Analysis updated on Oct. 14, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE
On Oct. 14, 2026, FHI is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5379 stocks scored that day.
Federated Hermes, Inc. is a mid-cap company with a market capitalization of $4.11B. It ranks number 17 by market capitalization among the 35 Investment Advice issuers in our coverage with a current forecast.
A per-ticker accuracy statistic for FHI is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% 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 ≥ +1.3%, buy ≥ +0.5%, sell < -0.5%, strong sell < -1.6% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-13 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, FHI included.
Follow FHI free90D 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 | $4.11B | 17/35 |
| P/E Ratio | 9.98x | 18/23 |
| P/B Ratio | 3.28x | 13/31 |
| Dividend Yield | 2.61% | 16/28 |
| EPS | $5.37 | – |
| Book Value/Share | $16.78 | – |
| Revenue/Share | $25.90 | – |
| FCF/Share | $4.91 | – |
| Metric | FHI | Rank |
|---|---|---|
| ROE | 32.9% | 10/33 |
| ROA | 17.7% | 5/37 |
| ROIC | 25.3% | 1/6 |
| Operating Margin | 27.1% | 9/22 |
| Net Margin | 21.3% | 9/34 |
| EBT Margin | 28.7% | 17/36 |
| Tax Rate | 24.9% | – |
| Metric | FHI | Rank |
|---|---|---|
| Current Ratio | 2.59x | 3/7 |
| D/E Ratio | 0.75x | 26/37 |
| Financial Leverage | 1.86x | 26/37 |
| Interest Coverage | 11.5x | 8/21 |
| Working Capital | $406M | 2/7 |
| Metric | FHI | Rank |
|---|---|---|
| Operating Cash Flow | $374M | 17/41 |
| Free Cash Flow | $367M | 13/26 |
| Capital Spending | -$7M | 14/26 |
| OCF Growth YoY | 35.0% | 9/29 |
| FCF Growth YoY | 32.1% | 8/23 |
| FCF/Sales | 19.0% | 17/25 |
| CapEx/Sales | 0.4% | 19/25 |
| Metric | FHI | Rank |
|---|---|---|
| Asset Turnover | 0.83x | 5/33 |
| Fixed Assets Turnover | 73.2x | 5/26 |
| Metric | FHI | Rank |
|---|---|---|
| Total Revenue | $1.93B | 16/34 |
| Operating Income | $524M | 4/25 |
| Net Income | $411M | 10/37 |
| Metric | FHI | Rank |
|---|---|---|
| Dividends Per Share | $1.44 | – |
| Payout Ratio | 26.8% | 18/23 |
| Shares Outstanding | 75M | – |
| Total Current Assets | $660M | 28.3% of assets |
| Cash & Short-term Investments | $302M | 12.9% of assets |
| Total Liabilities | $933M | 40.1% of assets |
| Short-term Debt | $150M | 6.5% of assets |
Companies classified under the same SEC industry code as Federated Hermes, Inc. (Investment Advice): 43 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. | ▶ | $4.11B |
| BX Blackstone Inc. | ▶ | $101.98B |
| KKR Kkr & Co. Inc. | ▶ | $79.52B |
| APO Apollo Global Management, Inc. | ▼ | $68.67B |
| ARES Ares Management Corp | ▶ | $47.70B |
| AMP Ameriprise Financial Inc | ▶ | $43.58B |
| TPG Tpg Inc. | ▶ | $17.35B |
| BEN Franklin Templeton Inc | ▼ | $15.84B |
| OWL Blue Owl Capital Inc. | ▶ | $14.48B |
| CG Carlyle Group Inc. | ▶ | $13.27B |
| IVZ Invesco Ltd. | ▶ | $12.77B |
| EVR Evercore Inc. | ▲ | $10.15B |
| AMG Affiliated Managers Group, Inc. | ▼ | $9.80B |
| HLI Houlihan Lokey, Inc. | ▶ | $9.05B |
| MORN Morningstar, Inc. | ▶ | $7.67B |
| VCTR Victory Capital Holdings, Inc. | ▶ | $6.82B |
| STEP Stepstone Group Inc. | ▶ | $5.29B |
| LAZ Lazard, Inc. | ▶ | $4.08B |
| CNS Cohen & Steers, Inc. | ▲ | $3.54B |
| AAMI Acadian Asset Management Inc. | ▶ | $3.25B |
| AB Alliancebernstein Holding L.P. | ▼ | $3.18B |
| DBRG Digitalbridge Group, Inc. | ▼ | $3.00B |
| GCMG Gcm Grosvenor Inc. | ▲ | $2.60B |
| APAM Artisan Partners Asset Management Inc. | ▶ | $2.53B |
| RPC Ridgepost Capital, Inc. | ▲ | $902M |
| VRTS Virtus Investment Partners, Inc. | ▲ | $864M |
| ABX Abacus Global Management, Inc. | ▲ | $794M |
| HKHC Horizon Kinetics Holding Corp | ▲ | $379M |
| ALTI Alti Global, Inc. | ▲ | $377M |
| RILY Brc Group Holdings, Inc. | ▼ | $196M |
| WHG Westwood Holdings Group Inc | ▶ | $167M |
| SAMG Silvercrest Asset Management Group Inc. | ▲ | $125M |
| HNNA Hennessy Advisors Inc | ▲ | $81M |
| MLCI Mount Logan Capital Inc. | ▶ | $34M |
| IWSH Wright Investors Service Holdings, Inc. | ▼ | $2M |
| ENDI Endi Corp. | ▶ | N/A |
| HLNE Hamilton Lane Inc | ▶ | N/A |
| ILLR Triller Group Inc. | ▼ | N/A |
| MAAS Maase Inc. | ▼ | N/A |
| MC Moelis & Co | ▶ | N/A |
| NOAH Noah Holdings Ltd | ▼ | N/A |
| PAX Patria Investments Ltd | ▶ | N/A |
| PJT Pjt Partners Inc. | ▲ | N/A |
Through this planned collaboration, Federated Hermes will bring its deep active management expertise, a long-established commitment to fiduciary responsibilities, along with a growing suite of ...
Federated Hermes, Inc. (NYSE: FHI), a global leader in active investing, will report financial and operating results for the quarter ended Sept. 30, 2026, after the market closes on Thursday, Oct. 29, ...
1) A Separate Account was reclassified from Multi-Asset to Equity effective October 1, 2025. View original content:https://www.prnewswire.com/news-releases/federated ...
On Oct. 14, 2026, FHI is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 5379 stocks scored that day.
A per-ticker accuracy statistic for FHI is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% 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 Oct. 14, 2026.
43 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), Tpg Inc. (TPG).
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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