “The transaction will reinforce Federated Hermes’ desire to enhance and grow its Private Markets/Alternatives offerings, where it already has a well-established mix of businesses operated primarily outside of the U.S. across Private Equity, Private Credit, Infrastructure and Real Estate, and Market Neutral strategies with assets totaling $19 billion as of Sept.” “This completed transaction aligns with Federated Hermes’ strategy to expand its private markets and alternatives capabilities globally, building on its existing $19.1 billion Alternatives platform across Private Equity, Private Credit, Infrastructure, Real Estate, and Market Neutral strategies (data as of December 31, 2025).”
“The transaction will reinforce Federated Hermes’ desire to enhance and grow its Private Markets/Alternatives offerings, where it already has a well-established mix of businesses operated primarily ou…”
The acquisition also complements Federated Hermes’ longstanding UK real estate operations, which had $5.3 billion in assets under management as of December 31, 2025.
Stated in 1 of 5 supplied quarters. Management reported: “It also will expand Federated Hermes Real Estate capabilities into the U.S. market and will be complementary to its existing Real Estate operations in the U.K., which were founded in 1983, and had $5.5 billion of assets under management, as of Sept.” “The acquisition also complements Federated Hermes’ longstanding UK real estate operations, which had $5.3 billion in assets under management as of December 31, 2025.”
J. Christopher Donahue, President and Chief Executive Officer, Federated Hermes, said: “We are pleased to complete this strategically important acquisition, which accelerates our entry into the US re…
Stated in 1 of 5 supplied quarters. Management reported: “J. Christopher Donahue, President and Chief Executive Officer, Federated Hermes, said: “We are pleased to complete this strategically important acquisition, which accelerates our entry into the US real estate market at a time when the multifamily sector is characterized by strong fundamentals and durable demand.” “Upon closing, this transaction will allow Federated Hermes to enter the U.S. Real Estate Market at a time when the Multifamily sector enjoys strong fundamentals and significant growth opportunities.”
Improve earnings per share through revenue growth and operating results.
Continue quarterly dividends, with the declared per-share amount increasing during 2026.
Over the trailing year it converted 0.53x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
5 material management or governance events in the past 24 months, led by M&A activity. Historically, Financials names rated stable grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7436).
Not investment advice. As of 2026-11-05.
“It also will expand Federated Hermes Real Estate capabilities into the U.S. market and will be complementary to its existing Real Estate operations in the U.K., which were founded in 1983, and had $5…”
“Upon closing, this transaction will allow Federated Hermes to enter the U.S. Real Estate Market at a time when the Multifamily sector enjoys strong fundamentals and significant growth opportunities.”