FHI Stock Risk & Deep Value Analysis
Federated Hermes Inc
Financial Services • Asset Management
DVR Score
out of 10
The Bottom Line on FHI
We analyzed Federated Hermes Inc using our deep value framework. Sign in to see our full verdict and DVR Score.
We ran FHI through our deep value framework — analyzing financial health, distress signals, competitive moat, and risk factors. Here's what we found.
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Weekly adjusted close · Quarterly revenue & EPS · DVR score history
FHI Quality Rating
FHI Stock Risk Analysis
Overall Risk
Moderate
Financial Risk
Low
Market Risk
Medium
About Federated Hermes Inc (FHI)
Sector
Financial Services
Industry
Asset Management
Market Cap Category
mid
Market Cap
$4.39B
FHI Deep Value Analysis
FHI Research Sources
No external source links for this analysis yet. Run a fresh analysis to capture SEC filings and financial news articles we used.
For educational context only. Not financial advice.
FHI Red Flags & Warning Signs
- ⚠
Global market downturn impacting AUM and fee revenue
- ⚠
Failure of FCP acquisition to deliver expected synergies or growth
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FHI Financial Health Metrics
Market Cap
$4.39B
P/E Ratio
11.24
Profit Margin
22.40%
Debt-to-Equity
0.29
Dividend Yield
2.40%
Beta (Volatility)
0.73
Earnings Per Share
$1.39
FHI Competitive Moat Analysis
Moat Rating
Narrow
Moat Trend
Stable
Moat Sources
3 Identified
FHI benefits from a strong, established brand and diversified product set, making it sticky for institutional clients due to switching costs. Its large AUM provides efficient scale advantages. However, it faces ongoing fee pressure and competition.
FHI Competitive Moat Analysis
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FHI Catalysts & Growth Drivers
Near-Term (0-6 months)
- •Q1 2026 Earnings report on April 23, 2026
- •Updates on FCP acquisition progress (expected Q2 close)
Medium-Term (6-18 months)
- •Further details or milestones regarding the 'tokenization focus'
- •International expansion progress, particularly with Hong Kong office initiatives
Long-Term (18+ months)
- •Successful integration and growth contribution from FCP acquisition
- •Potential for tokenization to open new, scalable revenue streams
Catalysts & Growth Drivers
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FHI Bull Case: What Could Go Right
- ✓
Acceleration in net positive AUM flows into higher-margin asset classes (equities, alternatives)
- ✓
Concrete announcements or partnerships regarding the tokenization initiative
- ✓
Further insider selling or buying activity by key executives
Bull Case Analysis
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FAQ
What is the DVR Score for Federated Hermes Inc (FHI)?
As of April 7, 2026, Federated Hermes Inc has a DVR Score of 0.2 out of 10, placing it in the "Distressed" category. This score is generated by our AI-powered deep value analysis framework that evaluates growth potential, financial health, competitive moat, and risk factors.
What is the market capitalization of Federated Hermes Inc?
Federated Hermes Inc's market capitalization is approximately $4.4B. The company operates in the Financial Services sector within the Asset Management industry.
What ticker symbol does Federated Hermes Inc use?
FHI is the ticker symbol for Federated Hermes Inc. The company trades on the NYQ.
What is the risk level for FHI stock?
Our analysis rates Federated Hermes Inc's overall risk as Moderate. This assessment considers execution risk, market risk, financial risk, competitive risk, and regulatory risk. For a full breakdown, see the risk analysis section above.
What is the P/E ratio of FHI?
Federated Hermes Inc currently has a price-to-earnings (P/E) ratio of 11.2. This is below the market average, which could indicate the stock is undervalued or facing headwinds.
Does Federated Hermes Inc pay a dividend?
Yes, Federated Hermes Inc pays a dividend with a current yield of approximately 2.40%.
Is Federated Hermes Inc's revenue growing?
Federated Hermes Inc has reported revenue growth of 13.7%. The company is showing strong top-line momentum.
Is FHI stock profitable?
Federated Hermes Inc has a profit margin of 22.4%. This indicates strong profitability.
How often is the FHI DVR analysis updated?
Our AI-powered analysis of Federated Hermes Inc is refreshed regularly to incorporate the latest financial data, market conditions, and news. The most recent update was on April 7, 2026.
Important Disclaimer – Not Financial Advice
Deep Value Reports is an independent research platform for educational and informational purposes only. We are not financial advisors, investment advisors, or licensed professionals. The analysis, scores, and information provided should not be construed as personalized investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services.
All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consult with a qualified financial advisor.