Federated Hermes
About: Federated Hermes provides asset-management services for institutional and individual investors. The firm had $840 billion in managed assets at the end of March 2025, composed of equity (10%), multi-asset (less than 1%), fixed-income (12%), alternative (2%), and money market (76%) funds. The firm's cash-management operations are expected to generate around 54% of Federated's revenue this year, compared with 29%, 12%, and 6%, respectively, for the equity, fixed-income, and alternatives/multi-asset 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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
14% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 100
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 56
4% less capital invested
Capital invested by funds: $2.66B [Q4 2024] → $2.54B (-$119M) [Q1 2025]
2% less funds holding
Funds holding: 327 [Q4 2024] → 320 (-7) [Q1 2025]
2.44% less ownership
Funds ownership: 79.19% [Q4 2024] → 76.76% (-2.44%) [Q1 2025]
52% less call options, than puts
Call options by funds: $427K | Put options by funds: $881K
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
RBC Capital Arun Viswanathan | 3%downside $45 | Sector Perform Maintained | 10 Jul 2025 |
JP Morgan Kenneth Worthington | 13%downside $40 | Underweight Maintained | 9 Jul 2025 |
RBC Capital Kenneth Lee | 7%downside $43 | Sector Perform Maintained | 7 May 2025 |
Evercore ISI Group John Dunn | 11%downside $41 | Outperform Maintained | 28 Apr 2025 |
Financial journalist opinion
Based on 13 articles about FHI published over the past 30 days
