Federated Hermes, Inc.

FHI Financial Asset Management

Federated Hermes, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $1.8 billion, up 10.3% from fiscal 2024.

Revenue
+8.07%
EPS
+11.9%
Free cash flow
+18.3%
Total debt
+0.08%

Quarter to September 2026, against a year earlier

63.53 0.13 −0.20%
Market cap
$4.7B
P/E
11.6×
Fwd P/E
10.4×
Dividend yield
2.25%
F-score
7/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

Federated Hermes, Inc. (FHI) Return on invested capital

Alert me on Return on invested capital

Federated Hermes, Inc.'s return on invested capital over the twelve months to 30 September 2026 was 27.1%, down 6.3 percentage points from fiscal 2025 (33.4%). Over the past ten years it has ranged from 19.9% (fiscal 2022) to 34.7% (fiscal 2017); the current reading is higher than 91% of that period. That is above the Asset Management industry median of 2.12% and above the Financial sector median of 4.70%.

Return on invested capital, annual

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Annual newest first

Period Return on invested capital Change (points)
FY2025 33.4% 9.30
FY2024 24.1% 1.90
FY2023 22.2% 2.24
FY2022 19.9% (0.81)
FY2021 20.7% (7.98)
FY2020 28.7% 4.33
FY2019 24.4% (0.33)
FY2018 24.7% (10.00)
FY2017 34.7% 2.76
FY2016 32.0% 5.79

Against its own ten years

Low 19.9% High 34.7%
Ten-year median 24.7%
Current reading's percentile 91

Return on invested capital against peers

What Return on invested capital is

Return on Invested Capital shows how much after-tax operating profit a company earns on the money its lenders and shareholders have put in.

TTM: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) (latest quarter) + Long Term Debt (Total) (latest quarter) + Current Part of Debt (latest quarter) − Cash & Short Term Investments (latest quarter)); Annual: (Operating Income × 0.625) ÷ (Shareholders Equity (Total) + Long Term Debt (Total) + Current Part of Debt − Cash & Short Term Investments)

The full definition of Return on invested capital →

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