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Federated Hermes (FHI)

(Delayed Data from NYSE)

$32.80 USD

32.80
1,806,404

-1.35 (-3.95%)

Updated Apr 26, 2024 04:00 PM ET

After-Market: $32.79 -0.01 (-0.03%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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A Value B Growth A Momentum A VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 20% (50 out of 252)

Industry: Financial - Investment Management

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Better trading starts here.

Balance Sheet

Research for FHI

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Federated Hermes, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 383 337 233 302 249
Receivables 124 94 96 106 102
Notes Receivable 0 0 0 0 0
Inventories 178 185 193 137 91
Other Current Assets 36 35 37 31 19
Total Current Assets 721 651 559 575 461
Net Property & Equipment 31 36 47 53 52
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 1,217 1,210 1,270 1,282 1,221
Deposits & Other Assets 35 31 33 29 46
Total Assets 2,102 2,020 2,018 2,061 1,880
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 88 74 64 62 69
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 158 150 162 171 137
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 24 15 27 17 11
Total Current Liabilities 287 257 271 265 231
Mortgages 0 0 0 0 0
Deferred Taxes/Income 186 180 205 188 165
Convertible Debt 0 0 0 0 0
Long-Term Debt 348 348 223 75 100
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 32 41 36 37 23
Minority Interest (Liabilities) 26 62 63 237 212
Total Liabilities 974 975 904 924 839
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 475 441 449 419 392
Capital Surplus 0 0 0 0 0
Retained Earnings 1,195 1,016 1,187 1,028 930
Other Equity -20 -46 16 15 0
Treasury Stock 521 365 538 325 281
Total Shareholder's Equity 1,128 1,046 1,114 1,137 1,041
Total Liabilities & Shareholder's Equity 2,102 2,020 2,018 2,061 1,880
Total Common Equity 1,128 1,046 1,114 1,137 1,041
Shares Outstanding 84.80 89.20 93.40 99.30 101.10
Book Value Per Share 13.30 11.72 11.93 11.45 10.30

Fiscal Year End for Federated Hermes, Inc falls in the month of December.

All items in Millions except Per Share data.

3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Assets          
Cash & Equivalents -99,999 383 377 343 324
Receivables NA 124 125 138 110
Notes Receivable NA 0 0 0 0
Inventories NA 178 177 178 164
Other Current Assets NA 36 32 36 38
Total Current Assets NA 721 712 694 636
Net Property & Equipment NA 31 31 31 33
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 1,217 1,204 1,222 1,214
Deposits & Other Assets NA 35 33 31 32
Total Assets NA 2,102 2,080 2,060 1,999
Liabilities & Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 88 80 82 95
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 158 125 100 69
Income Taxes Payable NA 0 0 0 22
Other Current Liabilities NA 24 35 33 7
Total Current Liabilities NA 287 256 235 212
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 186 177 180 181
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 348 348 348 348
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 34 32 35
Minority Interest (Liabilities) NA 26 71 58 40
Total Liabilities NA 974 980 926 892
Shareholders Equity 3/31/2024 12/31/2023 9/30/2023 6/30/2023 3/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 475 468 461 452
Capital Surplus NA 0 0 0 0
Retained Earnings NA 1,195 1,148 1,098 1,051
Other Equity NA -20 -43 -22 -36
Treasury Stock NA 521 473 404 360
Total Shareholder's Equity NA 1,128 1,100 1,134 1,107
Total Liabilities & Shareholder's Equity NA 2,102 2,080 2,060 1,999
Total Common Equity 0 1,128 1,100 1,134 1,107
Shares Outstanding 84.40 84.80 86.20 88.30 89.50
Book Value Per Share 0.00 13.30 12.76 12.84 12.37