Federated Hermes
About: Federated Hermes provides asset-management services for institutional and individual investors. The firm had $843.7 billion in managed assets at the end of June 2025, composed of equity (10%), multi-asset (less than 1%), fixed-income (12%), alternative (2%), and money market (75%) funds. The firm's cash-management operations are expected to generate around 52% of Federated's revenue this year, compared with 29%, 11%, and 8%, respectively, for the equity, fixed-income, and alternatives/multi-asset/other operations. The company's products are distributed via trust banks, wealth managers, and retail broker/dealers (67% of AUM), institutional investors (26%), and international clients (7%).
Employees: 2,072
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
230% more call options, than puts
Call options by funds: $2.65M | Put options by funds: $802K
130% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 33
14% more capital invested
Capital invested by funds: $2.55B [Q1] → $2.89B (+$349M) [Q2]
12% more funds holding
Funds holding: 320 [Q1] → 359 (+39) [Q2]
5.79% more ownership
Funds ownership: 76.78% [Q1] → 82.57% (+5.79%) [Q2]
9% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 114
0% more funds holding in top 10
Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
Evercore ISI Group
John Dunn
|
$55
|
Outperform
Maintained
|
5 Sep 2025 |
|
RBC Capital
Kenneth Lee
|
$51
|
Sector Perform
Maintained
|
14 Aug 2025 |
|
JP Morgan
Kenneth Worthington
|
$54
|
Neutral
Upgraded
|
4 Aug 2025 |
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RBC Capital
Arun Viswanathan
|
$45
|
Sector Perform
Maintained
|
10 Jul 2025 |
Financial journalist opinion
Based on 8 articles about FHI published over the past 30 days
