Federated Hermes, Inc. Class B (FHI)

Federated Hermes (FHI) stock showed a 63% return for investors who bought in July 2024 by November 2025. The stock experienced gains in July 2025 (+11.8%) and August 2025 (+7.8%). Q4 2025 earnings, reported on January 29, 2026, showed a 13.9% year-over-year revenue increase and adjusted operating margins rising to 28.1%. The company reported $1.39 earnings per share, surpassing estimates, and announced a quarterly dividend of $0.34. Insider selling activity has been observed with insiders selling a total of 6,709 shares valued at $321,046 in the last quarter.

The demand seasonality for Federated Hermes, Inc.'s products and services is significantly influenced by interest rate environments, particularly for its money market fund business. Revenue from money market funds tends to increase when short-term interest rates are high, while potential rate cuts could reduce yields and lead to outflows. The firm is diversifying into higher-margin, long-term products to mitigate this rate sensitivity.

Federated Hermes, Inc. is a global asset management firm founded in 1955, managing approximately $902.6 billion in client assets as of December 2025. It operates in the Financials sector, focusing on Investment Management & Fund Operators. The company offers a range of investment solutions across equity, fixed income, money market funds, alternative investments, and private markets, with a strong emphasis on ESG investing. Its services are available through various investment vehicles to a global client base.

Federated Hermes, Inc. has a global presence, serving over 10,000 institutions worldwide with offices in key financial centers like Pittsburgh, New York, and London. North America is its core market, accounting for $786.7 billion of its $871.2 billion in managed assets as of Q3 2025.

Federated Hermes has maintained its brand reputation as a global leader in active, responsible investment management, emphasizing its commitment to ESG investing. Its stewardship team, EOS at Federated Hermes, actively engaged with 994 companies worldwide in 2024 on governance and environmental concerns. There have been no widely reported events in the past year that have negatively impacted Federated Hermes, Inc.'s overall brand reputation.

Federated Hermes, Inc. has significant institutional ownership, with institutions holding approximately 85% of the company's shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Fmr Llc, Charles Schwab Investment Management Inc, Aqr Capital Management Llc, and Invesco Ltd. Insiders collectively own 3.80% of the company's stock. The Donahue family retains control through a dual-class stock structure.