FEDERATED HERMES, INC.(FHI)Stock Analysis
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Rank #301 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
FHI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for FEDERATED HERMES, INC. (FHI), a Financials sector company. 13F Pro's AI-powered ranking engine scores FHI at 70.6/100 on a 32-signal composite quality model, placing it at rank #301 of 2,879 stocks — the top 25% of the AI-ranked universe. FHI scores in the top quartile across balance sheet strength (95.3), institutional flow (89.9), profitability (88.4). Shareholder dilution risk is elevated at 45.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), FEDERATED HERMES, INC. reports quarterly revenue of $479.0M, net income of $96.4M, an operating margin of 26.4%. Top institutional holders of FHI by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, FMR, based on the most recent SEC filings. FHI trades on the NYSE exchange and files with the SEC under CIK 1056288. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FHI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for FEDERATED HERMES, INC. directly from SEC EDGAR. FEDERATED HERMES, INC.'s 13F Pro composite quality score has ranged between 8 and 76 since 2021, currently 70.6 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$479.0M
Net Income
Q1 2026
$96.4M
Free Cash Flow
Q1 2026
$24.0M
Operating Margin
Q1 2026
26.4%
D/E Ratio
Q1 2026
0.29
AI Insight: FHI Ratio Trends
FHI's profitability stabilized in a 26–28% operating margin band after Q2 2024's anomalous 10.1% dip, while leverage continues a quiet decline to 0.29 D/E.
• Operating margin rebounded sharply from 10.1% in Q2 2024 to a 26–31% range across subsequent quarters, signaling the Q2 2024 dip was transitory.
• D/E ratio declined steadily from 0.34 in Q2 2024 to 0.29 in Q1 2026, reflecting gradual balance sheet strengthening.
• Q1 2026 operating margin dipped to 26.4% and ROE fell to 32.0%, down from Q4 2025's 28.1% and 35.8% respectively.
⚠ Q1 2026 ROIC slipped to 32.5% from Q4 2025's 35.1% — monitor whether this seasonal softness persists into Q2 2026.
⚠ Q1 historically shows peak margins (Q1 2025 hit 31.1% OpMargin); Q1 2026's 26.4% underperformed that seasonal pattern — warrants explanation.
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Available Research
13F Pro tracks comprehensive data for FEDERATED HERMES, INC. including:
Top Institutional Holders of FHI
BlackRock, Inc.
$336.0M5,924,156 shVANGUARD PORTFOLIO MANAGEMENT LLC
$261.1M4,603,965 shFMR LLC
$260.0M4,585,465 shVANGUARD CAPITAL MANAGEMENT LLC
$183.2M3,230,441 shSchneider Downs Wealth Management Advisors, LP
$154.7M2,727,878 shFULLER & THALER ASSET MANAGEMENT, INC.
$150.2M2,647,726 shAQR CAPITAL MANAGEMENT LLC
$146.2M2,583,447 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$142.0M2,504,133 shDIMENSIONAL FUND ADVISORS LP
$127.5M2,248,200 shInvesco Ltd.
$126.1M2,223,955 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $336.0M | 5,924,156 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $261.1M | 4,603,965 |
| FMR LLC | $260.0M | 4,585,465 |
| VANGUARD CAPITAL MANAGEMENT LLC | $183.2M | 3,230,441 |
| Schneider Downs Wealth Management Advisors, LP | $154.7M | 2,727,878 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $150.2M | 2,647,726 |
| AQR CAPITAL MANAGEMENT LLC | $146.2M | 2,583,447 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $142.0M | 2,504,133 |
| DIMENSIONAL FUND ADVISORS LP | $127.5M | 2,248,200 |
| Invesco Ltd. | $126.1M | 2,223,955 |
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Popular Research
Is FHI a good stock to buy?
13F Pro's AI-powered analysis of FEDERATED HERMES, INC. (FHI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FHI are available on the FHI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own FHI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FHI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of FEDERATED HERMES, INC.'s investment landscape.