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Federated Hermes, Inc. FHI NYSE

NYSE • Financial Services • Asset Management • US • USD

SharesGrow Score
77/100
6/7 Pass
SharesGrow Intrinsic Value
$98.18
+68.4%
Analyst Price Target
$55.00
-5.7%

Federated Hermes, Inc. (FHI) is a Asset Management company in the Financial Services sector, currently trading at $58.30. It has a SharesGrow Score of 77/100, indicating a strong investment profile with 6 out of 7 criteria passed.

SharesGrow calculates the intrinsic value of FHI = $98.18 (+68.4% from the current price, the stock appears undervalued). Analyst consensus target is FHI = $55 (-5.7% upside).

Valuation: FHI trades at a trailing Price-to-Earnings (P/E) of 10.4 (S&P 500 average ~25) with a forward Price/Earnings-to-Growth (PEG) of 0.85.

Financials: revenue is $1.8B, +7.9%/yr average growth. Net income is $403M, growing at +21.6%/yr. Net profit margin is 22.3% (strong). Gross margin is 73.6% (+9.1 pp trend).

Balance sheet: total debt is $457M against $1.2B equity (Debt-to-Equity (D/E) ratio 0.38, conservative). Current ratio is 41.26 (strong liquidity). Debt-to-assets is 20%. Total assets: $2.3B.

Analyst outlook: 4 / 21 analysts rate FHI as buy (19%) — mixed sentiment.

SharesGrow 7-Criteria breakdown: Value 73/100 (Pass), Growth 83/100 (Pass), Past 100/100 (Pass), Health 100/100 (Pass), Moat 74/100 (Pass), Future 26/100 (Fail), Income 85/100 (Pass).

$55.00
▼ 5.66% Downside
Average Price Target
The 12-month price target for Federated Hermes, Inc. is $55.00.

FHI SharesGrow Score Overview

77/100
SharesGrow Score
Strong investment profile
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VALUE 73/100
Valuation — P/E, PEG, Forward PEG
GROWTH 83/100
Financials — average growth
PAST 100/100
strong — trend
HEALTH 100/100
Balance sheet — Debt-to-Equity (D/E) ratio, Current ratio is
MOAT 74/100
Gross margin is + market cap
FUTURE 26/100
Analyst outlook — as buy
INCOME 85/100
Net profit margin is
Scores derived from financial statements, analyst ratings, and balance sheet data.

Score Breakdown — FHI

VALUE Pass
73/100
FHI trades at a trailing Price-to-Earnings (P/E) of 10.4 (S&P 500 average ~25). Forward PEG 0.85 — Peter Lynch undervalued (≤1.0). Trailing PEG 1.21. Analyst consensus target is $55, implying -5.7% from the current price $58. Composite: Price-to-Earnings (20%) + Forward Price/Earnings-to-Growth (35%) + upside (25%) + trailing PEG (20%). ≥ 60 = Pass.
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GROWTH Pass
83/100
FHI: +7.9%/yr revenue is, +21.6%/yr Net income is average growth. > 5%/yr — strong. Score: >20%/yr = 100, >10% = 80, >5% = 65, >0% = 45, < 0 = 15.
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PAST Pass
100/100
FHI: 4 / 4 years profitable. strong — 100%. Score = 4 / 4 × 100. ≥ 80 = Pass.
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HEALTH Pass
100/100
Balance sheet FHI: Debt-to-Equity (D/E) ratio 0.38 (conservative), Current ratio is 41.26 (strong liquidity). Debt-to-Equity < 0.5, Current Ratio > 1.5, Interest Coverage > 8x = ideal. ≥ 70 = Pass.
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MOAT Pass
74/100
FHI: Gross margin is 73.6% (+9.1 pp trend), $4B market cap. Moat (0-100): margin (35%) + trend (15%) + market cap (30%) + revenue is (20%). Score 74/100. ≥ 70 = Pass.
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FUTURE Fail
26/100
Analyst outlook: 4 / 21 analysts rate FHI as buy (19%). Analyst consensus target is $55 (-5.7% upside). Score: 60% buy consensus + 40% upside. ≥ 60 = Pass.
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INCOME Pass
85/100
FHI: Net profit margin is 22.3%. healthy (≥15%). Score: ≥30% = 100, ≥20% = 85, ≥15% = 70, ≥10% = 55, ≥5% = 45, ≥0% = 30, < 0 = 10.
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Stock Chart & Stats

Market Data
52-Week Range35.05-58.57
Volume906.13K
Avg Volume (30D)777.55K
Market Cap$4.43B
Beta (1Y)0.65
Dividend Yield$1.3600
Share Statistics
EPS (TTM)5.37
Shares Outstanding$75.1M
IPO Date1998-05-14
Employees2,000
CEOJohn Christopher Donahue
Financial Highlights & Ratios
Revenue (TTM)$1.81B
Gross Profit$1.33B
EBITDA$582.52M
Net Income$403.3M
Operating Income$535M
Total Cash$725.65M
Total Debt$457.01M
Net Debt$-126.88M
Total Assets$2.29B
Price / Earnings (P/E)10.9
Price / Sales (P/S)2.45
Analyst Forecast
1Y Price Target$55.00
Target High$55.00
Target Low$55.00
Upside-5.7%
Rating ConsensusHold
Analysts Covering21
Buy 19% Hold 67% Sell 14%
Price Target Summary
Company Info
CountryUS
ExchangeNYSE
CurrencyUSD
ISINUS3142111034

Price Chart

FHI
Federated Hermes, Inc.  ·  NYSE
Financial Services • Asset Management
35.05 52WK RANGE 58.57
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