NYSE · Asset Management

FHI (FHI) Stock

$64.07 -1.37% NYSE: FHI Financial Services

Valuation

MetricValue
Price$64.07
Market Cap$4.86B
P/E Ratio10.47
P/B Ratio3.41
P/S Ratio2.19
EPS (TTM)$5.13
52-Week High$64.07
52-Week Low$41.96
Dividend Yield2.61%

Financials & Margins

MetricValue
ROE33.67%
ROA17.60%
ROCE42.36%
Gross Margin29.54%
Operating Margin29.54%
Net Margin21.42%
Debt/Equity0.37
Current Ratio41.55

Annual Financials (USD)

Metric20212022202320242025
Revenue$1.3B$1.4B$1.6B$1.6B$1.8B
Operating Profit$366.0M$337.0M$388.0M$361.0M$535.0M
Net Profit$270.0M$239.0M$299.0M$268.0M$403.0M
EPS$2.75$2.65$3.40$3.23$5.13
Op Margin28.2%23.3%24.1%22.1%29.5%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$2.0B$2.0B$2.1B$2.1B$2.3B
Total Liabilities$841.0M$913.0M$948.0M$934.0M$1.0B
Cash$233.0M$337.0M$383.0M$504.0M$584.0M
Borrowings$346.0M$453.0M$458.0M$462.0M$457.0M

Latest News

These 4 Stocks Top Buy Points. You Probably Know Two Of Them. Investor's Business Daily · Jul 10, 2026 Federated Hermes Premier Municipal Income Fund declares dividend PR Newswire · Jul 10, 2026 What Federated Hermes (FHI)'s New Ultrashort Bond ETF Launch Means For Shareholders Simply Wall St. · Jul 3, 2026 Federated Hermes, Inc. announces second quarter 2026 earnings and conference call dates PR Newswire · Jul 2, 2026 Why Federated Hermes (FHI) is a Great Dividend Stock Right Now Zacks · Jun 26, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$170.0M$324.0M$312.0M$347.0M$297.0M
Investing Cash Flow$0$-37.0M$-39.0M$60.0M$163.0M
Financing Cash Flow$-292.0M$-197.0M$-145.0M$-102.0M$-297.0M
Net Cash Flow$-71.0M$103.0M$46.0M$121.0M$77.0M
Free Cash Flow$160.0M$320.0M$304.0M$343.0M$295.0M

Valuation & Return Ratios

MetricValue
PEG Ratio—
EV / EBITDA7.09
FCF Yield7.41%
Quick Ratio39.13
Interest Coverage41.15
Return 1Y23.98%
Return 3Y80.02%
Return 5Y116.98%

Ownership

Insiders Held3.84%
Institutions Held90.37%
Institutions Float Held93.97%
Institutional HolderSharesReport Date
Blackrock Inc.5,924,1562026-03-31
Vanguard Portfolio Management LLC4,603,9652026-03-31
FMR, LLC4,585,4652026-03-31
Vanguard Capital Management LLC3,230,4412026-03-31
LSV Asset Management2,882,2292026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ABAllianceBernstein Holding L.P. $38.10 +1.25% 11.72 $4.21B 0.00%
AGO $82.74 -0.18% 7.64 $3.66B 1.85%
APAM $42.78 +0.19% 9.03 $3.04B 10.48%
CNS $81.66 -0.93% 24.11 $4.20B 3.59%
FSK $10.75 -2.18% 268.00 $3.01B 24.07%

About FHI

FHI stock trades at $64.07 with a market capitalization of $4.86B. The stock is valued at a price-to-earnings (P/E) ratio of 10.47, price-to-book of 3.41, price-to-sales of 2.19. Over the past 52 weeks the stock has ranged between $41.96 and $64.07, and currently trades at its 52-week high. It pays a dividend yielding 2.61%.

On profitability, FHI generates a return on equity (ROE) of 33.67% — well above the market average, a sign of a high-quality business, return on capital employed of 42.36%, an operating margin of 29.54%, a net profit margin of 21.42%.

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