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Home CompaniesFederated Investors Inc B

Federated Investors Inc B

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
63.99 USD -0.05 ( 0.08%)
Last update at 2026-11-06T21:00:00Z
VOLUME
969488
Market Cap
4300.11M
P/E
11.12

Momentum Score

…

Federated Hermes, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities. It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City; Chicago, Illinois and London, United Kingdom.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
62.66
Low
64.44
High
52 Week Price Range
36.79
Low
59.05
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Federated Investors Inc. Class B (FHI.US) is an asset manager providing investment management and related services to institutional and retail clients across multiple strategies. Long-term growth drivers include organic AUM expansion from net inflows and market appreciation, product and distribution diversification, and recurring fee income that could support stability as markets evolve. Investors may find it attractive for its scale in distribution and a fee-based business model that appears positioned to deliver relatively predictable revenues over time.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
64.04
Dividend Yield
2.33%
Revenue TTM
1800.66M
Revenue Per Share
23.98
Gross Profit TTM
1222.98M
Debt / Equity
0.38
ROE
34.31%
Net Debt
-126.88M
ROCE
24.68%
Diluted EPS TTM
5.10

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Income before tax 547.53M 381.61M 411.33M 306.22M 376.29M
Minority interest -10.80M -0.12M -5.80M 4.93M -2.02M
Net income 403.30M 268.31M 298.98M 239.50M 270.29M
Selling general administrative 500.57M 210.81M 198.79M 178.89M 185.67M
Selling and marketing expenses 22.99M 406.42M 394.19M 335.49M 182.48M
Gross profit 1332.08M 1091.61M 1046.19M 933.10M 767.96M
Reconciled depreciation 22.26M 22.43M 26.84M 28.09M 30.01M
Ebit 560.26M 394.27M 400.73M 336.80M 366.27M
Ebitda 582.52M 416.70M 427.60M 337.02M 353.57M
Depreciation and amortization 22.26M 22.43M 26.87M 0.22M -12.70M
Non operating income net other - - - -19.50M 11.80M
Operating income 535.00M 361.47M 387.55M 336.80M 366.27M
Other operating expenses 1275.99M 1270.63M 1222.03M 1109.02M 934.17M
Interest expense 12.73M 12.66M 12.52M 11.07M 50.72M
Tax provision 133.43M 113.18M 106.55M 71.66M 103.98M
Interest income 23.35M 17.33M 23.46M 30.80M 10.92M
Net interest income -12.73M -12.66M -12.52M -11.07M -
Income tax expense 133.43M 113.18M 106.55M 71.66M 103.98M
Total revenue 1810.99M 1632.09M 1609.57M 1445.81M 1300.45M
Total operating expenses 797.08M 730.14M 658.64M 596.30M 401.68M
Cost of revenue 478.91M 540.49M 563.39M 512.71M 532.49M
Total other income expense net 12.52M 20.14M 23.78M -30.57M 10.02M
Net income from continuing ops 414.10M 268.43M 304.78M 234.56M 272.31M
Net income applicable to common shares 385.16M 256.71M 285.00M 239.50M 258.99M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Total assets 2290.12M 2084.68M 2101.84M 2020.48M 2018.19M
Intangible assets 1183.61M 327.88M 409.45M 409.12M 471.21M
Other current assets 12.88M 34.09M 35.64M 129.28M 132.77M
Total liab 1026.65M 933.96M 947.75M 912.97M 904.17M
Total stockholder equity 1196.95M 1095.21M 1128.25M 1045.69M 1114.02M
Deferred long term liab - - - 180.41M 205.21M
Other current liab 314.14M 175.29M 182.77M 239.02M 253.26M
Common stock 532.60M 503.52M 475.00M 1411.06M 1652.48M
Capital stock 532.60M 503.52M 475.00M 1411.06M 449.12M
Retained earnings 1531.08M 1256.60M 1194.56M 1015.59M 1187.00M
Other liab - - - 221.16M 346.91M
Good will 852.10M 804.82M 807.16M 800.42M 798.87M
Other assets 321.43M 40.36M 65.48M 31.27M 188.66M
Cash 583.89M 504.44M 383.18M 336.78M 233.33M
Cash and equivalents 582.54M 504.44M 383.18M 336.78M 233.33M
Total current liabilities 20.15M 289.19M 287.34M 257.41M 270.71M
Current deferred revenue - - -88.29M - -
Net debt -126.88M -42.47M 74.76M 29.19M -9.98M
Short term debt 20.15M 16.70M 16.28M 18.39M 17.45M
Short long term debt total 457.01M 461.97M 457.94M 365.98M 223.35M
Other stockholder equity -873.21M -632.84M -521.40M -1335.28M -1741.83M
Property plant equipment 120.63M 130.28M 129.98M 35.74M 46.97M
Total current assets 831.32M 781.35M 720.73M 651.03M 559.45M
Net tangible assets - - - -102.06M -156.06M
Short term investments 141.75M 136.60M 177.50M 184.97M 193.35M
Net receivables 105.68M 106.22M 124.42M 94.01M 96.27M
Long term debt 348.37M 348.11M 347.84M 347.58M 223.35M
Inventory - - - -94.01M -96.27M
Accounts payable - 97.21M 88.29M 73.90M 64.02M
Accumulated other comprehensive income 6.48M -32.08M -19.91M -45.68M 16.36M
Common stock total equity - - - 441.14M 449.12M
Retained earnings total equity - - - 1015.59M 1187.00M
Treasury stock - - - - -538.46M
Non currrent assets other 71.28M 40.36M 34.53M 31.27M 33.39M
Non current assets total 1458.80M 1303.33M 1381.12M 1369.45M 1458.74M
Capital lease obligations 108.64M 113.86M 110.10M 105.20M 122.72M
Long term debt total 348.37M 348.11M 347.84M 347.58M 223.35M
Breakdown 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Type yearly yearly yearly yearly yearly
Date 2025-12-31 2024-12-31 2023-12-31 2022-12-31 2021-12-31
Investments - 64.25M -22.48M -32.36M 26.56M
Change to liabilities - - - -10.26M -29.64M
Total cashflows from investing activities 165.93M 64.25M -30.61M -32.36M 10.82M
Net borrowings - 0.00M 0.00M 126.65M 148.35M
Total cash from financing activities -401.81M -286.40M -243.09M -168.51M -249.47M
Change to operating activities - - - 3.65M -13.00M
Net income 385.16M 268.43M 304.78M 234.56M 272.31M
Change in cash 76.79M 120.61M 46.00M 102.90M -70.58M
Begin period cash flow 507.57M 386.95M 340.95M 238.05M 308.63M
End period cash flow 584.38M 507.57M 386.95M 340.95M 238.05M
Total cash from operating activities 297.35M 346.55M 311.83M 323.95M 170.38M
Depreciation 22.26M 22.43M 26.87M 28.09M 30.01M
Other cashflows from investing activities -6.03M 143.57M -22.70M -27.98M 21.24M
Dividends paid 104.87M 184.81M 98.09M 97.92M 105.76M
Change to account receivables 4.03M 17.35M -27.57M -4.37M 6.66M
Sale purchase of stock -262.77M -137.62M -177.07M -218.14M -228.35M
Other cashflows from financing activities -34.16M 36.03M 32.07M 509.19M -63.71M
Change to netincome - - - 76.83M 40.40M
Capital expenditures 2.76M 4.02M 7.92M 4.37M 10.42M
Change receivables - - - -4.37M 6.66M
Cash flows other operating - - - -0.90M -149.35M
Cash and cash equivalents changes - - - 123.08M -68.27M
Change in working capital -3.36M 17.57M -12.14M 3.96M -12.70M
Stock based compensation 29.13M 28.78M 33.95M 35.51M 39.70M
Other non cash items -105.95M 24.27M -45.88M 40.56M -177.97M
Free cash flow 294.58M 342.53M 303.92M 319.58M 159.96M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(USD)
Price
(USD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
FHI
Federated Investors Inc B		 -0.05
0.08%		 63.99 11.12 11.12 2.39 3.59 2.24 6.92
BLK
BlackRock Inc		 -
-%		 1178.87 26.25 19.57 6.33 2.90 6.35 17.13
BX
Blackstone Group Inc		 -0.32
0.27%		 119.50 33.20 20.12 11.05 11.56 9.14 15.74
IVSBF
Investor AB ser. B		 -1.77
4.00%		 42.50 4.67 3.83 3.78 1.13 4.15 1.68
KKR
KKR & Co. Inc.		 -1.82
1.85%		 96.48 32.68 13.66 3.58 3.22 0.68 1.47

Profile*

Federated Investors Inc B

Federated Hermes, Inc. is a publicly owned investment manager. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors. Through its subsidiaries, it manages separate client-focused equity, fixed income, balanced and money market mutual funds along with separate client-focused equity, fixed income, money market, and balanced portfolios. Through its subsidiaries, the firm invests in the public equity and fixed income markets across the globe. It invests in growth and value stocks of small-cap, mid-cap, and large-cap companies. The firm makes its fixed income investments in ultra-short, short-term, and intermediate-term mortgage-backed, U.S. Government, U.S. corporate, high yield, and municipal securities. It employs both fundamental and quantitative analysis to make its equity investments. Federated Hermes, Inc. was founded in 1955 and is based in Pittsburgh, Pennsylvania with additional offices in New York City; Chicago, Illinois and London, United Kingdom.

1001 Liberty Avenue, Pittsburgh, PA, United States, 15222-3779

412 288 1900

https://www.federatedhermes.com/us/home.do

2091

Name Title Year Born
Mr. John Christopher Donahue Pres, CEO & Chairman 1949
Mr. Thomas Robert Donahue VP, Treasurer, CFO & Director 1959
Mr. John Basil Fisher VP & Director 1956
Mr. Paul Adam Uhlman VP 1967
Ms. Mary Jo Ochson CFA Head of the Tax-Free Money Market Investment Area, Chief Investment Officer, SVP & Sr Portfolio Mngr 1953
Mr. Richard Anthony Novak VP, Assistant Treasurer & Principal Accounting Officer 1963
Mr. Raymond J. Hanley Sr. VP NA
Mr. Stephen Paul Van Meter VP & Chief Compliance Officer 1975
Mr. Peter J. Germain Exec. VP, Chief Legal Officer & Sec. 1959
Mr. J. T. Tuskan Sr. VP and Director of Marketing & Corp. Communications NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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