FEDERATED HERMES, INC. FHI
FEDERATED HERMES, INC. (FHI) earns a Piotroski F-score of 7/9 (strong financial health), with an Altman Z″ in the safe zone. It pays a dividend yielding 2.40% (safety: safe). FY2025 revenue was $1.8B at a 22.4% net margin.
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-05-06 | RBC Capital | Sector Perform (main) |
| 2026-05-04 | JP Morgan | Underweight (main) |
| 2026-05-04 | TD Cowen | Hold (main) |
| 2026-04-16 | JP Morgan | Underweight (down) |
| 2026-02-03 | RBC Capital | Sector Perform (reit) |
| 2026-01-14 | TD Cowen | Hold (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Smart money · insiders, last 12 months
Open-market insider purchases minus sells (SEC Form 4) — real buying with their own money is a bullish “smart money” signal; grants and option exercises are excluded.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 7/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Altman Z″ components · safe zone
| Component | Value |
|---|---|
| Working capital / assets | 0.247 |
| Retained earnings / assets | 0.687 |
| EBIT / assets | 0.231 |
| Equity / liabilities | 1.239 |
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| FHI | FEDERATED HERMES, INC. | 7/9 | 6.71 | 10.8 | +10.3% |
| PJT | PJT Partners Inc. | 5/9 | — | 21.7 | +14.8% |
| STEP | StepStone Group Inc. | 3/9 | — | — | +69.7% |
| AMG | AFFILIATED MANAGERS GROUP, INC. | 6/9 | — | 12.6 | +1.6% |
| VCTR | Victory Capital Holdings, Inc. | 4/9 | — | 16.5 | +46.2% |
| APAM | Artisan Partners Asset Management Inc. | 5/9 | — | 9.9 | +7.6% |
| MORN | Morningstar, Inc. | 3/9 | 3.5 | — | +7.5% |
All Finance, Insurance & Real Estate companies →
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.
FAQ
Is FHI financially healthy?
FEDERATED HERMES, INC.'s Piotroski F-score is 7/9 (8–9 is excellent, 0–3 weak), and its Altman Z″ distress score is in the safe zone.
Does FHI pay a dividend, and is it safe?
Yes. FEDERATED HERMES, INC. pays a dividend yielding about 2.40% with a 26.0% payout ratio, rated “safe” for safety.
How profitable is FHI?
In FY2025, FEDERATED HERMES, INC. had a net margin of 22.4% and a return on equity of 33.7%.
Is FHI overvalued or undervalued?
FEDERATED HERMES, INC. trades at about 12.3× trailing earnings — near its 10-year norm (10-year range 8.4×–14.8×, median 12.0×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for FHI?
The average Wall-Street price target for FEDERATED HERMES, INC. is $55.57, about 11.8% below the recent price, from 7 analysts (consensus: hold).
Is FHI a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on FEDERATED HERMES, INC.: a Piotroski F-score of 7/9, an Altman Z″ in the safe zone, a P/E of about 10.8×, a dividend yield of 2.40%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.