Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Why FHI Stock surged +6.98% Today — RQD Quant Desk Flash
Federated Hermes Inc. (FHI) earns a Roarable Rating of B (Buy) with 74/100 RQD Confidence. High-quality cash engine (steady margins, 40% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is FHI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Federated Hermes Inc. (NYSE: FHI) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $62.56 (+6.98% 1D, market cap $4.37B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 19/20. Across 1097 tracked Financials issuers, FHI ranks #50 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does FHI compare to MC and HLNE in the Financials sector?
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Within the Financials sector (Investment Managers), FHI carries a Roarable B (74/100 RQD), trailing P/E of 10.7x, gross margin of —, and ROIC of 39.8%. By comparison, MC (Moelis & Company) holds a C grade (64/100 RQD, P/E 18.1x, ROIC 42.8%, cap $4.59B) and HLNE (Hamilton Lane Incorporated) posts a C+ grade (66/100 RQD, P/E 18.9x, ROIC 24.7%, cap $4.62B). Among the 5-stock peer group, FHI leads on earnings multiple (10.7x) while MC leads on capital efficiency (42.8% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for FHI?
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Per FHI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001056288), Federated Hermes Inc. generated $1.80B in revenue (+10.3% YoY), $403.3M in net income, and $294.6M in free cash flow against $2.23B in total assets and $434.6M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 86% Net Buy • Cannibal Buyback (-3.20% YoY Shares)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 8/9
Macro rate sensitivity & RSI-14 (57.6) create a -7 pt regime headwind
⚔️ Adversarial Opposing Case: Why the FHI Bull Thesis Could Fail
Even with a 74/100 (B) score, FHI faces multiple-compression risk if 10.7x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Broader market pullbacks can still drag down strong stocks in the short run.
Dilution & Margin Drag: Cannibal Buyback (-3.20% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($58.20) or 200D SMA ($57.46) invalidates the momentum regime and cuts Target Base ($67.06) toward Bear Floor ($51.30).
Why FHI Stock surged +6.98% Today — RQD Quant Desk Flash
Federated Hermes Inc. (FHI) surged +6.98% to $62.56, trading at 77% of its 52-week range ($47.27 – $67.2). High-quality cash engine (steady margins, 40% return on capital) with steady institutional support.
- ▸Technical Tape: Trading at 77% of its 52-week range ($47.27 – $67.2) with RSI-14 at 57.6 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±5.1% around $62.56 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable B (Buy) backed by 52% gross margin and $294.6M annual free cash flow.
ChartMill report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
FHI's record $110.5B equity AUM in Q3, positive net inflows and strong MDT strategy demand fuel growth. Can the momentum last?
Scheduled RQD Strong Buys & Whale Accumulation Briefing (FHI Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
FHI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +10.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on FHI today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for FHI. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (FHI)
1. Head-to-Head Financials Peer Comparison (FHI vs. MC, HLNE, LAZ, CNS)
Industry: Investment Managers (79 Tracked Issuers)Across 1097 tracked Financials securities in the Roarable RQD universe, Federated Hermes Inc. (FHI) ranks #50 by composite RQD confidence (74/100, grade B) and #298 by equity capitalization ($4.37B). Within this direct 5-issuer industry benchmark cohort, FHI leads on earnings valuation at 10.7x trailing P/E, while MC leads on capital efficiency and profitability with 42.8% ROIC and — gross margin. FHI currently leads its immediate peer cohort in composite quantitative strength at 74/100 (B).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| FHI
ACTIVE
Federated Hermes Inc. | B | 74/100 | 10.7x | — | 39.8% | +6.98% | $4.37B | Benchmark Subject |
| MC Moelis & Company | C | 64/100 | 18.1x | — | 42.8% | +4.08% | $4.59B | /mc-vs-fhi → |
| HLNE Hamilton Lane Incorporated | C+ | 66/100 | 18.9x | — | 24.7% | +4.68% | $4.62B | /hlne-vs-fhi → |
| LAZ Lazard Inc. | C- | 59/100 | 16.3x | — | 24.4% | +2.11% | $3.75B | /laz-vs-fhi → |
| CNS Cohen & Steers Inc | D- | 43/100 | 24.5x | — | 33.7% | +2.62% | $3.73B | /cns-vs-fhi → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001056288 ↗In its most recent audited fiscal period (FY2025, filed 2025-12-31), Federated Hermes Inc. (FHI) reported GAAP revenue of $1.80B (+10.3% vs. FY2024 revenue of $1.63B , and +11.9% cumulative change since FY2023) , GAAP net income of $403.3M, operating cash flow of $297.3M, and free cash flow of $294.6M (-14.0% YoY). On the balance sheet, FHI closed FY2025 with $2.23B in total assets against $434.6M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 8/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $1.80B | $403.3M | $297.3M | $294.6M | $2.23B | $434.6M |
| FY2024 (FY) | 2024-12-31 | $1.63B | $268.3M | $346.6M | $342.5M | $2.08B | $420.3M |
| FY2023 (FY) | 2023-12-31 | $1.61B | $299.0M | $311.8M | $239.4M | $2.38B | $557.4M |
3. FHI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs FHI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Federated Hermes Inc. (NYSE: FHI) is rated B (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 74/100 at a spot price of $62.56 (+6.98% 1D, market cap $4.37B). Pillar breakdown: Fundamental Cash Engine 14/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 13/20, and Executive Insider Alignment 19/20. Across 1097 tracked Financials issuers, FHI ranks #50 in composite RQD confidence.
How does FHI compare to MC and HLNE in the Financials sector?
Within the Financials sector (Investment Managers), FHI carries a Roarable B (74/100 RQD), trailing P/E of 10.7x, gross margin of —, and ROIC of 39.8%. By comparison, MC (Moelis & Company) holds a C grade (64/100 RQD, P/E 18.1x, ROIC 42.8%, cap $4.59B) and HLNE (Hamilton Lane Incorporated) posts a C+ grade (66/100 RQD, P/E 18.9x, ROIC 24.7%, cap $4.62B). Among the 5-stock peer group, FHI leads on earnings multiple (10.7x) while MC leads on capital efficiency (42.8% ROIC).
What are the biggest fundamental strengths and SEC risk factors for FHI?
Per FHI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001056288), Federated Hermes Inc. generated $1.80B in revenue (+10.3% YoY), $403.3M in net income, and $294.6M in free cash flow against $2.23B in total assets and $434.6M in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run. Institutional options positioning shows a 50% call / 50% put premium split.
Where is FHI trading relative to its 50-day, 200-day, and 52-week technical levels?
FHI last traded at $62.56 (+6.98% on volume of 1,131,600 shares), positioning the stock +7.49% above its 50-day simple moving average ($58.20) and +8.88% above its 200-day simple moving average ($57.46). Across its 52-week range of $47.27 to $67.20, FHI sits at the 76.7% percentile with a 14-day RSI of 57.6 (BULLISH MOMENTUM) and an implied next-earnings move of ±5.1% ($59.37 to $65.75).
FHI — Federated Hermes Inc.: What the Facts Mean to a Prospective Investor
1. Roarable Rating Brief: What This Means to a Prospective Investor
Federated Hermes Inc. (FHI) earns a live Roarable RQD composite score of 74/100, corresponding to a B letter grade (Roarable Buy) at a spot price of $62.56 (+6.98% 1D, market capitalization $4.37B).
- Fundamental Cash Engine (14/20): Anchored by return on invested capital (ROIC) of 39.8%, gross margin of —, operating margin of 28.5%, and free cash flow yield of 6.80%.
- Whale 13F & Options Flow (13/20) + Insider Conviction (19/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (13/20) + Forensic Balance Sheet (15/20): Incorporates a 1.03x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 8/9, and Debt/Equity of N/A.
2. Business Model, Unit Margins & SEC Financial Trajectory
Federated Hermes Inc. Is a NYSE-listed issuer classified in the Financials sector and the Investment Managers industry. Gross margin is listed as 0% in the market data, which is not interpretable as an operating fact without further context. — for further business detail.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Federated Hermes Inc. (FHI) reported $1.80B in annual revenue (up from $1.63B in FY2024, +10.3% YoY) and $403.3M in GAAP net income. Over the multi-year SEC filing window from FY2023 ($1.61B revenue, $299.0M net income) through FY2025, FHI scaled operating cash flow to $297.3M and free cash flow to $294.6M, backed by $2.23B in total assets against $434.6M in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (B • RQD 74/100): Company leadership has skin in the game with net positive insider conviction. Clean SEC annual filing review with no major hidden accounting time-bombs. With Fundamental Cash Engine at 14/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $47.27 – $67.20 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Broader market pullbacks can still drag down strong stocks in the short run. Investors must weigh 10.7x trailing P/E and 8.0x EV/EBITDA against 28.5% operating margins and a 1.03x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
The only sector-level input is the beta of 1.03 and the Macro Regime Fit pillar, which indicates moderate sensitivity to broader sector and market moves.
- Key Question #1: Can FHI sustain or expand its 28.5% operating margin and 39.8% ROIC against Investment Managers peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $1.80B and free cash flow of $294.6M, how will capital allocation balance growth reinvestment against $434.6M in total debt?
- Key Question #3: How sensitive is FHI's 10.0x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 1.03x)?
FHI Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Federated Hermes Inc. (FHI) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
ChartMill report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Federated Hermes Inc. (FHI) market action, institutional positioning, and fundamental catalysts.
FHI Bull vs. Bear Conversation Board — What's Your Call at $62.56?
Cash generation and high return on capital (ROIC 39.8%) with insider conviction scoring 19 of 20 on a 10.7 P/E (TTM).
Picked up a starter position in FHI in my $100K Virtual Cash book at $58.48. Cash generation and high return on capital (ROIC 39.8%) with insider conviction scoring 19 of 20 on a 10.7 P/E (TTM).. Trading inside a $47.30–$67.20 52-week range with 6.8% FCF yield gives solid downside support if Investment Managers multiples expand this quarter.
@SkepticalCFA Shorting a 13/20 institutional whale-flow stock at $58.48 is dangerous when funds are rotating into Financials.
FCF fell from $342.5M to $294.6M while institutional flow scores only 11 of 20 and no holder data is available to verify it.
FCF fell from $342.5M to $294.6M while institutional flow scores only 11 of 20 and no holder data is available to verify it.. Look at the math on FHI: paying 10.7x trailing P/E for 39.8% ROIC and 28.5% operating margins leaves zero margin of safety if Investment Managers demand softens. I'd wait for a retest of $51.46 before getting long.