Federated Hermes (FHI)

EMPEF GP Limited, Guernsey company • Federated Administrative Services, Inc. • Federated Advisory Services Company • Federated Equity Management Company • Federated Global Holdings LLC • Federated Global Investment Management Corp. • Federated Hermes (UK) LLP, a United Kingdom limited liability partnership • Federated Hermes Diversified Infrastructure GP LLP, a United Kingdom company • Federated Hermes European Direct Lending Fund II GP, Sarl • Federated Hermes European Real Estate Debt Fund GP S.a.r.l. ...

IRS number

251111467

SEC advisor number

801-78591

FINRA CRD number

169087

AUM ?

$19.96 bn (as of 25 Jun 20)

Accounts

10 (as of 25 Jun 20)

Employees

16 (10 investment advisory or research)

Address

Federated Hermes
1001 LIBERTY AVENUE
PITTSBURGH
PA 15222

Phone

4122881900

Brochures

Fed Uk Part 2 2023 (29 Mar 23)

FHI stock data

1M 3M 6M 1Y

Analyst ratings and price targets

Last 3 months

Average target

$42.60

Low target

$39.00

High target

$46.00

Latest filings (excl ownership)

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25 Oct 24

Federated Hermes, Inc. reports record assets under management with third quarter 2024 earnings

24 Oct 24

N-PX

Annual report of proxy voting record

26 Jul 24

Federated Hermes, Inc. reports record assets under management with second quarter 2024 earnings

26 Apr 24

Results of Operations and Financial Condition

25 Apr 24

DEF 14C

Information statement

23 Feb 24

Federated Hermes, Inc. reports fourth quarter and full-year 2023 earnings

25 Jan 24

Transcripts

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FHI

Earnings call transcript

2024 Q3

25 Oct 24

FHI

Earnings call transcript

2024 Q2

26 Jul 24

FHI

Earnings call transcript

2024 Q1

26 Apr 24

FHI

Earnings call transcript

2023 Q4

26 Jan 24

FHI

Earnings call transcript

2023 Q3

27 Oct 23

FHI

Earnings call transcript

2023 Q2

28 Jul 23

FHI

Earnings call transcript

2023 Q2

28 Jul 23

FHI

Earnings call transcript

2023 Q1

28 Apr 23

FHI

Earnings call transcript

2022 Q4

27 Jan 23

FHI

Earnings call transcript

2022 Q3

28 Oct 22

Latest ownership filings

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Paul A Uhlman

20 Nov 24

Saker Anwar Nusseibeh

Theodore W Zierden III

20 Nov 24

J CHRISTOPHER DONAHUE

Financial summary

Financial statements Chart FHI financial data

Quarter (USD)	Sep 24	Jun 24	Mar 24	Dec 23
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 23	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	378.62 mm	378.62 mm	378.62 mm	378.62 mm	378.62 mm	378.62 mm
Cash burn (monthly)	(no burn)	218.42 k	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	609.69 k	n/a	n/a	n/a	n/a
Cash remaining	n/a	378.01 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	1730.7	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

FHI institutional ownership history Ownership history

79.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	293	310	-5.5%
Opened positions	34	34	–
Closed positions	51	39	+30.8%
Increased positions	86	124	-30.6%
Reduced positions	121	108	+12.0%

13F shares	Current	Prev Q	Change
Total value	2.21 tn	2.01 tn	+10.2%
Total shares	68.85 mm	69.88 mm	-1.5%
Total puts	49.60 k	15.60 k	+217.9%
Total calls	17.80 k	10.40 k	+71.2%
Total put/call ratio	2.8	1.5	+85.8%

Largest owners	Shares	Value	Change
Vanguard	8.60 mm	$316.24 bn	-2.3%
BLK BlackRock	8.21 mm	$301.85 bn	NEW
FMR	5.67 mm	$208.35 bn	+2.5%
Setanta Asset Management	5.51 mm	$179.64 mm	0.0%
Aqr Capital Management	2.66 mm	$97.37 bn	-1.1%
Dimensional Fund Advisors	2.39 mm	$87.85 bn	+0.0%
IVZ Invesco	2.30 mm	$84.45 bn	-3.9%
Citadel Advisors	2.09 mm	$77.02 bn	+99.0%
STT State Street	1.87 mm	$68.94 bn	-0.4%
Fuller & Thaler Asset Management	1.82 mm	$67.09 bn	-32.4%

Largest transactions	Shares	Bought/sold	Change
BLK BlackRock	0.00	-8.43 mm	EXIT
BLK BlackRock	8.21 mm	+8.21 mm	NEW
Citadel Advisors	2.09 mm	+1.04 mm	+99.0%
Fuller & Thaler Asset Management	1.82 mm	-873.81 k	-32.4%
Balyasny Asset Management	874.93 k	+501.89 k	+134.5%
Wellington Management	0.00	-424.05 k	EXIT
UBS UBS	379.61 k	+314.96 k	+487.2%
Qube Research & Technologies	0.00	-312.91 k	EXIT
Algebris (UK)	25.93 k	-276.91 k	-91.4%
Assenagon Asset Management	872.19 k	-270.00 k	-23.6%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

FHI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
20 Nov 24	Donahue Thomas R	Class B Common Stock	Gift	Dispose G	No	No	0	18,700	0.00	564,199
19 Nov 24	Dolores D Dudiak	Class B Common Stock	Sell	Dispose S	No	No	41.4904	938	38.92 k	86,350
19 Nov 24	Fisher John B	Class B Common Stock	Sell	Dispose S	No	No	41.3633	7,817	323.34 k	453,253
19 Nov 24	Van Meter Stephen	Class B Common Stock	Sell	Dispose S	No	No	41.4493	1,148	47.58 k	34,619
19 Nov 24	Uhlman Paul A	Class B Common Stock	Sell	Dispose S	No	No	41.3882	6,311	261.20 k	310,767
18 Nov 24	Dolores D Dudiak	Class B Common Stock	Grant	Acquire A	No	No	3	10,000	30.00 k	87,288
18 Nov 24	Fisher John B	Class B Common Stock	Grant	Acquire A	No	No	3	18,500	55.50 k	461,070
18 Nov 24	Donahue Thomas R	Class B Common Stock	Grant	Acquire A	No	No	3	18,500	55.50 k	582,899
18 Nov 24	Van Meter Stephen	Class B Common Stock	Grant	Acquire A	No	No	3	4,000	12.00 k	35,767
18 Nov 24	Uhlman Paul A	Class B Common Stock	Grant	Acquire A	No	No	3	18,500	55.50 k	317,078